💹 Finance AI tools

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

Gentle Invoice is a smart inbox assistant that connects to Gmail, organizes incoming invoices, and uses AI to categorize and extract key details for easy management.

• Paid
• From 30$

Quill AI offers AI tools for financial analysts, including an Excel add-in for model updates and a web app for querying SEC filings and earnings calls.

• Paid
• From 39$

Celeste is an advanced cloud-based debt collection solution that leverages AI and machine learning to optimize collections, reduce costs, and maintain compliance.

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Notion Finance Tracker is an API-enhanced template designed for seamless personal finance management within Notion, offering real-time asset pricing, multi-currency budgeting, and interactive charts. This tool provides automated financial monitoring, easy transaction recording, and a one-time payment for lifetime access.

• Pay Once

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

IDcentral offers an AI-powered platform for identity verification and KYC onboarding, enabling businesses to streamline customer onboarding, mitigate fraud, and ensure regulatory compliance.

• Contact for Pricing

TIFIN is a fintech platform that leverages AI to build innovative solutions for financial services, offering specialized tools for investors, advisors, and asset managers.

• 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$

MoneyCoach is a comprehensive personal finance management app that helps users track spending, manage budgets, and reduce financial stress across Apple devices. It offers smart budgeting tools, family sharing capabilities, and multi-currency support.

• Freemium

Wise Prediction offers AI-powered daily sports predictions for soccer, basketball, baseball, and American football. Access data-driven insights via web or mobile apps to inform your betting strategy.

• Paid

Parthean is an AI-powered financial planning platform that streamlines client onboarding, data extraction, and financial analysis for financial advisors, combining paraplanning capabilities with comprehensive client management tools.

• Contact for Pricing

MANAN AI offers AI Voice ID as a digital identity standard for applications like Payments, Games, and Wallets, focusing on Biometric Voice Authentication and secure transaction signing.

• Contact for Pricing

Aria Billing Cloud is a SaaS billing automation platform designed to handle complex usage and subscription business models. It simplifies commercial complexity into adaptive and automated billing experiences.

• Contact for Pricing

HoneyMoney helps users manually track spending, plan cash flow, and forecast finances without connecting bank accounts, offering total financial control and increased spending awareness.

• Paid

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$

Bank Statement Convert is an AI-powered solution that transforms PDF bank statements into Excel or CSV formats with a single click. It is designed for financial professionals to enhance security, privacy, and efficiency.

• Paid
• From 26$

Swallow is a pricing operations platform that allows users to build, test, and deploy pricing models. Transform Excel spreadsheets into APIs for financial products.

• Free Trial

O.SYSTEMS is the foundation guiding the O.XYZ ecosystem, focused on decentralized governance, AI research, and community engagement to build Sovereign Super Intelligence.

• Other

BookWell is an AI-powered assistant designed for accounting firms and businesses to streamline pre-accounting tasks, automate document processing, and provide financial insights with high accuracy.

• Free Trial
• From 20$

Bedrock AI is an AI platform designed for institutional investors to enhance investment decisions by extracting, analyzing, and tabulating market insights from various data sources.

• Free Trial

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

• Freemium

Waly maximizes credit card rewards (cashback, points, savings) by advising the optimal card for every purchase, both online and in-store, using AI.

• Free

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

• Paid
• From 25$

Mint, now integrated with Credit Karma, offers comprehensive financial tracking, spending analysis, and net worth monitoring tools. Manage your finances in one place with insights to help you grow your money.

• Free

Spendesk offers a comprehensive spend management platform designed to give finance teams full control and visibility over company spending, automating processes from procurement to payment.

• Contact for Pricing

TickerTrends is a comprehensive alternative financial data platform that aggregates and analyzes diverse data sources including social media sentiment, web traffic patterns, app downloads, and consumer spending indicators to provide actionable market insights.

• Freemium
• From 19$

Balance is a personal finance app that automatically syncs, categorizes, and analyzes your financial accounts, providing actionable insights to help you manage your money smarter.

• Paid
• From 4$

Investing.com provides comprehensive real-time data, news, analysis, and tools for global financial markets, including stocks, indices, commodities, currencies, and cryptocurrencies, featuring AI-powered stock picks.

• Freemium

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$

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

• Paid
• From 39$

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

Pilot is the largest startup and small business accounting firm in the US, providing comprehensive bookkeeping, CFO, tax, and R&D credit services with AI-powered technology integration.

• Contact for Pricing

Expense Guide is a user-friendly financial management tool designed to help individuals, especially freelancers, track expenses, plan for the future, and build financial security.

• Free Trial
• From 4$

Facepoint offers a picture-based intelligence database for identifying high-risk individuals, aiding in anti-money laundering, counter-terrorism financing, and public security.

• Contact for Pricing

Belvo is an open finance platform for Latin America, enabling businesses to securely connect to financial data, gain AI-powered insights, and facilitate instant payments.

• Freemium
• From 1000$

Finout is an advanced cloud cost management platform that empowers organizations to streamline, allocate, and reduce their multi-cloud infrastructure expenses through precise analytics, AI-driven insights, and actionable optimizations.

• Paid
• From 1000$

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$

PrometAI is an advanced AI business plan generator that helps entrepreneurs and businesses create comprehensive, professional business plans with integrated valuation tools, strategic analysis, and financial projections.

• Freemium
• From 39$

Angel Match is a comprehensive investor database platform providing access to 110,000+ angel investors and venture capitalists, helping startups streamline their fundraising process through advanced search capabilities and investor relationship management.

• Freemium
• From 59$

Vyzer is a secure, automated, online investment portfolio tracking and wealth management platform designed for Limited Partnership (LP) investors.

• Freemium
• From 180$

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

• Free

Payzip streamlines the process of collecting and managing club member payments online, making collections, reminders, and reconciliation simple for treasurers and secretaries.

• Usage Based

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

• Usage Based

Trove utilizes a purpose-trained LLM to enrich financial transaction data, providing real-time insights into merchant identities and user spending patterns.

• Freemium

Endex is an AI agent designed for financial services, automating analytical workflows, unifying data sources, and generating presentation-ready outputs. It acts as an AI financial co-worker to optimize team tasks.

• Contact for Pricing

Honeydue is a financial management app designed specifically for couples to manage their money together, offering shared visibility and communication features.

• Free

Coinfeeds offers up-to-the-minute cryptocurrency news, market data, and customized newsletters, providing actionable insights for the crypto community.

• Contact for Pricing
• API

Rose AI is an intuitive platform for financial analysts, simplifying data discovery, visualization, and analysis using advanced language models while ensuring data integrity.

• Contact for Pricing

Sidetrade provides an AI-powered platform leveraging its Aimie AI and a vast data lake to optimize the entire order-to-cash cycle, improving working capital and cash flow for enterprises.

• Contact for Pricing