Windsor ai
consolidates cross-channel data into live dashboards so firm owners eliminate manual Excel reconciliation and provide clients with proactive, data-backed advisory insights.
Quick Info
- Website
- windsor.ai
- Categories
- Productivity
Related Tools
MindStudio
builds custom AI agents for automated invoice verification and expense categorization so firms reduce partner review time and upskill juniors with digital copilots.
HeyGen
creates professional AI-avatar videos to teach clients financial concepts and productize advisory content without camera equipment or editing.
Folk
streamlines lead research and follow-up using AI enrichment and collaborative pipelines so accounting firms can build a predictable pipeline and focus on high-margin clients.
Jenni AI
assists with drafting reports, proposals, and tax documents so firms reduce manual writing, accelerate deliverables, and maintain clear, professional client communications.