💹 Finance AI tools

Accounting ASAP is cloud-based accounting software designed to simplify small business financial management with features like invoicing, payables tracking, check printing, and financial reporting.

• Contact for Pricing

Sixfold is an AI-powered risk assessment platform designed specifically for insurance underwriters, aiming to enhance efficiency, accuracy, and transparency in underwriting decisions.

• Contact for Pricing

Chip is a comprehensive financial app that uses award-winning AI to help users save, invest, and build wealth through easy-access accounts, tax-efficient ISAs, and curated investment funds.

• Freemium
• From 6$

Wells Fargo offers a wide range of banking and financial services, including checking and savings accounts, loans, credit cards, and investment options, with digital tools for convenient management.

• Other

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

Fortuna AI is an AI assistant that helps investors manage cryptocurrency portfolios with data-driven trust scores, portfolio guidance, news reviews, and alerts to reduce risk and improve investment success.

• Freemium

HighRadius is an enterprise SaaS platform that leverages AI to automate and optimize financial operations across Order-to-Cash, Accounts Payable, Treasury, and Financial Close processes.

• 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$

Omniwire provides a comprehensive, secure, and modular fintech infrastructure enabling businesses to launch and scale financial products quickly in the digital era.

• Contact for Pricing

SmartFi is an open-finance platform offering crypto interest accounts, loans, trading, and token utilities with a 100% buy-back guarantee on its native token, designed for both new and experienced cryptocurrency users.

• Other

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$

Homeppl is an AI-driven platform that reveals customer risk, detects application fraud, and qualifies more customers globally through advanced financial data analysis and fraud prevention technology.

• Contact for Pricing

Drivetrain is an AI-native business planning platform designed to accelerate budgeting, reporting, and forecasting for FP&A teams, automating key financial workflows.

• Contact for Pricing

Planswell provides free AI-powered financial planning tools and personalized advice from local advisors to help users calculate retirement age, optimize debt, investments, and insurance.

• Free

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$

myFICO enables users to view their official FICO credit scores, monitor credit reports across multiple bureaus, and receive identity theft protection, supporting smarter financial decisions.

• Freemium
• From 20$

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

Linxo is an AI-powered financial management platform that centralizes bank accounts, tracks spending, analyzes budgets, and facilitates payments through open banking solutions for both individuals and businesses.

• Freemium

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

Newmoney is an AI-powered crypto and cash wallet that allows users to manage Bitcoin, Ethereum, Solana, and cash in one place. Its AI Agent, Newton, can automate transactions and connect to DeFi.

• Free

Owner.One is an advanced platform leveraging AI algorithms to securely inventory, manage, and automate the transfer of asset data and legal rights for families across over 28 countries.

• Paid
• From 200$

Toggle AI (now Reflexivity) is an institutional-grade analytics platform that allows users to interact with financial data using natural language, providing data-backed insights for investment decisions.

• Contact for Pricing

Archaide enables users to create and deploy automated trading bots using simple English prompts. It provides a no-code platform for testing, refining, and managing trading strategies with comprehensive reporting and community support.

• Contact for Pricing

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

Zillion provides AI-powered analysts for financial firms, automating complex analysis, streamlining workflows, and handling increasing workloads with sophisticated financial tools and domain expertise.

• Freemium
• From 25$

Exact provides innovative cloud-based business software solutions for SMEs and accountants, automating accounting, financial, ERP, HRM, and CRM processes with real-time data access.

• Contact for Pricing

Poindexter is an AI-powered financial planning tool that enables businesses to create expert-level forecasts and pro-forma financial statements without spreadsheets, designed for users of all backgrounds to drive better business decisions.

• Freemium
• From 15$

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$

Traderstats is an AI-powered platform designed for traders to track, analyze, and enhance their trading performance through journaling, metric analysis, and AI feedback.

• Free Trial
• 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

Sheetsway is an AI-powered platform designed for financial audits, offering automation through AI, OCR, and custom risk-based audits to streamline the audit process for professionals.

• Free Trial
• From 130$

Crowdfund Co. provides end-to-end technology and strategic services for businesses raising capital through Regulation A+, Regulation D, and Regulation CF crowdfunding structures, offering customizable software, marketing support, and campaign management tools.

• Contact for Pricing

Clara transforms spreadsheets into interactive visualizations for better understanding and collaboration. It also serves as a database to find and compare financial products.

• Contact for Pricing

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

My Crypto Coin Hub is an AI-powered automated cryptocurrency portfolio tracker that consolidates holdings from multiple exchanges, providing real-time updates and performance insights without manual input.

• Other

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

• Contact for Pricing

Vena Solutions is an AI-powered Financial Planning & Analysis (FP&A) platform designed to enhance Microsoft Excel capabilities for businesses. It streamlines budgeting, forecasting, reporting, and financial close processes, facilitating better collaboration and data-driven decision-making.

• 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

TradeLens is an AI-powered trading journal platform that helps traders track trades, analyze performance, and optimize strategies with automated insights and emotional tagging for disciplined trading.

• Freemium
• From 9$

CalendarBudget is an online budgeting tool that helps users visualize income, expenses, and account balances on a calendar, ensuring timely bill payments and efficient financial planning.

• Free Trial
• From 12$

Powder is an AI-powered platform that transforms unorganized financial information into high-quality, actionable data, optimizing efficiency and enhancing client satisfaction for wealth management firms.

• Paid
• From 1250$

PanParagon is a free mobile application that helps users store receipts digitally, track expenses, find promotions, and manage shopping lists and loyalty cards in one place.

• Free

Privacy.com provides virtual cards that shield your actual payment information for secure and private online transactions, helping to prevent fraud and data breaches.

• Freemium
• From 5$

Hydranet is a multi-chain Web3 wallet that enables seamless, secure, and fast crypto management, cross-chain bridging, and decentralized trading without network fees.

• Other

Metering.ai bridges the gap between product usage and Stripe billing, automating usage data aggregation and eliminating manual calculations for accurate, error-free billing.

• Free

Coinrule allows users to create automated trading rules for cryptocurrency exchanges or follow professional traders, enhancing their investment strategies.

• Freemium
• From 30$

MOVO is an all-in-one digital banking solution offering fast, secure financial management with features like digital CASH Cards, P2P payments, and AI-powered assistance.

• Other

Saaslogic is a comprehensive subscription management tool designed to streamline billing and accelerate business growth for SaaS companies.

• Usage Based

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

Novus Platform provides advanced portfolio management, analytics, and reporting solutions for institutional investors, enabling deep insights into performance, risk, and exposures across investment portfolios.

• Contact for Pricing