Products

RSM's Advanced Trade Promotions Management (TPM), enhances the core functionality of the Trade Allowance Management module within the Microsoft Dynamics 365 (formerly Dynamics AX) platform. It provides robust fund, promotion, payment and deductions processing, but more importantly, this closed-loop, fully-integrated solution provides comprehensive analysis tools. RSM's Advanced TPM solution provides complete visibility and control for food manufacturers to handle everything from analysis, fundin

GorillaWorks provides automated staffing administration solutions aimed at helping staffing agencies streamline their operations, from onboarding to payroll management. Their AI-driven tools, including GorillaVisions for compliance monitoring and GorillaResume for professional resume formatting, cater to recruitment efficiency while reducing overhead costs. By processing over 300,000 timesheets and $3 billion in transactions annually, they focus on enabling clients to scale rapidly without the a

Ivory AI is an AI-powered chatbot and virtual receptionist built for dental practices, law firms, medical clinics, and local businesses. It handles website conversations 24/7 — answering patient questions, capturing leads, and booking appointments automatically. Set up in under 48 hours with no code required. Features include customizable chat widget with 5 color themes, lead capture with email/phone extraction, conversation history dashboard, and real-time analytics. Plans start at $97/month wi

AINative Tax is an AI-powered workflow automation platform built specifically for Canadian CPA firms. It includes a no-code visual workflow builder with tax-specific nodes — CRA deadline tracking, client onboarding checklists, email drafting, and plain-language CRA rule explanations. Each workflow runs in seconds and generates a full audit trail for compliance. Built for Canadian practice, it covers T2, T1, HST/GST, payroll, and RRSP deadlines out of the box. Free for up to 5 clients, with paid

AcquityData is a self-serve private equity and M&A research platform built for professionals who don't have or don't need an enterprise PitchBook or Grata seat — solo dealmakers, boutique advisory and law firms, family offices, and business development teams. Search firm profiles, company records, and transaction history across global markets, save searches, follow profiles, and export to Excel. No sales call, no annual contract required — start with a 7-day free trial and scale to a $49/mon

Kworkly is an AI-powered freelance marketplace built for clients who are tired of drowning in proposals. Our AI matching assistant, Koda, analyzes each project and surfaces the top 3–5 freelancers instantly — so clients hire faster and smarter. Freelancers keep 100% of their earnings with zero commission, while clients pay a simple flat 10% fee. Founded by Kamal Dhawan, a former CRM consultant and freelancer who experienced the broken hiring process firsthand, Kworkly is built to make freelance

Harvist is an AI-powered content extraction tool for Notion. It pulls content from websites, articles, YouTube videos, and other public pages, then saves it into your Notion database in a clean, structured format. Instead of just clipping links, Harvist helps summarize content, organize it into useful fields, and update existing entries without creating duplicates. It is built for people and teams who use Notion for research, content collection, learning, and knowledge management, and want a fas

DocInspector is a professional document audit and batch processing security suite. It helps organizations, law firms, and financial institutions protect sensitive data through batch metadata sanitization, PDF structural repair, layer flattening, watermarking, and password encryption. DocInspector offers two deployment modes: Online Web Tools: Fast processing on our secure, GDPR-compliant VPS in Germany, where files are automatically deleted immediately after download. Windows Desktop App: 100%

MatchAudit is compliance screening and evidence management software for sanctions, AML, PEP and adverse-media workflows. Screen individuals and organizations, investigate matches and create audit-ready decision records. Its Evidence Hub centralizes screening evidence from multiple providers without replacing existing tools. Features include fuzzy matching, EU 50% ownership checks, country-risk controls, case management, audit logs, evidence packs, APIs and integrations. Built for SMEs, fintech

Jinna.ai is an AI-powered assistant designed to streamline administrative and financial tasks for solopreneurs and freelancers. By automating processes such as invoicing, payment reminders, and expense tracking, Jinna.ai enables users to focus more on their core business activities and less on routine paperwork. The platform offers a user-friendly interface that simplifies back-office operations, helping independent professionals manage their finances efficiently and get paid faster. Key Featur

Third Ray's HaLLMark AI is an enterprise-grade platform designed to automate data analytics and business intelligence processes. By integrating advanced artificial intelligence and machine learning technologies, HaLLMark AI enables organizations to extract actionable insights from diverse data sources, including documents, videos, and voice recordings. This cloud-based solution streamlines complex business workflows, enhances decision-making capabilities, and fosters collaboration across teams.

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ScribeMedical.ai is an AI-powered medical scribe designed to streamline clinical documentation for healthcare professionals. By leveraging advanced natural language processing and deep learning technologies, it accurately transcribes patient consultations into structured SOAP notes, enabling clinicians to focus more on patient care and less on paperwork. The platform supports over 134 languages, ensuring effective service for diverse patient populations. With an industry-leading accuracy rate of

Allbound360 is a LinkedIn automation platform that combines inbound presence-building and outbound outreach in a single suite. Most LinkedIn tools do one or the other. Content schedulers help you post. Outreach tools help you send. Running both means paying for two products, managing two workflows, and hoping the audience your content attracts is the same audience your campaigns are reaching. Allbound360 was built to close that gap — attract the right buyers, then reach them, from one platform.

Kemper CPA Group is a firm that provides services including Accounting, Audit & Tax, Payroll, Technology and Wealth Management to help client discover and make the most of opportunities for growth and long-term success.

MAVENTRI is a full-service digital firm offering a full stack of services to start-ups, small businesses, enterprise, and government entities.

PSS Accounting is managed by Chartered Accountants and Certified Public Accountants, who have extensive experience in Ireland and UK in the field of accounting, taxation, payroll, bookkeeping and company formation. We also specialize in delivering practical advice to contractors in any sector like IT, Engineering, Finance, Locum and Pharmaceutical on how to set up and work under an Umbrella Company or a Personal Limited Company in Ireland and UK. We have forged strong business relationships wi

ATP Accountancy is a Digital accounting firm specialising in SME Limited Companies up to £10m turnover, Contractors/Freelancers either inside or outside IR35 and all aspects of Making Tax Digital. The services we provide for our clients include Accountancy Services, Compliance, Audit, Tax, Advisory, Business Intelligence, Outsourcing and Wealth Management.

Your one-stop shop for all your accounting needs!

At Finvisor, we believe founders should focus on building their company while we manage the day to day operations. Since 2014, we have acted as a tech-enabled fractional finance team for startups and SMBs that need more than just bookkeeping. We provide a full suite of a la carte services including accounting, payroll, tax compliance, and fractional CFO advisory all delivered through a scalable, cloud based model. Whether you are navigating your first pre seed round or preparing for an exit, our