💹 Finance AI tools

ProjectionLab enables users to create detailed, customizable financial plans using advanced simulations and analytics, helping individuals and advisors visualize and optimize their financial future.

• Freemium
• From 10$

Clyr is an AI-powered expense management platform that automates receipt capture, transaction matching, and financial workflows for companies with out-of-office teams, helping businesses save time and increase profit margins.

• Contact for Pricing

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$

Mollie is a financial technology platform that provides online and in-person payment solutions, subscription management, fraud prevention, and business financing to help businesses drive revenue and manage finances efficiently.

• Usage Based

Hudson Labs provides an AI platform for institutional investors, designed to extract, analyze, and tabulate market insights swiftly, supporting better investment decisions and risk assessment.

• Free Trial

Pitchago is a fundraising platform offering startups AI-driven assessments, tools, and insights to enhance investment readiness and connect with investors. It helps identify strengths, weaknesses, and growth opportunities for scaling and securing funding.

• Freemium
• From 21$

InvoiceOCR utilizes AI-powered OCR to accurately extract data from invoices and convert it into CSV or Excel formats, supporting multiple languages.

• Freemium
• From 9$

CardFit is an AI-powered tool that compares credit cards based on your payment behavior and includes local credit union options, helping you find the best card to save money.

• Free

OnlineFileTaxes.com is an IRS-approved e-file provider that simplifies tax form filing for businesses, CPAs, accounting professionals, and individuals with services starting at $1.85 per form including printing, mailing, and e-filing.

• Other

StellarFi provides businesses with low-code APIs and customizable components to integrate credit-building features like score tracking, bill management, and rewards into their apps, helping users improve credit scores while boosting app engagement and revenue.

• Contact for Pricing

KloudTrader offers tools like Narwhal and Libkloudtrader for developing, deploying, and monitoring algorithmic trading strategies across crypto and US securities markets, utilizing machine learning.

• Other

Hybrid Solutions provides comprehensive trading technology platforms like Vertex Trader and HS Trader, offering brokers customizable, high-performance solutions with full back-office management, risk control, and mobile trading capabilities.

• Contact for Pricing

Simply Wall St is an AI-powered investment research platform that provides portfolio tracking, stock screening, and market analysis tools to help investors make data-driven decisions with institutional-grade insights.

• Freemium

Countingup is an AI-powered business banking app that combines a business current account with automated accounting and tax tools, helping UK small businesses manage finances efficiently.

• Freemium
• From 4$

Nobias utilizes advanced AI to analyze financial analyst reports and track performance, providing unbiased market insights to help novice investors navigate the stock market.

• Other

TradingKey is an AI-powered financial platform that provides comprehensive stock analysis, market insights, and investment tools to help investors make data-driven decisions.

• Other

Stonksfolio enables users to visualize and monitor the combined performance of all investment portfolios across multiple platforms, providing advanced insights and rebalancing tools.

• Freemium
• From 6$

Splitwise simplifies shared expense management, allowing users to track balances, organize expenses, and settle up with friends, housemates, or travel companions across devices.

• Freemium

Lend Some Money provides a streamlined hard money lending platform with 24-hour loan approvals and competitive pricing for real estate investors seeking fix & flip, rental property, or new construction financing.

• Contact for Pricing

PredictNow.ai is a financial machine learning platform that helps hedge funds and asset managers optimize trading strategies using Corrective AI technology to predict profitable trade probabilities.

• Contact for Pricing

LedgerBox is a powerful AI tool designed to transform PDF bank statements, invoices, and receipts into structured CSV and Excel formats, simplifying document management and data extraction processes.

• Paid
• From 24$
• API

Alphanso is an AI-powered investment platform that provides personalized financial advice, portfolio management, and market insights through advanced analytics and real-time monitoring of assets from over 12,000 brokers.

• Paid

Rose AI is an intuitive platform for financial professionals, simplifying data discovery, analysis, and visualization using advanced language models. It ensures data traceability and transforms complex data into actionable insights.

• Contact for Pricing

Finroo is an AI-powered platform that simplifies investment management across crypto, stocks, real estate, and more. It provides tools and insights to help individuals navigate the complexities of the market.

• Free

Blue J provides generative AI-powered tax research, delivering verifiable answers and automated drafting for accounting firms and tax professionals.

• Contact for Pricing

Budget Ally is an AI-powered expense tracking app that helps users manage shared finances with friends and family through features like AI voice input, receipt scanning, real-time sync, and budget insights.

• Other

Velocity provides AI-powered financial products and tools designed to accelerate the growth of digital-first eCommerce businesses through smart capital, fast logistics, and innovative AI solutions.

• Contact for Pricing

Maxyfi is an AI-powered software solution for debt collection and accounts receivable management, designed to streamline workflows, increase efficiency, and ensure compliance with industry regulations.

• Contact for Pricing

Denario offers fully backed silver and gold asset tokens secured by physical precious metals stored in Swiss vaults, combining blockchain technology with Swiss security and regulatory compliance for modern precious metal investment.

• Other

WeInvest is a comprehensive cryptocurrency platform that offers secure, gasless transactions with AI-driven insights, enabling users to manage and invest in digital assets without dealing with complex wallets or private keys.

• Paid
• From 10$

Eilla provides AI-powered analysts that streamline venture capital, private equity, and M&A processes by automating research, valuation, and deal sourcing tasks.

• Free Trial
• From 78$

ZuluTrade is a social trading platform that allows users to copy the trades of experienced leaders. It offers a transparent platform with advanced tools and innovative solutions for both copy trading and manual trading.

• Free

HSTCalculator.onl is a web-based tool that instantly calculates Harmonized Sales Tax (HST) for Canadian provinces, providing federal and provincial tax breakdowns with PDF download capability.

• Free

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

• Contact for Pricing

Sheshi FR is a fully automated financial reporting platform that leverages AI to generate print-ready financial statements, saving up to 80% of time in preparing iGAAP Financials.

• Freemium

Alpha Vantage provides comprehensive realtime and historical financial market data through developer-friendly APIs, supporting stocks, forex, crypto, technical indicators, and economic data with seamless AI agent integration.

• Freemium

Trustee Plus is a multifunctional cryptocurrency platform offering wallet services, crypto card payments, P2P trading, and exchange features with robust security measures for seamless digital finance management.

• Other

LinqAlpha is an AI platform designed for hedge funds and asset managers, providing advanced investment research capabilities using proprietary data and finance-specific AI agents.

• 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$

Exchange Rate Management provides an embeddable currency widget for displaying live exchange rates on websites and digital rate boards, offering a comprehensive bureau de change rate board software solution.

• Freemium

SEC Insights is an AI-powered platform that enables users to analyze complex financial documents like 10-Ks and 10-Qs through advanced document processing and natural language interactions.

• Contact for Pricing

Odesis provides an AI-powered automated trading system for cryptocurrencies, designed to execute trades emotionlessly and save users time. It connects to exchanges, operates 24/7, and offers various strategies based on risk tolerance.

• Free Trial

Balance is a personal finance app that automatically syncs, categorizes, and analyzes your financial accounts, providing actionable insights to help you manage your money smarter.

• Paid
• From 4$

Copilot Money is a personal finance management app for Mac, iPhone, and iPad, using AI for smart categorization to help track spending, manage budgets, and monitor investments.

• Paid
• From 8$

Zil.US offers a cloud-based payment platform with advanced solutions for ACH, wire transfers, virtual cards, and business account management, designed to streamline financial transactions for businesses of all sizes.

• Freemium

Billy automates business finances by providing tools for invoicing, expense tracking, and financial reporting, helping entrepreneurs manage their operations efficiently.

• Freemium

Performance Analytics provides expert advisory and implementation services for Corporate Performance Management (CPM) and analytics solutions, helping organizations optimize their investments in leading technologies like SAP, OneStream, JustPerform, and RapidViews.

• Contact for Pricing

CheckPro is an educational tool that provides step-by-step guidance on how to write checks correctly, featuring an interactive form and comprehensive tutorials for financial literacy.

• Free

AssetRoom provides AI-powered summaries of corporate filings, helping investors stay informed without having to wade through dense documents. Get daily updates and explore the most impactful corporate updates.

• Free

PaycheckCity offers free paycheck calculators and a comprehensive payroll service that calculates taxes for all 50 states, generates federal forms, and provides unlimited payroll runs for small businesses.

• Free Trial
• From 19$