💹 Finance AI tools

Stockaivisor leverages generative AI to provide advanced financial analysis, predictive analytics, and automated portfolio management for over 20,000 stocks and portfolios.
- Paid
- From 29$

Dispute Beast is an AI-powered financial software that helps users improve their finances. It offers a free dispute letter engine, requiring only an active Beast Monitoring subscription.
- Paid
- From 50$

Chicago Bull AI is a chatbot that answers questions related to equities, crypto, and bond markets. Get instant insights on various financial markets.
- Free

ReceiptiX is an AI-powered expense tracking app that simplifies financial management by automatically categorizing expenses from receipt photos, voice commands, Telegram, or a Chrome extension.
- Free

FlowX.AI is an AI-powered platform for modernizing large financial institutions end-to-end, delivering rapid digital transformation and significant cost reduction.
- Contact for Pricing

Refrens is a comprehensive cloud-based business management platform offering integrated solutions for invoicing, accounting, inventory, and sales operations, trusted by over 150,000 businesses across 170+ countries.
- Freemium

Folionomics is a multi-chain cryptocurrency portfolio management platform that enables users to analyze and optimize their crypto investments across 50+ blockchains while maintaining anonymity and security.
- Free Trial

OpenBB Workspace is an AI-powered platform for integrating, visualizing, and analyzing data. It's designed to streamline research and data analysis workflows, offering a customizable workspace and an AI Copilot.
- Freemium

Redrise offers AI-driven sentiment analysis of Reddit posts and financial news. It helps investors, traders, and analysts make informed decisions by aggregating and summarizing key market insights.
- Free

Know Your Term Sheet provides an AI prompt to help founders understand complex venture capital term sheet clauses. Analyze your term sheet with a Large Language Model to protect your company and founder interests.
- Free

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

Arya AI provides pre-built, finance-specific AI models and APIs to help banks, insurance companies, and financial institutions streamline operations, enhance security, and improve decision-making.
- Contact for Pricing

Copi is a comprehensive SaaS platform offering AI-powered compliance solutions for accounting firms, tax practices, and corporate service providers through its suite of products including AI.TaxAssist, AI.Payroll, AI.BillPay, AI.CorpSec, and AI.GST.
- Freemium

Socure is an AI-powered platform that provides identity verification, fraud prevention, and compliance solutions. It helps businesses make accurate risk and trust decisions to onboard more trusted consumers.
- Contact for Pricing

AI Receipt Tracker uses artificial intelligence to automatically extract details from receipts and statements, simplifying expense tracking and statement reconciliation for tax season.
- Freemium

Saaslogic is a comprehensive subscription management tool designed to streamline billing and accelerate business growth for SaaS companies.
- Usage Based

Mesha offers AI-powered accounting agents that automate accounts receivables, bookkeeping, and custom workflow solutions for businesses. The platform features Marcus for automated invoice follow-ups and Max for efficient bookkeeping.
- Freemium
- From 29$

iPicks provides AI-powered insights to accelerate research and spot hidden opportunities on over 6,000 stocks and ETFs.
- Free

Personetics is an AI-powered financial data analytics platform that helps banks deliver personalized customer experiences, automated savings journeys, and intelligent money management solutions.
- Contact for Pricing

Chariot AI integrates with your clinic's billing system to automatically appeal denied insurance claims using AI, helping you recover lost revenue.
- Usage Based

Nucleum AI is an innovative platform transforming the way users engage in algorithmic trading through AI-driven strategy creation and real-time trade signals.
- Contact for Pricing

Truewind is an AI-powered digital staff accountant that automates accounting tasks, streamlines monthly closes, and provides smart workpaper automation for accounting firms and businesses.
- Contact for Pricing

MarketAlerts is a stock watchlist and analysis tool that uses AI to monitor stocks and notify users of important updates, including earnings summaries, technical patterns, and insider transactions.
- Free

Booke AI is an intelligent bookkeeping automation platform that uses AI and RPA to streamline financial processes in QuickBooks and Xero, reducing manual work by 80% through automated reconciliation, smart document processing, and proactive error detection.
- Paid
- From 20$

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

Blue dot is an AI-powered tax compliance platform that helps businesses automate VAT recovery and taxable employee benefits processes, ensuring accuracy and maximizing returns.
- Contact for Pricing

Fundraise Up is an AI-powered digital fundraising platform that helps nonprofits increase donor engagement and revenue through optimized donation tools and personalized giving experiences.
- Usage Based

MonkeeMath analyzes comments from Reddit and Stocktwits, using ChatGPT to gauge sentiment and predict stock price movements. It provides tools to visualize this data and track stock mentions.
- Free

Quadency is a comprehensive cryptocurrency trading platform that combines multi-exchange trading capabilities, automated trading bots, and AI-powered strategy building with portfolio monitoring features.
- Freemium
- From 49$

Momentum Radar provides an intuitive technical analysis toolkit and resources for financial markets, including alternative data and backtested trading strategies.
- Paid
- From 25$

NOTRELOAD is an AI-powered web service that automates public web content monitoring for investment and trading purposes. It instantly delivers concise, market-moving news and insights.
- Free

Vest provides AI-powered stock price signals and due diligence tools to help users actively manage their investments and achieve higher returns.
- Other

Stoic is a crypto trading bot that automates portfolio management using advanced AI-driven strategies. It offers multiple strategies to suit different risk profiles and market conditions.
- Paid
- From 5$

Clarity AI is a sustainability technology platform that uses AI and machine learning to help organizations assess, analyze, and report on sustainability metrics across impact, risk, climate, and regulatory compliance.
- Contact for Pricing

Granter.ai is an AI-powered platform that helps businesses find, match, and apply for grants with expert assistance and automated tools to streamline the application process.
- Freemium
- From 25$

Slated AI leverages artificial intelligence to analyze thousands of transcripts, podcasts, product demos, and interviews, helping users identify key changes and insights for investment research.
- Contact for Pricing

Allyf is an accounting copilot that automates tasks like managerial account creation and statement reconciliation, freeing up finance teams. Launch your own customized accounting copilot.
- Free

MAPLE is a next-generation financial advisor that provides personalized advice to help users achieve their financial goals. It analyzes assets, tracks goals, and delivers optimized wealth management recommendations.
- Free

Finlens provides fast, AI-powered accounting and financial management for businesses, offering real-time insights and streamlined bookkeeping.
- Freemium

Farsight AI offers advanced AI-powered automation solutions tailored for the financial services industry, improving accuracy and efficiency in complex tasks.
- Contact for Pricing

ShopUp is an AI-powered mobile application that helps users discover nearby sales and recommends the best credit cards to maximize rewards while shopping.
- Free

Investiment.io is a platform that uses generative AI to analyze news, earnings calls, and financial data, helping traders make informed decisions.
- Free

Quordata is an AI-powered investment research platform that aggregates and analyzes text data from multiple sources to provide sentiment analysis and actionable insights for investors.
- Freemium
- From 10$

Unlevered is an AI-powered financial analysis platform that simplifies SEC filings, earnings transcripts, and investor relations updates with personalized alerts and intelligent document processing.
- Free Trial

LiveFlow automates financial reporting and analysis by integrating with QuickBooks and other platforms, turning spreadsheets into live FP&A dashboards.
- Paid
- From 500$

Onnix is an AI-powered platform designed to enhance the productivity of banking teams by automating tasks and providing quick, accurate data analysis and content generation.
- Contact for Pricing

IntelleWings offers a robust AI-powered AML/CFT compliance suite with a proprietary PEP and Adverse Media database. It helps businesses detect fraud and simplify their Customer Due Diligence (CDD) process.
- Contact for Pricing

Alchemyze is an AI-powered investment platform that provides hedge fund quality insights, comprehensive stock analysis, and intelligent investment strategies for retail investors using advanced machine learning algorithms.
- Freemium
- From 25$

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

WorkFusion provides AI-powered Digital Workers that automate AML compliance operations and financial crime prevention tasks, helping financial institutions scale their compliance teams while reducing risk and improving efficiency.
- Contact for Pricing
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