Top AI tools for Financial Analyst

FISCAL provides comprehensive credit analysis and loan management software tailored for community banks and credit unions, streamlining financial statement spreading and exception tracking with efficiency and accuracy.

• Contact for Pricing

Candlestick leverages advanced AI to provide weekly stock picks for personalized investment strategies, aiming to outperform the market.

• Other

Retina AI is a platform designed for e-commerce and subscription brands to predict customer lifetime value (CLV) with high accuracy, enabling data-driven decisions for improved profitability and customer retention.

• Paid
• From 3999$

Zams is an enterprise platform for building AI agents and predictive models. It offers rapid deployment, robust security, and seamless integration with existing systems.

• Contact for Pricing

AI Bank Parser is a specialized software that automates the conversion of PDF bank statements into various formats including CSV, Excel, QBO, and JSON, helping businesses and professionals streamline their financial data processing.

• Freemium
• From 10$

Grist is an open-source, modern spreadsheet platform that leverages AI to help users chat with, analyze, and manage their data efficiently. With features like AI Assistant, Python-powered formulas, custom layouts, and robust collaboration, Grist streamlines data workflows for individuals and teams.

• Freemium
• From 10$

SmartScripter is an AI-driven web application that generates scripts in various programming languages, including Excel VBA, Google Apps Script, JavaScript, React.js, Bash, PowerShell, SQL, and Python, to streamline workflows and automate tasks.

• Freemium
• From 4$

Volody offers advanced AI contract lifecycle management (CLM) software that automates drafting, approval workflows, risk analysis, and obligation management to streamline contract processes for businesses.

• Contact for Pricing

Yokoy is an AI-powered spend management platform that integrates invoice processing, expense management, and payment solutions to help businesses streamline their finance operations and maintain compliance.

• Contact for Pricing

ConfiParse leverages AI to automatically extract data from PDFs and provides confidence scores for each field, eliminating manual template setup and verification.

• Free

Kadoa is an AI-powered web data extraction platform that transforms unstructured data into actionable insights without coding. It offers automated data discovery, transformation, and integration capabilities for businesses.

• Freemium
• From 39$

FilePower AI is a comprehensive document management tool that allows users to chat with PDFs, summarize, translate, and organize files efficiently. It leverages advanced LLM for smarter responses and longer memory for better context understanding.

• Free Trial

GenesisAI is a global marketplace enabling users to discover, compare, test, and integrate state-of-the-art AI APIs for various applications.

• Usage Based

Prospero.ai provides AI-powered analysis of institutional data and market movements, offering signal-driven stock picks and trend recognition to aid confident investment decisions.

• Free

Tovie AI provides conversational and generative AI solutions, including voice bots, chatbots, and consulting services, to automate business processes and enhance customer engagement across various industries.

• Contact for Pricing

Track 'n Trade offers award-winning trading platforms for futures, stocks, ETFs, and options, featuring AI-driven auto-pilot capabilities and a visual, drag-and-drop interface for intuitive trading.

• Free Trial

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

Bard PDF provides multiple methods to interact with PDF files through Google Bard or Gemini, enabling users to have AI-powered conversations with their PDF documents through Google Workspace integration.

• Freemium

Accounting Solver AI is a web-based application that uses artificial intelligence to streamline accounting processes, from generating financial reports to automating bookkeeping tasks.

• Free Trial
• From 49$

Maimo is an AI workspace designed to streamline industry research by enabling users to save, analyze, and retrieve information from various sources like documents, webpages, and audio files.

• Freemium
• From 20$

Rosie AI is an AI-powered assistant for Microsoft Excel that helps users create models, analyze data, and generate charts. It functions as an Excel expert, understanding natural language queries to streamline spreadsheet tasks.

• Freemium
• From 5$

Apps4Rent Hosted Virtual Desktop offers secure, fully managed cloud desktop solutions with flexible plans for businesses, utilizing Microsoft and Citrix technologies. Access your desktop, data, and essential applications from anywhere, on any device.

• Paid
• From 10$

Quartr is an AI-powered financial research platform offering access to live earnings calls, real-time transcripts, company documents, and AI research tools for investors and financial professionals.

• Contact for Pricing

Alembic uses AI to identify the key drivers and chain reactions across marketing channels, enabling businesses to optimize spend and maximize revenue impact.

• Contact for Pricing

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$

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

Startup Falcon is an AI-powered valuation tool designed to help entrepreneurs and investors determine a startup's worth using globally recognized qualitative methods.

• Freemium

WeInvest is a comprehensive cryptocurrency platform that offers secure, gasless transactions with AI-driven insights, enabling users to manage and invest in digital assets without dealing with complex wallets or private keys.

• Paid
• From 10$

Copilot Audit is an advanced Excel add-in that leverages AI to automate audit workflows, enabling seamless PDF document import, data extraction, and cross-referencing directly within Excel for enhanced productivity and accuracy.

• Paid
• From 15$

Quadency is a comprehensive cryptocurrency trading platform that combines multi-exchange trading capabilities, automated trading bots, and AI-powered strategy building with portfolio monitoring features.

• Freemium
• From 49$

Inscribe offers AI-powered risk management solutions for financial institutions, featuring AI Risk Agents and Models that automate complex onboarding and underwriting workflows while reducing fraud risks.

• Contact for Pricing

Cimba.ai is a no-code platform that enables organizations to create custom AI agents for business operations automation, data analysis, and knowledge management without coding expertise.

• Contact for Pricing

Stacks is an AI-powered accounting workspace that automates financial closing tasks, reconciliations, and reporting for faster, more efficient operations.

• Contact for Pricing

Deckdrop is an AI research agent that provides data enrichment and competitor mapping for investors. It analyzes pitch decks and company URLs to deliver comprehensive reports in just 15 minutes.

• Paid

Mattermark is an AI-powered platform for discovering, prospecting, and tracking high-growth companies and investors, providing enriched company data and actionable insights to sales, investment, and research professionals.

• Freemium
• From 49$

Ailtra is an advanced AI-powered cryptocurrency trading bot that delivers 98.5% profitable trades through automated trading strategies and smart risk management. The platform offers 4-20% monthly returns with a unique 13-level holding capacity system.

• Free Trial

FinanceGPT is an AI-powered financial analysis platform that transforms complex financial data into actionable insights, combining generative AI with financial data, charts, and expert knowledge for enhanced decision-making.

• Contact for Pricing

ExceleurGPT enhances Excel proficiency by leveraging AI to simplify macro creation, debug formulas, create custom formulas, and improve job interview preparation.

• Other

Unstract is a no-code platform that eliminates manual processes involving unstructured data using LLMs. It offers efficient and accurate document processing for various formats, reducing turnaround times and improving accuracy.

• Freemium
• From 499$

Beam AI is a leading platform for Agentic Process Automation that deploys AI agents to automate workflows, reduce operational costs, and scale business operations efficiently.

• Paid
• From 990$

A powerful Google Sheets™ extension made to help you easily import and analyze data, Magicdog brings data to life with simplified data analysis, real-time insights, seamless integrations, and powerful AI tools.

• Freemium
• From 49$
• API

Orbit is an AI-powered platform designed for the financial services sector, integrating an AI Studio with a vast knowledge base to enhance accuracy, transparency, and efficiency in financial analysis.

• Contact for Pricing

EyeChart is an AI tool that automates technical analysis of cryptocurrency and other charts, identifying patterns, trends, and trading signals to assist traders.

• Free Trial

AIQoD is a no-code, Gen AI-powered platform that empowers enterprises to automate data-driven decisions through intelligent information management, data extraction, and analytics.

• Contact for Pricing

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

• Free

Aivia provides a platform to create and deploy AI assistants, including access to ChatGPT-4, Claude 3, and Google Gemini, with full control over hosting, privacy, and security.

• Free Trial
• From 35$

SeekrFlow is an end-to-end enterprise AI platform designed for building, validating, and running custom AI applications securely. It accelerates AI development by simplifying data preparation, training, and deployment on chosen infrastructure.

• Contact for Pricing

XIPHER provides AI-powered Web3 intelligence, offering cross-chain indexing, on-chain analytics, and data visualization for blockchain infrastructure.

• Contact for Pricing

Contextual AI is an enterprise-grade platform that enables organizations to build and deploy production-ready RAG (Retrieval-Augmented Generation) agents for processing and analyzing large volumes of complex documents with high accuracy and security.

• Contact for Pricing

Algo is a data-visualization studio specializing in video automation. They build dashboards that transform data into videos at scale.

• Contact for Pricing