Best AI tools for< Manage Client Accounts >

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.

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.

SiteRecon is an AI-powered mapping tool designed for landscapers, offering features such as automated takeoffs, site condition reports, job plans, account management, and enhancement proposals. It helps landscapers streamline their sales process, improve productivity, and enhance client relations by providing accurate measurements, detailed site audits, and work reports. SiteRecon aims to revolutionize the landscaping industry by leveraging AI technology to simplify property mapping, estimate generation, and job management, ultimately leading to increased efficiency and profitability for landscaping businesses.

Vendasta is a full-stack growth platform that provides agencies with the tools and resources they need to scale their businesses and help their clients succeed. With Vendasta, agencies can offer a wide range of services to their clients, including marketing automation, project management, sales and CRM, workflow automations, and more. Vendasta also offers a marketplace where agencies can resell products and services from other vendors, as well as a white-label client portal that allows clients to manage their own accounts and access all of the services that their agency offers.

Timworks is an all-in-one client support and team management app for online businesses and clients. It offers a range of features to help businesses streamline their customer support operations, including secure audit trails, unlimited client seats, and integrations with popular accounting and productivity tools. Timworks also includes a built-in AI assistant, TIMi, which can answer customer queries and questions, saving businesses time and resources.

Scopey is an AI-powered scope management tool designed to help businesses manage shifting client demands and prevent scope creep. It offers real-time tracking of project changes, detailed scopes of work creation, seamless integration with team workflows, and upselling opportunities. Scopey aims to save time, increase revenue, ensure transparency, stop scope creep, and boost project success effortlessly.

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.

Canopy is an all-in-one practice management software for accounting and tax firms. It helps firms manage their clients, documents, workflow, time and billing, and more. Canopy is designed to help firms work more efficiently and effectively, so they can focus on providing better client experiences.

Beebzi.AI is an all-in-one AI content creation platform that offers a wide array of tools for generating various types of content such as articles, blogs, emails, images, voiceovers, and more. The platform utilizes advanced AI technology and behavioral science to empower businesses and individuals in their marketing and sales endeavors. With features like AI Article Wizard, AI Room Designer, AI Landing Page Generator, and AI Code Generation, Beebzi.AI revolutionizes content creation by providing customizable templates, multiple language support, and real-time data insights. The platform also offers various subscription plans tailored for individual entrepreneurs, teams, and businesses, with flexible pricing models based on word count allocations. Beebzi.AI aims to streamline content creation processes, enhance productivity, and drive organic traffic through SEO-optimized content.

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.

Timely is an AI-powered time tracking software that helps businesses automate time tracking, bill clients accurately, and improve productivity. It offers features such as automatic time tracking, memory tracker, timesheets, project dashboard, and task management. Timely is trusted by thousands of users across various industries to provide accurate time data for informed decision-making and increased profitability.

QRev is an AI-powered sales tool designed to revolutionize the sales process by automating mundane tasks and allowing salespeople to focus on closing deals. It offers features such as researching prospects, scaling outreach, competitive research, and personalized email campaigns. QRev aims to save time and increase efficiency for sales teams, providing modern CRM capabilities and insights into sales calls. With QRev, users can access leads from a massive database, run research 24/7, and personalize campaign sequences at scale.

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.

Smartlead is an AI-powered cold email outreach tool designed to help businesses scale their outreach efforts seamlessly. With features like unlimited mailboxes, email warmups, multi-channel infrastructure, and a unified master inbox, Smartlead empowers users to manage their entire revenue cycle in one place. The platform offers powerful APIs, automation, and white labeling options to build long-lasting relationships with clients and boost email deliverability. Smartlead caters to lead generation agencies, marketing agencies, sales leaders, recruiters, and more, providing versatile solutions for a variety of industries.

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.

Tamarack is a technology company specializing in equipment finance, offering AI-powered applications and data-centric technologies to enhance operational efficiency and business performance. They provide a range of solutions, from business intelligence to professional services, tailored for the equipment finance industry. Tamarack's AI Predictors and DataConsole are designed to streamline workflows and improve outcomes for stakeholders. With a focus on innovation and customer experience, Tamarack aims to empower clients with online functionality and predictive analytics. Their expertise spans from origination to portfolio management, delivering industry-specific solutions for better performance.

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.

BeC is an AI-powered email management tool that revolutionizes the way users handle their inbox. By automatically organizing emails based on priority levels and providing personalized notifications, BeC helps users save time and stay focused. The tool integrates directly with existing email providers and clients, supporting multiple languages. With features like automatic email classification, priority-based notifications, and integration with various email services, BeC offers a seamless and efficient email management experience.

Huudle is an AI account management copilot designed to enhance client alignment, progress tracking, and communication for creative teams. It participates in client meetings, reviews project documents, and engages in message threads related to the account's project. Using this data, Huudle assists account managers with key insights, tasks, project reporting, and follow-ups. By handling daily operations, Huudle allows account managers to focus more on their clients.

Criya AI is an Intelligent Content System that helps boost buyer engagement by providing AI-powered tools such as Content Builder, Slide Generator, Visual Design, and more. It offers features like Company knowledge management, Engagement Analytics, Secure Sharing, and Team Collaboration. Criya AI caters to various use cases like Account Based Prospecting, Lead Capture, and Deal Execution, benefiting roles such as BDR/SDR, Account Executive, and Sales Trainer. The application is designed to accelerate revenue generation by producing client-ready assets quickly and efficiently.

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.

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.

A massive list including a huge amount of products and services that are completely free! ⭐ Star on GitHub • 🤝 Contribute # Table of Contents * APIs, Data & ML * Artificial Intelligence * BaaS * Code Editors * Code Generation * DNS * Databases * Design & UI * Domains * Email * Font * For Students * Forms * Linux Distributions * Messaging & Streaming * PaaS * Payments & Billing * SSL

A curated list of Generative AI projects, tools, artworks, and models

Gemini-API is a reverse-engineered asynchronous Python wrapper for Google Gemini web app (formerly Bard). It provides features like persistent cookies, ImageFx support, extension support, classified outputs, official flavor, and asynchronous operation. The tool allows users to generate contents from text or images, have conversations across multiple turns, retrieve images in response, generate images with ImageFx, save images to local files, use Gemini extensions, check and switch reply candidates, and control log level.

EXIF Photo Blog is a full-stack photo blog application built with Next.js, Vercel, and Postgres. It features built-in authentication, photo upload with EXIF extraction, photo organization by tag, infinite scroll, light/dark mode, automatic OG image generation, a CMD-K menu with photo search, experimental support for AI-generated descriptions, and support for Fujifilm simulations. The application is easy to deploy to Vercel with just a few clicks and can be customized with a variety of environment variables.

ChatGPT is a large language model that can generate human-like text, translate languages, write different kinds of creative content, and answer your questions in a conversational way. It is trained on a massive amount of text data, and it is able to understand and respond to a wide range of natural language prompts. Here are 5 jobs suitable for this tool, in lowercase letters: 1. content writer 2. chatbot assistant 3. language translator 4. creative writer 5. researcher

Deepgram JavaScript SDK. Power your apps with world-class speech and Language AI models.

Kohaku-NAI is a simple Novel-AI client with utilities like a generation server, saving images automatically, account pool, and an auth system. It also includes a standalone client, a DC bot based on the generation server, and a stable-diffusion-webui extension. Users can use it to generate images with NAI API within sd-webui, as a standalone client, gen server, or DC bot. The project aims to add features like QoS system, better client, random prompts, and fetch account info in the future.

Numerapi is a Python client to the Numerai API that allows users to automatically download and upload data for the Numerai machine learning competition. It provides functionalities for downloading training data, uploading predictions, and accessing user, submission, and competitions information for both the main competition and Numerai Signals competition. Users can interact with the API using Python modules or command line interface. Tokens are required for certain actions like uploading predictions or staking, which can be obtained from Numer.ai account settings. The tool also supports features like checking new rounds, getting leaderboards, and managing stakes.

aiograpi is an asynchronous Instagram API wrapper for Python that allows users to interact with various Instagram functionalities such as retrieving public data of users, posts, stories, followers, and following users, managing proxy servers and challenge resolver, login by different methods, managing messages and threads, downloading and uploading various types of content, working with insights, likes, comments, and more. It is designed for testing or research purposes rather than production business use.

The AI Horde is an enterprise-level ML-Ops crowdsourced distributed inference cluster for AI Models. This middleware can support both Image and Text generation. It is infinitely scalable and supports seamless drop-in/drop-out of compute resources. The Public version allows people without a powerful GPU to use Stable Diffusion or Large Language Models like Pygmalion/Llama by relying on spare/idle resources provided by the community and also allows non-python clients, such as games and apps, to use AI-provided generations.

Midjourney Proxy is an open-source project that acts as a proxy for the Midjourney Discord channel, allowing API-based AI drawing calls for charitable purposes. It provides drawing API for free use, ensuring full functionality, security, and minimal memory usage. The project supports various commands and actions related to Imagine, Blend, Describe, and more. It also offers real-time progress tracking, Chinese prompt translation, sensitive word pre-detection, user-token connection via wss for error information retrieval, and various account configuration options. Additionally, it includes features like image zooming, seed value retrieval, account-specific speed mode settings, multiple account configurations, and more. The project aims to support mainstream drawing clients and API calls, with features like task hierarchy, Remix mode, image saving, and CDN acceleration, among others.

FeedGen is an open-source tool that uses Google Cloud's state-of-the-art Large Language Models (LLMs) to improve product titles, generate more comprehensive descriptions, and fill missing attributes in product feeds. It helps merchants and advertisers surface and fix quality issues in their feeds using Generative AI in a simple and configurable way. The tool relies on GCP's Vertex AI API to provide both zero-shot and few-shot inference capabilities on GCP's foundational LLMs. With few-shot prompting, users can customize the model's responses towards their own data, achieving higher quality and more consistent output. FeedGen is an Apps Script based application that runs as an HTML sidebar in Google Sheets, allowing users to optimize their feeds with ease.

Neptune is a scalable experiment tracker for teams training foundation models. Log millions of runs, effortlessly monitor and visualize model training, and deploy on your infrastructure. Track 100% of metadata to accelerate AI breakthroughs. Log and display any framework and metadata type from any ML pipeline. Organize experiments with nested structures and custom dashboards. Compare results, visualize training, and optimize models quicker. Version models, review stages, and access production-ready models. Share results, manage users, and projects. Integrate with 25+ frameworks. Trusted by great companies to improve workflow.

OpenAI-DotNet is a simple C# .NET client library for OpenAI to use through their RESTful API. It is independently developed and not an official library affiliated with OpenAI. Users need an OpenAI API account to utilize this library. The library targets .NET 6.0 and above, working across various platforms like console apps, winforms, wpf, asp.net, etc., and on Windows, Linux, and Mac. It provides functionalities for authentication, interacting with models, assistants, threads, chat, audio, images, files, fine-tuning, embeddings, and moderations.

Maintains and expands client portfolio through strategic upselling, relationship-building, and negotiation.

Drives client retention, renewals, upsells and client satisfaction.

Supports business growth by maintaining strong client relationships.

Strengthens business relationships through client interaction and feedback analysis.

BookeAI Assistant sorts bank transactions into merchants, categories, and confidence levels, tailored by client location and business type.

I'm a marketing fox offering startup-friendly strategies to reach clients.

A sales specialist AI for customized client solutions.

Advanced GPT for LinkedIn Sales Navigator user, offering personalized sales advice.

If you are running an Agency, use this AI. It will answer you based on some books and podcast which I have used over the year. Also I uploaded some articles I have written for agency.

Assists in efficient tax planning and compliance.

Expert in agency growth, focusing on strategic advice for scaling and client acquisition.

Assists professionals with psychotherapy cases and treatment plans

Soy un profesor de derecho digital que busca acercar a los abogados al fascinante mundo de la tecnología.

Dynamic veterinary marketing assistant with tailored advice and updates.

Expert on Siemens Active Workspace and Rich Application Client, guiding based on specific documentation.

Engineering Director | Delivery Management, and Client Engagement | Bridging the Gap Between Technology and Business Goals

Freelancers and Independent Consultants, individuals in these roles often handle client data, project specifics, and personal contact information, requiring them to be vigilant about data privacy.

Adapts to each client's unique ad campaign needs.

Guides freelancers in enhancing skills and client acquisition.

Assistant to Fitness & Personal Trainers, skilled in client management and fitness education (Version 2.0)