💹 Finance AI tools

Finpilot is an AI-powered document automation platform designed for financial institutions that streamlines document analysis, data extraction, and reporting processes for fund managers, RIAs, endowments, and private equity firms.

• Contact for Pricing

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.

• Contact for Pricing

Toshl is a personal finance app that helps users track expenses, manage budgets, and visualize money flows across multiple accounts and currencies.

• Freemium

Yokoy is an AI-powered spend management platform that integrates invoice processing, expense management, and payment solutions to help businesses streamline their finance operations and maintain compliance.

• Contact for Pricing

Goodbudget is a modern budget tracking app that uses the virtual envelope budgeting method to help users manage their finances across devices and share budgets with family and friends.

• Freemium

AceMoney is a user-friendly desktop personal finance manager for Windows and Mac, offering comprehensive money management with a one-time purchase and lifetime updates.

• Pay Once

FrenzoPay offers an integrated suite of digital payment and verification solutions, empowering businesses in India with secure, scalable, and AI-driven transaction services. Its platform features seamless onboarding, robust verification APIs, and a wide array of payment products to streamline business operations.

• Contact for Pricing

Unlevered is an AI-powered financial analysis platform that simplifies SEC filings, earnings transcripts, and investor relations updates with personalized alerts and intelligent document processing.

• Free Trial

Tradeswatch is an all-in-one AI-powered tool that simplifies cryptocurrency portfolio tracking, performance analysis, and real-time alerts across multiple exchanges, with easy export options for tax and accounting. Enjoy automated syncing, unlimited connections, and custom notifications for superior portfolio management.

• Paid
• From 8$

Chadwin provides AI-powered stock analysis and price forecasts through comprehensive research reports and 10 years of financial statements to help investors build growth-oriented portfolios.

• Paid
• From 15$

FINQ is an AI-driven investment platform offering dynamic portfolios and market insights designed to outperform traditional strategies. Utilize AI-based stock and fund analysis, risk assessment, and continuous market monitoring.

• Free Trial

The ADEPT Decisions Platform is a no-code, cloud-native decision engine leveraging Machine Learning to automate and optimize lending decisions for financial institutions.

• Contact for Pricing

Tabadulat is building the world’s first Shariah-compliant brokerage platform that leverages AI-driven insights for global halal investing with ultra-low fees and advanced analytics.

• Freemium

Zai streamlines complex payment processes, enabling businesses to collect, pay, and automate payment workflows efficiently through a secure, scalable platform.

• Usage Based

Parthean is an AI-powered financial planning platform that streamlines client onboarding, data extraction, and financial analysis for financial advisors, combining paraplanning capabilities with comprehensive client management tools.

• Contact for Pricing

Investorean is a premium stock filter and capital markets analytics platform offering broker-specific insights to enhance investment decisions for retail investors.

• Freemium
• From 10$

Ain Finance offers a comprehensive suite of crypto services, simplifying cryptocurrency management for investors, traders, and enthusiasts through a unified, AI-powered platform.

• Freemium

Personetics is an AI-powered financial data analytics platform that helps banks deliver personalized customer experiences, automated savings journeys, and intelligent money management solutions.

• Contact for Pricing

WhaleWisdom provides comprehensive 13F filings analysis, enabling investors to research, track, and replicate the portfolios of top hedge funds and institutional managers for smarter investment decisions.

• Freemium
• From 30$

Trading Technologies provides a comprehensive multi-asset trading platform for futures, options, fixed income, FX, and cryptocurrencies, featuring industry-leading execution tools, global infrastructure, and data analytics.

• Contact for Pricing

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

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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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AI Receipt Tracker uses artificial intelligence to automatically extract details from receipts and statements, simplifying expense tracking and statement reconciliation for tax season.

• Freemium

Chicago Bull AI is a chatbot that answers questions related to equities, crypto, and bond markets. Get instant insights on various financial markets.

• Free

ExpenseMonkey is an AI-powered expense management tool designed to simplify receipt scanning, expense tracking, approvals, and reporting for freelancers, teams, and small businesses.

• Freemium
• From 10$

Money+ is a financial management tool that helps users track expenses, income, and budgets, leveraging Google Sheets as the primary storage and analytics dashboard.

• Freemium
• From 2$

Wallester provides embedded finance solutions including white-label Visa card programs and business expense management tools with virtual cards, API integration, and compliance features.

• Free

Reflexivity is an AI-powered platform enabling investors to analyze financial data and test hypotheses using natural language queries, supported by institutional-grade analytics.

• Contact for Pricing

TADAccounting provides outsourced bookkeeping and accounting services with over 20 years of experience, helping businesses monitor financial progress and understand their numbers to grow and make money.

• Contact for Pricing

Uniskai is a comprehensive FinOps platform that helps organizations reduce cloud costs by up to 75% through efficient resource allocation and cloud management, offering features from basic cloud monitoring to advanced optimization tools.

• Freemium
• From 10$

Minerva is an AI-powered platform for compliance teams, automating risk screening and ongoing monitoring to reduce false positives by 75% and focus efforts on identifying true risks.

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Bitsgap automates crypto trading with bots, algorithmic orders, and portfolio management. It offers a 7-day free trial and integrates with over 15 leading crypto exchanges.

• Free Trial
• From 26$

Earnix provides AI-powered solutions for insurers and banks, offering real-time rating, underwriting, dynamic pricing, product personalization, and customer engagement.

• Contact for Pricing

Riskify utilizes AI to provide real-time monitoring and comprehensive reports on non-financial risks, including capital markets, operational, reputational, cybersecurity, employee, compliance, and ESG risks.

• Freemium
• From 199$

Capitalise.ai allows traders to easily create, test, and automate trading scenarios using everyday English. It offers backtesting, simulated trading, smart notifications, and a strategies library, all without requiring coding.

• Free

IDU-Concept provides AI-driven financial planning and analysis tools that streamline budgeting, forecasting, and reporting processes, transforming finance teams into strategic partners.

• Contact for Pricing

Fyorin is an AI-powered platform designed to unify, automate, and diversify global cash and treasury management for finance professionals, offering a single dashboard to manage multi-currency accounts, payments, and expense operations efficiently.

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SuiteWorks Tech NetSuite Subscription Billing SuiteApp streamlines and automates subscription billing, invoicing, and revenue recognition, providing seamless integration for NetSuite ERP users. This solution supports complex contract billing, proration, renewals, and mid-cycle plan changes with AI-powered automation.

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GetInvoice is an AI-powered invoice management software that automatically finds and extracts invoices and receipts from emails and web portals, forwarding them to accounting software.

• Freemium
• From 19$

StartupFuel provides AI-powered due diligence software and services, including DiligenceGPT, to help investors, accelerators, and family offices streamline startup evaluation and make informed decisions.

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Fewsats is a secure API platform that enables AI agents to make controlled payments across multiple payment networks, from credit cards to cryptocurrencies, with customizable spending policies.

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Porfoli is an open-source portfolio tracking platform designed to help users manage investments, collaborate, and discover high-performing portfolios in real time.

• Free

Asper is an AI-powered budgeting app designed to help users manage finances, reduce impulse spending, and achieve savings goals through personalized insights and playful notifications.

• Freemium
• From 5$

DisputeNinja uses AI agents to automate chargeback disputes, aiming to increase win rates, specifically for software and AI startups.

• Usage Based

PitBullTax is an AI-powered tax resolution software for CPAs, EAs, and Tax Attorneys, streamlining case management, IRS transcript analysis, and client communication.

• Free Trial

ChatterHug is an AI agent designed for stock research, providing automated weekly insights and custom research capabilities based on user-defined criteria.

• Paid
• From 24$

Pivot is an AI-powered Source-to-Pay solution designed to optimize vendor sourcing, centralize spend requests, manage contracts, and empower business teams with real-time budget insights and automated procurement processes.

• Contact for Pricing

Option Alpha is a platform that helps options traders improve their returns and find better trades through automation. It offers tools for backtesting, trade idea generation, and automated position monitoring.

• Paid
• From 79$

VolatilityX provides unbiased, data-driven market intelligence through autonomous AI agents, delivering clear, fact-based analysis for informed investment decisions.

• Free

Graphyte is a SaaS-based intelligent financial crimes automation platform that provides comprehensive risk screening, investigation tools, and AI-powered threat detection for financial institutions and public sector organizations.

• Contact for Pricing