All AI tools
Every tool in the directory (5,694). Filter by category and price, or search by what you want to do.
Every tool in the directory (5,694). Filter by category and price, or search by what you want to do.
49 tools for “Client”
Accounting practice management and client portal with AI features
Client success software with AI helpers for agencies and service firms
AI client engagement and onboarding suite for wealth management firms
Legal practice management with the Vincent AI legal assistant
AI-driven anti-money laundering screening and transaction monitoring
AI tax assistant for CPAs, EAs and tax firms
Legal case management with built-in AI for document work
AI-native accounting platform with autonomous bookkeeping
Practice management software for clinicians with an AI scribe built in
AI litigation software that reads case files and drafts filings
Generative AI tax research assistant for accountants and lawyers
AI bookkeeper that categorizes bank feeds in QuickBooks and Xero
AI search, recommendations, chat and email for web stores
AI platform for plaintiff law firms across the full case lifecycle
AI workflow platform for insurance and wealth management firms
AI and private-company data for M&A deal sourcing and market mapping
AI scribe for therapists that writes notes and treatment plans
Legal AI workspace, private LLMs and custom workflows for law firms
AI neighborhood and property reports for any US address
AI tax research and preparation assistant for accountants
AI meal planner that builds daily menus to hit your exact macros
AI assistant and CRM replacement for financial advisors
AI accountant that keeps books, sends invoices and answers tax questions
Agentic AI for back-office operations at banks and trust companies
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