Best financial processes tools in 2025

Raz

Engaging messaging solution for businesses using iMessage.

OneShot

AI-driven outreach automation for personalized communication.

Subscription + from $49/m
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Clara

Virtual assistant for efficient meeting scheduling and calendar management.

Drippi.ai

Automated messaging for effective Twitter outreach campaigns.

Subscription + from $115/m
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Epique AI

Quickly create engaging content for real estate marketing.

Dex

Streamlined relationship management for personal and professional growth.

Client Hub

Centralized client management for streamlined communication and workflows.

LeadScripts

Generate high-quality marketing content with ease.

Re:catch

Streamlines lead management and boosts sales efficiency.

Emailmagic

Quickly generates personalized email responses in multiple languages.

Mindreader

Enhances client engagement with personalized insights and analysis.

Laxis

AI assistant for boosting sales productivity and meeting efficiency.

AI Sales Assistant

Automates sales outreach and enhances lead engagement.

Bloks

Smart relationship management tool for capturing insights and notes.

Otter.ai

Automatic meeting note capture for better focus and organization.

Free + from $16.99/m
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SalesPrompter

Create personalized LinkedIn messages quickly and efficiently.

Attention

AI-driven automation for sales teams to boost productivity.

useArtemis

Automated outreach for personalized LinkedIn messaging.

JudeAI

Automated assistant for real estate professionals to enhance productivity.

Free + from $12.99/m
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Proco

Financial software for streamlined workflows and cost reduction.

Free + from $49/m
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ConnectBooks

Syncs eCommerce data with accounting software for better finance management.

SparkReceipt

Streamlined receipt scanning and expense organization solution.

Document AI by Relevance

Efficiently extracts and organizes data from various documents.