💹 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$

Taproot Budgeting offers a streamlined way to set up and manage personal budgets, monitor expenses, share financial plans, and analyze spending trends for confident money management.

• Other

My Stocks provides an easy platform for monitoring, tracking, and reporting real-time stock and cryptocurrency performance, profits, and losses, with free and premium features.

• Freemium
• From 5$

Tradeswatch is an all-in-one AI-powered tool that simplifies cryptocurrency portfolio tracking, performance analysis, and real-time alerts across multiple exchanges, with easy export options for tax and accounting. Enjoy automated syncing, unlimited connections, and custom notifications for superior portfolio management.

• Paid
• From 8$

Reconcile is an AI-powered financial dashboard that connects with QuickBooks, providing real-time insights, compliance alerts, and personalized financial advice. It helps businesses save time and money, streamlining financial management.

• Paid
• From 30$

DYOR AI is an AI platform for crypto investors, offering tools to audit blockchain projects, smart contracts, and tokens for safety and viability.

• Contact for Pricing

Inwisely is an AI-powered accounts receivable automation platform that streamlines invoice management, reduces Days Sales Outstanding (DSO), and improves collection effectiveness through automated communication workflows and real-time analytics.

• Paid
• From 139$

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

TradingPlatforms.ai is a comprehensive review platform that provides detailed analysis and evaluations of AI trading platforms, bots, and tools to support traders and investors in making informed decisions.

• Free

BeeBee.AI is an AI-powered investment analysis platform that provides automated analysis of earnings calls, financial reports, and company rankings to help investors make informed decisions.

• Freemium

Lorna provides AI-driven investment analysis using its proprietary Cash Flow Momentum Score (CFMS) system to evaluate companies based on financial strength and cash flow performance.

• Contact for Pricing

Heron uses AI to automate document intake, data extraction, enrichment, and synchronization for businesses, streamlining document-heavy workflows.

• Contact for Pricing

Clara transforms spreadsheets into interactive visualizations for better understanding and collaboration. It also serves as a database to find and compare financial products.

• Contact for Pricing

StockBits is an intelligent platform that leverages AI for real-time stock and crypto tracking, analysis, community trading signals, and personalized portfolio management.

• Freemium
• From 15$

Casca is an AI-native Loan Origination System that helps FDIC-insured banks and non-bank lenders automate 90% of manual effort in business loan origination, featuring 24/7 AI loan assistance and intelligent document processing.

• Contact for Pricing

Capboard streamlines equity plans, fundraising, stakeholder communications, and onboarding with an AI assistant for growing startups and investors.

• Free Trial
• From 25$

Rolly is an AI-powered expense tracker that simplifies money management by allowing users to record transactions and automatically categorize them through chat.

• Free

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

Pebble Finance provides AI-driven tools for the financial services industry, transforming news and market data into actionable portfolio insights in real-time.

• Contact for Pricing

QuoteMedia delivers real-time market data, advanced analytics, and financial research tools for businesses and investors seeking to enhance decision-making and engagement.

• Contact for Pricing

Rose AI is an intuitive platform designed for financial analysts and decision-makers, streamlining data discovery, visualization, and analysis using advanced language models.

• Contact for Pricing

Juuli streamlines invoicing and global payment collection for freelancers and businesses, offering rapid payouts and multi-currency support with transparent fees. Experience hassle-free financial management with Juuli’s tailored Visa cards, automated tax compliance, and user-friendly dashboard.

• Usage Based

Budgetlite offers convenient expense and income tracking, budget creation, and financial reporting, accessible online for individuals on the go.

• Freemium

Compound Interest Calculator is an online tool that enables users to simulate investment growth by calculating the effects of compounding interest over time. Easily adjust variables such as contributions, rates of return, and compounding frequency to accurately forecast financial outcomes.

• Free

BlackBoxStocks is a comprehensive trading platform offering real-time market analysis, options flow scanning, and a vibrant trading community. It provides proprietary algorithms to identify volatile stocks and options opportunities.

• Paid
• From 50$

Daloopa automates financial data updates, helping analysts build and maintain financial models efficiently. It provides comprehensive, auditable data with direct links to source documents.

• Freemium

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

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$

Anatomy is an AI-powered financial automation platform that streamlines healthcare billing operations through EOB conversion, smart reconciliation, and modern lockbox services.

• Contact for Pricing

Web3 Antivirus is a security suite designed to protect users, businesses, and governments in the Web3 ecosystem by detecting and eliminating scams, phishing, honeypots, and risky contracts in real-time.

• Freemium

Finlingo is an AI-driven personal finance platform offering real-time spending insights, personalized financial advice, and interactive lessons to help users manage and grow their money with ease.

• Freemium
• From 19$

DeepFlows is a secure AI platform offering models trained specifically for M&A and Private Equity professionals to assist with research, document drafting, and analysis.

• Contact for Pricing

CoinInsight delivers real-time crypto signals, advanced market analysis, and up-to-date news to empower crypto traders with actionable insights for informed decision-making.

• 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

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

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$

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

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

Vuala automates invoice extraction from emails and over 7,000 online portals, streamlining accounting processes and saving businesses time and money.

• Paid
• From 29$

MarketGrader provides independent, data-driven research and ratings for over 40,000 global stocks, helping investors make informed decisions using a proven GARP methodology.

• Free Trial
• From 100$

Cashfree Payments is a leading payment gateway and bulk payout solution enabling businesses to accept payments, disburse funds, perform KYC, and manage international transactions efficiently.

• Contact for Pricing

Morning Expert is an AI-powered personal news channel delivering customized briefings on business, finance, and technology, helping users stay informed by filtering out noise and focusing on relevant updates.

• Contact for Pricing

Quantum AI is a platform leveraging quantum computing and AI to offer an effective cryptocurrency trading bot and secure crypto wallet management.

• Contact for Pricing

Canoe Intelligence is an AI-powered platform that automates alternative investment data management, offering document retrieval, data extraction, and workflow optimization for financial institutions managing alternative investments.

• Contact for Pricing

TrueAccord is an industry-leading recovery and collections platform powered by machine learning that provides a consumer-friendly digital experience for debt collection and recovery services.

• Contact for Pricing

Rose AI is an intuitive platform for financial analysts, simplifying data discovery, visualization, and analysis using advanced language models while ensuring data traceability.

• Contact for Pricing

EvryThink is an AI-powered financial management platform designed to simplify business finances for freelancers, startups, and SMEs with automated tools and real-time insights.

• 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$

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

• Contact for Pricing

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

• Contact for Pricing