💹 Finance AI tools

Q-Biz Solutions offers PEView, a proprietary software platform designed to streamline data management, reporting, and automation for private equity back-office teams, complemented by specialized implementation and outsourcing services.

• Contact for Pricing

Buxfer provides comprehensive online tools for personal finance management, including budgeting, spending tracking, investment monitoring, and financial forecasting, syncing with thousands of banks globally.

• Paid
• From 10$

RobotaLife is a platform for cryptocurrency investors to automate trading with AI-powered bots. Build, test, and deploy custom strategies, connect to major exchanges, and optimize performance with detailed analytics.

• Free Trial

ReportWA automates professional financial reporting for wealth management firms, offering a drag-and-drop report designer, secure client portals, and rule-based distribution.

• Freemium

Ain Finance offers a comprehensive suite of crypto services, simplifying cryptocurrency management for investors, traders, and enthusiasts through a unified, AI-powered platform.

• Freemium

Momentum Radar provides an intuitive technical analysis toolkit and resources for financial markets, including alternative data and backtested trading strategies.

• Paid
• From 25$

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

MetaMask is a comprehensive cryptocurrency wallet that enables users to buy, swap, earn, and trade tokens across multiple networks with maximum security and privacy-first features.

• Free

BoomTax is an automated tax filing platform that simplifies 1099, W-2, and ACA form management with drag-and-drop data upload, error checking, and e-filing capabilities, saving businesses 30+ hours during tax season.

• Freemium

WhaleWisdom provides comprehensive 13F filings analysis, enabling investors to research, track, and replicate the portfolios of top hedge funds and institutional managers for smarter investment decisions.

• Freemium
• From 30$

BeMine offers AI-enhanced cloud mining contracts and ASIC miner hosting, allowing users to purchase fractional or full miners and manage operations via a user-friendly platform.

• Free Trial

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

• Free Trial
• From 25$

Everlance offers automatic mileage and expense tracking to maximize tax deductions and streamline reimbursements for individuals and businesses. Features include GPS-based trip logging, expense syncing, and IRS-compliant reporting.

• Freemium
• From 9$

SQR400 Software is a sophisticated bank flashing program that integrates with SWIFT bank master to facilitate instant fake transactions to any bank account worldwide using flash send technology.

• Pay Once

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$

AimFX is an AI-powered trade copier tool that enables seamless synchronization of trades across Sierra Chart, NinjaTrader 8, MetaTrader 4, and MetaTrader 5 platforms with 10 ms latency.

• Freemium
• From 5$

NerdWallet is a comprehensive personal finance platform that provides expert research, comparisons, and tools to help users make informed financial decisions across credit cards, banking, loans, insurance, investing, and more.

• Free

ChargeOver is an automated recurring billing software that helps businesses streamline subscription invoicing, payment collection, and customer management through automation and integration capabilities.

• Paid
• From 229$

FXPredator is an advanced automated trading system that uses AI algorithms to execute forex trades on MT4/MT5 platforms, offering verified performance tracking and customizable trading strategies.

• Paid

FOCAL is an AI-powered risk and compliance platform that provides identity verification, customer due diligence, AML compliance, fraud prevention, and financial insights for businesses in emerging markets.

• Contact for Pricing

Options Income Calculator is an AI-powered tool that visualizes options income, breakeven points, assignment risk, and yield for covered call and wheel strategy traders in seconds.

• Other

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$

PCFS Solutions provides comprehensive loan origination and servicing platforms for business lenders, featuring automation, compliance tools, and seamless API integrations to streamline lending operations.

• Contact for Pricing

Unitor is an AI-powered financial assistant that helps you analyze data, set realistic goals, and achieve financial freedom faster. It offers personalized planning, smart allocation, and financial health analysis.

• Free Trial
• From 10$

Delphia utilizes AI and diverse data sources, including consumer data, to develop sophisticated investment strategies, primarily targeting professional investors through its hedge fund and related ventures.

• Contact for Pricing

PocketGuard is an all-in-one AI-powered money management platform that helps users track spending, create budgets, manage debt, and achieve financial goals through automated insights and personalized recommendations.

• Freemium
• From 7$

Flowtrade is a cutting-edge trading platform with intuitive systems and indicators designed by top quantitative engineers. It provides regular traders with a competitive edge through easy-to-use tools, alerts, and more.

• Contact for Pricing

Short Interest Tracker provides real-time short interest data, cost to borrow rates, and share availability analytics to help traders identify potential short squeezes and capitalize on market movements.

• Freemium
• From 15$

FinanceGPT is an AI-powered financial analysis platform that transforms complex financial data into actionable insights, combining generative AI with financial data, charts, and expert knowledge for enhanced decision-making.

• Contact for Pricing

Smart Invest Returns offers a suite of intelligent financial calculators to help users plan investments, retirement, and real estate decisions with data-driven insights.

• Free

Moneyhub is an advanced Open Data platform that uses AI-powered analytics to help businesses deliver personalized digital financial services, streamline payments, and enable smarter decision-making.

• Contact for Pricing

Entobase offers AI-powered lending solutions for individuals and businesses, connecting borrowers with over 100 lenders through a single application.

• Free

wallet.AI provides intelligent engines that analyze financial data to help users make better daily financial decisions. Founded in 2012, the platform helps individuals understand their financial behavior.

• Contact for Pricing

MobiFin is a comprehensive digital banking and fintech platform designed to deliver seamless financial services, including digital wallets, core banking, loan management, and agency banking, empowering banks and fintechs with secure, integrated solutions.

• Contact for Pricing

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

Liquidamber is a high-performance stock portfolio manager that helps investors make better decisions through journaling, research organization, and conviction-building tools for navigating market volatility.

• Freemium
• From 15$

Bluefin provides PCI-validated payment and data security solutions through point-to-point encryption (P2PE) and vaultless tokenization, protecting sensitive information across omnichannel environments.

• Contact for Pricing

Vroozi is an AI-driven platform streamlining procure-to-pay processes, offering invoice automation, eProcurement, and spend analytics to enhance efficiency and control.

• Contact for Pricing

Global Predictions offers an AI-powered platform for personalized financial advice and portfolio management, leveraging a proprietary Economic Insights Engine. It provides tools for individuals, family offices, and institutions.

• Freemium

Rollee accesses alternative data sources like gig platforms and government portals to verify income, work history, and tax data, enhancing risk analysis and underwriting for diverse workforces.

• Contact for Pricing

Metering.ai bridges the gap between product usage and Stripe billing, automating usage data aggregation and eliminating manual calculations for accurate, error-free billing.

• Free

Tradepost.ai is an AI-powered financial analysis platform that analyzes news, newsletters, and SEC filings to provide intelligent trading insights and investment recommendations through its innovative Top 20 Index.

• Freemium
• From 10$

Wealthfolio is an open-source, privacy-focused investment tracker that runs locally on desktop, mobile, or self-hosted web servers, featuring AI-powered portfolio insights and comprehensive wealth management tools.

• Freemium

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

• Contact for Pricing

OnBalance is a free, mobile-native cash flow planning app designed for solopreneurs and family businesses, offering true privacy by design with on-device encryption, offline-first functionality, and multi-currency support.

• Free

CloudYouNeed is an AI-powered cost optimization tool that monitors AWS, Azure, and GCP spending, providing real-time alerts and actionable insights to prevent budget overruns without requiring coding.

• Freemium
• From 25$

PocketPatch is an AI-powered financial management tool that securely connects to multiple bank accounts to automatically track transactions, categorize spending, and provide insights into financial behavior over time.

• Other

PinnOne offers tools to simplify financial management within your Google Suite, including receipt management and software spend tracking.

• Paid
• From 39$

BillTech provides API solutions that aggregate billing data from over 2,057 service providers and deliver it directly to banking and fintech applications, enabling centralized bill management and one-click payments.

• Contact for Pricing

MyFinancialPrograms is a financial comparison platform that helps users find better deals on mortgages, loans, insurance, and debt management, with community-based recommendations and state-specific resources.

• Free