Financial workflow automation software - AI tools

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$

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

• Free Trial

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

• Paid
• From 500$

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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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.

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Payflow.ai provides Luca, a specialized AI agent for corporate finance, automating FP&A, reporting, and analysis for midsized and growing companies by integrating diverse data sources.

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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$

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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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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Arkifi offers a powerful finance workflow automation tool using Generative AI. It eliminates manual tasks and ensures trustworthy, hallucination-free results, empowering finance professionals to focus on strategic thinking.

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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

Cratoflow is a no-code financial workflow platform automating accounts payable, accounts receivable, bank reconciliation, and payments for growing businesses.

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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

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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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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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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Naya is an AI-powered financial services infrastructure platform that automates month-end close processes, reconciliation, and compliance for modern finance teams, enabling 4x faster book closing with 99.9% accuracy.

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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$

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$

Folyo is an AI-powered platform designed specifically for Indian CA firms, replacing spreadsheets and manual tracking with automated compliance workflows, deadline management, and team collaboration tools.

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Tally provides AI agents that automate repetitive accounting, tax, and audit tasks within existing systems, enhancing efficiency and accuracy for accounting firms.

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Revolutionize your finance and accounting workflow with Osfin – your go-to platform for automating financial reconciliation, invoice processing, and payout management.

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• API

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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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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Tesorio is an AI-powered financial operations platform that automates accounts receivable processes, predicts payments, and accelerates collections to improve cash flow visibility and efficiency.

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Vic.ai is an AI-powered autonomous finance platform that transforms accounts payable operations through intelligent invoice processing, PO matching, and approval workflows, delivering up to 355% improvement in productivity.

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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$

BlackLine offers an AI-powered platform designed to centralize and automate financial operations such as record-to-report and invoice-to-cash, helping businesses accelerate processes, strengthen controls, and gain real-time financial insights.

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