financial services automation software - AI tools

FICS provides end-to-end mortgage loan origination and servicing software solutions that automate residential and commercial lending processes with mobile-responsive web applications and professional support.

• Contact for Pricing

Occam is an out-of-the-box engine for generating and running financial automations. It handles large data, human-in-the-loop capabilities, and adaptive runtime planning.

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Financial Cents is an accounting practice management software designed to help firms track client work, automate processes, manage communication, and meet deadlines efficiently.

• Paid
• From 69$

Botkeeper offers an automated bookkeeping solution designed for accounting firms, leveraging machine learning and workflow tools to streamline operations and increase capacity.

• Paid
• From 69$

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.

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Midday streamlines financial tasks for freelancers and businesses, offering automated invoicing, time tracking, file reconciliation, and a financial overview with an AI assistant.

• Free

Farsight AI offers advanced AI-powered automation solutions tailored for the financial services industry, improving accuracy and efficiency in complex tasks.

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Chipax is an AI-powered financial management platform that automatically loads and organizes company financial information, generating key reports to help businesses make better decisions and simplify daily financial management.

• Freemium
• From 3$

AutoRek is an automated financial controls and data management platform that enables organizations to streamline reconciliations and reporting, driving accuracy and efficiency in financial processes.

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Allevo provides specialized software solutions for financial institutions, including banks, companies, microfinance organizations, and public administration, to optimize transaction processing and financial operations.

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

• Free Trial

Itemize is an AI-powered platform that automates high-volume financial document processing and transaction workflows for banks, processors, and corporate CFOs, delivering 99%+ accuracy with line-item automation.

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Finsmart AI is an AI-powered financial management platform that automates financial reporting, generates insights, and provides CFO services for businesses, investors, and accountants.

• Paid
• From 100$

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.

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Kili is an AI-powered financial automation platform that streamlines bookkeeping, reconciliation, invoice processing, and inventory management, automating up to 95% of financial tasks.

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interVal is an AI-powered SaaS platform designed for accounting firms, wealth management firms, and banks to automate discovery, gain insights, and drive growth for their SMB clients.

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Cape.ai provides domain-specific agentic AI for financial institutions to enhance productivity, mitigate risks, and ensure compliance through process automation.

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Ocrolus is an intelligent document processing platform that helps lenders automate financial document analysis, detect fraud, and make faster, more accurate lending decisions.

• Freemium

DocuClipper automatically extracts data from financial documents like bank statements, invoices, and receipts using OCR, offering high accuracy and integration with accounting software.

• Free Trial
• From 39$

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.

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Paystand is a blockchain-based B2B payments platform that automates accounts receivable and payable processes while eliminating transaction fees through subscription-based pricing.

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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$

ReconArt offers a robust, enterprise-level platform for automating account reconciliation, transaction matching, and financial close management with advanced AI features for organizations across diverse industries.

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DayZero offers AI-assisted bookkeeping and accounting services, simplifying financial management for e-commerce businesses, freelancers, and startups with automated reports and an AI assistant.

• Free Trial
• From 99$

FinanSys provides financial and business management solutions, including Infor SunSystems Cloud and Oracle NetSuite ERP implementations, along with the UniFi automation platform to streamline finance and operations.

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Svenry is an AI-powered internal audit management software that automates workflows, strengthens fraud detection, and ensures compliance for finance and operations teams.

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Zenon delivers AI-powered automation solutions for financial services, healthcare, and tech companies, improving efficiency and profitability.

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Kensoft Infotech Ltd. provides enterprise-level financial software solutions with integrated Decision Support Systems (DSS) for banking, lending, and financial institutions, handling over Rs.50,000 crores in financial activity.

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LiveFlow automates financial reporting and analysis by integrating with QuickBooks and other platforms, turning spreadsheets into live FP&A dashboards.

• Paid
• From 500$

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$