💹 Finance AI tools

Rocket Statements is a secure AI-powered tool that converts bank statements from PDF or image formats to Excel, CSV, and JSON. It supports over 100 banks worldwide and integrates with accounting software like QuickBooks and Xero.

• Freemium
• From 15$

Asper is an AI-powered budgeting app designed to help users manage finances, reduce impulse spending, and achieve savings goals through personalized insights and playful notifications.

• Freemium
• From 5$

interVal is an AI-powered SaaS platform designed for accounting firms, wealth management firms, and banks to automate discovery, gain insights, and drive growth for their SMB clients.

• Contact for Pricing

Swaap Finance develops and operates on-chain trading systems, handling over $1 billion in monthly volume across 11 chains.

• Other

Freelance Spreadsheets offers creative freelancers an intuitive, easy-to-use Google Sheets solution for managing budgets, profit and loss, projections, and pricing, all at an affordable one-time cost.

• Pay Once

Bonsai is a premium suite of trading tools for TradingView that helps traders identify market trends, analyze patterns, and validate trading strategies through dynamic thresholds, oscillators, and backtesting capabilities.

• Freemium
• From 35$

Personetics is an AI-powered financial data analytics platform that helps banks deliver personalized customer experiences, automated savings journeys, and intelligent money management solutions.

• Contact for Pricing

IntrinsicAlpha is a value investment platform that automatically estimates the intrinsic value of stocks to aid informed investment decisions. It provides balance sheet analysis and Wall Street analyst insights.

• Freemium
• From 9$

Quill AI offers AI tools for financial analysts, including an Excel add-in for model updates and a web app for querying SEC filings and earnings calls.

• Paid
• From 39$

Clyr is an AI-driven expense management and tracking platform designed to save time, boost efficiency, and increase profit margins, particularly for businesses with out-of-office teams.

• Free Trial
• From 139$

Elevate Pay offers global USD virtual accounts tailored for freelancers, remote workers, and digital nomads to easily receive, hold, and send payments securely with real-time conversion rates and transparent fees.

• Other

Finance Rants is an AI-powered financial guidance platform that helps users understand their financial personality through a comprehensive quiz and provides personalized financial assistance through an AI assistant.

• Free

CloudKeeper is a comprehensive cloud cost optimization partner offering solutions for AWS, Azure, and Google Cloud. It combines group buying, expert consulting, and analytics platforms to reduce costs and maximize cloud value.

• Contact for Pricing

Synapse Analytics is an AI credit decisioning platform designed to increase loan approvals, reduce risk, and streamline operations for financial institutions.

• Contact for Pricing

Lucid is an AI-powered platform for instant financial reporting, analysis, and forecasting, designed for businesses of all sizes to make informed decisions swiftly and manage finances effectively.

• Freemium
• From 50$

Circler.io is an accounting software specifically designed for ticket brokers, automating bookkeeping tasks and providing real-time profit insights to manage high-volume transactions efficiently.

• Freemium
• From 19$

Stocked AI provides accurate stock predictions using advanced neural network machine learning algorithms, helping investors make informed decisions.

• Other

Invest19 is an Indian invest-tech platform utilizing AI to provide personalized investment ideas and simplify the investment process with multi-broker options and portfolio tracking. Start your investment journey easily with expert support.

• Freemium

Inscribe offers AI-powered risk management solutions for financial institutions, featuring AI Risk Agents and Models that automate complex onboarding and underwriting workflows while reducing fraud risks.

• Contact for Pricing

Inflowdash provides a unified dashboard and calendar to help you visualize, forecast, and manage upcoming subscription revenue from your Stripe account.

• Free Trial
• From 3$

A comprehensive financial management platform that helps users track subscriptions, manage spending, and automate savings through AI-powered insights and human expertise.

• Freemium

Finster is an AI-powered tool designed for investment analysts. It accelerates research by rapidly gathering, citing, and presenting financial data, enabling faster, more informed decisions.

• Contact for Pricing

FinSoftAi SSi is an AI and blockchain-powered equity research and trading platform that analyzes social sentiment to help institutional investors maximize gains and minimize risk through real-time market insights.

• Contact for Pricing

Stonk Tracker leverages AI to help investors discover stocks aligned with their investment strategies by utilizing natural language search and live data.

• Free

Vendr provides real pricing data for over 20,000 software products, helping businesses make informed software purchases using its proprietary pricing AI.

• Freemium
• From 2084$

Cube Software is a no-code Financial Planning & Analysis (FP&A) platform designed to streamline planning, reporting, and decision-making for finance teams, integrating seamlessly with existing spreadsheets like Excel and Google Sheets.

• Contact for Pricing

Morphlin provides AI-powered tools and insights to enhance trading efficiency and decision-making. Access real-time market data, professional research reports, and a powerful trading dashboard.

• Contact for Pricing

Omi is a centralized platform for managing finances, contracts, and vendors, providing simple onboarding and powerful financial controls.

• Freemium
• From 99$

Rose AI is an intuitive platform designed for financial analysts, integrating advanced language models for seamless data discovery, visualization, and traceable analysis.

• Contact for Pricing

Order.co is an AI-powered procurement platform designed to automate the entire purchasing process for businesses, from requisition to payment, offering spend control and visibility.

• Contact for Pricing

Finout is an advanced cloud cost management platform that empowers organizations to streamline, allocate, and reduce their multi-cloud infrastructure expenses through precise analytics, AI-driven insights, and actionable optimizations.

• Paid
• From 1000$

Onnix is an AI-powered platform designed to enhance the productivity of banking teams by automating tasks and providing quick, accurate data analysis and content generation.

• Contact for Pricing

Cloudgov.ai is an AI-driven cloud cost management platform that helps organizations optimize and reduce cloud expenses across AWS, Azure, and Google Cloud through real-time monitoring, anomaly detection, and automated recommendations.

• Freemium

Chicago Bull AI is a chatbot that answers questions related to equities, crypto, and bond markets. Get instant insights on various financial markets.

• Free

Weave.AI is an agentic, GenAI-powered SaaS platform designed for automating risk management, compliance, and due diligence processes across various organizational levels.

• Contact for Pricing

Kintsugi is an AI-powered sales tax automation platform that helps businesses manage their tax compliance, calculations, and filings across multiple jurisdictions with automated monitoring and intelligent features.

• Freemium
• From 100$

MyiQ.Ai is an innovative invoice automation software designed to significantly reduce operational costs and improve efficiency in accounts payable processes.

• Free Trial
• API

Algovest provides tools for generating, backtesting, and trading algorithmic strategies for stocks and cryptocurrencies based on historical data and news.

• Contact for Pricing

Quantle is a no-code backtesting platform that empowers traders to create, test, and optimize trading strategies with real-time results and adaptive AI analytics.

• Freemium

SubscriptionFlow is an AI-powered platform for automating subscription management, billing, payment processing, and customer retention to help businesses minimize churn and maximize revenue.

• Paid
• From 199$

Paymefy utilizes Artificial Intelligence to optimize debt collection, enabling faster recovery of funds at a lower cost through automated notifications and one-click payments.

• Contact for Pricing

Scorehood is an AI-driven cryptocurrency analysis tool providing real-time trading signals and insights for 76 high-market-cap coins, helping traders make informed decisions.

• Free Trial

NOTRELOAD is an AI-powered web service that automates public web content monitoring for investment and trading purposes. It instantly delivers concise, market-moving news and insights.

• Free

MakersHub is an AI-powered accounts payable platform designed to automate data entry, streamline approval workflows, and simplify payments, integrating deeply with QuickBooks.

• Free Trial
• From 99$

Quadency is a comprehensive cryptocurrency trading platform that combines multi-exchange trading capabilities, automated trading bots, and AI-powered strategy building with portfolio monitoring features.

• Freemium
• From 49$

WOWS Global is a matchmaking platform connecting startups and SMEs in Southeast Asia with a global network of investors. It facilitates fundraising, investment discovery, and equity management.

• Freemium
• From 249$

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

WeInvest provides systematic quantitative investment products and a comprehensive wealth management platform, utilizing data-driven algorithms for diverse investment solutions.

• Contact for Pricing

Lantern is an AI-powered financial platform that provides fund and portfolio monitoring solutions for General Partners (GPs), offering real-time data validation, automated workflows, and seamless reporting capabilities.

• Contact for Pricing

Expense Sorted leverages AI to automatically categorize expenses directly within Google Sheets, streamlining your financial workflow and saving time.

• Free