Best AI tools for< Automate Client Onboarding >

Bitskout is an AI Front Office platform designed for CPAs and professional services firms to enhance their operational efficiency and client management. It helps in managing client requests, customer onboarding, and information intake, allowing firms to double their bandwidth without the need for additional headcount. The platform leverages AI technology to streamline workflows, automate tasks, and provide real-time insights to optimize business processes and improve client satisfaction.

Retainr is an all-in-one agency management software powered by AI, designed to help creative agencies and freelancers streamline their operations. It offers a comprehensive suite of features including file storage, client management, payments, tasks assignment, help desk, project delivery, and referrals. The platform aims to elevate agency identity by providing white-label features, custom sign-up experiences, and transparent pricing. Retainr simplifies client management from onboarding to service delivery, offers valuable insights into agency performance, and integrates with various tools for streamlined workflows. It enables agencies to scale their services, increase profitability, and enhance client experience through automation and collaboration tools.

Gavel is a legal document automation and intake software designed for legal professionals. It offers a range of features to help lawyers and law firms automate tasks, streamline workflows, and improve efficiency. Gavel's AI-enabled onboarding process, Blueprint, streamlines the onboarding process without accessing any client data. The software also includes features such as secure client collaboration, integrated payments, and custom workflow creation. Gavel is suitable for legal professionals of all sizes and practice areas, from solo practitioners to large firms.

Karbon is an AI-powered practice management software designed for accounting firms to increase visibility, control, automation, efficiency, collaboration, and connectivity. It offers features such as team collaboration, workflow automation, project management, time & budgets tracking, billing & payments, reporting & analysis, artificial intelligence integration, email management, shared inbox, calendar integration, client management, client portal, eSignatures, document management, and enterprise-grade security. Karbon enables firms to automate tasks, work faster, strengthen connections, and drive productivity. It provides services like group onboarding, guided implementation, and enterprise resources including articles, ebooks, and videos for accounting firms. Karbon also offers live training, customer support, and a practice excellence scorecard for firms to assess their performance. The software is known for its AI and GPT integration, helping users save time and improve efficiency.

Uxer is a personalized automation assistant powered by advanced computer vision and AI, designed to make automation easy and accessible for everyone. It automates tasks across various platforms and becomes smarter with each interaction. Uxer eliminates the need for complex coding and selectors, allowing users to automate workflows using simple commands or everyday language. The application caters to a wide range of users, from non-technical individuals to advanced users, offering features like personalized smart agent, platform independence, and natural language processing.

SimplyConvert is an award-winning legal tech platform designed to streamline client intake processes, manage client relationships, and enhance case management for law firms. Founded by a mass tort lawyer and developed by legal specialists and programmers, SimplyConvert automates various aspects of the legal workflow, from client intake to case resolution, providing real-time analysis and insights. The platform offers features such as an automated client intake chatbot, a feature-rich CRM, referral management tools, client portal, reporting dashboard, and data management capabilities.

AllRize is a legal practice management software designed to streamline operations, enhance efficiency, and improve profitability for modern law firms. It offers a comprehensive solution built on Microsoft 365 platform, integrating CRM, marketing, matter management, and accounting. AllRize aims to provide total transparency, visibility, and control to law firms, helping them make informed business decisions and stay competitive in the legal market.

Vee is an intelligent conversational AI tool that serves as a virtual consultant for businesses. It leverages groundbreaking artificial intelligence technology to automate telephone client service processes and enhance business efficacy. Vee has a rich experience in completing a wide range of client support processes, from helpline services to mass outbound campaigns. The application has already interacted with millions of people and effectively implemented business processes for numerous companies across various industries.

Further AI is an AI application designed to revolutionize insurance operations by providing AI Teammates for various tasks such as quote generation, policy checking, and renewal follow-ups. The platform aims to enhance efficiency, reduce errors, and automate repetitive tasks in the insurance industry. Further AI offers innovative solutions for insurance brokers, general agents, and insurers, allowing them to scale their business without the need for additional hiring. By leveraging AI technology, users can streamline workflows, automate client calls, navigate portals, and extract data from complex documents with ease and accuracy.

Timely is an AI-powered time tracking software designed to automate time tracking, bill clients accurately, and enhance productivity. It offers features such as automatic time tracking, memory tracker, timesheets, project dashboard, and efficient task management. Timely is trusted by thousands of users across various industries to provide accurate time data for informed decision-making and improved business operations.

Recordme-Client is a web application designed to provide automated services for accounting processes. Users can access their accounts, fetch data, and manage their credentials securely. The application offers a seamless experience for users to streamline their accounting tasks efficiently.

Tango is an automated platform for managing contracts and payments, designed to streamline client management, billing, and payment collection for small and medium professional services practices and consultancies. It offers features such as clear scope definition, transparent contracts, automated billing, and easy payment options. Tango helps businesses save time by automating invoicing, payment processing, and contract management, ultimately improving efficiency and profitability.

Mesha is an AI-powered accounts receivable software solution that automates invoice follow-up processes. It offers powerful tools to streamline billing, automate payments, and enhance client communication. Mesha's AI capabilities, led by Marcus, help businesses save time, improve cash flow, and boost productivity. With features like client response tracking, automated email reminders, and white-label client portals, Mesha simplifies invoicing tasks and enhances the overall client experience.

AI Automation Agency is a platform that offers AI development services to businesses, focusing on optimizing processes, automating workflows, and elevating overall business performance. Their intelligent solutions include custom chatbots, AI tools, personalized integrations, lead generation, CRM automation, and sales funnels. The agency aims to streamline operations, improve communication, and drive business growth through efficient automation and smart solutions. With a team of experienced tech experts, they help businesses automate workflows, increase productivity, and focus on core objectives for measurable success.

Responsive.ai is a foundational software designed for financial advice, aimed at maximizing advisor productivity through workflow automation, client engagement tools, and AI-powered insights. The platform offers solutions like Prioritize for enhancing relationships and revenue growth, Enable for managing documents and integrations, and Dash for creating seamless digital experiences. Responsive empowers advisors with an API-first ecosystem to deliver advice-led financial services and elevate enterprise value.

MiClient.ai is an AI-powered Sales automation SaaS that offers a Lead Management System Software to streamline the deal closure process for businesses. It provides a comprehensive CRM software with CPQ capabilities, enabling users to manage their pipeline, create deals, send proposals, co-review deals with customers, and close contracts with e-signatures. MiClient.ai aims to boost sales efficiency by automating client interactions, speeding up proposal sending, eliminating quoting errors, and maximizing revenue through intelligent pricing strategies.

Omni Engage is a powerful omnichannel communications software designed to help businesses create meaningful and personalized interactions with their customers. It allows businesses to connect with their audience across multiple channels, including email, social media, and voice, and deliver a consistent and memorable experience for every customer. Omni Engage simplifies customer engagement with its Unified Inbox, which enables agents to handle requests from all channels seamlessly and efficiently. It also offers AI automation with Omni Automate, which streamlines customer interactions by automating routine inquiries and providing rapid response times. With its robust reporting and analytics capabilities, Omni Engage empowers supervisors to measure engagement and performance across all channels, identify areas for improvement, and drive success.

HubSpot is an AI-powered platform that offers CRM, marketing, sales, customer service, and content management tools. It provides a unified platform optimized by AI, with features such as marketing automation, sales pipeline development, customer support, content creation, and data organization. HubSpot caters to businesses of all sizes, from startups to large enterprises, helping them generate leads, automate processes, and improve customer retention. The platform also offers a range of integrations and solutions tailored to different business needs.

Ai Helper is an AI application that integrates artificial intelligence into your computer to provide various functions such as interacting with websites, PDFs, and videos, composing emails, optimizing SEO articles, automating workflows, coding assistance, and more. It offers a user-friendly interface and supports multiple AI engines and large models to meet different needs. Ai Helper is designed to enhance productivity and efficiency in various tasks across different domains.

Everbility is an AI-powered clinical documentation tool designed for Allied Health Professionals. It helps in writing reports, synthesizing client notes, brainstorming ideas, and focusing on client care. The tool saves time by generating progress notes, letters, and assessment reports, while ensuring data privacy and compliance with regulations like HIPAA and Australian Privacy Principles.

HumanLayer is a Python toolkit designed to enable AI agents to interact with humans in tool-based and asynchronous workflows. By incorporating humans-in-the-loop, agentic tools can access more powerful and meaningful tasks. The toolkit provides features like requiring human approval for function calls, human as a tool for contacting humans, omni-channel contact capabilities, granular routing, and support for various LLMs and orchestration frameworks. HumanLayer aims to ensure human oversight of high-stakes function calls, making AI agents more reliable and safe in executing impactful tasks.

Chat with your data using OpenAI and AI Search. This solution accelerator uses an Azure OpenAI GPT model and an Azure AI Search index generated from your data, which is integrated into a web application to provide a natural language interface, including speech-to-text functionality, for search queries. Users can drag and drop files, point to storage, and take care of technical setup to transform documents. There is a web app that users can create in their own subscription with security and authentication.

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.

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.

PatchWork is an open-source framework designed for automating development tasks using large language models. It enables users to automate workflows such as PR reviews, bug fixing, security patching, and more through a self-hosted CLI agent and preferred LLMs. The framework consists of reusable atomic actions called Steps, customizable LLM prompts known as Prompt Templates, and LLM-assisted automations called Patchflows. Users can run Patchflows locally in their CLI/IDE or as part of CI/CD pipelines. PatchWork offers predefined patchflows like AutoFix, PRReview, GenerateREADME, DependencyUpgrade, and ResolveIssue, with the flexibility to create custom patchflows. Prompt templates are used to pass queries to LLMs and can be customized. Contributions to new patchflows, steps, and the core framework are encouraged, with chat assistants available to aid in the process. The roadmap includes expanding the patchflow library, introducing a debugger and validation module, supporting large-scale code embeddings, parallelization, fine-tuned models, and an open-source GUI. PatchWork is licensed under AGPL-3.0 terms, while custom patchflows and steps can be shared using the Apache-2.0 licensed patchwork template repository.

Botright is a tool designed for browser automation that focuses on stealth and captcha solving. It uses a real Chromium-based browser for enhanced stealth and offers features like browser fingerprinting and AI-powered captcha solving. The tool is suitable for developers looking to automate browser tasks while maintaining anonymity and bypassing captchas. Botright is available in async mode and can be easily integrated with existing Playwright code. It provides solutions for various captchas such as hCaptcha, reCaptcha, and GeeTest, with high success rates. Additionally, Botright offers browser stealth techniques and supports different browser functionalities for seamless automation.

AutoNode is a self-operating computer system designed to automate web interactions and data extraction processes. It leverages advanced technologies like OCR (Optical Character Recognition), YOLO (You Only Look Once) models for object detection, and a custom site-graph to navigate and interact with web pages programmatically. Users can define objectives, create site-graphs, and utilize AutoNode via API to automate tasks on websites. The tool also supports training custom YOLO models for object detection and OCR for text recognition on web pages. AutoNode can be used for tasks such as extracting product details, automating web interactions, and more.

Wingman AI allows you to use your voice to talk to various AI providers and LLMs, process your conversations, and ultimately trigger actions such as pressing buttons or reading answers. Our _Wingmen_ are like characters and your interface to this world, and you can easily control their behavior and characteristics, even if you're not a developer. AI is complex and it scares people. It's also **not just ChatGPT**. We want to make it as easy as possible for you to get started. That's what _Wingman AI_ is all about. It's a **framework** that allows you to build your own Wingmen and use them in your games and programs. The idea is simple, but the possibilities are endless. For example, you could: * **Role play** with an AI while playing for more immersion. Have air traffic control (ATC) in _Star Citizen_ or _Flight Simulator_. Talk to Shadowheart in Baldur's Gate 3 and have her respond in her own (cloned) voice. * Get live data such as trade information, build guides, or wiki content and have it read to you in-game by a _character_ and voice you control. * Execute keystrokes in games/applications and create complex macros. Trigger them in natural conversations with **no need for exact phrases.** The AI understands the context of your dialog and is quite _smart_ in recognizing your intent. Say _"It's raining! I can't see a thing!"_ and have it trigger a command you simply named _WipeVisors_. * Automate tasks on your computer * improve accessibility * ... and much more

PR Pilot is an AI-powered tool designed to assist users in their daily workflow by delegating routine work to AI with confidence and predictability. It integrates seamlessly with popular development tools and allows users to interact with it through a Command-Line Interface, Python SDK, REST API, and Smart Workflows. Users can automate tasks such as generating PR titles and descriptions, summarizing and posting issues, and formatting README files. The tool aims to save time and enhance productivity by providing AI-powered solutions for common development tasks.

Labelbox is a data-centric AI platform for enterprises to develop, optimize, and use AI to solve problems and power new products and services. Enterprises use Labelbox to curate data, generate high-quality human feedback data for computer vision and LLMs, evaluate model performance, and automate tasks by combining AI and human-centric workflows. The academic & research community uses Labelbox for cutting-edge AI research.

OpenAdapt is an open-source software adapter between Large Multimodal Models (LMMs) and traditional desktop and web Graphical User Interfaces (GUIs). It aims to automate repetitive GUI workflows by leveraging the power of LMMs. OpenAdapt records user input and screenshots, converts them into tokenized format, and generates synthetic input via transformer model completions. It also analyzes recordings to generate task trees and replay synthetic input to complete tasks. OpenAdapt is model agnostic and generates prompts automatically by learning from human demonstration, ensuring that agents are grounded in existing processes and mitigating hallucinations. It works with all types of desktop GUIs, including virtualized and web, and is open source under the MIT license.

This repository contains custom recipes for H2O Driverless AI, which is an Automatic Machine Learning platform for the Enterprise. Custom recipes are Python code snippets that can be uploaded into Driverless AI at runtime to automate feature engineering, model building, visualization, and interpretability. Users can gain control over the optimization choices made by Driverless AI by providing their own custom recipes. The repository includes recipes for various tasks such as data manipulation, data preprocessing, feature selection, data augmentation, model building, scoring, and more. Best practices for creating and using recipes are also provided, including security considerations, performance tips, and safety measures.

The CryptoToken-Sender-Airdrop-Staking-Liquidity repository provides an ultimate tool for efficient and automated token distribution across blockchain wallets. It is designed for projects, DAOs, and blockchain-based organizations that need to distribute tokens to thousands of wallet addresses with ease. The platform offers advanced integrations with DeFi protocols for staking, liquidity farming, and automated payments. Users can send tokens in bulk, distribute tokens to multiple wallets instantly, optimize gas fees, integrate with DeFi protocols for liquidity provision and staking, set up recurring payments, automate liquidity farming strategies, support multi-chain operations, monitor transactions in real-time, and work with various token standards. The repository includes features for connecting to blockchains, importing and managing wallets, customizing mailing parameters, monitoring transaction status, logging transactions, and providing a user-friendly interface for configuration and operation.

The Modal Python library provides convenient, on-demand access to serverless cloud compute from Python scripts on your local computer. It allows users to easily integrate serverless cloud computing into their Python scripts, providing a seamless experience for accessing cloud resources. The library simplifies the process of interacting with cloud services, enabling developers to focus on their applications' logic rather than infrastructure management. With detailed documentation and support available through the Modal Slack channel, users can quickly get started and leverage the power of serverless computing in their projects.

Awesome MLOps is a curated list of tools related to Machine Learning Operations, covering areas such as AutoML, CI/CD for Machine Learning, Data Cataloging, Data Enrichment, Data Exploration, Data Management, Data Processing, Data Validation, Data Visualization, Drift Detection, Feature Engineering, Feature Store, Hyperparameter Tuning, Knowledge Sharing, Machine Learning Platforms, Model Fairness and Privacy, Model Interpretability, Model Lifecycle, Model Serving, Model Testing & Validation, Optimization Tools, Simplification Tools, Visual Analysis and Debugging, and Workflow Tools. The repository provides a comprehensive collection of tools and resources for individuals and teams working in the field of MLOps.

RPA Framework is an open-source collection of libraries and tools for Robotic Process Automation (RPA), designed to be used with Robot Framework and Python. It offers well-documented core libraries for Software Robot Developers, optimized for Robocorp Control Room and Developer Tools, and accepts external contributions. The project includes various libraries for tasks like archiving, browser automation, date/time manipulations, cloud services integration, encryption operations, database interactions, desktop automation, document processing, email operations, Excel manipulation, file system operations, FTP interactions, web API interactions, image manipulation, AI services, and more. The development of the repository is Python-based and requires Python version 3.8+, with tooling based on poetry and invoke for compiling, building, and running the package. The project is licensed under the Apache License 2.0.

AIStore on Kubernetes is a toolkit for deploying a lightweight, scalable object storage solution designed for AI applications in a Kubernetes environment. It includes documentation, Ansible playbooks, Kubernetes operator, Helm charts, and Terraform definitions for deployment on public cloud platforms. The system overview shows deployment across nodes with proxy and target pods utilizing Persistent Volumes. The AIStore Operator automates cluster management tasks. The repository focuses on production deployments but offers different deployment options. Thorough planning and configuration decisions are essential for successful multi-node deployment. The AIStore Operator simplifies tasks like starting, deploying, adjusting size, and updating AIStore resources within Kubernetes.

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This GPT automatically fills YC application for you based on website or Pitch Deck

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Automatically evaluates uploaded lesson plans against educational standards. Upload text or a PDF.

I create Playwright test cases for specific URLs.