Categories
Account Planning Related Products
FutureAdvisor
The online financial management service for everyone.
Automated Portfolio Management
BearSavings
Personal finance apps, tools, calculators, and tips.
Budgeting & Savings
Alaan
AI-powered expense management platform for businesses in the Middle…
Corporate Cards
Truebill
Live your best financial life
Budgeting & Spending Analysis
Sameplan
Customer-facing plans for sales teams and their prospects.
Deal Collaboration
Cascading AI
AI Agents for Banking
AI-Powered Loan Processing
BizPlanner AI
From a blank page to a professional business plan in a few clicks
AI Business Plan Generator
Routable
Simplifying payouts at scale
Payables Automation
Plansom
The AI App that helps you save time.
AI-Powered Planning
8vdx
Enhancing financial underwriting & investing with fine-tuned AI models
AI-Powered Underwriting
FinGrow Finance
Your New Go-To For Managing Money
Budgeting
OkCredit
Simple and secure bookkeeping for Indian businesses.
Credit Management
Raycaster
Transform your sales process with AI-powered account research and actionable insights.
Account Prioritization
AI Business Plan
Generate a custom business plans and pitch decks in minutes.
AI Business Plan Generator
Koshex
Automating wealth creation for 400M Indian millennials
Automated Investing
MoneyVision
See your financial goals come to life.
Financial Visualization
Workbase
Data & workflow platform for B2B account teams
Customer Churn Reduction
Winford AI
AI-Powered Software for Institutional Credit Investors
Loan Portfolio Monitoring
Trove
Transform raw financial data into actionable insights.
Merchant Intelligence
Accend
Accend accelerates onboarding and KYC reviews for fintechs and banks
KYC Automation
SNAB
A global treasury management platform for complex multi-group and…
Global Banking
Accountable
Smarter spending for vacation rental managers
Expense Tracking
Smart Clerk
Any bank or credit card statement to Excel with AI-driven precision.
Bank Statement Processing
LearnMentalModels
Clarity in 3 Steps: Your AI Decision Coach
AI Decision Coach
doola Bookkeeping
Focus on your business, let us handle the books.
Automated Bookkeeping
Aleph
One source of truth for financial data.
Financial Planning & Analysis
Fieldguide
Vertical AI for Advisory & Audit Firms
Audit Automation
yearend
Optimize your equity and taxes in real-time.
Equity Optimization
Levers
Automating collection and boosting cashflow for B2B companies
Accounts Receivable Automation
Bilanc
Unit Economics on autopilot
Unit Economics