Top AI tools for Financial Consultant

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

• Other

Mako AI streamlines research, analysis, and drafting for investment firms using secure, AI-driven technology, featuring enterprise search and a centralized knowledge base.

• Contact for Pricing

UniPay Gateway provides a comprehensive omnichannel payment processing and management solution for PayFacs, SaaS, and equity firms. The platform offers flexible deployment models including Payments as a Service, White Label Gateway, and On-Premise solutions, ensuring secure, PCI-compliant, and customizable payment experiences.

• Other
• From 15000$

PayBlox connects business owners with multiple payment processors, providing a transparent and competitive marketplace for merchant accounts at no cost.

• Free

Qarden provides AI-powered work assistants tailored for financial consulting firms. These assistants enhance productivity, reduce costs, and accelerate project delivery.

• Usage Based

PayRequest is an all-in-one billing automation platform designed to help businesses streamline payment processes, manage subscriptions, issue invoices, and sell digital products, all from a centralized dashboard.

• Freemium
• From 5$

Endex is an AI agent designed for financial services, automating analytical workflows, unifying data sources, and generating presentation-ready outputs. It acts as an AI financial co-worker to optimize team tasks.

• Contact for Pricing

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

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

Avanzai is an AI-powered data visualization platform that transforms complex market analysis into interactive charts through natural language processing, supporting both built-in financial data and custom datasets.

• Contact for Pricing

FactBox.ai offers a powerful platform for finance professionals to effortlessly create, share, and manage comprehensive financial factsheets with ease.

• Contact for Pricing

Uku is an advanced accounting practice management software designed to automate workflows, streamline billing, and enhance productivity for accountants and bookkeepers.

• Freemium

Conduit is an AI-powered data analysis platform that centralizes multi-account data, automates reporting, and provides expert-level insights for marketing and sales teams.

• Paid
• From 10$

Digitap provides AI-powered SAAS solutions for BFSI, Fintech, and Financial Institutions, offering automated risk management, customer onboarding, and data enrichment services.

• Contact for Pricing

Quantinor streamlines bookkeeping and accounting workflows using intelligent automation, enabling professionals to handle more clients with accurate financial reporting and seamless integrations.

• Freemium
• From 35$