💹 Finance AI tools

CogniCor provides an AI Copilot for financial advisors, broker-dealers, and RIAs, automating tasks like form filling, scheduling, and alert management to enhance productivity and client relationships.

• Contact for Pricing

SmartDispute.ai is an AI-powered credit repair system that helps users identify and remove negative accounts affecting their credit score through automated dispute generation and tracking across all three credit bureaus.

• Paid
• From 49$

Quanta offers AI-powered accounting services designed for software companies, providing rapid month-end closes, real-time financial insights, and expert support.

• Free Trial
• From 500$

ComplyAdvantage is an AI-driven platform that delivers advanced anti-money laundering (AML) and fraud risk detection solutions for financial institutions and regulated businesses worldwide.

• Contact for Pricing

FINQ is an AI-driven investment platform offering dynamic portfolios and market insights designed to outperform traditional strategies. Utilize AI-based stock and fund analysis, risk assessment, and continuous market monitoring.

• Free Trial

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

• Freemium

Splitwise simplifies shared expense management, allowing users to track balances, organize expenses, and settle up with friends, housemates, or travel companions across devices.

• Freemium

Accounting AI provides referenced answers to your IFRS accounting questions using advanced AI technology, saving time and ensuring reliable, verifiable information.

• Free

Emma is an all-in-one financial membership app designed to help users track spending, budget effectively, save money, and manage investments.

• Freemium

Ocrolus is an intelligent document processing platform that helps lenders automate financial document analysis, detect fraud, and make faster, more accurate lending decisions.

• Freemium

Blockready is an AI-enhanced online education platform offering comprehensive, self-paced courses to help users master blockchain and cryptocurrency concepts quickly and efficiently. It provides structured learning materials, curated resources, and CPD-accredited certification.

• Freemium

BillSplitter is an intelligent online tool that simplifies multi-currency group expenses with AI-powered recommendations, real-time exchange rates, and intuitive tracking features.

• Freemium
• From 8$

Alpaca provides easy-to-use APIs for developers and businesses to execute trading algorithms, build financial apps, and embed investing services for stocks, options, and crypto.

• Freemium

Hunchbank uses AI agents to analyze your Stripe data, providing actionable insights and automated tools to increase revenue. It offers features like churn prevention, fraud detection, and upsell identification, all with a focus on data security and self-hosting.

• Freemium

InvoiceJet is an invoicing platform currently in beta, designed to simplify invoice creation and management for businesses. It allows for unlimited invoices, clients, and business profiles.

• Freemium
• From 4$

Simpla AI is an advanced financial technology platform that provides AI-powered tax and accounting compliance solutions, offering services 43x cheaper and 12x faster than traditional firms, with a focus on the MENA region.

• Freemium
• From 19$

LivePlan is an AI-powered business planning and financial forecasting platform that helps entrepreneurs create professional business plans, manage cash flow, and make data-driven decisions for business growth.

• Paid

Prospero.ai provides AI-powered analysis of institutional data and market movements, offering signal-driven stock picks and trend recognition to aid confident investment decisions.

• Free

MarketXLS integrates real-time financial market data, advanced analytics, and AI-powered functions directly into Excel, streamlining investment research and trading analysis.

• Paid
• From 70$

Pagaya is an AI-powered financial technology platform that helps lending institutions analyze credit applications and make better lending decisions without increasing risk.

• Contact for Pricing

Mantle offers AI-native solutions for cap table management and private asset management, designed for founders, law firms, and limited partners. It provides tools for equity tracking, 409A valuations, and investment intelligence.

• Freemium
• From 100$

SensaMarket offers an all-in-one platform for options trading analysis, featuring strategy builders, real-time market data, and insider trading insights.

• Free Trial
• From 25$

Navida AI is an intelligent chatbot designed to answer crypto-related questions, analyze data, predict market trends, and help optimize investment strategies. Available on iOS, Android, and Web.

• Other

TradingLab is a technical indicator for Meta Trader 5 that provides real-time trading signals and market analysis tools. It helps traders identify opportunities and manage risk across various markets.

• Paid
• From 60$

Neurasix is an AI-powered financial intelligence platform that provides audit-ready, data-backed regulatory insights for professionals in audit, consulting, and finance, helping to address complex compliance and research challenges efficiently.

• Paid
• From 11$

Optimize receipt management effortlessly with Receipt-AI, saving up to 97% of your time by uploading receipts directly to Xero or QuickBooks via SMS.

• Freemium
• API

Tabadulat is building the world’s first Shariah-compliant brokerage platform that leverages AI-driven insights for global halal investing with ultra-low fees and advanced analytics.

• Freemium

Pattern Vista offers AI-powered stock chart pattern recognition, automatically scanning markets like the S&P 500 and Nasdaq 100 daily to identify trading opportunities based on classic and advanced patterns.

• Free Trial

Syndicately provides an all-in-one AI-driven platform for managing, streamlining, and automating private investment deal workflows, from onboarding to fund administration and compliance.

• 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

StopScam.ai is a tool designed to detect scams by analyzing suspicious letters, emails, SMS, crypto offers, PDFs, images, and links to help users stay safe online.

• Freemium

Fira Research is an AI-powered financial research assistant designed to help financial analysts quickly search, analyze, and cite information from thousands of UK company filings.

• Contact for Pricing

Telescope is an AI-powered financial technology platform that provides customizable investment tools and insights for brokers, publishers, and fintech companies. It offers intelligent portfolio generation, stock analysis, and compliance-focused solutions.

• Contact for Pricing

Nextvestment offers an AI-native investment platform designed to enhance wealth management and investment research by integrating AI with portfolio management and compliance.

• Contact for Pricing

nsave offers secure, multi-currency accounts and access to global investment products for young professionals, facilitating seamless transfers, local cash payouts, and investment opportunities in US stocks and ETFs.

• Freemium
• From 10$

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

• Free

Plenty was an AI-powered financial platform for couples, offering robo-advisory, budgeting, and net worth tracking. Plenty's product is now closed as the company has joined Wealthsimple.

• Freemium

DataSnipper accelerates productivity for audit and finance professionals by automating data extraction, cross-referencing, and verification within Excel.

• Paid
• From 59$

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

• Contact for Pricing

Inscribe offers AI-powered risk management solutions for financial institutions, featuring AI Risk Agents and Models that automate complex onboarding and underwriting workflows while reducing fraud risks.

• Contact for Pricing

CoinRemitter offers a secure crypto payment gateway, enabling businesses to accept various cryptocurrencies with low transaction fees and seamless integration via APIs and plugins.

• Freemium
• From 100$

PitBullTax is an AI-powered tax resolution software for CPAs, EAs, and Tax Attorneys, streamlining case management, IRS transcript analysis, and client communication.

• Free Trial

Acrisure offers a range of insurance and financial solutions, including business and personal insurance, mortgages, and cybersecurity services. They focus on delivering personalized solutions and efficient service.

• Contact for Pricing

Braavo offers data-driven, non-dilutive funding and analytics for mobile apps, enabling rapid, founder-friendly growth based on app performance metrics.

• Usage Based

i3D Protocol leverages decentralized crowd intelligence, Web3 technology, and AI algorithms to analyze, score, and rank startups for investment opportunities.

• Other

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$

Lucid is an AI-powered platform for instant financial reporting, analysis, and forecasting, designed for businesses of all sizes to make informed decisions swiftly and manage finances effectively.

• Freemium
• From 50$

Mortgage+Care delivers affordable loan servicing software featuring origination, escrow, investor portals, trust accounting, integrated collections, and comprehensive reporting capabilities.

• Contact for Pricing

Clemta is an all-in-one platform providing comprehensive solutions for entrepreneurs to start, manage, and grow their US businesses remotely, covering company formation, banking, compliance, bookkeeping, and tax filing.

• Paid
• From 29$

Monarch Money is a comprehensive personal finance platform that helps you track, budget, plan, and collaborate on your financial goals. It simplifies money management by consolidating all your accounts into a single, clear view.

• Paid
• From 9$