💹 Finance AI tools

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$

How I Spend My Money is an AI-powered tool that helps users track and control their spending by analyzing photos of their receipts, providing detailed item breakdowns and insights.

• Free

intelliAssets is an AI-powered platform that simplifies digital asset management. Track, organize, and optimize all your investments, including stocks, cryptocurrencies, and personal finances, in one place.

• Freemium
• From 3$

Uplinq leverages AI to automate bookkeeping and tax processes for small businesses, providing real-time financial insights and optimized tax outcomes.

• Paid
• From 125$

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$

Lumio is a comprehensive financial management app designed specifically for couples to track shared expenses, manage household bills, and save together, connecting with over 120+ banks and credit cards.

• Freemium
• From 3$

7Assets is an AI-powered digital platform that provides a comprehensive overview of your assets, including cash flow, real estate, securities, and alternative investments. It simplifies financial management with data-driven insights and automated processes.

• 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

Expense AI is an AI-powered mobile app designed for effortless expense tracking and financial management. It helps users understand spending habits and make smarter financial choices through features like receipt scanning and AI-driven insights.

• Free Trial

StockInsights is an AI-powered financial research platform that helps investors analyze company filings and earnings transcripts for US and India markets, streamlining due diligence and portfolio monitoring.

• Freemium
• From 17$

BeeBee.AI is an AI-powered investment analysis platform that provides automated analysis of earnings calls, financial reports, and company rankings to help investors make informed decisions.

• Freemium

8VDX is an AI-powered platform that transforms manual credit investing processes into automated workflows for Private Credit and Hedge Funds, offering features like investment memo generation and smart bond screening.

• Contact for Pricing

EarningsCall.ai uses AI to summarize and analyze earnings calls, providing competitive insights and market trends. It helps users make informed business and investment decisions without needing to read full transcripts.

• Free Trial
• From 50$

Inegy leverages advanced AI to empower users to create and test investment strategies based on both conventional and alternative data sources with a user-friendly interface.

• Contact for Pricing

GIGAMATIC is a fintech platform and marketplace for gig workers, contractors, and freelancers, offering control over banking, insurance, and taxes. It's a secure, cloud-based 'work wallet' providing personalized financial and healthcare products.

• Free

AlgoPear is an AI-powered digital banking platform designed for credit unions and financial institutions to boost engagement and deposits, particularly among Millennials and Gen-Z, through personalized financial wellness tools.

• Contact for Pricing

Pivot is an AI-powered Source-to-Pay solution designed to optimize vendor sourcing, centralize spend requests, manage contracts, and empower business teams with real-time budget insights and automated procurement processes.

• Contact for Pricing

APAC invests in AI, Deep Tech, and Energy startups that are advancing humanity. It focuses on empowering visionary startups in these transformative sectors.

• Other

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

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$

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

• Contact for Pricing

Neo.Tax is an AI-powered platform designed for tax and accounting teams to automate R&D tax credit studies (§41) and software capitalization. It eliminates interviews and manual data collection by leveraging existing engineering data, producing audit-ready outputs quickly.

• Contact for Pricing

Mobile Credits offers embedded and decentralized finance, tokenization, real-time payments, and generative AI (GenAI) for instant, global transactions from any mobile device. Join over 10 million Web3 users accepting payments seamlessly.

• Paid
• From 9$

Payflow.ai provides Luca, a specialized AI agent for corporate finance, automating FP&A, reporting, and analysis for midsized and growing companies by integrating diverse data sources.

• Contact for Pricing

Coinfeeds provides custom AI agents for crypto exchanges, investment funds, and consumer apps, offering portfolio monitoring and personalized news feeds.

• Contact for Pricing

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

Greenlite is an AI-powered platform that automates financial compliance workflows, helping financial institutions streamline screening alerts, transaction monitoring, and customer due diligence processes with enhanced efficiency.

• Contact for Pricing

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$

Clyr is an AI-driven expense management and tracking platform designed to save time, boost efficiency, and increase profit margins, particularly for businesses with out-of-office teams.

• Free Trial
• From 139$

Maroo streamlines invoicing, payments, contract management, and financial workflows for small to medium-sized businesses and freelancers, helping them save on processing fees and increase efficiency.

• Freemium
• From 50$

DeepFlows is a secure AI platform offering models trained specifically for M&A and Private Equity professionals to assist with research, document drafting, and analysis.

• Contact for Pricing

Juuli streamlines invoicing and global payment collection for freelancers and businesses, offering rapid payouts and multi-currency support with transparent fees. Experience hassle-free financial management with Juuli’s tailored Visa cards, automated tax compliance, and user-friendly dashboard.

• Usage Based

SuperWarm.AI is an intelligent platform that connects startups with investors through AI-driven matchmaking, optimizing the fundraising process based on vertical, stage, and traction metrics.

• Contact for Pricing

Bank Statement Extract is an AI-powered tool that converts PDF bank statements to Excel spreadsheets quickly and accurately. It saves time, reduces errors, and ensures data privacy.

• Paid
• From 30$

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

• Other

InvestAlert.ai was an AI-powered platform offering investing tools and portfolio insights. Please note: The service will be discontinued on December 31, 2024.

• Other

FinanceGPT Chat empowers users to build custom AI co-pilots for personalized financial insights, market analysis, and smarter decision-making using semantic search.

• Freemium

Puzzle is an AI-powered accounting platform designed to replace manual workflows with automation and real-time financial insights for startups, small businesses, and scale-ups.

• Freemium

Deepbetting provides AI-driven sports betting predictions, utilizing over 10 years of historical data to offer insights for major European football leagues and identify value bets.

• Freemium
• From 30$

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

Daizy provides AI agents specifically designed for the financial services sector, empowering wealth and asset managers to enhance marketing, sales, research, and workflow automation.

• Free Trial

Complete Intelligence offers a suite of AI-driven forecasting tools like CI Markets, BudgetFlow™, CostFlow™, and AuditFlow™ to streamline financial planning, risk management, and data validation for businesses and financial managers.

• Freemium
• From 10$

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

• Contact for Pricing

Spendtally is a smart receipt scanning and expense tracking tool that helps users understand their spending patterns and save money through automated financial insights and analysis.

• Freemium
• From 12$

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$

Wave offers integrated invoicing, payment processing, accounting, and payroll services tailored for small business owners, freelancers, and solopreneurs.

• Freemium
• From 16$

Ntropy Insights utilizes AI with bank data to automatically generate Profit & Loss (P&L) and cash statements in milliseconds, significantly accelerating the business underwriting process.

• 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

Credolab is a data and analytics platform leveraging first-party metadata and AI to provide predictive scores and insights, helping businesses reduce credit risk, combat fraud, and optimize marketing efforts.

• Paid
• From 600$

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

• Freemium