💹 Finance AI tools

Salient is an AI-powered loan servicing platform specifically designed for the automotive finance industry. It streamlines operations like loan onboarding, collections, and compliance using AI agents.

• Contact for Pricing

DocuClipper automatically extracts data from financial documents like bank statements, invoices, and receipts using OCR, offering high accuracy and integration with accounting software.

• Free Trial
• From 39$

Blanc Labs is a technology consulting firm specializing in AI advisory, intelligent document processing, and business process automation to drive digital transformation in financial services and healthcare industries.

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Unhedged is an AI-driven investment platform designed to help funds, wealth managers, and individual investors build optimized portfolios using advanced algorithms.

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Facepoint offers a picture-based intelligence database for identifying high-risk individuals, aiding in anti-money laundering, counter-terrorism financing, and public security.

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LoanTap offers fast, flexible, and customized personal and business loans in India, utilizing technology including AI-driven insights for a seamless application and disbursal process.

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Bitcoin.Tax offers a comprehensive platform for calculating, tracking, and reporting Bitcoin and cryptocurrency taxes, supporting capital gains, income, and more for individuals and professionals.

• Freemium
• From 5$

Wallos is an open-source, self-hostable web application designed to manage personal subscriptions and recurring expenses with enhanced data privacy and customization options.

• Free

EquBot offers AI-powered solutions for investment and wealth management, leveraging IBM Watson technology. Its non-advisory, institutional offerings are available through QuantumStreetAI.com.

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Deepit is an AI-powered insurance comparison platform that helps users find and purchase various insurance policies while providing financial services and educational content.

• Other

Motif is a powerful investing platform that offers thematic investing portfolios, automated impact portfolios, and IPO access with transparency and low costs.

• Freemium
• From 10$

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

Nidhi Software by GTech Web Solutions offers a secure, comprehensive core banking and accounting platform tailored for Nidhi companies in India, supporting digital transformation and enhanced business operations.

• Paid

Bookkeeping Express provides comprehensive bookkeeping and accounting services for small businesses, utilizing technology and expertise to manage financial records, reporting, and tax filing.

• Paid
• From 250$

LevelFields AI scans millions of events impacting stock prices, revealing outsized investment opportunities for self-directed investors. It provides an easy-to-use interface to identify profitable trading patterns and set event-based alerts.

• Paid
• From 25$

Proceipt streamlines financial workflows with AI-powered expense receipt management and smart invoicing features. Ideal for businesses, freelancers, and the self-employed.

• Free Trial
• From 7$

Bizstacked provides freelancers and small business owners with AI-powered banking and financial tools to enhance growth, efficiency, and success through tailored solutions.

• Other

LendEDU is a comprehensive financial education platform that provides expert research, ratings, and comparisons for student loans, personal loans, mortgages, and other financial products to help consumers make informed decisions.

• Free

Relational provides comprehensive business software solutions with over 30 years of experience, serving major industry players across 35 countries through products like i-Apply, AroTRON, and CiTRON for loan origination, debt management, and customer segmentation.

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PocketSmith is the best personal finance software that helps users manage their money, track spending, and forecast future finances with clarity and control.

• Freemium
• From 10$

Cybertonica provides robust, AI-powered, real-time fraud prevention and risk monitoring solutions for payments, FinTech, and ecommerce, helping organizations reduce fraud and increase revenue.

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ThreatMark delivers advanced AI-driven fraud detection and prevention, combining behavioral biometrics, real-time monitoring, and transaction risk analysis to protect financial institutions and their customers from evolving cyber threats.

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TerraPrime is a platform that connects developers, buyers, investors, and family offices in the commercial real estate sector. It offers advanced search algorithms, intelligent insights, and customizable filters to streamline property discovery and investment.

• Paid
• From 10$

Reviso is a cloud-based accounting and invoicing software designed specifically for small and medium-sized enterprises, offering comprehensive financial management tools with real-time reporting and intuitive features.

• Free Trial

PlentyPlan is an AI-driven personal finance tool that helps users create budgets, track expenses, manage debt, and monitor assets with integrated biblical wisdom for financial guidance.

• Free

Fraud.com is an AI-powered platform providing comprehensive fraud prevention solutions including biometric identity verification, real-time transaction monitoring, and fraud orchestration to secure digital customer journeys with zero friction.

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FundGuard is a cloud-based investment accounting platform designed for asset managers and service providers. It offers real-time data and seamless integration across all workflows.

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Finvi provides AI-driven workflow and payment solutions for healthcare, accounts receivable management, and financial institutions to streamline revenue recovery and reduce costs.

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Runway is a modern financial planning and analysis platform that enables teams to collaborate on planning, reporting, and forecasting with AI-powered insights to drive better business decisions.

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

• Other

21bitcoin is a Bitcoin-focused platform offering secure buying, selling, and custody services with personal support and educational resources for users in Europe.

• Other

Paystand is a blockchain-based B2B payments platform that automates accounts receivable and payable processes while eliminating transaction fees through subscription-based pricing.

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Invoice Meister is an online invoicing solution that helps freelancers and small businesses create quotes, send online invoices, track expenses, and generate financial reports to automate and grow their operations.

• Freemium
• From 8$

Invoiced is an AI-powered accounts receivable software that automates billing, collections, payments, and cash flow forecasting for B2B finance teams, helping businesses get paid faster and improve financial operations.

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Endex is an AI agent designed for financial services, automating analytical workflows, unifying data sources, and generating presentation-ready outputs. It acts as an AI financial co-worker to optimize team tasks.

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Figg Wealth is an AI-driven wealth management app designed to consolidate financial and physical assets, providing personalized insights, sentiment analysis, and instant asset valuation.

• Other

Optalitix provides collaborative, no-code software for actuaries, underwriters, and executives to futureproof pricing, supercharge insurance underwriting, and revolutionize lending processes.

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WellyBox is an AI-powered receipt and invoice management platform that automatically collects, analyzes, and integrates financial documents with business tools.

• Free Trial
• From 59$

Gravitate is an AI-powered real estate investment platform that analyzes and predicts properties with the highest potential returns, helping investors discover and evaluate investment opportunities more efficiently.

• Free Trial
• From 9999$

CoinTable enables real-time cryptocurrency price tracking within Google Sheets, offering seamless integration and privacy with no coding or API keys required. Ideal for hobbyists and professionals, it supports over 10,000 cryptocurrencies and multiple fiat currencies.

• Freemium
• From 4$

Symbiosis is a cross-chain AMM DEX that enables fast, secure token swaps and liquidity management across 45+ blockchain networks, including EVM and non-EVM chains.

• Other

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

Excellence Accounting Services is a Dubai-based accounting firm offering comprehensive financial solutions including accounting, bookkeeping, VAT, corporate tax, payroll, and business consultancy services tailored to UAE regulations.

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cc:Monet is an AI-powered bookkeeping platform that automates invoice processing, receipt scanning, and financial analysis, helping businesses streamline their accounting processes with precision and efficiency.

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Digits is an AI-powered accounting platform that combines machine learning technology with expert CPA support, offering automated bookkeeping, instant transaction categorization, and comprehensive financial reporting for startups.

• Paid
• From 350$

Payflow.ai provides Luca, a specialized AI agent for corporate finance, automating FP&A, reporting, and analysis for midsized and growing companies by integrating diverse data sources.

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ACrypto is an all-in-one cryptocurrency portfolio tracker and trading tool that provides real-time tracking, alerts, and technical analysis for cryptocurrencies like Bitcoin and Ethereum.

• Other

Axyon AI provides AI-powered solutions for investment managers, improving performance with predictive asset signals and optimized model strategies.

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Co B I S Microfinance Software offers a comprehensive SaaS and Windows-based core banking platform, streamlining financial operations for microfinance institutions, banks, and lending firms worldwide.

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Susterra provides advanced analytics platforms using AI and ML for public finance stakeholders, aiming to enhance urban development and grow the Municipal Bond Market.

• Paid
• From 999$