Products

GainsKeeper is a tax-lot accounting and cost-basis management solution designed to help financial institutions, broker-dealers, wealth management firms, and investment professionals manage the tax implications of securities transactions. The platform automates the calculation, tracking, and reporting of capital gains and losses while supporting compliance with U.S. tax reporting requirements. It is used to maintain accurate investment records and provide tax information needed for client reporti

Jurory AI Lead Scoring is an AI-powered legal lead qualification and scoring platform designed for law firms to identify high-value clients and improve conversion rates. Using advanced machine learning algorithms, the platform analyzes over 100 data points including case details, geographic signals, behavioral patterns, and document content to generate a real-time lead quality score from 0 to 100. Jurory helps attorneys eliminate low-quality or fraudulent leads, prioritize high-intent clients,

Als Full-Service Medienagentur mit Sitz in Hamburg begleiten wir Sie in allen Phasen Ihres E-Business Projektes. Von der Erstellung eines ansprechenden Designs, über die programmiertechnische Umsetzung, bis hin zur Pflege Ihres Internetauftrittes. Dabei legen wir sehr viel Wert auf Individualität, Benutzerfreundlichkeit und Übersichtlichkeit. Wir entwickeln Webauftritte für Kunden aus den unterschiedlichsten Branchen. Unser Spektrum reicht von Privat- über Firmenpräsenzen bis hin zu In

Tyndall is a purpose-built, all-in-one SaaS platform for private credit firms, mortgage investment corporations (MICs), private lenders, and alternative investment managers. It consolidates CRM, loan origination and servicing, fund administration, investor onboarding, KYC/KYB verification, document management, investor portals, compliance workflows, and reporting into a single platform with one shared data layer. Instead of managing six to ten disconnected vendors, spreadsheets, and manual proc

Generate Ads AI's Ads Cloner is an innovative tool designed to streamline the ad creation process by enabling users to replicate successful competitor advertisements effortlessly. By integrating directly with the Facebook Ads Library, this feature allows users to select and clone existing ads in just two clicks, with the AI handling the rest. This approach eliminates the need for manual design work, such as using Figma, and significantly reduces the time spent on ad development. Key Features an

FilmAction is an AI-driven platform that revolutionizes the film production process by integrating advanced artificial intelligence technologies. It streamlines the entire workflow—from scriptwriting to final export—into a single, intuitive suite, making professional-quality film creation accessible to creators at any skill level. Key Features and Functionality: - Automated Story-to-Screen Workflow: Transform a simple idea into a fully realized video in minutes. By providing a story outline, F

Carpe is an agentic AI operating system designed specifically for insurance defense law firms. It seamlessly integrates with a firm's existing systems to autonomously handle high-value legal operations, including intake, drafting, e-filing, calendaring, discovery, and pre-bill review. By enforcing carrier guidelines and firm standards in real time, Carpe acts as a digital teammate that learns from feedback, operates with precision across every case, and enables firms to scale their caseload with

Deloitte Consulting LLP is a leading global professional services firm specializing in management consulting, technology services, and human capital advisory. With a presence in over 150 countries and a workforce exceeding 415,000 professionals, Deloitte Consulting offers comprehensive solutions that help organizations innovate, transform, and lead in their respective industries. Key Features and Functionality: - Management Consulting: Provides strategic guidance to help organizations solve co

Cloudclerk is a modern practice management platform built specifically for UK accountancy firms. It brings client management, document storage, tax year tracking, deadline oversight, and team collaboration into one unified system — replacing the patchwork of spreadsheets, shared drives, and disconnected tools that most practices rely on. Designed for firms of 10 to 100+ staff, Cloudclerk includes a secure client portal, real-time notifications, engagement tracking, and HMRC-aligned workflows, al

Client Culture is a global advisory and technology firm specializing in client and employee experience management. Their mission is to build positive service cultures that connect professionals with clients and colleagues, contributing to client success. Key Features and Functionality: - Experience Improvement Programs: Client Culture offers programs designed to enhance client and employee loyalty, including Net Promoter Score initiatives that provide actionable insights for service consisten

Collective OS is an AI-powered partnership platform designed to help professional services firms, such as marketing agencies and consulting firms, expand their capabilities and capture more revenue without increasing overhead. By facilitating strategic connections with vetted partners, Collective OS enables firms to offer comprehensive solutions, win larger projects, and serve more clients efficiently. Key Features and Functionality: - AI-Powered Partner Matching: Utilizes intelligent matchmak

Intellistart®'s Law Firm Marketing service is a comprehensive solution designed to help lawyers, solicitors, and law firms grow their online presence, attract new clients, staff and employees, and stand out in the competitive legal market. Our tailored marketing strategies may include SRA Compliant website design, search engine optimisation (SEO), pay-per-click advertising (PPC), social media marketing, email marketing, content marketing and more. Our experts work closely with each client to de

Materia is a comprehensive generative AI platform specifically designed for public accounting firms, aiming to enhance efficiency and accuracy in accounting and assurance practices. By consolidating a firm's internal knowledge into a secure Knowledge Hub, Materia creates an organized enterprise search layer that bridges engagement data silos. Its AI Assistant and Document Analysis Workspace leverage this hub to deliver reliable answers based on proprietary knowledge and authoritative accounting

EasyBankStatements is software designed for bookkeeping and accounting firms to collect and organize client bank statements. Clients connect their bank accounts through Plaid, allowing firms to retrieve up to 24 months of historical statements and receive new monthly statements automatically. Statements are organized by client, institution, account, and date and are available in PDF and CSV formats. The platform supports client onboarding, monthly bookkeeping workflows, reconciliation, and reco

FinCEN Advisors is a trusted compliance and reporting platform that facilitates the process of filing Beneficial Ownership Information (BOI) reports with the Financial Crimes Enforcement Network (FinCEN), a new federal requirement for nearly all American businesses under the Corporate Transparency Act. Our tailored suite of seamless, user-friendly filing solutions for business owners—and their accounting and legal firms—turns a complex government process into a simple and secure one that saves t

Linearity is a comprehensive design and animation suite tailored for creatives seeking an intuitive and efficient workflow. Comprising two primary tools—Linearity Curve and Linearity Move—it empowers users to craft stunning vector designs and seamlessly animate them, all within a unified platform. Designed with both novices and professionals in mind, Linearity simplifies the creative process, eliminating steep learning curves and complex interfaces. Key Features and Functionality: - Linearity

LoremGenie is a Figma plugin designed to replace traditional Lorem Ipsum text with rich, meaningful, and contextually relevant content, enhancing the design process by providing realistic data. Key Features and Functionality: - Rich Content Library: Offers 22 unique content categories, including user profiles, articles, emojis, movies, music, books, products, and more, to meet diverse design needs. - Consistent Style Illustrations: Provides a vast array of illustrations with a consistent style

Mowly is a configurable legal AI platform designed to adapt to the unique working styles of individual lawyers and law firms. By integrating institutional knowledge and automating complex workflows, Mowly transforms hours of manual legal work into minutes, enhancing efficiency and precision in legal practices. Key Features and Functionality: - Configurable AI: Tailor Mowly's behavior, including reasoning depth, writing style, tone, and proactivity, to align with each lawyer's preferences. - Le

Astralink was an augmented reality platform designed to enhance quality assurance in the construction industry. By integrating 3D digital blueprints with real-world construction sites, Astralink enabled contractors, superintendents, foremen, and architects to visualize full-scale BIM models overlaid onto physical environments in real-time. This innovative approach aimed to bridge the gap between digital designs and actual construction, facilitating more accurate and efficient building processes.

Zipliens is a specialized lien resolution partner designed to maximize productivity and profitability for personal injury law firms. By shifting the burden of subrogation and lien management away from firm resources, Zipliens frees up legal teams to focus on revenue-generating tasks and trial preparation. The company's team of experts handles a wide variety of healthcare and insurance liens, including Medicare Parts A, B, C, and D, Medicaid across all 50 states, VA/Champva, Tricare, private hea