financial wellness automation software - AI tools

EarnUp is an award-winning AI-powered financial wellness platform that automates debt paydown and savings for consumers while providing financial institutions with engagement tools to improve customer retention and reduce risk.

• Contact for Pricing

Peek is an AI-powered finance app that automatically tracks your money, provides weekly 'vibe checks' on your spending, and helps you set achievable goals, all designed to reduce financial anxiety.

• Free Trial

Savology is an AI-powered financial wellness platform that provides foundational financial planning, literacy education, and management tools to help households improve their financial health through personalized plans and professional support.

• Contact for Pricing

Best Money Moves empowers organizations to improve employee productivity and retention with a personalized, AI-powered financial wellness platform designed to alleviate financial stress and promote long-term wellbeing.

• Contact for Pricing

LYFnGO is an all-in-one AI-powered platform that unifies healthcare and wellness operations with intelligent automation, personalized patient experiences, and secure data management.

• Contact for Pricing

ORO uses AI to integrate behavioral science, biometrics, and real-time financial data to offer personalized micro-actions for building long-term wealth and financial well-being.

• Other

Avocado Finance is a comprehensive AI-powered platform that centralizes your financial data, offering personalized insights and tools to track net worth, savings, investments, and future financial goals.

• Free Trial
• From 7$

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.

• Contact for Pricing

Tiller automatically tracks your financial data in Google Sheets and Excel, providing daily updates, customizable templates, and comprehensive budgeting tools.

• Paid
• From 7$

Steve is an AI-powered financial coaching platform that helps users track spending, set goals, and achieve financial independence through personalized insights and automated budgeting.

• Freemium
• From 5$

Dispute Beast is an AI-powered financial software that helps users improve their finances. It offers a free dispute letter engine, requiring only an active Beast Monitoring subscription.

• Paid
• From 50$