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Financial process automation
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Andrew Cassell🙏 3 karmaOct 16, 2025@Athennian AIAthennian 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. -
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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Really good product, I like that I can take pictures of my receipts and it logged them automatically with all the details.
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Unlock faster financial workflows with AI automationOpen
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Very cool, I had some issues around sales tax for my Shopify store where the rates were wrong and I didn't know which states I needed to pay. I signed up and because I had a lot of orders it took 20 minutes but just like magic it told me everywhere I needed to collect tax. I was collecting in some states I should and not collecting in some I should have. I liked that I didn't have to pay to see this. I was going to just file and try and fix it on my own to save some money but ultimately didn't because sales tax is a PITA, so I ended up paying $1300 for 26 states. They didn't charge for implementation or fixing the places I shouldn't have collected for. They had a few cool features like their taxgpt that helped me understand why I shouldn't have collected in some states.
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Process Street has increased my efficiency in ways I didn't even know was possible especially with the AI-powered workflow builder and the insanely large template library!
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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?
