AI tool profiles

Verified features and pricing, with sources and the date we last checked.

Arini

An AI phone agent built for dental practices that integrates with practice management systems.

Booke AI

Runs inside QuickBooks Online or Xero. It codes bank feed transactions daily, matches them to documents, and asks clients about anything unclear.

Design

Canva (Magic Studio)

A design platform with AI tools (Magic Write, Magic Design, Background Remover, and more) and a monthly AI allowance on each plan.

Video editing

CapCut

A popular mobile and desktop video editor with templates and AI features. It has a free tier.

General AI assistant

ChatGPT Business

OpenAI's workspace plan for teams. It has admin controls, SSO, and connectors, and OpenAI doesn't train on workspace data by default.

Legal research & drafting

Clio Work

Clio's legal AI. It analyzes matter documents and recordings, does cited legal research, and writes first drafts of summaries, timelines, and arguments.

Video & podcast editing

Descript

An audio and video editor where you edit by editing the transcript, with Underlord, an AI co-editor, plus Studio Sound, filler-word removal, and clip creation.

Document capture

Dext

Reads receipts, invoices, and bank statements with AI, then categorizes the data and publishes it to your accounting software.

Practice management

Financial Cents

Practice management with AI email drafting, AI workflow templates, and AI that renames and checks client-uploaded files.

Meeting notes

Fireflies.ai

An AI notetaker that records, transcribes, and summarizes meetings, and connects to CRMs and other tools.

Document capture

Hubdoc

Pulls data from bank statements, bills, invoices, and receipts and syncs it to Xero and QuickBooks Online.

CRM & marketing automation

HubSpot (Breeze AI)

A CRM with Breeze AI: an assistant with access to your CRM data, plus agents for content, social, prospecting, and customer support.

Practice management

Karbon

Practice management software with built-in AI for summarizing emails and discussions, drafting replies, and automating client reminders.

Short-form clipping

OpusClip

Uses AI to cut long videos into short vertical clips, with captions, reframing, and a virality score.

Ledger / bookkeeping

QuickBooks Online comes with a set of Intuit AI agents. Its Accounting AI suggests categories and matches for transactions, flags anomalies, and drafts questions to clients about transactions that need more context.

Contract drafting & review