Best client data management tools in 2025

ReceiptsAI

Automated data extraction for receipts and invoices.

StrataReports

AI-powered document review for quick property insights.

Zumma

Automated invoicing system integrated with WhatsApp for expense management.

GPT Calculator

Quickly performs various calculations with accuracy and ease.

Filliny

AI-driven automation for accurate online form filling.

Quadient

Streamlined customer communication and finance automation solution.

Loci Solutions

Expert property accounting for efficient management and growth.

DocsChat

Engage in conversations with your documents for instant insights.

Alphanso

Personalized financial planning for achieving life goals.

Quantera Global

Expert guidance for global transfer pricing compliance and strategy.

Peslac

Automated document processing and data extraction solution.

SparkReceipt

Streamlined receipt scanning and expense organization solution.

Yseop

Automates the generation of medical and regulatory documents.

Aurum KuberX

Compare and explore various home loan options effortlessly.

Cascading

AI-driven solution for efficient loan origination processes.

Easygoing

Create professional invoices quickly with natural language input.

Slidar

Creative prompt generator to inspire content creation.

Proofup

Smart screening solution for reliable tenant background checks.