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Plani.ai is an AI-powered business planning and task management platform designed to help entrepreneurs, startups, and business professionals transform their goals into actionable strategies. By analyzing market data and user inputs, Plani.ai generates personalized tasks, strategic roadmaps, and business documents essential for daily operations. Its intuitive Kanban board and AI-driven insights make it a valuable tool for streamlining business planning and execution.


Plani.ai is an AI-powered business planning and task management platform designed to help entrepreneurs, startups, and business professionals transform their goals into actionable strategies. By analyzing market data and user inputs, Plani.ai generates personalized tasks, strategic roadmaps, and business documents essential for daily operations. Its intuitive Kanban board and AI-driven insights make it a valuable tool for streamlining business planning and execution.


Plani.ai is an AI-powered business planning and task management platform designed to help entrepreneurs, startups, and business professionals transform their goals into actionable strategies. By analyzing market data and user inputs, Plani.ai generates personalized tasks, strategic roadmaps, and business documents essential for daily operations. Its intuitive Kanban board and AI-driven insights make it a valuable tool for streamlining business planning and execution.


HeronAI is an AI-powered analytics platform designed to simplify financial reporting and transform raw data into actionable insights. It enables businesses to generate real-time dashboards and reports in minutes, eliminating the need for manual data analysis and empowering teams to make informed decisions swiftly.


HeronAI is an AI-powered analytics platform designed to simplify financial reporting and transform raw data into actionable insights. It enables businesses to generate real-time dashboards and reports in minutes, eliminating the need for manual data analysis and empowering teams to make informed decisions swiftly.


HeronAI is an AI-powered analytics platform designed to simplify financial reporting and transform raw data into actionable insights. It enables businesses to generate real-time dashboards and reports in minutes, eliminating the need for manual data analysis and empowering teams to make informed decisions swiftly.

Sloneek is an AI-first, all-in-one HR system that covers the entire employee journey from hiring to offboarding in a single, chat-driven workspace. It automates routine tasks with an integrated HR AI assistant, provides people analytics with clear charts and trends, and offers smart recommendations for faster, data-backed decisions. Core modules include employee records, assets, documents and e-signatures, attendance and leave, time tracking, performance, hiring and onboarding, and payroll support. A 14-day free trial with instant access is available to experience the full platform without a credit card.

Sloneek is an AI-first, all-in-one HR system that covers the entire employee journey from hiring to offboarding in a single, chat-driven workspace. It automates routine tasks with an integrated HR AI assistant, provides people analytics with clear charts and trends, and offers smart recommendations for faster, data-backed decisions. Core modules include employee records, assets, documents and e-signatures, attendance and leave, time tracking, performance, hiring and onboarding, and payroll support. A 14-day free trial with instant access is available to experience the full platform without a credit card.

Sloneek is an AI-first, all-in-one HR system that covers the entire employee journey from hiring to offboarding in a single, chat-driven workspace. It automates routine tasks with an integrated HR AI assistant, provides people analytics with clear charts and trends, and offers smart recommendations for faster, data-backed decisions. Core modules include employee records, assets, documents and e-signatures, attendance and leave, time tracking, performance, hiring and onboarding, and payroll support. A 14-day free trial with instant access is available to experience the full platform without a credit card.


SRED Simplify (often stylized “SRED Simplify”) is a fintech product designed to streamline business accounting and tax processes for freelancers, small businesses, and creators. It aims to simplify expense tracking, invoice management, tax form generation, and financial insights — all in one centralized dashboard. The platform is tailored to reduce the administrative burden of bookkeeping and compliance, especially for those who do not have dedicated accounting teams.


SRED Simplify (often stylized “SRED Simplify”) is a fintech product designed to streamline business accounting and tax processes for freelancers, small businesses, and creators. It aims to simplify expense tracking, invoice management, tax form generation, and financial insights — all in one centralized dashboard. The platform is tailored to reduce the administrative burden of bookkeeping and compliance, especially for those who do not have dedicated accounting teams.


SRED Simplify (often stylized “SRED Simplify”) is a fintech product designed to streamline business accounting and tax processes for freelancers, small businesses, and creators. It aims to simplify expense tracking, invoice management, tax form generation, and financial insights — all in one centralized dashboard. The platform is tailored to reduce the administrative burden of bookkeeping and compliance, especially for those who do not have dedicated accounting teams.
Vossa.app is a smart AI-powered expense tracker designed to make budgeting effortless in just five minutes a day. It combines receipt scanning, voice input, and manual entry to help users manage their finances conveniently without complex setup or syncing hassles. The platform uses intelligent auto-categorization and clean visual stats to keep spending organized while ensuring users stay within budget limits. With Vossa, expense management becomes quick, intuitive, and accessible for anyone wanting a simple yet powerful tool to track spending habits.
Vossa.app is a smart AI-powered expense tracker designed to make budgeting effortless in just five minutes a day. It combines receipt scanning, voice input, and manual entry to help users manage their finances conveniently without complex setup or syncing hassles. The platform uses intelligent auto-categorization and clean visual stats to keep spending organized while ensuring users stay within budget limits. With Vossa, expense management becomes quick, intuitive, and accessible for anyone wanting a simple yet powerful tool to track spending habits.
Vossa.app is a smart AI-powered expense tracker designed to make budgeting effortless in just five minutes a day. It combines receipt scanning, voice input, and manual entry to help users manage their finances conveniently without complex setup or syncing hassles. The platform uses intelligent auto-categorization and clean visual stats to keep spending organized while ensuring users stay within budget limits. With Vossa, expense management becomes quick, intuitive, and accessible for anyone wanting a simple yet powerful tool to track spending habits.


Vise is an integrated, AI-driven platform designed to help financial advisors and wealth management firms deliver personalized investment portfolios at scale. By automating critical tasks like tax-loss harvesting and rebalancing, Vise enables firms to efficiently manage client accounts and create customized portfolios tailored to both firm strategies and individual client goals. The platform addresses challenges of fragmented technology, supporting robust analytic tools for proposals and account transitions. Through seamless integration with custodians and flexible investment strategies, Vise strives to improve investment outcomes and empower advisors to focus on client relationships and business growth.


Vise is an integrated, AI-driven platform designed to help financial advisors and wealth management firms deliver personalized investment portfolios at scale. By automating critical tasks like tax-loss harvesting and rebalancing, Vise enables firms to efficiently manage client accounts and create customized portfolios tailored to both firm strategies and individual client goals. The platform addresses challenges of fragmented technology, supporting robust analytic tools for proposals and account transitions. Through seamless integration with custodians and flexible investment strategies, Vise strives to improve investment outcomes and empower advisors to focus on client relationships and business growth.


Vise is an integrated, AI-driven platform designed to help financial advisors and wealth management firms deliver personalized investment portfolios at scale. By automating critical tasks like tax-loss harvesting and rebalancing, Vise enables firms to efficiently manage client accounts and create customized portfolios tailored to both firm strategies and individual client goals. The platform addresses challenges of fragmented technology, supporting robust analytic tools for proposals and account transitions. Through seamless integration with custodians and flexible investment strategies, Vise strives to improve investment outcomes and empower advisors to focus on client relationships and business growth.


Observe.AI is a conversational-intelligence and voice-AI platform geared for enterprise contact centres. It enables companies to analyse 100 % of customer interactions (voice, chat, email), automate quality assurance, provide real-time agent assistance, deploy AI agents for customer journeys, and extract operational insights at scale. The platform emphasises enterprise-grade security, multilingual capabilities, real-time and post-interaction workflows, and integrations with contact-centre systems and business intelligence.


Observe.AI is a conversational-intelligence and voice-AI platform geared for enterprise contact centres. It enables companies to analyse 100 % of customer interactions (voice, chat, email), automate quality assurance, provide real-time agent assistance, deploy AI agents for customer journeys, and extract operational insights at scale. The platform emphasises enterprise-grade security, multilingual capabilities, real-time and post-interaction workflows, and integrations with contact-centre systems and business intelligence.


Observe.AI is a conversational-intelligence and voice-AI platform geared for enterprise contact centres. It enables companies to analyse 100 % of customer interactions (voice, chat, email), automate quality assurance, provide real-time agent assistance, deploy AI agents for customer journeys, and extract operational insights at scale. The platform emphasises enterprise-grade security, multilingual capabilities, real-time and post-interaction workflows, and integrations with contact-centre systems and business intelligence.


Evisort is an AI-powered contract management platform designed to streamline and optimize the entire contract lifecycle. It is recognized as a visionary leader in contract lifecycle management (CLM), offering an AI-native platform that includes the first large language model (LLM) built specifically for contracts. Evisort automatically identifies and mitigates risky language, ensuring compliance with regulations, strategic goals, and financial targets. The platform helps uncover untapped revenue opportunities in customer contracts and cost savings in vendor agreements while managing renewals, notifications, budgeting, and forecasting with ease. Acquired by Workday, Evisort delivers high accuracy and transparency by using proprietary AI tailored to contract management needs rather than generic third-party AI tools.


Evisort is an AI-powered contract management platform designed to streamline and optimize the entire contract lifecycle. It is recognized as a visionary leader in contract lifecycle management (CLM), offering an AI-native platform that includes the first large language model (LLM) built specifically for contracts. Evisort automatically identifies and mitigates risky language, ensuring compliance with regulations, strategic goals, and financial targets. The platform helps uncover untapped revenue opportunities in customer contracts and cost savings in vendor agreements while managing renewals, notifications, budgeting, and forecasting with ease. Acquired by Workday, Evisort delivers high accuracy and transparency by using proprietary AI tailored to contract management needs rather than generic third-party AI tools.


Evisort is an AI-powered contract management platform designed to streamline and optimize the entire contract lifecycle. It is recognized as a visionary leader in contract lifecycle management (CLM), offering an AI-native platform that includes the first large language model (LLM) built specifically for contracts. Evisort automatically identifies and mitigates risky language, ensuring compliance with regulations, strategic goals, and financial targets. The platform helps uncover untapped revenue opportunities in customer contracts and cost savings in vendor agreements while managing renewals, notifications, budgeting, and forecasting with ease. Acquired by Workday, Evisort delivers high accuracy and transparency by using proprietary AI tailored to contract management needs rather than generic third-party AI tools.


DualEntry is an AI-native ERP platform designed to replace legacy accounting systems and streamline financial processes for growing enterprises. It offers a fully automated, cloud-based accounting suite that supports multi-entity management with features like auto-eliminating intercompany transactions and consolidation reporting. DualEntry integrates with over 13,000 apps and banking services to unify data and reduce errors, while customizable general ledger classifications and AI-driven automations make financial workflows more efficient. The platform is compliant with major accounting standards like IFRS and GAAP, and meets security certifications such as SOC 2, GDPR, and CCPA. Designed to scale businesses to IPO, DualEntry accelerates month-end close, audit readiness, and treasury management with intelligent automations.


DualEntry is an AI-native ERP platform designed to replace legacy accounting systems and streamline financial processes for growing enterprises. It offers a fully automated, cloud-based accounting suite that supports multi-entity management with features like auto-eliminating intercompany transactions and consolidation reporting. DualEntry integrates with over 13,000 apps and banking services to unify data and reduce errors, while customizable general ledger classifications and AI-driven automations make financial workflows more efficient. The platform is compliant with major accounting standards like IFRS and GAAP, and meets security certifications such as SOC 2, GDPR, and CCPA. Designed to scale businesses to IPO, DualEntry accelerates month-end close, audit readiness, and treasury management with intelligent automations.


DualEntry is an AI-native ERP platform designed to replace legacy accounting systems and streamline financial processes for growing enterprises. It offers a fully automated, cloud-based accounting suite that supports multi-entity management with features like auto-eliminating intercompany transactions and consolidation reporting. DualEntry integrates with over 13,000 apps and banking services to unify data and reduce errors, while customizable general ledger classifications and AI-driven automations make financial workflows more efficient. The platform is compliant with major accounting standards like IFRS and GAAP, and meets security certifications such as SOC 2, GDPR, and CCPA. Designed to scale businesses to IPO, DualEntry accelerates month-end close, audit readiness, and treasury management with intelligent automations.

Alkymi is an AI-powered data automation platform designed specifically for financial services and private markets. It transforms unstructured investment and financial documents, such as capital calls, quarterly reports, financial statements, and offering memorandums, into structured, actionable datasets. The platform uses advanced AI, machine learning, and large language models (LLMs) to automate complex data workflows, enabling firms to unlock and manage 100% of their investment data efficiently. Alkymi’s end-to-end solution integrates with downstream systems, providing real-time portfolio data, accelerating operational workflows, and empowering clients to make faster, data-driven investment decisions. It is tailored to meet the needs of private market firms and helps scale operations with greater accuracy and speed.

Alkymi is an AI-powered data automation platform designed specifically for financial services and private markets. It transforms unstructured investment and financial documents, such as capital calls, quarterly reports, financial statements, and offering memorandums, into structured, actionable datasets. The platform uses advanced AI, machine learning, and large language models (LLMs) to automate complex data workflows, enabling firms to unlock and manage 100% of their investment data efficiently. Alkymi’s end-to-end solution integrates with downstream systems, providing real-time portfolio data, accelerating operational workflows, and empowering clients to make faster, data-driven investment decisions. It is tailored to meet the needs of private market firms and helps scale operations with greater accuracy and speed.

Alkymi is an AI-powered data automation platform designed specifically for financial services and private markets. It transforms unstructured investment and financial documents, such as capital calls, quarterly reports, financial statements, and offering memorandums, into structured, actionable datasets. The platform uses advanced AI, machine learning, and large language models (LLMs) to automate complex data workflows, enabling firms to unlock and manage 100% of their investment data efficiently. Alkymi’s end-to-end solution integrates with downstream systems, providing real-time portfolio data, accelerating operational workflows, and empowering clients to make faster, data-driven investment decisions. It is tailored to meet the needs of private market firms and helps scale operations with greater accuracy and speed.


Fazeshift is an AI-powered platform deploying specialized agents for accounts receivable automation, integrating seamlessly with existing ERP, CRM, billing, and payment systems like Stripe, NetSuite, Sage Intacct, and SAP. It handles cash application for complex matching scenarios, automated collections with smart reminders, AI contract review comparing terms to billing, billing agent turning contracts into invoices, payment portal for self-serve customer access, credit agent pulling reports and setting limits, payment dispute tracking, and onboarding agent syncing forms to ERPs. The security-first solution eliminates over 90% of manual tasks, unlocks daily productivity hours, accelerates cash flow, provides AI insights, and ensures unified visibility with SOC 2 Type II compliance, GDPR adherence, SSO, and zero-data retention.


Fazeshift is an AI-powered platform deploying specialized agents for accounts receivable automation, integrating seamlessly with existing ERP, CRM, billing, and payment systems like Stripe, NetSuite, Sage Intacct, and SAP. It handles cash application for complex matching scenarios, automated collections with smart reminders, AI contract review comparing terms to billing, billing agent turning contracts into invoices, payment portal for self-serve customer access, credit agent pulling reports and setting limits, payment dispute tracking, and onboarding agent syncing forms to ERPs. The security-first solution eliminates over 90% of manual tasks, unlocks daily productivity hours, accelerates cash flow, provides AI insights, and ensures unified visibility with SOC 2 Type II compliance, GDPR adherence, SSO, and zero-data retention.


Fazeshift is an AI-powered platform deploying specialized agents for accounts receivable automation, integrating seamlessly with existing ERP, CRM, billing, and payment systems like Stripe, NetSuite, Sage Intacct, and SAP. It handles cash application for complex matching scenarios, automated collections with smart reminders, AI contract review comparing terms to billing, billing agent turning contracts into invoices, payment portal for self-serve customer access, credit agent pulling reports and setting limits, payment dispute tracking, and onboarding agent syncing forms to ERPs. The security-first solution eliminates over 90% of manual tasks, unlocks daily productivity hours, accelerates cash flow, provides AI insights, and ensures unified visibility with SOC 2 Type II compliance, GDPR adherence, SSO, and zero-data retention.

Antz.ai is a data and AI solutions company helping organizations build AI agents and intelligence systems to adopt AI effectively across workflows. It specializes in AI strategy consulting, data engineering, applied AI, and process automation to boost efficiency, productivity, and data-driven decisions. The platform emphasizes three key elements: seamless data integration from diverse sources, superior data quality through synchronization and governance, and reliable AI models with ethical safeguards like bias detection and validation. Solutions include retail store optimization, sales analytics, mortgage processing automation, and more, delivering measurable results in weeks through standardized structures, real-time access, and continuous refinement.

Antz.ai is a data and AI solutions company helping organizations build AI agents and intelligence systems to adopt AI effectively across workflows. It specializes in AI strategy consulting, data engineering, applied AI, and process automation to boost efficiency, productivity, and data-driven decisions. The platform emphasizes three key elements: seamless data integration from diverse sources, superior data quality through synchronization and governance, and reliable AI models with ethical safeguards like bias detection and validation. Solutions include retail store optimization, sales analytics, mortgage processing automation, and more, delivering measurable results in weeks through standardized structures, real-time access, and continuous refinement.

Antz.ai is a data and AI solutions company helping organizations build AI agents and intelligence systems to adopt AI effectively across workflows. It specializes in AI strategy consulting, data engineering, applied AI, and process automation to boost efficiency, productivity, and data-driven decisions. The platform emphasizes three key elements: seamless data integration from diverse sources, superior data quality through synchronization and governance, and reliable AI models with ethical safeguards like bias detection and validation. Solutions include retail store optimization, sales analytics, mortgage processing automation, and more, delivering measurable results in weeks through standardized structures, real-time access, and continuous refinement.
This page was researched and written by the ATB Editorial Team. Our team researches each AI tool by reviewing its official website, testing features, exploring real use cases, and considering user feedback. Every page is fact-checked and regularly updated to ensure the information stays accurate, neutral, and useful for our readers.
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