💹 Finance AI tools

Basis Theory is a token orchestration platform that allows businesses to route transactions through multiple PSPs and partners while staying out of PCI scope. It provides a secure and flexible way to manage sensitive data and optimize payment flows.

• Paid
• From 995$

Oscilar is an AI Risk Decisioning™ platform designed to manage onboarding, fraud, credit, and compliance risks for financial institutions.

• Contact for Pricing

Layerup provides AI-powered voice agents for financial institutions, handling collections, payment reminders, and loan servicing with human-like interactions across multiple communication channels. The platform enhances engagement rates by up to 70% and response rates by up to 90%.

• Contact for Pricing

FINVIZ provides stock screeners, financial news, maps, and groups for traders and investors. Access market data and analysis tools to make informed decisions.

• Freemium

Anybill streamlines and automates the tax payment process for corporations and large accounting firms, helping ensure timely and accurate payments to taxing authorities.

• Contact for Pricing

FundEze is an AI-powered platform connecting entrepreneurs and investors, streamlining the capital-raising process with intelligent matching and unbiased evaluations.

• Paid

DataVisor is an end-to-end fraud and risk SaaS platform powered by AI and advanced machine learning, designed for financial institutions to combat various types of fraud and financial crimes in real-time.

• Contact for Pricing

Moneyview is a digital platform offering personalized financial products such as instant loans, credit tracking, digital gold, and insurance, making it easy to manage finances securely and efficiently.

• Other

Choice Internet Brands, Inc. invests in and develops digital solutions, specializing in crypto applications, AI startups, and affiliate marketing.

• Contact for Pricing

Daon provides AI-powered identity verification and authentication solutions, including deepfake defense, biometrics, and document validation, to establish digital trust for businesses across various industries.

• Contact for Pricing

Chart provides instant access to verified client tax records directly from the IRS and tax preparation software, automating income verification and client onboarding for fintech companies.

• Contact for Pricing

Emburse offers AI-powered travel and expense management solutions designed to streamline processes, control costs, and provide actionable insights for finance teams.

• Contact for Pricing

Goodbudget is a modern budget tracking app that uses the virtual envelope budgeting method to help users manage their finances across devices and share budgets with family and friends.

• Freemium

CheqUPI offers a secure, UPI-powered digital wallet tailored for foreign tourists and NRIs traveling in India, enabling effortless payments at over 55 million merchants using international cards.

• Pay Once

Granter.ai is an AI-powered platform that helps businesses find, match, and apply for grants with expert assistance and automated tools to streamline the application process.

• Freemium
• From 25$

Quadmatics provides AI-driven predictive intelligence for capital markets, forecasting significant intraday price movements on global financial exchanges using sentiment analysis and behavioral learning models.

• Contact for Pricing

Surparse automates financial reporting and analysis by connecting directly to your accounting data, providing instant insights and custom dashboards.

• Free Trial
• From 69$

Buxfer provides comprehensive online tools for personal finance management, including budgeting, spending tracking, investment monitoring, and financial forecasting, syncing with thousands of banks globally.

• Paid
• From 10$

Surmount automates investment accounts using AI and professionally built portfolios. It simplifies data-driven investing, offering strategy creation and automated order execution.

• Freemium
• From 10$

Skwad is a secure budgeting application that processes bank transaction alerts through email, eliminating the need to share sensitive banking credentials while offering comprehensive financial management features.

• Free Trial
• From 2$

Nuvio is an AI-powered financial management platform that acts as a virtual CFO, providing insights and predictions for startups and growing businesses.

• Free Trial
• From 24$

OpenEnvoy offers AI-powered autonomous finance solutions to eliminate manual work, optimize cash flow, and improve accuracy in Accounts Payable and Accounts Receivable processes.

• Contact for Pricing

AI Bank Parser is a specialized software that automates the conversion of PDF bank statements into various formats including CSV, Excel, QBO, and JSON, helping businesses and professionals streamline their financial data processing.

• Freemium
• From 10$

ADVANCE.AI offers AI-powered digital identity verification, fraud detection, and risk management solutions for secure customer onboarding and streamlined workflows across various industries.

• Contact for Pricing

CPA Pilot is an AI-powered assistant that helps tax professionals streamline their workflow, saving time on research, client communication, and marketing.

• Paid
• From 20$

Bitsgap automates crypto trading with bots, algorithmic orders, and portfolio management. It offers a 7-day free trial and integrates with over 15 leading crypto exchanges.

• Free Trial
• From 26$

GovRet helps Federal Employees in the FERS program easily plan and optimize their retirement annuity benefits through an intuitive platform with AI-powered insights.

• Freemium

Precanto is an AI-powered FP&A platform that enhances financial decision-making, reveals opportunities, and detects exceptions early with precision.

• Contact for Pricing

Copi is a comprehensive SaaS platform offering AI-powered compliance solutions for accounting firms, tax practices, and corporate service providers through its suite of products including AI.TaxAssist, AI.Payroll, AI.BillPay, AI.CorpSec, and AI.GST.

• Freemium

Fewsats is a secure API platform that enables AI agents to make controlled payments across multiple payment networks, from credit cards to cryptocurrencies, with customizable spending policies.

• Contact for Pricing

SensaMarket offers an all-in-one platform for options trading analysis, featuring strategy builders, real-time market data, and insider trading insights.

• Free Trial
• From 25$

Fire on Track is a platform designed to help users track their Financial Independence, Retire Early (FIRE) goals. It features personalized goal setting, progress tracking, and an AI assistant for financial guidance.

• Free

Occam is an out-of-the-box engine for generating and running financial automations. It handles large data, human-in-the-loop capabilities, and adaptive runtime planning.

• Contact for Pricing

Quantera.ai is an AI-powered financial research platform designed for equity professionals, analysts, and fund managers that processes official filings and financial data to deliver instantaneous insights.

• Paid
• From 1999$

Kikoff is a financial technology platform designed to help users build and improve their credit scores, offering credit-building plans with no credit checks, hidden fees, or interest, and monthly plans starting from $5.

• Paid
• From 5$

Entendre Finance is an intelligent crypto accounting solution that automates the tracking, reconciliation, and analysis of on-chain transactions. It simplifies accounting for Web3 businesses and finance professionals.

• Free Trial
• From 500$

CloudVerse AI is a FinOps platform that provides comprehensive visibility and optimization for multicloud spending. It offers actionable insights to reduce waste, optimize utilization, and improve purchase prices across various cloud providers.

• Free Trial

QTR.ai offers AI-powered real-time earnings call summaries, transcripts, and analysis for institutional investors, providing actionable insights from financial data.

• Contact for Pricing

Rowfill is an AI-powered Excel plugin automating document processing tasks like audits, invoice handling, and contract review for accounting and legal firms.

• Freemium
• From 199$

WeFIRE is an AI-powered personal finance copilot providing personalized financial insights and planning tools 24/7. It helps users achieve financial independence and retire early (FIRE) through comprehensive analysis and tailored recommendations.

• Free

Welle is an AI-powered investment agent designed to accelerate the analysis of US stocks and provide market summaries.

• Freemium
• From 20$

Ai Pro Trading Signal delivers AI-powered trading signals for Forex, Crypto, F&O, and Stocks via a mobile app, aiming to enhance profitability with automated bots and real-time analysis.

• Paid
• From 35$

MyInvestment-AI is an AI-powered investment planning tool that analyzes your financial situation to create personalized investment strategies aligned with your goals and risk tolerance.

• Paid
• From 10$

Vroozi is an AI-driven platform streamlining procure-to-pay processes, offering invoice automation, eProcurement, and spend analytics to enhance efficiency and control.

• Contact for Pricing

ML Alpha provides AI-powered tools and insights for investors to make data-driven decisions and improve investment performance. Access AI scores, financial expert insights, and a collaborative community.

• Freemium
• From 30$

WinDispute.pro is an AI-powered tool designed to help Stripe merchants increase their dispute win rate through automated resolution processes.

• Paid
• From 9$

Bank Statement Converter is a specialized tool that efficiently converts PDF bank statements into CSV files, extracting transaction data from tables.

• Paid
• From 29$

Corporate Finance Institute (CFI) offers expert-led online finance and banking training, certifications, and productivity tools. Master in-demand skills like financial modeling, data analysis, and AI for finance to advance your career.

• Paid
• From 29$

Nuant offers a comprehensive asset management platform for consolidating, tracking, and optimizing crypto and traditional investments with advanced analytics and AI features.

• Contact for Pricing

Pagaya is an AI-powered financial technology platform that helps lending institutions analyze credit applications and make better lending decisions without increasing risk.

• Contact for Pricing