💹 Finance AI tools

Quantera.ai is an AI-powered financial research platform designed for equity professionals, analysts, and fund managers that processes official filings and financial data to deliver instantaneous insights.
- Paid
- From 1999$

MyInvestment-AI is an AI-powered investment planning tool that analyzes your financial situation to create personalized investment strategies aligned with your goals and risk tolerance.
- Paid
- From 10$

Your free AI-powered guide to Canadian personal income tax, offering personalized, secure, and comprehensive advice available 24/7.
- Free

DataSnipper accelerates productivity for audit and finance professionals by automating data extraction, cross-referencing, and verification within Excel.
- Paid
- From 59$

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$

PinnOne offers tools to simplify financial management within your Google Suite, including receipt management and software spend tracking.
- Paid
- From 39$

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

Boosted.ai is an AI-powered platform designed for investment and wealth managers, offering automated research, portfolio analysis, and data-driven investment insights through its AI assistant, Alfa.
- Contact for Pricing

Osmosis tracks public records and monitors meetings, earnings calls, and documents, alerting users to shifts in narratives. It provides real-time intelligence monitoring for identifying opportunities and staying ahead of market dynamics.
- Free Trial

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

NOTRELOAD is an AI-powered web service that automates public web content monitoring for investment and trading purposes. It instantly delivers concise, market-moving news and insights.
- Free

WeFIRE is an AI-powered personal finance copilot providing personalized financial insights and planning tools 24/7. It helps users achieve financial independence and retire early (FIRE) through comprehensive analysis and tailored recommendations.
- Free

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$

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$

Taxly.ai is an AI-powered tax assistant that helps Australian freelancers, contractors, and sole traders automate their tax filing process with intelligent deduction identification and expert CPA support.
- 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$

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

Pennyflo is an AI-powered financial management platform that streamlines business operations through intelligent cashflow management, account integration, and automated financial operations.
- Free Trial

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$

Alchemyze is an AI-powered investment platform that provides hedge fund quality insights, comprehensive stock analysis, and intelligent investment strategies for retail investors using advanced machine learning algorithms.
- Freemium
- From 25$

Uniskai is a comprehensive FinOps platform that helps organizations reduce cloud costs by up to 75% through efficient resource allocation and cloud management, offering features from basic cloud monitoring to advanced optimization tools.
- Freemium
- From 10$

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

CredCore is an AI-powered debt management platform designed to simplify the mobilization and monitoring of capital for funds and enterprises. It leverages domain-specific AI to automate compliance, track portfolios, and manage risks.
- Contact for Pricing

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

Nucleum AI is an innovative platform transforming the way users engage in algorithmic trading through AI-driven strategy creation and real-time trade signals.
- Contact for Pricing

Expense Sorted leverages AI to automatically categorize expenses directly within Google Sheets, streamlining your financial workflow and saving time.
- Free

Arya AI provides pre-built, finance-specific AI models and APIs to help banks, insurance companies, and financial institutions streamline operations, enhance security, and improve decision-making.
- Contact for Pricing

Integra Global Solutions offers comprehensive accounting, bookkeeping, and tax outsourcing services for UK firms, leveraging AI and automation for enhanced efficiency and data security.
- Free Trial

Benki offers interpretable AI solutions for M&A, streamlining due diligence, sourcing, risk analysis, and compliance with transparent audit trails.
- 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

WellTrade.ai is an AI-powered financial advisor that provides data-driven investment recommendations for stocks and ETFs. It simplifies investing by analyzing comprehensive financial data to offer clear buy, sell, or hold advice.
- Free

ZuluTrade is a social trading platform that allows users to copy the trades of experienced leaders. It offers a transparent platform with advanced tools and innovative solutions for both copy trading and manual trading.
- Free

Kintsugi is an AI-powered sales tax automation platform that helps businesses manage their tax compliance, calculations, and filings across multiple jurisdictions with automated monitoring and intelligent features.
- Freemium
- From 100$

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

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

Alphanso is an AI-powered investment platform that provides personalized financial advice, portfolio management, and market insights through advanced analytics and real-time monitoring of assets from over 12,000 brokers.
- Paid

Unitor is an AI-powered financial assistant that helps you analyze data, set realistic goals, and achieve financial freedom faster. It offers personalized planning, smart allocation, and financial health analysis.
- Free Trial
- From 10$

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$

Alfie Invest leverages AI to instantly provide financial information, analysis, and recommendations on stocks, ETFs, markets, and investing.
- Other

Coin Identifier - CoinGPT is an AI-powered mobile app that instantly identifies coins, providing details on history, rarity, and market value through photo recognition.
- Free Trial

Skip is a funding marketplace that helps entrepreneurs and small business owners find and track grants, financing, and credit card opportunities. It offers AI-powered tools to streamline the application process.
- Free Trial

Hudson Labs provides an AI platform for institutional investors, designed to extract, analyze, and tabulate market insights swiftly, supporting better investment decisions and risk assessment.
- Free Trial

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

HIVE Tax AI is an agentic AI platform designed for tax professionals and financial planners, offering tools for efficient tax research, personalized tax planning, and client support.
- Free Trial
- From 99$

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

Stampli is a procure-to-pay platform using AI to automate accounts payable, procurement, payments, vendor management, and credit cards, enhancing financial operations efficiency.
- Contact for Pricing

AlgosOne utilizes advanced AI machine-learning technology for automated trading across crypto, forex, and stock markets, aiming to generate profits with enhanced security and risk management.
- Contact for Pricing

Marcalyst provides AI-powered real-time alerts on impactful financial news, helping traders gain early insights and expand market awareness.
- Free Trial
- From 25$

Tyms is an AI-powered accounting software designed to simplify complex financial tasks for businesses. It automates processes like bank reconciliation, revenue/expense management, and financial statement preparation, saving time and reducing errors.
- Free Trial
- From 10$

LinqAlpha is an AI platform designed for hedge funds and asset managers, providing advanced investment research capabilities using proprietary data and finance-specific AI agents.
- Contact for Pricing
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