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Financial optimization
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The fastest way to optimise inefficiencies in your client's workflows and techOpen

Jenn N.🙏 167 karmaOct 1, 2024@leania.aiJust implemented your instruction out how to run drip campaigns automatically, nice! Getting prospect calls coming in -
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This is an easy, hassle-free way to track expenses, just snap a pic, speak a sentence, or text it—AI takes care of the rest. -

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Optimize IT Financial Management and shared services.Open

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Verified tools
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- Spotlight: Tendem (Task automation)
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Hi Federico, Thank you for taking the time to share your feedback. We truly appreciate all kinds of input as it helps us improve Amigo AI. If you'd like to explore the app further, we’d be more than happy to provide you with a redeem code for free access. Additionally, we're also open to sharing the code with the community if anyone is interested. Please let me know here, and I’ll share the coupon code with you directly! Love Amigo
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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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Great tool for tracking and optimisation testing. new release offers in-depth insights and yearly forecasts.
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Most flexible financial tracking tool in the market! - support live connection (US/Canada) - support Google Spreadsheet attached transaction. - support multiple profiles / multiple categorization - document interface, like using Notion / AI to get insights. Great bundle!
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I enjoy using the chatbot and seeing how simple it makes answers, I've been testing the same question across similar platforms like Finchat.io, Perplexity, Intellectia etc. I've realized Fineas is faster and just as accurate. Test it for yourself. P.S. I co-founded this. Love to hear what you have to say!
Other tools
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AI agent crafts financial analysis memos from diverse data sources.Open
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Took era for a spin and it's legit useful if you care about money stuff, cash flow, little nudges when spending drifts. The tips feel practical for trading and taxes and it keeps things tidy. It is a clean, steady money copilot. Nice one!!
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Hi Ary, Have you tried reaching out to them through external channels like X, Instagram, or Facebook?
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There isn't a way to upload an Excel file or copy/paste. what's the point if you have to re-enter everything?
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Fintool saves hundreds of hours with its chat interface into EDGAR. It enables research projects that would otherwise require a team of financial analysts.
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Just landed first time and well satisfied and convinced to use the tools
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AI writes witty, SEO-friendly real estate investing articles.Open -
Optimizes financial performance through strategic analysis and planning.Open -
Manages and supervises financial assets and investments.Open -
Optimizing finance and legal compliance with expert accounting.Open -
Tailored strategies and insights for business pricing.OpenIt said it would send me a pricing proposal and powerpoint deck by the end of the day. it's been 3 days and it just keeps saying "expect the deliverables soon" and nothing happens. -
Expert tax advisory services for businesses and investors.Open -
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Enhanced utility bill analysis with detailed insights.Open -
Optimizing wealth through strategic financial guidance.Open -
Optimizes financial liquidity, mitigates operational risk, enhances financial performance.Open -
Advises on investment to optimize financial performance.Open -
Driving financial decisions through data analysis.Open -
Analyzing and interpreting tax laws to inform strategies.Open -
Professional analyst for CAC insights and summariesOpen -
Get the most up to date information about mortgages for a mobile homeOpen -
Find the perfect AI Assistant for your business needs.Open -
Expertise in creating and supporting Magento, Adobe Commerce stores.Open -
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I help you lower your bills and save moneyOpen -
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Optimizing business data through chatbot expertise.Open -
Multilingual financial expert for bank statement analysis.Open -
Expert in hotel revenue optimization and report analysis.Open
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