Top AI Tools for

Finance Professional (33 ai tools)

Datamatics is a Digital Technologies, Operations, and Experiences company that helps global enterprises enhance productivity and customer experience through an AI-first approach.

• Contact for Pricing

Formstack empowers organizations with no-code tools to build online forms, automate workflows, and integrate systems. Streamline data collection and transform it into a strategic asset.

• Freemium
• From 50$

Basil is an AI-powered financial portfolio tracker app designed to help users manage investments by connecting various financial accounts, providing visualizations, and offering personalized insights.

• Freemium

Ripcord uses robotics and AI to transform your documents, both paper and digital, into accessible, usable data to enhance organizational efficiency and decision-making.

• Contact for Pricing

SkillMe.ai is a personal AI tutor that adapts to your learning style and helps you acquire new skills on the go. Generate custom learning programs, access adaptive testing, and explore expert references.

• Freemium
• From 20$

SOLA is an AI-powered Robotic Process Automation (RPA) platform that automates data entry, scraping, and filing workflows using LLMs and computer vision.

• Contact for Pricing

Knownwell is an AI platform providing instant, unbiased insights into your client portfolio's health. It helps professional service firms minimize churn, maximize growth, and drive effectiveness.

• Contact for Pricing

BunnyDoc offers legally-binding electronic signatures to sign documents online, generate agreements, and negotiate contracts. It streamlines digital contract signing with features like audit trails, user management, and integrations with popular applications.

• Freemium
• From 18$

ParrotPrep.ai is an AI-powered behavioral interview preparation app that offers personalized templates, in-depth analysis, and customizable mock interviews to help users improve their performance.

• Free

Fastbreak is an AI-powered proposal management platform that automates and streamlines RFP and RFI responses, reducing completion time by 90% while maintaining quality and accuracy.

• Paid
• From 300$

Glimmer simplifies searching through large PDFs, making it as easy as a Google search. It supports documents with 10,000+ pages and provides fast, accurate, and verifiable results.

• Free

Ace Interview is an AI-powered assistant that provides real-time support during job interviews, helping users answer questions effectively. It offers personalized suggestions for various industries, including product management, software engineering, and consulting.

• Paid
• From 24$

Dropbox Sign provides a legally-binding eSignature solution to prepare, send, sign, and track documents, streamlining agreement workflows and accelerating business processes.

• Free Trial
• From 15$

Synchronymax offers an AI Agent Platform to augment your knowledge workforce, enhancing efficiency, performance, and growth through specialized AI agents.

• Paid

Robylon is an AI-powered customer support platform that resolves complex customer support issues through email, chat, and phone using AI and human expertise. You only pay for resolved queries.

• Usage Based

SOLA offers an AI-powered RPA platform to automate data entry, scraping, and filing tasks using LLMs and computer vision. It helps teams build robust robotic agents to handle tedious tasks.

• Contact for Pricing

Agent Herbie is an AI research assistant for finance professionals, consultants, and strategy teams. It generates reports and analyzes data to provide insights for informed decision-making.

• Paid
• From 59$

Boomi offers an intelligent integration platform as a service (iPaaS) to connect applications, APIs, data, and AI agents. Streamline your business processes and enhance data trust with Boomi's unified platform.

• Paid
• From 99$

Pulze.ai is an AI platform that enables teams to leverage multiple AI models and custom agents to automate workflows, enhance capabilities, and boost productivity across departments.

• Freemium
• From 35$

basebox is a management system that enables businesses to securely integrate and control AI within their existing infrastructure. It ensures data privacy, process control, and cost efficiency.

• Free

Ferret is an AI-powered platform providing relationship intelligence to help individuals and businesses identify and mitigate potential risks. It offers comprehensive search and monitoring capabilities to make informed decisions.

• Freemium
• From 14$

Trellis is an AI engine that transforms complex documents and calls into ready-to-use data for Ops and engineering teams. It automates PDF workflows, delivering operational efficiency and unlocking value from unstructured data.

• Freemium

AlphaLoops automates Request for Proposals (RFPs) and Due Diligence Questionnaires (DDQs) for finance professionals, boosting efficiency and accuracy.

• Contact for Pricing

Tidyread uses AI to curate and summarize your RSS feeds into a personalized digest, delivered at your chosen time, enhancing reading efficiency and organization.

• Freemium

Nuclia is a RAG-as-a-Service platform that automatically indexes files and documents to fuel diverse use cases with LLMs and AI Agents, ensuring high-quality outputs through RAG quality metrics.

• Freemium
• From 600$

Anvil streamlines document processes by automating PDF filling, e-signatures, and complex workflows. It offers a comprehensive SDK and AI-powered tools for faster development.

• Usage Based

Jitterbit Harmony is a unified, AI-infused low-code platform for integration, orchestration, automation, and app development. It streamlines operations and accelerates business transformation.

• Contact for Pricing

WorqHat is a no-code platform that enables users to build custom applications, automate workflows, and manage databases. It leverages AI to enhance productivity and streamline business processes.

• Freemium
• From 15$

Alphamoon is an AI-powered platform that automates document reading, classification, and data extraction. It helps businesses transform documents into valuable sources of information.

• Contact for Pricing

Docufai is an AI-powered document assistant that allows users to quickly find information within their documents. It offers features like search, summarization, and translation.

• Freemium

FormX.ai leverages AI to automate data extraction from any document, streamlining workflows and improving accuracy for businesses.

• Freemium
• From 299$

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

SpeedLegal leverages AI to help users quickly identify risks, understand complex legal jargon, and receive tailored suggestions for contract improvement.

• Paid
• From 252$