💹 Finance AI tools

TheFinAdvisor is an AI-powered financial advisor that provides personalized investment strategies and guidance. It helps users achieve their financial goals, from paying off debt to investing and retirement planning.
- Paid
- From 2$

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$

Reconcile offers small businesses AI-driven financial insights, real-time dashboards, and compliance alerts by connecting with QuickBooks to simplify financial management. Access an AI business advisor for strategic decision-making.
- Free Trial
- From 30$

Emburse offers AI-powered travel and expense management solutions designed to streamline processes, control costs, and provide actionable insights for finance teams.
- Contact for Pricing

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

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

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

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

Trusset provides comprehensive infrastructure for tokenizing traditional assets, enabling digital ownership and automated finance on the blockchain.
- Contact for Pricing

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

Exit Path leverages AI to streamline the fundraising process for SaaS startups. It helps founders save time and stay focused by identifying and analyzing active early-stage investors.
- Freemium

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$

Rafa.ai is an AI-powered investing app designed to assist users in building wealth through data-driven strategies and portfolio management.
- Freemium
- From 29$
- API

Predicto AI offers AI-powered stock analysis, delivering short and long-term price forecasts backed by backtesting to help traders make data-driven decisions.
- Freemium
- From 29$

Custodian is a digital garage platform for car enthusiasts to manage all aspects of car ownership, including history, documents, tasks, and insurance, while also providing a marketplace for specialist cars.
- Freemium

Temenos delivers innovative, AI-enhanced core banking, digital banking, payments, and wealth management solutions, empowering banks to modernize and provide personalized customer experiences.
- Contact for Pricing

Infima offers advanced deep learning solutions for mortgage-backed securities (MBS) analytics, providing precise prepayment predictions and enhanced risk management. Its technology supports faster, data-driven decisions for MBS market participants.
- Contact for Pricing

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

FiMo Copilot is an AI-powered tool that generates customized and professional DCF models for over 14,000 listed companies. It allows for instant model creation, AI-driven updates, and in-depth fundamental analysis.
- Free

Louisiana Mortgage Calculator is a free online tool designed to help users estimate monthly mortgage payments, total loan costs, and amortization schedules for home purchases in Louisiana.
- Free

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

Avocado Finance is a comprehensive AI-powered platform that centralizes your financial data, offering personalized insights and tools to track net worth, savings, investments, and future financial goals.
- Free Trial
- From 7$

NetworthShare is an online platform for tracking your net worth, comparing it anonymously with others, and engaging with a community focused on financial growth and advice.
- Free

Harbr is an advanced credit application software that streamlines customer onboarding by integrating with Creditsafe and banking data providers, offering automated credit decisions and comprehensive application management for businesses.
- Contact for Pricing

Money+ is a financial management tool that helps users track expenses, income, and budgets, leveraging Google Sheets as the primary storage and analytics dashboard.
- Freemium
- From 2$

Sheshi FR is a fully automated financial reporting platform that leverages AI to generate print-ready financial statements, saving up to 80% of time in preparing iGAAP Financials.
- 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

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$

Composer is an AI-powered trading platform that allows users to create, backtest, and automatically execute trading strategies without coding skills, offering both stock and crypto trading capabilities.
- Freemium
- From 24$

AccelBooks empowers businesses to quickly launch ledger-based financial products, providing customers with essential financial insights and increasing product adoption.
- Contact for Pricing

Fraugster is an AI-powered fraud prevention platform designed to minimize fraud and maximize revenue for e-commerce businesses. It offers a modular approach to identifying and preventing fraudulent transactions.
- 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

KoreChain is an AI-powered, SEC-Qualified blockchain platform providing a trust infrastructure for compliant transactions in private capital markets, managing the lifecycle of tokenized securities.
- Contact for Pricing

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$

offers.ai is an integrated platform providing software, training, and resources to streamline the process of buying companies for private equity, corporate development, and acquisition entrepreneurs.
- Contact for Pricing

Mezzi is a financial management platform that uses AI to help users optimize their investments, reduce taxes, and minimize fees without the need for expensive financial advisors.
- Freemium
- From 10$

Quadmatics provides AI-driven predictive intelligence for capital markets, forecasting significant intraday price movements on global financial exchanges using sentiment analysis and behavioral learning models.
- Contact for Pricing

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$

QTR.ai offers AI-powered real-time earnings call summaries, transcripts, and analysis for institutional investors, providing actionable insights from financial data.
- Contact for Pricing

AssetRoom provides AI-powered summaries of corporate filings, helping investors stay informed without having to wade through dense documents. Get daily updates and explore the most impactful corporate updates.
- Free

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

NowPay offers employees flexible salary access, instant bill payments, and secure cash-free transactions, helping companies boost team productivity and financial wellbeing.
- Contact for Pricing

Controol is a personal finance app that helps users manage money using a virtual box system, automatically allocating income and tracking expenses for better financial clarity.
- Freemium
- From 2$

Stock Unlock leverages AI to provide comprehensive stock analysis, intelligent portfolio tracking, and actionable investment insights for long-term investors. Access powerful financial tools, including real-time data, screeners, and educational resources, to make smarter investing decisions.
- Freemium
- From 15$

FINVIZ provides stock screeners, financial news, maps, and groups for traders and investors. Access market data and analysis tools to make informed decisions.
- Freemium

Capitalise.ai allows traders to easily create, test, and automate trading scenarios using everyday English. It offers backtesting, simulated trading, smart notifications, and a strategies library, all without requiring coding.
- Free

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

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

Veritaseum enables seamless blockchain-based capital markets interactions through decentralized, peer-to-peer software solutions, allowing users to connect directly without intermediaries.
- Other

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