Best AI tools for< Tax Manager >
Infographic
20 - AI tool Sites
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Boast
Boast is an AI-driven platform that simplifies the process of claiming R&D tax credits for companies in Canada and the US. By combining technical expertise with AI technology, Boast helps businesses maximize their returns by identifying and claiming eligible innovation funding opportunities. The platform offers complete transparency and control, ensuring that users are well-informed at every step of the claim process. Boast has successfully helped over 1000 companies across North America to secure higher R&D tax credit claims with less effort and peace of mind.
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Bookeeping.ai
Bookeeping.ai is an AI-powered accounting tool that automates 95% of financial tasks, offering stress-free solutions for businesses and individuals. It replaces traditional accounting software and manual processes by leveraging artificial intelligence to streamline tasks such as tax form filing, receipt matching, document creation, and more. Bookeeping.ai aims to save time, money, and reduce the complexities associated with financial management. Users can interact with the AI accountant through chat messages to complete various financial tasks efficiently.
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Blue Dot
Blue Dot is a leading AI tax compliance platform that offers solutions for global tax management and VAT recovery. The platform provides a comprehensive view of employee-driven transactions, ensuring tax compliance and reducing vulnerabilities. Blue Dot's technology leverages AI and ML to optimize VAT outcomes and automate the review process for taxable employee benefits. The platform is fully integrated with expense management systems, helping organizations streamline compliance efforts and improve data integrity.
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Lemon Squeezy
Lemon Squeezy is an all-in-one platform designed for software companies to handle payments, subscriptions, global tax compliance, fraud prevention, and more. It offers features like global tax compliance, borderless SaaS payments, instant payment methods, local currency support, AI fraud prevention, and failed payment recovery. The platform also provides tools for ecommerce, marketing, reporting, and developer integration. Lemon Squeezy aims to simplify running a software business by offering a comprehensive solution for various business needs.
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BigShort
BigShort is a real-time stock charting platform designed for day traders and swing traders. It offers a variety of features to help traders make informed decisions, including SmartFlow, which visualizes real-time covert Smart Money activity, and OptionFlow, which shows option blocks, sweeps, and splits in real-time. BigShort also provides backtested and forward-tested leading indicators, as well as live data for all NYSE and Nasdaq tickers.
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Deferred.com
Deferred.com is a free AI tool designed to assist users with 1031 exchanges, a tax-deferral strategy in real estate investment. The platform offers a range of resources, including an exchange calculator, expert answers, and matching with 1031 professionals. Users can optimize tax savings, find the right intermediary, and access essential reading materials on tax deferral and exchange rules. With a focus on simplifying the complex process of 1031 exchanges, Deferred.com aims to empower real estate investors to make informed decisions and maximize their financial benefits.
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Thomson Reuters
Thomson Reuters is a leading provider of business information services. The company provides a wide range of products and services to professionals in the legal, tax, accounting, and risk management industries. Thomson Reuters' products and services include news and information, research and analysis, software and technology, and education and training. The company has a global presence with operations in over 100 countries.
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Financial Planning
The Financial Planning website is a comprehensive platform that offers insights and resources on various aspects of financial planning, including tax investing, wealth management, estate planning, retirement planning, practice management, regulation and compliance, technology, industry news, and opinion pieces. The site covers a wide range of topics relevant to financial advisors and professionals in the wealth management industry. It also features articles on emerging trends, investment strategies, industry updates, and expert opinions to help readers stay informed and make informed decisions.
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Paro
Paro is a professional business finance and accounting solutions platform that matches businesses and accounting firms with skilled finance experts. It offers a wide range of services including accounting, bookkeeping, financial planning, budgeting, business analysis, data visualization, strategic advisory, growth strategy consulting, startup and fundraising consulting, transaction advisory, tax and compliance services, AI consulting services, and more. Paro aims to help businesses optimize faster by providing expert solutions to bridge gaps in finance and accounting operations. The platform also offers staff augmentation services, talent acquisition, and custom solutions to enhance operational efficiency and maximize ROI.
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Betterment
Betterment is an automated investing platform that helps you build wealth, grow your savings, and plan for retirement. With Betterment, you can invest in a diversified portfolio of stocks and bonds, earn interest on your cash, and get personalized advice from financial experts. Betterment is a fiduciary, which means we act in your best interest. We'll help you set financial goals and set you up with investment portfolios for each goal.
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Origin
Origin is a financial management platform that provides users with a holistic view of their finances, personalized recommendations, and guidance from AI-powered planners and Certified Financial Planners. It offers features such as net worth tracking, budgeting, saving, investing, and tax assistance, all in one place for a monthly fee of $12.99.
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EY.ai
EY.ai is a unifying platform that offers strategy, transaction, and transformation consulting services, technology transformation, tax function operations, and climate change and sustainability services. It provides a holistic ecosystem connecting AI capabilities to drive AI-enabled business transformations. EY.ai leverages robust frameworks and governance to instill confidence and empower responsible transformation, aiming to optimize performance, enrich customer and employee experiences, and unlock new sources of sustainable growth. The platform facilitates seamless people-AI collaboration to achieve extraordinary outcomes, putting humans at the center of transformation.
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Soon
Soon is a fully automated crypto investing platform that makes it easy for anyone to invest in crypto, regardless of their experience level. With Soon, you can set up simple buying and selling schedules, automatically reinvest your profits, and even track your capital gains taxes. Soon also provides a robust set of investing features, such as auto-pilot selling, reimburse spending, and stop loss, to give you powerful tools in a simple, intuitive app.
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Sprockets
Sprockets is an AI-powered hiring software designed to help businesses overcome today's unique hiring challenges. It automates manual tasks, reduces employee turnover, and helps businesses hire the best workers every time. Sprockets offers a range of features, including a virtual recruiter, sourcing, screening, applicant tracking, reporting, time to hire, background checks, and tax credits. It also integrates with a variety of other HR systems, making it easy to use alongside your existing tools. With Sprockets, businesses can improve their hiring process, save time and money, and find the best talent for their open positions.
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FareTrack
FareTrack is an AI-driven data intelligence solution tailored for the modern air travel industry. It offers accurate, timely, and actionable insights for airline revenue management, distribution, and network operations teams. By leveraging advanced AI technology, FareTrack empowers clients with competitive fare tracking, ancillary pricing insights, open pricing monitoring, and price rank value optimization. The platform also provides comprehensive travel data solutions beyond airfare, including tax breakdowns, historical fare analysis, and trend analysis. With customizable dashboards and API integration, FareTrack enables users to make informed decisions swiftly and stay ahead in the dynamic world of air travel.
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PwC
PwC is a global network of professional services firms that provides assurance, tax, and consulting services to businesses and individuals. The company has a strong focus on artificial intelligence (AI) and its potential to transform the way businesses operate. PwC's AI-powered solutions help clients improve efficiency, reduce costs, and make better decisions.
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Dili
Dili is an AI Diligence Platform that automates diligence processes for various industries such as Real Estate, Private Equity, Tax Credit, and Venture Capital. It offers features like extracting key data instantly, supporting various document types, flagging transaction issues, intelligent document search, and risk assessments. Dili provides advantages such as reliable insights, confidence scores for answers, error detection, custom workflows, and domain expertise encoding. However, it may have limitations in fine-tuning models on user data, handling complex math tasks, and measuring accuracy in certain cases.
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Inkwise
Inkwise is an AI-powered platform that helps users craft expert documents by extracting and integrating key information seamlessly from uploaded files. The platform offers features such as smart content extraction, predictive writing, document templates, and AI chat with files. Inkwise automates the document creation process by analyzing uploaded documents, extracting relevant data, and integrating it into customizable templates. It caters to various professions including academics, accounting, finance, corporate treasury, corporate tax, product management, procurement, legal, and marketing.
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Botkeeper
Botkeeper is an AI-powered bookkeeping platform designed specifically for accounting firms. It automates manual and time-consuming bookkeeping tasks using machine learning and workflow tools, allowing accounting professionals to save time, increase efficiency, and focus on serving their clients. With features like Smart Connect, Transaction Manager, Auto Bank Rec, and more, Botkeeper offers a comprehensive solution to streamline bookkeeping processes. The platform is built to be secure, scalable, and user-friendly, providing a seamless experience for accounting firms of all sizes.
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Heissdocs
Heissdocs.com is a domain selling platform that offers a secure and hassle-free process for buying and transferring domain names. The platform ensures buyer protection through a unique program, fast and easy transfers, and secure payment options. It provides information on Value Added Tax (VAT) for EU consumers and businesses. With a focus on simplicity and safety, Heissdocs.com aims to make domain name transactions straightforward and secure for users.
20 - Open Source Tools
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llmware
LLMWare is a framework for quickly developing LLM-based applications including Retrieval Augmented Generation (RAG) and Multi-Step Orchestration of Agent Workflows. This project provides a comprehensive set of tools that anyone can use - from a beginner to the most sophisticated AI developer - to rapidly build industrial-grade, knowledge-based enterprise LLM applications. Our specific focus is on making it easy to integrate open source small specialized models and connecting enterprise knowledge safely and securely.
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awesome-ai
Awesome AI is a curated list of artificial intelligence resources including courses, tools, apps, and open-source projects. It covers a wide range of topics such as machine learning, deep learning, natural language processing, robotics, conversational interfaces, data science, and more. The repository serves as a comprehensive guide for individuals interested in exploring the field of artificial intelligence and its applications across various domains.
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awesome-algorand
Awesome Algorand is a curated list of resources related to the Algorand Blockchain, including official resources, wallets, blockchain explorers, portfolio trackers, learning resources, development tools, DeFi platforms, nodes & consensus participation, subscription management, security auditing services, blockchain bridges, oracles, name services, community resources, Algorand Request for Comments, metrics and analytics services, decentralized voting tools, and NFT marketplaces. The repository provides a comprehensive collection of tools, tutorials, protocols, and platforms for developers, users, and enthusiasts interested in the Algorand ecosystem.
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paperless-gpt
paperless-gpt is a tool designed to generate accurate and meaningful document titles and tags for paperless-ngx using Large Language Models (LLMs). It supports multiple LLM providers, including OpenAI and Ollama. With paperless-gpt, you can streamline your document management by automatically suggesting appropriate titles and tags based on the content of your scanned documents. The tool offers features like multiple LLM support, customizable prompts, easy integration with paperless-ngx, user-friendly interface for reviewing and applying suggestions, dockerized deployment, automatic document processing, and an experimental OCR feature.
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iffy
Iffy is a tool for intelligent content moderation at scale, allowing users to keep unwanted content off their platform without the need to manage a team of moderators. It provides features such as a Moderation Dashboard to view and manage all moderation activity, User Lifecycle to automatically suspend users with flagged content, Appeals Management for efficient handling of user appeals, and Powerful Rules & Presets to create custom moderation rules. Users can choose between the managed Iffy Cloud or the free self-hosted Iffy Community version, each offering different features and setup requirements.
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financial-datasets
Financial Datasets is an open-source Python library that allows users to create question and answer financial datasets using Large Language Models (LLMs). With this library, users can easily generate realistic financial datasets from 10-K, 10-Q, PDF, and other financial texts. The library provides three main methods for generating datasets: from any text, from a 10-K filing, or from a PDF URL. Financial Datasets can be used for a variety of tasks, including financial analysis, research, and education.
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swarms
Swarms provides simple, reliable, and agile tools to create your own Swarm tailored to your specific needs. Currently, Swarms is being used in production by RBC, John Deere, and many AI startups.
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document-ai-samples
The Google Cloud Document AI Samples repository contains code samples and Community Samples demonstrating how to analyze, classify, and search documents using Google Cloud Document AI. It includes various projects showcasing different functionalities such as integrating with Google Drive, processing documents using Python, content moderation with Dialogflow CX, fraud detection, language extraction, paper summarization, tax processing pipeline, and more. The repository also provides access to test document files stored in a publicly-accessible Google Cloud Storage Bucket. Additionally, there are codelabs available for optical character recognition (OCR), form parsing, specialized processors, and managing Document AI processors. Community samples, like the PDF Annotator Sample, are also included. Contributions are welcome, and users can seek help or report issues through the repository's issues page. Please note that this repository is not an officially supported Google product and is intended for demonstrative purposes only.
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Starmoon
Starmoon is an affordable, compact AI-enabled device that can understand and respond to your emotions with empathy. It offers supportive conversations and personalized learning assistance. The device is cost-effective, voice-enabled, open-source, compact, and aims to reduce screen time. Users can assemble the device themselves using off-the-shelf components and deploy it locally for data privacy. Starmoon integrates various APIs for AI language models, speech-to-text, text-to-speech, and emotion intelligence. The hardware setup involves components like ESP32S3, microphone, amplifier, speaker, LED light, and button, along with software setup instructions for developers. The project also includes a web app, backend API, and background task dashboard for monitoring and management.
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PromptChains
ChatGPT Queue Prompts is a collection of prompt chains designed to enhance interactions with large language models like ChatGPT. These prompt chains help build context for the AI before performing specific tasks, improving performance. Users can copy and paste prompt chains into the ChatGPT Queue extension to process prompts in sequence. The repository includes example prompt chains for tasks like conducting AI company research, building SEO optimized blog posts, creating courses, revising resumes, enriching leads for CRM, personal finance document creation, workout and nutrition plans, marketing plans, and more.
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2025-AI-College-Jobs
2025-AI-College-Jobs is a repository containing a comprehensive list of AI/ML & Data Science jobs suitable for college students seeking internships or new graduate positions. The repository is regularly updated with positions posted within the last 120 days, featuring opportunities from various companies in the USA and internationally. The list includes positions in areas such as research scientist internships, quantitative research analyst roles, and other data science-related positions. The repository aims to provide a valuable resource for students looking to kickstart their careers in the field of artificial intelligence and machine learning.
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nonebot_plugin_naturel_gpt
NoneBotPluginNaturelGPT is a plugin for NoneBot that enhances the GPT chat AI with more human-like characteristics. It supports multiple customizable personalities, preset sharing, and various features to improve chat interactions. Users can create personalized chat experiences, enable context-aware conversations, and benefit from features like long-term memory, user-specific impressions, and data persistence. The plugin also allows for personality switching, custom trigger words, content blocking, and more. It offers extensive capabilities for enhancing chat interactions and enabling AI to actively participate in conversations.
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AIOC
AIOC is an All-in-one-Cable for Ham Radio enthusiasts, providing a cheap and hackable digital mode USB interface with features like sound-card, virtual tty, and CM108 compatible HID endpoint. It supports various software and tested radios for functions like programming, APRS, and Dual-PTT HTs. Users can fabricate and assemble the AIOC using specific instructions, and program it using STM32CubeIDE. The tool can be used for tasks like programming radios, asserting PTT, and accessing audio data channels. Future work includes configurable AIOC settings, virtual-PTT, and virtual-COS features.
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FuzzyAI
The FuzzyAI Fuzzer is a powerful tool for automated LLM fuzzing, designed to help developers and security researchers identify jailbreaks and mitigate potential security vulnerabilities in their LLM APIs. It supports various fuzzing techniques, provides input generation capabilities, can be easily integrated into existing workflows, and offers an extensible architecture for customization and extension. The tool includes attacks like ArtPrompt, Taxonomy-based paraphrasing, Many-shot jailbreaking, Genetic algorithm, Hallucinations, DAN (Do Anything Now), WordGame, Crescendo, ActorAttack, Back To The Past, Please, Thought Experiment, and Default. It supports models from providers like Anthropic, OpenAI, Gemini, Azure, Bedrock, AI21, and Ollama, with the ability to add support for newer models. The tool also supports various cloud APIs and datasets for testing and experimentation.
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AeonLabs-AI-Volvo-MKII-Open-Hardware
This open hardware project aims to extend the life of Volvo P2 platform vehicles by updating them to current EU safety and emission standards. It involves designing and prototyping OEM hardware electronics that can replace existing electronics in these vehicles, using the existing wiring and without requiring reverse engineering or modifications. The project focuses on serviceability, maintenance, repairability, and personal ownership safety, and explores the advantages of using open solutions compared to conventional hardware electronics solutions.
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InternLM-XComposer
InternLM-XComposer2 is a groundbreaking vision-language large model (VLLM) based on InternLM2-7B excelling in free-form text-image composition and comprehension. It boasts several amazing capabilities and applications: * **Free-form Interleaved Text-Image Composition** : InternLM-XComposer2 can effortlessly generate coherent and contextual articles with interleaved images following diverse inputs like outlines, detailed text requirements and reference images, enabling highly customizable content creation. * **Accurate Vision-language Problem-solving** : InternLM-XComposer2 accurately handles diverse and challenging vision-language Q&A tasks based on free-form instructions, excelling in recognition, perception, detailed captioning, visual reasoning, and more. * **Awesome performance** : InternLM-XComposer2 based on InternLM2-7B not only significantly outperforms existing open-source multimodal models in 13 benchmarks but also **matches or even surpasses GPT-4V and Gemini Pro in 6 benchmarks** We release InternLM-XComposer2 series in three versions: * **InternLM-XComposer2-4KHD-7B** π€: The high-resolution multi-task trained VLLM model with InternLM-7B as the initialization of the LLM for _High-resolution understanding_ , _VL benchmarks_ and _AI assistant_. * **InternLM-XComposer2-VL-7B** π€ : The multi-task trained VLLM model with InternLM-7B as the initialization of the LLM for _VL benchmarks_ and _AI assistant_. **It ranks as the most powerful vision-language model based on 7B-parameter level LLMs, leading across 13 benchmarks.** * **InternLM-XComposer2-VL-1.8B** π€ : A lightweight version of InternLM-XComposer2-VL based on InternLM-1.8B. * **InternLM-XComposer2-7B** π€: The further instruction tuned VLLM for _Interleaved Text-Image Composition_ with free-form inputs. Please refer to Technical Report and 4KHD Technical Reportfor more details.
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sparrow
Sparrow is an innovative open-source solution for efficient data extraction and processing from various documents and images. It seamlessly handles forms, invoices, receipts, and other unstructured data sources. Sparrow stands out with its modular architecture, offering independent services and pipelines all optimized for robust performance. One of the critical functionalities of Sparrow - pluggable architecture. You can easily integrate and run data extraction pipelines using tools and frameworks like LlamaIndex, Haystack, or Unstructured. Sparrow enables local LLM data extraction pipelines through Ollama or Apple MLX. With Sparrow solution you get API, which helps to process and transform your data into structured output, ready to be integrated with custom workflows. Sparrow Agents - with Sparrow you can build independent LLM agents, and use API to invoke them from your system. **List of available agents:** * **llamaindex** - RAG pipeline with LlamaIndex for PDF processing * **vllamaindex** - RAG pipeline with LLamaIndex multimodal for image processing * **vprocessor** - RAG pipeline with OCR and LlamaIndex for image processing * **haystack** - RAG pipeline with Haystack for PDF processing * **fcall** - Function call pipeline * **unstructured-light** - RAG pipeline with Unstructured and LangChain, supports PDF and image processing * **unstructured** - RAG pipeline with Weaviate vector DB query, Unstructured and LangChain, supports PDF and image processing * **instructor** - RAG pipeline with Unstructured and Instructor libraries, supports PDF and image processing. Works great for JSON response generation
20 - OpenAI Gpts
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International Tax Advisor
Advises on international tax matters to optimize company's global tax position.
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Transfer Pricing Advisor
Guides businesses in managing global tax liabilities efficiently.
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GPT Steuerjobs Anzeigenmeister plus Bildgenerator
Erstellt Stellenanzeigen und passende Bilder fΓΌr Steuerjobs
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Transfer Pricing Guru
Trained on the 2022 OECD TP Guidelines, country-specific rules and court cases
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Tax Optimization Techniques for Investors
πΌπ Maximize your investments with AI-driven tax optimization! π‘ Learn strategies to reduce taxes π and boost after-tax returns π°. Get tailored advice π for smart investing π. Not a financial advisor. ππ‘
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Real Estate Tax Advisor
Facilitates tax efficiency in real estate transactions and operations.
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Canadian Cannabis Consultant
Provides regulatory guidance and excise tax calculations for Canadian cannabis industry.
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Personal Business Manager
Seasoned investment manager offering detailed financial plans and strategies.
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Personal Finance Canada GPT
A GPT designed to provide everyday financial advice and tools to Canadians, primarily inspired by the subreddit Personal Finance Canada.
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401k to Gold IRA Rollover Tool - FREE
This is a guide on how to do a 401k to gold IRA rollover, and select the best company to work with.