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Software type

AI assistants & automation

Use AI assistants or agents to support and automate work.

Products to investigate

Ada Support Inc.

Ada

Ada is an agentic customer-experience platform providing AI agents that resolve customer queries and act across voice, messaging, and email channels.

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Airtable (Formagrid, Inc.)

Airtable

Airtable lets non-technical users or an AI assistant construct custom relational database applications rather than focusing on one business domain.

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Anaplan, Inc.

Anaplan

Anaplan provides AI-assisted financial planning, budgeting, forecasting, scenario analysis, consolidation, close, and financial reporting for enterprise finance teams.

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Automation Anywhere, Inc.

Automation Anywhere

Automation Anywhere is an Automation Success Platform combining robotic process automation with generative-AI capabilities via its Automation Co-Pilot.

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Blackbaud

Blackbaud Raiser's Edge NXT

Blackbaud Raiser's Edge NXT manages donor records, gifts, pledges, campaigns, recurring giving, portfolios, communications, events, and fundraising reporting.

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BlackLine, Inc.

BlackLine

BlackLine automates financial close and consolidation through account reconciliation, transaction matching, task management, compliance controls, audit trails, and financial reporting.

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Campfire Technologies, Inc.

Campfire

Campfire is an AI-native ERP for finance teams that automates general-ledger accounting, bank reconciliation, payments, invoicing, close, and financial reporting.

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Chatbase

Chatbase

Chatbase is a no-code platform for building and deploying conversational AI agents for customer support, sales, and product guidance across multiple channels.

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Creatio

Creatio CRM

Creatio CRM brings customer records and workflows for marketing, sales, and service into one AI-enabled, no-code platform.

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Decagon AI, Inc.

Decagon

Decagon is an omnichannel AI customer-service agent platform using natural-language Agent Operating Procedures to handle voice, chat, and email interactions.

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Digits Financial, Inc.

Digits

Digits is an AI-native general ledger for businesses and accountants covering bookkeeping, close, bill pay, invoicing, reconciliation, and real-time financial reporting.

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EverTrue

DonorSearch

DonorSearch provides prospect research and fundraising intelligence using philanthropic history, wealth indicators, predictive models, and enriched donor records.

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Esker

Esker Accounts Payable

Esker Accounts Payable uses AI to capture, validate, code, approve, and reconcile supplier invoices while enforcing payment and audit controls.

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Fin AI, Inc.

Fin AI Agent

Fin is an autonomous AI customer-service agent deployable across Intercom, Salesforce, Hubspot, Freshdesk, and other helpdesks, with US/EU/Australia data residency.

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FloQast, Inc.

FloQast

FloQast automates accounting workflows for close management, account reconciliation, journal entries, compliance, audit readiness, consolidation, and record-to-report.

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Glean Technologies, Inc.

Glean

Glean is an enterprise AI platform unifying workplace search, an AI assistant, and AI agents on a company's own data and context.

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Kick, Inc.

Kick

Kick automates bookkeeping for business owners by categorising transactions, reconciling accounts, closing books, and producing financial statements.

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Lindy AI, Inc.

Lindy

Lindy is an AI teammate platform that connects to business tools and completes real work end-to-end across marketing, sales, support, ops, and finance.

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LiveImpact

LiveImpact

LiveImpact is a nonprofit operations suite spanning programme and case management, donors, fundraising, volunteers, events, membership, grants, auctions, and AI search.

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Make

Make

Make is a visual automation platform for connecting apps, data sources, and AI models to build automations and AI agents visually, in code, or with a prompt.

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Microsoft

Microsoft Copilot Studio

Microsoft Copilot Studio is a low-code platform for building, customising, and launching AI agents, available standalone via Azure or bundled with Microsoft 365 Copilot.

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Microsoft

Microsoft Dynamics 365 Finance

Microsoft Dynamics 365 Finance manages general ledger, payables, receivables, cash, budgeting, planning, financial controls, close, tax, and reporting.

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Microsoft

Microsoft Power Automate

Microsoft Power Automate combines cloud workflow automation, robotic process automation, and Copilot-powered AI agents to automate business processes.

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n8n GmbH

n8n

n8n is an AI workflow automation platform for building AI agents and workflows, available self-hosted or in the cloud.

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Numeric Technologies, Inc.

Numeric

Numeric is an AI-assisted close-management platform for reconciliations, journal entries, accounting workflows, controls, variance analysis, and financial reporting.

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OnSearch Pty Ltd (t/a Relevance AI)

Relevance AI

Relevance AI is an enterprise AI agent builder and workforce platform for building autonomous specialist agents across sales, support, marketing, HR, and operations.

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Silverfin NV

Silverfin

Silverfin provides an AI-assisted cloud platform for accounting firms to standardise client accounts, automate working papers and compliance, and produce financial reports.

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Sopact

Sopact Sense

Sopact Sense combines structured longitudinal data collection with AI-assisted qualitative and quantitative analysis.

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Stampli, Inc.

Stampli

Stampli automates accounts payable invoice capture, coding, collaboration, approvals, payments, reconciliation, expenses, and ERP-connected workflows.

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SutiSoft, Inc.

SutiCRM

SutiCRM combines customer account and activity histories with sales, marketing, service cases, contracts, workflow automation, and AI-assisted lead and deal management.

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Tray.io, Inc.

Tray.ai

Tray.ai is an AI-ready integration and automation platform combining iPaaS with a Merlin Agent Builder and governance for deploying AI agents.

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UiPath, Inc.

UiPath

UiPath is a business orchestration and automation platform combining robotic process automation, agentic AI, and process orchestration with governance.

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Velora

Velora Mission Assistant

Velora Mission Assistant is an AI workspace for nonprofit operations, handling board reporting, donation reconciliation, Form 990-EZ preparation, and staff onboarding.

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Virtuous Software

Virtuous

Virtuous combines donor CRM, online giving, fundraising automation, donor outreach, events, volunteer management, communications, and fundraising analytics.

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Voiceflow, Inc.

Voiceflow

Voiceflow is a conversational AI platform for building, deploying, and iterating AI agents across web, app, messaging, and voice channels.

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Workato, Inc.

Workato

Workato is an integration and automation platform combining iPaaS with an Agent Studio for building custom AI agents and orchestrating workflows.

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Workday

Workday Adaptive Planning

Workday Adaptive Planning provides financial planning, budgeting, forecasting, scenario modelling, consolidation, variance analysis, and financial reporting.

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Workday

Workday Financial Management

Workday Financial Management connects accounting, close, consolidation, payables, receivables, cash, expenses, planning, controls, and financial reporting.

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Zapier Inc.

Zapier

Zapier connects 9,000+ apps and lets teams build automated workflows and autonomous AI agents that take action across connected tools.

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