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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.


Pylon is an all-in-one AI-powered support platform designed specifically for B2B companies to resolve customer issues faster across multiple modern communication channels. It consolidates customer conversations from Slack, Teams, Email, Chat, Discord, and more into a single unified view, allowing teams to manage accounts proactively with complete context. Pylon’s AI capabilities automate issue routing, draft replies and articles, categorize tickets, surface insights, and even generate charts, significantly reducing first response times and improving customer support efficiency.


Pylon is an all-in-one AI-powered support platform designed specifically for B2B companies to resolve customer issues faster across multiple modern communication channels. It consolidates customer conversations from Slack, Teams, Email, Chat, Discord, and more into a single unified view, allowing teams to manage accounts proactively with complete context. Pylon’s AI capabilities automate issue routing, draft replies and articles, categorize tickets, surface insights, and even generate charts, significantly reducing first response times and improving customer support efficiency.


Pylon is an all-in-one AI-powered support platform designed specifically for B2B companies to resolve customer issues faster across multiple modern communication channels. It consolidates customer conversations from Slack, Teams, Email, Chat, Discord, and more into a single unified view, allowing teams to manage accounts proactively with complete context. Pylon’s AI capabilities automate issue routing, draft replies and articles, categorize tickets, surface insights, and even generate charts, significantly reducing first response times and improving customer support efficiency.


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.

Artisan is an AI-powered outbound sales platform designed to streamline and automate the entire outbound sales process with AI employees, including its flagship AI BDR, Ava. The platform consolidates all essential outbound tools into a sleek, intuitive interface to help sales teams increase efficiency and focus on building real customer relationships. Artisan offers features such as prospect research across multiple channels, email and LinkedIn outreach automation, lead generation from an extensive B2B database with over 300 million contacts, and intent signal analysis to prioritize high-potential leads. Its automation covers workflow building, email deliverability optimization, and hyper-personalized multi-channel messaging sequences.

Artisan is an AI-powered outbound sales platform designed to streamline and automate the entire outbound sales process with AI employees, including its flagship AI BDR, Ava. The platform consolidates all essential outbound tools into a sleek, intuitive interface to help sales teams increase efficiency and focus on building real customer relationships. Artisan offers features such as prospect research across multiple channels, email and LinkedIn outreach automation, lead generation from an extensive B2B database with over 300 million contacts, and intent signal analysis to prioritize high-potential leads. Its automation covers workflow building, email deliverability optimization, and hyper-personalized multi-channel messaging sequences.

Artisan is an AI-powered outbound sales platform designed to streamline and automate the entire outbound sales process with AI employees, including its flagship AI BDR, Ava. The platform consolidates all essential outbound tools into a sleek, intuitive interface to help sales teams increase efficiency and focus on building real customer relationships. Artisan offers features such as prospect research across multiple channels, email and LinkedIn outreach automation, lead generation from an extensive B2B database with over 300 million contacts, and intent signal analysis to prioritize high-potential leads. Its automation covers workflow building, email deliverability optimization, and hyper-personalized multi-channel messaging sequences.


Powerdrill AI is an advanced, no-code data analysis platform that enables users—across business, academic, or technical domains—to upload datasets, ask natural-language questions, generate reports and visualizations, and extract actionable insights quickly. Built for speed and accessibility, the platform supports multiple file types (CSV, Excel, PDF, TSV), database connections and conversational interfaces, making it possible to move from raw data to insight without requiring data-science skills. According to its documentation, users can upload spreadsheets, merge datasets, remove duplicates, generate professional-grade reports, select visualisations, conduct exploratory data analysis and share insights with teams.


Powerdrill AI is an advanced, no-code data analysis platform that enables users—across business, academic, or technical domains—to upload datasets, ask natural-language questions, generate reports and visualizations, and extract actionable insights quickly. Built for speed and accessibility, the platform supports multiple file types (CSV, Excel, PDF, TSV), database connections and conversational interfaces, making it possible to move from raw data to insight without requiring data-science skills. According to its documentation, users can upload spreadsheets, merge datasets, remove duplicates, generate professional-grade reports, select visualisations, conduct exploratory data analysis and share insights with teams.


Powerdrill AI is an advanced, no-code data analysis platform that enables users—across business, academic, or technical domains—to upload datasets, ask natural-language questions, generate reports and visualizations, and extract actionable insights quickly. Built for speed and accessibility, the platform supports multiple file types (CSV, Excel, PDF, TSV), database connections and conversational interfaces, making it possible to move from raw data to insight without requiring data-science skills. According to its documentation, users can upload spreadsheets, merge datasets, remove duplicates, generate professional-grade reports, select visualisations, conduct exploratory data analysis and share insights with teams.

Rillet is an AI-native ERP platform designed to streamline complex financial and accounting workflows for modern businesses. It automates revenue recognition (including ASC 606 compliance), invoicing, payment tracking, multi-entity accounting, and financial close management. With integrated AI-powered reconciliation, real-time cash flow insights, and advanced reporting capabilities, Rillet provides a unified source of financial truth for diverse industries such as professional services, financial services, e-commerce, healthcare, and non-profits. The platform’s native AI co-pilot interacts with your financial data conversationally, enabling teams to self-serve insights and focus on decision-making while routine processes like bank reconciliation and transaction coding run automatically.

Rillet is an AI-native ERP platform designed to streamline complex financial and accounting workflows for modern businesses. It automates revenue recognition (including ASC 606 compliance), invoicing, payment tracking, multi-entity accounting, and financial close management. With integrated AI-powered reconciliation, real-time cash flow insights, and advanced reporting capabilities, Rillet provides a unified source of financial truth for diverse industries such as professional services, financial services, e-commerce, healthcare, and non-profits. The platform’s native AI co-pilot interacts with your financial data conversationally, enabling teams to self-serve insights and focus on decision-making while routine processes like bank reconciliation and transaction coding run automatically.

Rillet is an AI-native ERP platform designed to streamline complex financial and accounting workflows for modern businesses. It automates revenue recognition (including ASC 606 compliance), invoicing, payment tracking, multi-entity accounting, and financial close management. With integrated AI-powered reconciliation, real-time cash flow insights, and advanced reporting capabilities, Rillet provides a unified source of financial truth for diverse industries such as professional services, financial services, e-commerce, healthcare, and non-profits. The platform’s native AI co-pilot interacts with your financial data conversationally, enabling teams to self-serve insights and focus on decision-making while routine processes like bank reconciliation and transaction coding run automatically.


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.


Upmetrics is an AI-powered business planning platform that turns raw ideas into clear, investor-ready strategies with speed and precision. It removes the overwhelm of starting from scratch through guided templates, smart prompts, and an AI assistant that writes, refines, and structures every part of your plan from executive summaries to market insights. With automatic financial forecasts, charts, and projections, it keeps your narrative and numbers aligned, helping you communicate your vision confidently. The platform also streamlines teamwork with real-time collaboration, version tracking, and an extensive library of 400+ sample plans for every industry. Whether you’re building a startup, expanding a business, or advising clients, Upmetrics gives you a structured, intuitive workspace that reduces guesswork and accelerates planning. The result is a polished, compelling plan and pitch deck that boosts clarity, credibility, and your chances of securing funding.


Upmetrics is an AI-powered business planning platform that turns raw ideas into clear, investor-ready strategies with speed and precision. It removes the overwhelm of starting from scratch through guided templates, smart prompts, and an AI assistant that writes, refines, and structures every part of your plan from executive summaries to market insights. With automatic financial forecasts, charts, and projections, it keeps your narrative and numbers aligned, helping you communicate your vision confidently. The platform also streamlines teamwork with real-time collaboration, version tracking, and an extensive library of 400+ sample plans for every industry. Whether you’re building a startup, expanding a business, or advising clients, Upmetrics gives you a structured, intuitive workspace that reduces guesswork and accelerates planning. The result is a polished, compelling plan and pitch deck that boosts clarity, credibility, and your chances of securing funding.


Upmetrics is an AI-powered business planning platform that turns raw ideas into clear, investor-ready strategies with speed and precision. It removes the overwhelm of starting from scratch through guided templates, smart prompts, and an AI assistant that writes, refines, and structures every part of your plan from executive summaries to market insights. With automatic financial forecasts, charts, and projections, it keeps your narrative and numbers aligned, helping you communicate your vision confidently. The platform also streamlines teamwork with real-time collaboration, version tracking, and an extensive library of 400+ sample plans for every industry. Whether you’re building a startup, expanding a business, or advising clients, Upmetrics gives you a structured, intuitive workspace that reduces guesswork and accelerates planning. The result is a polished, compelling plan and pitch deck that boosts clarity, credibility, and your chances of securing funding.

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.

MyWorker.ai is an innovative AI-powered platform that deploys digital workers to automate sales processes, transforming how teams handle lead generation and outreach. It features Alex the AI SDR, which scouts high-quality leads, conducts research, and initiates personalized outreach without the costs or rejections of human SDRs. Users simply scan their website and input campaign details for the AI to generate customer profiles, craft professional emails in their unique tone, and manage busywork tasks. The platform ensures high email deliverability with dedicated domains, automatic warm-up, and adaptive sending to avoid spam filters. Coming soon, a Voice AI agent will enhance customer interactions 24/7, while integrations like Zapier and future CRM/LinkedIn tools provide real-time insights and seamless pipeline management. Available around the clock, MyWorker.ai boosts sales productivity by handling repetitive tasks, allowing focus on high-impact activities.

MyWorker.ai is an innovative AI-powered platform that deploys digital workers to automate sales processes, transforming how teams handle lead generation and outreach. It features Alex the AI SDR, which scouts high-quality leads, conducts research, and initiates personalized outreach without the costs or rejections of human SDRs. Users simply scan their website and input campaign details for the AI to generate customer profiles, craft professional emails in their unique tone, and manage busywork tasks. The platform ensures high email deliverability with dedicated domains, automatic warm-up, and adaptive sending to avoid spam filters. Coming soon, a Voice AI agent will enhance customer interactions 24/7, while integrations like Zapier and future CRM/LinkedIn tools provide real-time insights and seamless pipeline management. Available around the clock, MyWorker.ai boosts sales productivity by handling repetitive tasks, allowing focus on high-impact activities.

MyWorker.ai is an innovative AI-powered platform that deploys digital workers to automate sales processes, transforming how teams handle lead generation and outreach. It features Alex the AI SDR, which scouts high-quality leads, conducts research, and initiates personalized outreach without the costs or rejections of human SDRs. Users simply scan their website and input campaign details for the AI to generate customer profiles, craft professional emails in their unique tone, and manage busywork tasks. The platform ensures high email deliverability with dedicated domains, automatic warm-up, and adaptive sending to avoid spam filters. Coming soon, a Voice AI agent will enhance customer interactions 24/7, while integrations like Zapier and future CRM/LinkedIn tools provide real-time insights and seamless pipeline management. Available around the clock, MyWorker.ai boosts sales productivity by handling repetitive tasks, allowing focus on high-impact activities.


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.


Lantern is a modern data platform and AI-driven solution designed to help private markets professionals manage, validate, and report financial data more efficiently and reliably. At its core, Lantern addresses one of the biggest challenges facing private equity and investment teams today: the fragmentation, inaccuracy, and manual effort involved in collecting and reconciling fund and portfolio data from multiple disparate sources.


Lantern is a modern data platform and AI-driven solution designed to help private markets professionals manage, validate, and report financial data more efficiently and reliably. At its core, Lantern addresses one of the biggest challenges facing private equity and investment teams today: the fragmentation, inaccuracy, and manual effort involved in collecting and reconciling fund and portfolio data from multiple disparate sources.


Lantern is a modern data platform and AI-driven solution designed to help private markets professionals manage, validate, and report financial data more efficiently and reliably. At its core, Lantern addresses one of the biggest challenges facing private equity and investment teams today: the fragmentation, inaccuracy, and manual effort involved in collecting and reconciling fund and portfolio data from multiple disparate sources.
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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