💹 Finance AI tools

Splitser is an AI-powered expense management app that helps groups track, settle, and pay shared costs efficiently, minimizing mutual payments with its smart algorithm.

• Free

NowPay offers employees flexible salary access, instant bill payments, and secure cash-free transactions, helping companies boost team productivity and financial wellbeing.

• Contact for Pricing

OpusCapita, now part of GEP, provides AI-powered procurement and supply chain transformation solutions, including e-invoicing compliance and automation tools for finance and procurement professionals.

• Contact for Pricing

Solver is an extended financial planning and analysis (xFP&A) software platform that integrates AI capabilities to streamline budgeting, reporting, consolidation, and data analysis for businesses across various industries.

• Contact for Pricing

Finsmart AI is an AI-powered financial management platform that automates financial reporting, generates insights, and provides CFO services for businesses, investors, and accountants.

• Paid
• From 100$

sevdesk is a comprehensive accounting software designed for entrepreneurs and self-employed individuals, offering automated invoicing, receipt management, tax compliance, and financial overview tools to simplify business finances.

• Freemium
• From 13$

Rize Capital is an AI-powered investment chatbot that provides instant, accurate answers to complex financial questions, leveraging institutional-grade data for stocks, ETFs, cryptocurrencies, and more.

• Free

StealthEX is a non-custodial cryptocurrency exchange enabling instant, private swaps among 1400+ digital assets with no registration or account required.

• Other

Polygon is a blockchain platform providing fast, low-cost settlement for payments, stablecoins, tokenized assets, and DeFi applications with enterprise-grade infrastructure.

• Other

Sirius Investors is an AI-powered investment analysis platform that provides real-time analysis and research for over 70,000 stocks, 4,700 cryptocurrencies, and 11,000 ETFs, helping investors make data-driven investment decisions.

• Freemium
• From 11$

Kruze Consulting provides specialized accounting, bookkeeping, tax services, and fractional CFO support for venture capital-funded startups, helping them maintain financial transparency and investor readiness.

• Paid
• From 650$

efile4Biz is an IRS-approved provider offering all-inclusive print, mail, and e-file services for business tax forms like 1099s, W-2s, and ACA forms, starting at $1.50 per form, with integrations for QuickBooks and Xero.

• Free Trial

XRP Profit Calculator is an advanced online tool that enables cryptocurrency investors to instantly determine profit and returns from XRP investments using real-time price data and customizable scenarios.

• Free

RiskBirbal Management Services provides AI-driven risk management solutions including insurance quotation systems, risk inspection, asset valuation, and wellness management for businesses.

• Contact for Pricing

Rogo AI is a domain-specific AI platform designed for financial institutions like investment banks, private equity firms, and hedge funds, enhancing research and analysis capabilities. It offers secure, accurate AI solutions tailored to financial workflows.

• Contact for Pricing

BillOver is an AI-powered tool designed for accountants to accurately scan expenses, automate tax categorization, and sync seamlessly with accounting software like Xero and QuickBooks.

• Freemium
• From 10$

PoliticHook delivers real-time email alerts on congressional stock trades, leveraging GPT-powered OCR to decipher filings, helping investors potentially gain an edge.

• Freemium
• From 3$

Exchange Rates API provides accurate and reliable real-time and historical currency exchange rate data for over 200 global currencies, ideal for financial applications and business operations.

• Freemium
• From 8$

Portfolio+ provides innovative, mission-critical banking solutions including core banking, open banking APIs, and cloud services to financial institutions across Canada.

• Contact for Pricing

Payoff Genius is an AI-powered financial technology tool that helps users create customized debt payoff plans, track accounts, and optimize strategies to become debt-free faster.

• Freemium
• From 7$

Trullion is an AI-powered platform that automates accounting and audit workflows, including lease accounting, revenue recognition, and audit processes. It enhances accuracy and ensures compliance with regulatory standards.

• Contact for Pricing

Unsellable NFTs provides a platform for NFT investors to sell illiquid or worthless NFTs for tax-loss harvesting purposes, helping reduce capital gains taxes through verified smart contracts and CPA-ready receipts.

• Usage Based

Zerodha is India's largest discount brokerage platform offering commission-free equity delivery trading, flat fee intraday/F&O trades, and comprehensive investment services across stocks, derivatives, mutual funds, ETFs, and bonds.

• Freemium

Truthifi is an AI-powered financial wellness tool that monitors investments for over 100 common risks and opportunities, providing insights into fees, performance, and asset allocation to help users make informed financial decisions.

• Freemium
• From 20$

OpenGrants is an AI-powered platform connecting organizations with grant funding opportunities, featuring a comprehensive database, AI grant writing assistance, and expert consultants.

• Free Trial
• From 29$

InvestAlert.ai was an AI-powered platform offering investing tools and portfolio insights. Please note: The service will be discontinued on December 31, 2024.

• Other

Basil is an AI-powered financial portfolio tracker app designed to help users manage investments by connecting various financial accounts, providing visualizations, and offering personalized insights.

• Freemium

Hermes AP Automation utilizes AI, RPA, and OCR technology to streamline accounts payable processes, reduce errors, and increase efficiency for accounting teams.

• Contact for Pricing

Simplify accounting with Receiptor AI's automated extraction of receipts and invoices, providing seamless integration, real-time analytics, and multi-format exports.

• Usage Based

Prosaic is an AI-powered accounting software that automates cash-based general ledger management, bank feed integration, and transaction coding for accountants and bookkeepers to streamline GST and year-end processes.

• Freemium
• From 100$

Opture provides comprehensive risk management software solutions including Enterprise Risk Management (ERM), Integrated Fund Risk Management (AIFM), Simulation-based Planning (SBP), and Governance, Risk & Compliance (GRC) systems for businesses across Europe.

• Contact for Pricing

Insurance and Estates provides expert guidance and resources on using properly designed whole life and indexed universal life insurance strategies for debt repayment, wealth building, tax planning, retirement planning, and legacy creation.

• Contact for Pricing

re:cap is a capital operating system offering AI-powered financial insights, debt funding solutions, liquidity analysis, and finance automation for businesses in the digital economy.

• Freemium
• From 49$

Method streamlines financial account connectivity, allowing businesses to connect, retrieve, and manage users’ credit and liability data with embedded payments and real-time insights across 15,000+ financial institutions.

• Contact for Pricing

Spendee is a comprehensive personal finance management app that helps users track expenses, connect bank accounts, and set budgets to achieve financial goals.

• Freemium
• From 2$

Controller Works provides outsourced bookkeeping and accounting services for family-owned and growing businesses, offering financial accuracy, growth insights, and trusted partnership to simplify accounting and strengthen systems.

• Paid
• From 100$

Moning provides a comprehensive suite of tools to manage your wealth, analyze investments, and track dividends. Enhance your investment decisions with AI-powered insights.

• Free

Neostox is a virtual trading platform offering risk-free practice with real-time market data and AI-powered analytics to help traders hone their skills without financial risk.

• Free Trial

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

• Free

Stokki is an AI-powered investment portfolio management app that helps users track stocks, funds, and returns across multiple portfolios with a simple, privacy-focused interface.

• Other

Greenlite is an AI-powered platform that automates financial compliance workflows, helping financial institutions streamline screening alerts, transaction monitoring, and customer due diligence processes with enhanced efficiency.

• Contact for Pricing

Streitwise is a real estate investment company offering access to commercial real estate through a non-traded equity REIT, providing passive income opportunities with tax advantages and professional management.

• Contact for Pricing

SECForm4.Com provides real-time tracking of SEC EDGAR filings including insider trading, institutional holdings, and Schedule 13D/13G disclosures, offering investors timely data on ownership trends and market activity.

• Freemium

neonFin is a personal finance management tool that combines AI-powered receipt scanning, advanced analytics, and gamification to help users track and improve their spending habits.

• Freemium
• From 5$

Tykr is an investment research platform designed for retail and institutional investors, simplifying research, boosting confidence, and increasing investment retention.

• Free Trial

Sagehood provides AI-driven insights for stock market investors, utilizing specialized AI agents to analyze market trends, risks, and opportunities for informed decision-making. It offers portfolio monitoring and daily market intelligence.

• Freemium
• From 30$

Drop is a free app that lets users earn points on everyday purchases by linking debit or credit cards, redeemable for gift cards and other rewards.

• Free

Kashoo is an online accounting software that automates financial tasks for small businesses, offering features like bank transaction imports, invoicing, and multi-user access with a 14-day free trial.

• Free Trial

Optimum Vertex AI is an AI-powered platform providing traders and investors with tools for trade planning, strategy analysis, and execution review across various markets.

• Free Trial
• From 149$

StubCreator is an online paystub generator tool that creates accurate, tax-compliant pay stubs for employees, contractors, and businesses with automated calculations and professional templates.

• Freemium