💹 Finance AI tools

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$

CapitalConnector is an AI-powered platform providing access to 75,000 investors and advisors, offering accurate contact information and AI-accelerated introductions for startups seeking funding.
- Freemium

EquityBee is a platform that helps startup employees exercise their stock options and allows accredited investors to invest in pre-IPO companies.
- Other

BetterWatchlist is an AI-powered financial analysis tool that provides real-time stock updates, performance analysis, and intelligent insights for stocks, ETFs, and cryptocurrencies.
- Freemium
- From 4$

StockNews.AI monitors and analyzes financial articles in real-time, providing actionable insights and alerts to help users save time and make informed decisions.
- Paid
- From 25$

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$

Addy AI is an advanced mortgage lending platform that uses custom AI models to automate manual tasks in the mortgage process, helping lenders close loans faster and increase profitability.
- Contact for Pricing

PortfolioPilot offers a comprehensive AI-driven platform for self-directed investors to optimize their financial assets with advanced security and personalized investment advice.
- Freemium
- From 29$

UniBee is an open-source subscription billing and payment management platform that helps SaaS businesses optimize their finances through automated billing, multiple payment gateway support, and AI-powered analytics.
- Freemium

Auquan leverages AI agents and retrieval augmented generation (RAG) to automate complex financial workflows, reducing manual knowledge work by 80% or more. It provides comprehensive, accurate, and timely output for financial institutions.
- Contact for Pricing

Sirius Investors is an AI-powered investment analysis platform that provides real-time analysis and research for over 70,000 stocks, 4,700 cryptocurrencies, and 11,000 ETFs, helping investors make data-driven investment decisions.
- Freemium
- From 11$

Earnix provides AI-powered solutions for insurers and banks, offering real-time rating, underwriting, dynamic pricing, product personalization, and customer engagement.
- Contact for Pricing

Rocket Statements is a secure AI-powered tool that converts bank statements from PDF or image formats to Excel, CSV, and JSON. It supports over 100 banks worldwide and integrates with accounting software like QuickBooks and Xero.
- Freemium
- From 15$

TrendEdge is an AI-driven platform that analyzes real-time social trends and alternative data to help investors identify market opportunities. It provides comprehensive market insights for smarter investment decisions.
- Paid
- From 39$

MyLoans.ai is an AI-powered platform that provides instant, personalized student loan guidance to help borrowers navigate complex loan decisions and potentially save thousands in repayments.
- Free

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

Property AI is an advanced tool that analyzes real estate data to provide actionable insights for property investors, helping them maximize rental yields and investment returns.
- Free Trial

DollarDrip is an AI-powered investment platform that helps users implement and optimize dollar-cost averaging strategies through portfolio management, AI-driven balancing, and community insights.
- Freemium
- From 5$

Candle is an SDK that provides programmatic read and write access to consumer internet services, enabling seamless integration with LLMs.
- Freemium
- From 84$

DataVisor is an end-to-end fraud and risk SaaS platform powered by AI and advanced machine learning, designed for financial institutions to combat various types of fraud and financial crimes in real-time.
- Contact for Pricing

SageFusion leverages AI to optimize investment portfolios, aiming for superior returns and advanced risk management. It offers transparent, real-time investment visibility and unique risk management strategies.
- Contact for Pricing

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$

Arkifi offers a powerful finance workflow automation tool using Generative AI. It eliminates manual tasks and ensures trustworthy, hallucination-free results, empowering finance professionals to focus on strategic thinking.
- Contact for Pricing

Nemo automates financial analysis and reporting, providing CEOs with clear, actionable insights to drive growth and make data-driven decisions.
- Contact for Pricing

Merchanto is an AI-powered platform that prevents chargebacks and fraud for online businesses through direct collaboration with VISA and MasterCard.
- Contact for Pricing

FinChat is an AI-powered investment research platform providing institutional-quality data and analysis tools for global equities. It helps investors make better decisions with verified financial data and an AI assistant.
- Freemium
- From 29$

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$

JIFFY.ai is an AI-powered no-code platform designed specifically for financial services firms, enabling rapid application development, workflow automation, and digital transformation with intelligent process automation capabilities.
- Contact for Pricing

Maxint is a personal financial analyst that organizes transactions, crafts budgets, tracks net worth, and helps you reach your financial goals.
- Free

Better Deal is an AI-powered real estate investment platform that helps users find and analyze potential investment properties with comprehensive market analysis tools and property insights.
- Free

An enterprise-grade AI-powered financial research platform that processes SEC filings, earnings calls, and private documents in real-time, providing comprehensive analysis and insights for investment professionals.
- Freemium

Norn is an AI-powered stock data science platform that simplifies investment research, enabling investors to make smarter trades through advanced analytics, portfolio optimization, and AI assistance.
- Paid
- From 29$

Multistox is a trading platform offering tight spreads, liquidity, and an AI-powered economic calendar to enhance trading strategies. Access global markets and benefit from educational resources and robust risk management tools.
- Contact for Pricing

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$

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

Simetrik is an AI-powered solution that automates financial reconciliation and accounting closure controls, increasing efficiency and reducing operational effort.
- Paid
- From 350$

Humanlike offers human-like AI to automate and optimize accounts payable and receivable processes, reducing costs and increasing efficiency. It's a superior alternative to traditional outsourcing.
- Free Trial
- From 16$

Finlo provides a high-performing, algorithmically-managed stock portfolio that users can easily replicate with their own brokers. Updated monthly, it's designed to outperform the S&P 500 with minimal time investment.
- Pay Once

ShowMeMoney is an AI-powered expense tracking application that uses OpenAI technology to automatically process and categorize financial data, offering smart features like Auto Sync and comprehensive visualization tools to help users manage their spending efficiently.
- Pay Once
- From 3$

GiniMachine is a no-code AI platform that builds predictive models for actionable business insights, improving decision-making and productivity.
- Free Trial

Digin is an AI-powered application that allows users to track their dining expenses, set goals, and earn rewards by simply submitting photos of their meals.
- Free

Tradeshift offers a comprehensive platform for AP automation and global e-invoicing compliance, helping businesses reduce costs, eliminate errors, and streamline financial processes.
- Contact for Pricing

Kili is an AI-powered financial automation platform that streamlines bookkeeping, reconciliation, invoice processing, and inventory management, automating up to 95% of financial tasks.
- Contact for Pricing

Orin provides a Fintech AI Agent Store with pre-trained AI agents for customer support, deployable in three steps. It offers a modern customer support platform specifically designed for Fintech companies.
- Paid

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$

Experience enhanced operational efficiency with RecordMe's AI-powered automated accounting and bookkeeping platform, designed to maximize your business productivity.
- Contact for Pricing

Vise is an SEC-registered Investment Advisor that provides AI-powered portfolio management solutions for financial advisors, enabling them to deliver personalized investment strategies and automated tax optimization at scale.
- Contact for Pricing

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

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

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
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