Canopy

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.

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.

Monarch Money is an all-in-one money management platform that helps you track your finances, collaborate with your partner or financial advisor, and achieve your financial goals. It offers a variety of features, including budgeting, investment tracking, transaction categorization, and financial planning. Monarch Money is available on the web, iOS, and Android.

Quandri is a digital workforce solution that automates repetitive tasks for insurance brokerages and agencies. By leveraging advanced automation and AI, Quandri's digital workers can help businesses save time, reduce errors, and increase efficiency. Quandri's out-of-the-box digital workers can be deployed seamlessly into any agency or brokerage, and can be trained to perform a variety of tasks, including EDI processing, closing broker activities, eDoc processing, inbound lead management, and renewal reviews. With Quandri, businesses can free up their team's time to focus on more value-producing activities, such as building relationships with clients and growing their business.

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.

Diligen is a machine learning powered contract analysis tool that helps teams streamline their contract review process. It can identify key provisions, generate contract summaries, and help teams manage review with machine learning powered analysis. Diligen is used by law firms, legal service providers, and corporations around the world to make high quality contract review faster, more efficient, and more cost effective.

Respaid is a B2B collections tool that focuses on respectful and efficient debt recovery. It utilizes AI-powered precision messaging to optimize communication with debtors, resulting in a 50% collection rate and 30x faster performance than traditional methods. The tool offers features such as direct payments, database cleaning, and insights into why customers aren't paying. Respaid aims to protect your brand reputation while helping you recover unpaid invoices in a respectful manner.

Osher.ai is a personal AI for businesses that allows users to interact with websites, intranets, knowledge bases, process documents, spreadsheets, and procedures. It can be used to train custom AIs on internal knowledge bases, process documents, and files. Osher.ai also offers private and public AIs, and users can customize their AIs' personality, purpose, and welcome message.

Feedyou is a company that provides AI-powered chat and voice virtual assistants for customer service, HR, and other business needs. Their virtual assistants can automate routine tasks, answer questions immediately, and handle complex situations, freeing up human employees to focus on more strategic initiatives. Feedyou's virtual assistants can be customized to match the personality of your brand and can be integrated with your existing systems. They are used by over 250 companies in 30 countries.

Crisp is an all-in-one business messaging platform designed for startups and small to medium-sized businesses. It offers various features such as chat widget, chatbot builder, CRM, shared inbox, ticketing system, campaigns, knowledge base, and more to help businesses automate tasks, improve customer engagement, and provide efficient customer support. With Crisp, teams can collaborate effortlessly, gather data and knowledge in one place, and enhance customer experiences with personalized interactions.

Timmy is an AI spending buddy designed to help users save money faster and grow their wealth. It provides personalized spending suggestions, tracks spending in real-time, suggests budgets, and offers weekly tasks to achieve financial goals. Users can subscribe to the newsletter for product updates and releases, but should exercise caution and seek professional advice for financial decisions.

WhiteBridge is an AI-powered online reputation management tool that helps individuals and businesses transform scattered online data into a coherent narrative of their digital identity. By finding, verifying, and structuring information about someone into insightful reports, WhiteBridge enables users to safeguard their reputation, understand prospects, prepare for pitches, hire wisely, and verify authenticity. The tool offers real-time validation, background analysis, and access to over 100 public data APIs to provide unmatched quality of information. WhiteBridge is designed for recruiters, sales reps, business owners, and privacy-conscious individuals to streamline background checks, build better connections, verify information, and safeguard personal data.

Servcy is an all-in-one business management tool that helps you consolidate data from all your tools in one place. With Servcy, you can manage your communications, tasks, documents, payments, and time tracking all in one place. Servcy also uses AI to help you prioritize and respond to the most important messages, organize and manage your tasks, and get answers from your documents.

We360.ai is an award-winning employee monitoring software that helps businesses track employee productivity, attendance, and time. It offers a range of features such as real-time screenshots, app usage tracking, and detailed reports. We360.ai is designed to help businesses improve efficiency, streamline processes, and make informed decisions.

Harver is a talent assessment platform that helps businesses make better hiring decisions faster. It offers a suite of solutions, including assessments, video interviews, scheduling, and reference checking, that can be used to optimize the hiring process and reduce time to hire. Harver's assessments are based on data and scientific insights, and they help businesses identify the right people for the right roles. Harver also offers support for the full talent lifecycle, including talent management, mobility, and development.

Principal is an AI-powered wealth platform that helps users manage their finances effectively. It offers a comprehensive view of your financial situation, personalized insights, and recommendations to grow your wealth. With bank-grade security, Principal ensures that your data is safe and secure. The platform is free to use with the option to upgrade for more advanced features and capabilities.

FlyFin is the world's #1 A.I. and CPA tax filing service designed for freelancers, self-employed individuals, business owners, and 1099 & W-2 workers. The platform leverages artificial intelligence to identify every possible tax deduction, making tax filing faster, cheaper, and more accurate. With a dedicated team of CPAs, FlyFin ensures precise tax preparation and maximum refunds for its users. The service covers federal and state taxes for various entities, offers full audit insurance, and guarantees a 100% money-back refund policy. FlyFin is a secure and efficient solution for individuals looking to streamline their tax filing process.

CanTax.ai is an AI-powered platform offering tax help for Canadians. It provides personalized tax advice tailored to individual financial needs, ensuring privacy and security through industry-leading encryption protocols. The platform's artificial intelligence is trained on federal and provincial tax legislation, offering comprehensive knowledge and 24/7 availability for immediate tax advice. CanTax aims to simplify the tax filing process and empower Canadians financially by making expert-level tax guidance accessible to all.

ChatNRA is an innovative platform dedicated to assisting non-US residents in various aspects of launching and managing a US company. Their comprehensive suite of services is designed to streamline the process of establishing a US business presence and navigating the complexities of the American market. They offer services such as LLC and INC formation, tax filing, annual compliance, bookkeeping, and beneficial ownership information. ChatNRA aims to simplify the process for individuals looking to start and manage a US-based business, providing expert guidance and support throughout the journey.

Reconcile is a finance app designed specifically for multipreneurs, individuals with multiple businesses or income streams. It automates bookkeeping, connects users with tax professionals, and provides financial insights to help users focus on growth. Reconcile's AI assistant tracks expenses, maximizes write-offs, and provides personalized recommendations to help users make more profitable decisions.

TaxGPT is an AI-powered tax assistant that provides accurate and up-to-date answers to tax-related questions. It is designed for individuals, business owners, and tax professionals, offering personalized answers, maximized deductions, and time-saving features. TaxGPT utilizes advanced AI algorithms and a proprietary hallucination control system to ensure reliable and accurate information. With TaxGPT, users can navigate complex tax situations, make informed decisions, and streamline their tax filing process.

Intuit Assist is a generative AI-powered financial assistant designed to help you achieve financial confidence. It is a comprehensive platform that offers a wide range of financial tools and services, including TurboTax, Credit Karma, QuickBooks, and Mailchimp. Intuit Assist can help you with a variety of financial tasks, such as filing your taxes, managing your credit, tracking your expenses, and invoicing your clients. It is a valuable tool for anyone who wants to take control of their finances and achieve financial success.

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.

TaxGPT is an AI-powered tax assistant application that offers personalized tax solutions for individuals, businesses, and tax professionals. It provides accurate and up-to-date responses to tax queries, maximizes deductions, and simplifies the tax filing process. With features like secure data encryption, AI-powered answers, and a user-friendly interface, TaxGPT aims to revolutionize the way taxes are managed. Trusted by over 15,000 tax professionals, TaxGPT is designed to save time, reduce errors, and provide unlimited tax support for users.

SanptoBook is a personal accounting software designed to help individuals manage their finances efficiently. It offers features such as invoice and receipt management, reimbursement facilitation, tax filing assistance, bill splitting, and project tracking. The application aims to simplify financial tasks and improve overall financial organization for users. With AI-powered efficiency, SnaptoBook provides state-of-the-art receipt recognition technology and secure cloud storage for all receipts.

Medallia is an AI-powered text analytics software that enables users to uncover high-impact insights and drive actions with real-time, human-centric text analytics. It offers comprehensive feedback capture, role-based reporting, AI & analytics, integrations, and enterprise-grade security. The platform helps organizations analyze unstructured data, derive hidden meanings behind words, create customizable KPIs, and build out-of-the-box topic models for various industries and use cases.

Gestualy is an AI application that measures and improves customer satisfaction and mood quickly and easily through gestures. It allows businesses to interact with customers or guests via gestures, make intelligent decisions, and generate valuable statistical reports using artificial intelligence. Gestualy offers touchless interaction, immediate feedback, anonymized reports on satisfaction, gender, mood, and age, as well as data protection compliance. The application is suitable for various industries, including restaurants, events, and healthcare.

ChainFuse is an AI-powered customer feedback analytics tool designed for support and success teams. It helps businesses track trends, receive critical alerts, and gain insights to enhance user satisfaction and minimize churn. By unifying customer data from various sources and utilizing AI storytelling, ChainFuse enables users to visualize real-time trends, identify issues, and seize opportunities to improve customer experience. The tool offers AI-powered insights, sentiment analysis, recurring issue detection, and generates reports for data-driven decision-making. ChainFuse prioritizes data security and aims to empower customer experience teams for enhanced customer loyalty and business growth.

Questflow is a decentralized AI agent economy platform that enables users to orchestrate multiple AI agents to gather insights, take action, and earn rewards autonomously. It serves as a co-pilot for work, helping knowledge workers automate repetitive tasks in a private, safety-first approach. The platform offers features such as multi-agent orchestration, user-friendly dashboard, visual reports, smart keyword generator, content evaluation, SEO goal setting, automated alerts, actionable SEO tips, regular SEO goal setting, and link optimization wizard.

GetOData is a powerful web scraping API and Chrome extension that offers AI-based data extraction tools for small-scale scraping projects. It allows users to extract large amounts of data without being blocked by anti-bot mechanisms like Captchas, Cloudflare, or Akimai. The API is built by data extraction experts and provides features such as choosing the output format (HTML or JSON), setting proxy locations, executing JavaScript, taking screenshots, and more. GetOData offers simplified pricing options for freelancers, startups, and businesses, with competitive rates and high success rates compared to other services.

Receiptor AI is an automated tool that extracts and categorizes receipts and invoices from emails, saving users time and effort in manual organization. It seamlessly integrates with various email accounts, offers real-time expense analytics, and supports multi-language extraction. The tool provides comprehensive information extraction, retroactive email analysis, and intelligent contextual categorization. Receiptor AI is designed to streamline accounting processes and enhance financial tracking for individuals and businesses.

Archive is an AI-powered Influencer Marketing Platform that streamlines the process of finding influencers, managing user-generated content (UGC), and generating reports. It offers features such as Creator Search, Social Listening, Reports, Shoppable UGC Feeds, Competitor Insights, and API integration. Archive automates the collection and organization of tagged content, saving time and effort. The platform helps businesses drive results by leveraging enriched community data and showcasing UGC on their websites. With Archive, users can easily track influencer metrics, improve conversion rates, and increase revenue through shoppable UGC feeds.

ASK BOSCO® is an AI reporting and forecasting tool designed for agencies and retailers. It connects and consolidates data for easy reporting, predicts media spend allocation, plans budgets, and forecasts future performance with 96% accuracy. The tool combines internal marketing data with algorithmic modeling to create personalized reporting dashboards, enabling data-driven marketing decisions and insights. ASK BOSCO® is trusted by leading brands and agencies, offering statistical modeling and machine learning for media budget planning and benchmarking against competitors.

Tability is an AI-driven platform designed to help individuals and teams set, track, work, and report on their goals and objectives effectively. It offers AI-assisted goal editing, OKR tracking, reporting on-demand, full-company view of goals, task tracking, and daily standups. The platform aims to bring transparency to OKRs, KPIs, and strategic initiatives, enabling users to move from setting goals to achieving them with ease.

AI Intern is an AI-powered tool designed to help users efficiently complete research, generate quality content, and quickly respond to a wide range of questions. It streamlines workflow, saves time for more important tasks, and assists in creating various types of content across different domains. The application utilizes artificial intelligence (AI) to generate responses, but users are advised to exercise discretion due to the evolving nature of AI technology.

DeskDay is a Conversational Service Automation (CSA) platform designed for Managed Service Providers (MSPs) to deliver exceptional IT support. It offers chat-based ticketing, instant notifications, smart quality assurance, efficient billing, chat-based project management, and intelligent timesheet tracking. DeskDay aims to streamline service delivery, boost tech productivity, and reduce tool fatigue for MSPs and their customers.

Merlin AI is an AI Chrome Extension and web app that serves as an AI-powered assistant, offering top AI models like ChatGPT, GPT 4, Claude, Opus, Llama, Mistral, and more. It enables users to generate AI responses on Google search, summarize YouTube videos, blogs, and documents, write posts and replies on social media platforms, and translate into over twenty-five languages. Merlin is designed to save time and money by providing a range of AI functionalities for various tasks across different industries.

Supermanage AI is an advanced artificial intelligence tool designed to streamline and optimize various management tasks. It leverages cutting-edge AI algorithms to provide users with intelligent insights and recommendations for decision-making. With its user-friendly interface and powerful features, Supermanage AI is a valuable asset for businesses looking to enhance their operational efficiency and productivity.

The website 'KNOW WHY' is an AI tool that generates machine-generated content. It was created by Mohit using OpenAI API. Users should not consider the content as a replacement for reading actual books or watching movies/series. The tool aims to provide informative content based on AI algorithms.

Questflow is a decentralized AI agent economy platform that enables users to orchestrate multiple AI agents to gather insights, take action, and earn rewards autonomously. It serves as a co-pilot for work, helping knowledge workers automate repetitive tasks in a private and safety-first approach. The platform offers features such as multi-agent orchestration, user-friendly dashboard, visual reports, smart keyword generator, content evaluation, SEO goal setting, automated alerts, actionable SEO tips, regular SEO goal setting, and link optimization wizard.

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.

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.

Kupiks is an automated email parsing tool designed to simplify data entry processes by extracting key information from emails such as customer inquiries, leads, invoices, and more. It eliminates manual entry, saves time, and minimizes errors. The tool offers a simple and seamless solution to automate data entry and streamline workflows, making it ideal for customer support, order management, and expense management.

Receiptor AI is an automated tool that extracts and categorizes receipts and invoices from emails, saving users time and effort in manual organization. It seamlessly integrates with various email accounts, offers real-time expense analytics, and supports multi-language extraction. The tool provides comprehensive information extraction, retroactive email analysis, and intelligent contextual categorization. Receiptor AI is designed to streamline accounting processes and enhance financial tracking for individuals and businesses.

The website offers an online platform for creating quotes, invoices, and receipts. It emphasizes the advantages of using computer-generated documents over physical commercial books. Users can test the platform for free, generate documents in PDF and JPG formats, and access various pricing plans based on the number of employees. The platform is designed for businesses and individuals looking to streamline their invoicing process and enhance professionalism.

AiTax is an AI-based tax-preparation software that leverages Artificial Intelligence and Machine Learning to help individuals and entrepreneurs prepare and file their taxes accurately and efficiently. The software eliminates the risk of human error, ensures the lowest possible tax amount, prioritizes data security, and offers free audit and legal defense support. AiTax aims to simplify the tax-filing process, maximize potential refunds, and minimize the chances of an audit, providing users with a reliable and secure solution for their tax needs.

Itemery is an office inventory software designed for small and medium businesses, offering an AI-based solution for office inventory management. It allows users to easily track and manage items, integrate with Excel and Google Threads, import existing property databases, and quickly add items using AI technology. With features like easy organization, inventory scanning via barcode or QR code, and location display, Itemery simplifies asset management for various industries. The application offers different subscription plans with varying features to cater to different business needs.

Ramp is a comprehensive platform offering Spend Management, Corporate Cards, and Accounts Payable Solutions. It provides easy-to-use corporate cards, bill payments, accounting, and more in one place. With a focus on saving time and money, Ramp streamlines expense management, AP automation, spend controls, and procurement processes. The platform is designed to make finance teams faster and happier by automating tasks, matching receipts to transactions, and simplifying accounting processes. Ramp caters to startups, global enterprises, and businesses of all sizes with features like seamless integration, global payment capabilities, customization options, and dedicated support.

Kintsugi is a sales tax automation platform designed to help companies globally manage and track their sales tax lifecycle efficiently. The platform automates sales tax processes, monitors tax exposure, facilitates accurate filing and remittance, and provides automated registration alerts. Kintsugi also offers VDA and back tax handling, industry-leading customer service, and a dedicated Slack channel for instant support. With features like TaxGPT for expert answers, no-code integrations, and comprehensive sales tax calculations, Kintsugi aims to simplify sales tax management for businesses of all sizes.

Humanlike is an AI-powered AP/AR tool that helps businesses cut AP/AR costs by 80%. It is a better alternative to outsourcing accounts payable and receivable, using human-like AI to process invoices more efficiently and accurately than traditional methods. Developed by fintech veterans from Stripe and Modern Treasury, Humanlike offers a risk-free trial period and is SOC 2 compliant. The tool enables businesses to scale sub-linearly, grow without increasing headcount, and reduce reliance on outsourcing. With features like 24/7 availability, 4-week implementation time, and 80% average cost reduction, Humanlike streamlines AP/AR processes, shortens cycle time, and automates exception handling.

wallet.AI is an AI application that provides smart machines to inform users about their financial behavior. Founded in San Francisco in 2012, wallet.AI builds intelligent engines that analyze millions of data pieces to help users make better daily financial decisions. The application aims to assist people in making informed financial choices through the power of artificial intelligence.

WellyBox is an AI-powered receipt management application designed for businesses. It leverages the power of GPT and OCR to automate manual administrative tasks related to receipt tracking, organization, and management. With over 70 million documents processed, WellyBox is a leading solution for businesses worldwide, offering seamless integration with cloud storage solutions and accounting software.

Finance Brain is an AI-powered assistant that provides instant answers for finance and accounting questions. It offers unlimited access for a monthly fee of $20 and allows new users to ask 3 free questions. The platform is available 24/7 to assist users with their financial queries.

Procys is a document processing platform powered by AI that offers intelligent document extraction and processing solutions. It provides a self-learning engine for efficient data extraction, seamless integration with various apps, OCR API powered by AI, customized data extraction capabilities, and AI autosplit feature for automatic document splitting. Procys caters to various use cases such as invoice OCR, ID card OCR, receipt OCR, and account payable automation. The platform ensures data security as a top priority and simplifies the document processing workflow through advanced OCR technology.

Klarna International provides safe and easy-to-use payment solutions for both individuals and businesses. Users can log in to manage purchases, payments, orders, and store statistics conveniently. The platform offers a seamless experience for settling payments and managing financial transactions. Klarna operates globally, offering a variety of languages and regions to cater to a diverse user base.

LedgerBox is an AI tool that specializes in converting bank statements into digital formats. It simplifies the process of managing financial data by automatically extracting and organizing information from bank statements. With LedgerBox, users can easily convert paper-based bank statements into digital files, enabling quick and efficient financial analysis and reporting. The tool is designed to save time and reduce errors associated with manual data entry, making it a valuable asset for individuals and businesses looking to streamline their financial processes.

SplitMyExpenses is an AI-powered application designed to simplify shared expenses with friends. It allows users to create groups, split bills, track debts, and settle up seamlessly. The app offers modern design, AI receipt itemization, friend data integration from payment apps, spending visualization, and secure payment handling. With over 150 supported currencies and no limits on expenses, SplitMyExpenses revolutionizes the age-old problem of bill splitting, providing users with time, money, and sanity-saving solutions.

AskRobert is a user-friendly online platform that provides personalized financial advice to help individuals make informed decisions about their money. The platform offers a wide range of financial planning tools and resources, including budgeting tools, investment calculators, retirement planning guides, and more. Users can ask specific financial questions and receive tailored advice from certified financial experts. AskRobert aims to empower users to take control of their finances and achieve their financial goals.

Receipt OCR API by ReceiptUp is an advanced tool for precise data extraction from receipt and invoice images. The API leverages OCR and AI technology to accurately extract total amounts, taxes, dates, and merchant information, streamlining financial operations. It supports over 50 languages, multiple image formats, and offers affordable pricing. Users can easily integrate the API into their software systems for efficient receipt management and enhanced business analytics.

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.

CanTax.ai is an AI-powered platform offering tax help for Canadians. It provides personalized tax advice tailored to individual financial needs, ensuring privacy and security through industry-leading encryption protocols. The platform's artificial intelligence is trained on federal and provincial tax legislation, offering comprehensive knowledge and 24/7 availability for immediate tax advice. CanTax aims to simplify the tax filing process and empower Canadians financially by making expert-level tax guidance accessible to all.

Truewind is a next-generation AI-powered accounting solution that brings generative AI to automate accounting tasks for accounting firms, startups, and SMBs. It offers end-to-end services, core AI platform, and month-end close powered by AI. Truewind helps accountants close their books faster, provides AI-powered bookkeeping services, and offers CFO services for strategic scaling. The platform ensures enterprise-grade data security and privacy, and integrates with various accounting systems. Truewind is SOC 2 certified and adheres to strict data privacy policies.

Respaid is a B2B collections tool that focuses on respectful and efficient debt recovery. It utilizes AI-powered precision messaging to optimize communication with debtors, resulting in a 50% collection rate and 30x faster performance than traditional methods. The tool offers features such as direct payments, database cleaning, and insights into why customers aren't paying. Respaid aims to protect your brand reputation while helping you recover unpaid invoices in a respectful manner.

Expense Sorted is an AI-powered tool designed to automate the categorization of expenses, eliminating the manual effort required every month. By integrating with Google Sheets, users can streamline their workflow and benefit from accurate transaction identification. The tool offers customizable categories to suit personal or business needs, ensuring a seamless user experience.