💹 Finance AI tools

Everlance offers automatic mileage and expense tracking to maximize tax deductions and streamline reimbursements for individuals and businesses. Features include GPS-based trip logging, expense syncing, and IRS-compliant reporting.

• Freemium
• From 9$

TruckersBooks is a bookkeeping app designed for truckers, offering tools to manage financial records and streamline business operations.

• Contact for Pricing

Vise is an SEC-registered Investment Advisor that provides AI-powered portfolio management solutions for financial advisors, enabling them to deliver personalized investment strategies and automated tax optimization at scale.

• Contact for Pricing

Vaultedge provides a Document AI suite utilizing AI OCR and lending APIs to automate document recognition, data extraction, validation, and compliance checks, reducing manual work and accelerating approvals.

• Contact for Pricing

Kloo is an AI-powered Accounts Payable automation layer designed to integrate with ERP systems, streamlining AP workflows, reducing manual tasks, and enhancing financial control.

• Contact for Pricing

LevelFields AI scans millions of events impacting stock prices, revealing outsized investment opportunities for self-directed investors. It provides an easy-to-use interface to identify profitable trading patterns and set event-based alerts.

• Paid
• From 25$

Zest AI provides AI-powered solutions for lenders, improving underwriting accuracy, automating decisions, and reducing risk. The platform helps financial institutions make smarter, fairer, and faster lending decisions.

• Contact for Pricing

Fundraise Up is an AI-powered digital fundraising platform that helps nonprofits increase donor engagement and revenue through optimized donation tools and personalized giving experiences.

• Usage Based

AI4FIRE is an AI-powered tool designed to simplify the journey to Financial Independence, Retire Early (FIRE) by providing real-time tracking, AI analytics, and personalized financial habit recommendations.

• Free Trial
• From 24$

Norn is an AI-powered stock data science platform that simplifies investment research, enabling investors to make smarter trades through advanced analytics, portfolio optimization, and AI assistance.

• Paid
• From 29$

Investing.com provides comprehensive real-time data, news, analysis, and tools for global financial markets, including stocks, indices, commodities, currencies, and cryptocurrencies, featuring AI-powered stock picks.

• Freemium

Fraud.com is an AI-powered platform providing comprehensive fraud prevention solutions including biometric identity verification, real-time transaction monitoring, and fraud orchestration to secure digital customer journeys with zero friction.

• Contact for Pricing

Tradepost.ai is an AI-powered financial analysis platform that analyzes news, newsletters, and SEC filings to provide intelligent trading insights and investment recommendations through its innovative Top 20 Index.

• Freemium
• From 10$

FiMo Copilot is an AI-powered tool that generates customized and professional DCF models for over 14,000 listed companies. It allows for instant model creation, AI-driven updates, and in-depth fundamental analysis.

• Free

PivotXL is an AI-powered financial planning and analysis platform that automates Excel workflows, providing centralized data management, multi-dimensional analysis, and automated reporting for finance teams.

• Freemium
• From 249$

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

Klutch Card offers a flexible, customizable credit and spend card platform enhanced by AI-driven insights and real-time transaction controls, catering to modern financial management needs.

• Other

FinWise is a comprehensive personal finance management platform that combines AI-powered transaction categorization, budgeting tools, and financial forecasting to help users master their money and reach their financial goals.

• Free Trial
• From 9$

InsiderBuyStock provides real-time alerts and analytics on insider trading activities, helping investors make informed decisions with actionable data from over 100,000 SEC filings and 15,000+ US stocks.

• Paid
• From 10$

Finnews.AI provides real-time AI-powered analysis of US stocks, cryptocurrencies, forex, and finance sector news, offering bullish or bearish insights for faster decision-making.

• Contact for Pricing

Stocked AI provides accurate stock predictions using advanced neural network machine learning algorithms, helping investors make informed decisions.

• Other

d-loop offers a fully collateralized digital currency, managed through AI-optimized portfolio strategies and decentralized community governance for enhanced treasury exposure.

• Other

GiniMachine is a no-code AI platform that builds predictive models for actionable business insights, improving decision-making and productivity.

• Free Trial

CoverHound is an InsurTech platform that allows consumers and businesses to easily compare and purchase insurance online with competitive rates and coverages in all 50 U.S. states.

• Other

InvoiceOCR utilizes AI-powered OCR to accurately extract data from invoices and convert it into CSV or Excel formats, supporting multiple languages.

• Freemium
• From 9$

DataVisor is an end-to-end fraud and risk SaaS platform powered by AI and advanced machine learning, designed for financial institutions to combat various types of fraud and financial crimes in real-time.

• Contact for Pricing

Neo.Tax is an AI-powered platform designed for tax and accounting teams to automate R&D tax credit studies (§41) and software capitalization. It eliminates interviews and manual data collection by leveraging existing engineering data, producing audit-ready outputs quickly.

• Contact for Pricing

Sweephy is an AI-powered platform that provides real-time regulatory monitoring and compliance solutions for businesses, particularly in the financial sector.

• Freemium
• From 500$

Kriyam.ai is an AI-powered investigation management platform for the BFSI sector, offering solutions for fraud detection, compliance, field verification, and Video KYC.

• Contact for Pricing

Infima offers advanced deep learning solutions for mortgage-backed securities (MBS) analytics, providing precise prepayment predictions and enhanced risk management. Its technology supports faster, data-driven decisions for MBS market participants.

• Contact for Pricing

Clarity AI is a sustainability technology platform that uses AI and machine learning to help organizations assess, analyze, and report on sustainability metrics across impact, risk, climate, and regulatory compliance.

• Contact for Pricing

Method streamlines financial account connectivity, allowing businesses to connect, retrieve, and manage users’ credit and liability data with embedded payments and real-time insights across 15,000+ financial institutions.

• Contact for Pricing

Mint, now integrated with Credit Karma, offers comprehensive financial tracking, spending analysis, and net worth monitoring tools. Manage your finances in one place with insights to help you grow your money.

• Free

Slicker is an AI-powered platform that recovers failed subscription payments and reduces involuntary churn. It uses a state-of-the-art machine learning model to maximize revenue recovery.

• Free Trial

AI Crypto Analyzer is an advanced cryptocurrency analysis tool that processes complex market data into clear, actionable intelligence for smarter trading decisions.

• Freemium
• From 17$

Origination Data delivers an objective and comprehensive view of mortgage lenders, enabling users to analyze loan products, borrower attributes, lender fees, and performance across US markets through interactive data visualizations.

• Other

ANNA Money offers an all-in-one business account combining financial management, invoicing, expense tracking, bookkeeping, and tax handling for UK businesses.

• Freemium
• From 19$

Sagehood.AI is an AI-powered investment platform that simplifies investment decisions. It provides real-time market insights, predictive analytics, and personalized strategies to optimize your portfolio.

• Free

Surparse automates financial reporting and analysis by connecting directly to your accounting data, providing instant insights and custom dashboards.

• Free Trial
• From 69$

WeInvest provides systematic quantitative investment products and a comprehensive wealth management platform, utilizing data-driven algorithms for diverse investment solutions.

• Contact for Pricing

Subset is an AI-powered tool that allows users to generate spreadsheets, including financial models and budgets, simply by describing them.

• Free Trial

Chariot AI integrates with your clinic's billing system to automatically appeal denied insurance claims using AI, helping you recover lost revenue.

• Usage Based

Corpdaq offers AI-driven tools and expert guidance to help small and medium businesses (SMBs) and startups navigate financing, improve financial health, and manage growth.

• Contact for Pricing

FinFloh is an AI-powered accounts receivable automation software that helps B2B finance teams streamline collections, reduce DSO, and minimize bad debt through intelligent credit decisioning and automated workflows.

• 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$

Passiv is an AI-powered portfolio management tool that automates investing and rebalancing, helping users save time and maintain their target asset allocation with ease.

• Freemium
• From 9$

Defcofx is a trusted online broker offering low spreads, fast execution, and advanced tools for forex and CFD trading on a secure platform.

• Other

Deal Index provides comprehensive, quality-checked alternative digital finance data including equity crowdfunding, marketplace lending, and real estate investing through APIs and dashboards for informed investment decisions.

• Contact for Pricing

WinDispute.pro is an AI-powered tool designed to help Stripe merchants increase their dispute win rate through automated resolution processes.

• Paid
• From 9$

Finlens provides fast, AI-powered accounting and financial management for businesses, offering real-time insights and streamlined bookkeeping.

• Freemium