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PDF Bank Statements to Spreadsheets with High Accuracy AI & SecurityOpen
Adrian Weber๐ ๏ธ 5 tools ๐ 37 karmaAug 9, 2025@Stmt: Bank Statement ConverterHighly accurate.. Superb! -
First one here, extremely early. It's a clean, useful finance helper. Hooked it to Xero in a minute, asked plain English questions and got quick answers with sensible next steps. Would like to see how it handles trickier consolidations, but for SMB reporting it's strong. -
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From a blank page to a professional business plan in a few clicksOpen
I've used it for my new business. It save tons of time and money. -
Amazing deep research feature! Haven't seen this level of execution through any other tool. It gives a designed socket to view a presentation at the end. -

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Other tools
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Transform your business with AI that thinks, acts, and drives future innovation.Open
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Inwisely provides way to followup for payments, a critical part of the business effortlessly and efficiently using AI
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OpenChat with Matikโs AI directly from your preferred AI environment, including your own GPTs, to pull your data into content that tells the right story and drives action. Matikโs new MCP acts as a bridge that connects your AI assistants to Matik's platform, allowing you to browse templates, customize inputs, and generate data-rich presentations, documents, and reports. Matik empowers you to harness AI reliably with guardrailsโboth ones that you create and ones from our knowledge of best practices. By connecting your AI environment to Matik, you can pull from dashboards, reports, and data in your BI, CRM, data warehouse, and other sources to instantly produce on-brand, insight-rich content in formats you already use today. Key Features -Access Matik from Any AI Environment: Seamlessly connect your preferred AI tools to Matik to automate content creation without leaving your workflow. -Self-Serve Content Generation: Browse available templates, customize the necessary inputs, and generate professional assets instantly through a simple chat interface. -From Data to Decks, Instantly: Leverage your existing dashboards, reports, and data sources (BI, CRM, data warehouse) to automate text and visuals in formats you already use today, such as Google Slides and Microsoft PowerPoint. -AI You Can Trust: Matik combines your data with built-in guardrails and proven best practices, ensuring every team member creates content that is relevant, accurate, and safe to share.
- Spotlight: Notis (Personal assistant)
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HIPAA-compliant AI that secures, summarizes, and streamlines healthcare workflows.OpenI Had a chance to use Hathr... Great tool... healthcare compilance can be tricky.. They solved it...
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Frees up my team time to chase after unpaid invoices that we sent through Stripe and Quickbooks
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Great tool for tracking and optimisation testing. new release offers in-depth insights and yearly forecasts.
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OpenAthennian is a tidy hub for entity records, officers, filings and org charts. Alerts keep annual returns and registrations on schedule, and exports help with partner updates. Not a case research tool, more a corporate housekeeping system, so pair with your legal research stack.
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Upmetrics' AI business plan generator tools is really outstanding. It guides you through an incredibly thorough process, prompting for as much relevant information as possible to generate highly customized and professional plans. The AI's questions extract all the key details about your business. The more data you provide, the better the output. Highly recommend for entrepreneurs seeking a polished, investor-ready business plan.
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Data extraction is accurate and incredibly efficient. Plus, it's super easy to use - no setup, no onboarding forms, perfectly simple UI. We started using it right away. The bank statements feature quickly imports, categorizes, and matches transactions. Their automatic categorization and matching process fully automates the reconciliation flow in our team.
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