financial management automation - AI tools

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

• Free

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

• Paid
• From 7$

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$

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

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

• Free Trial

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$

Zeni is an all-in-one AI-powered financial operations platform that combines automated bookkeeping, bill payments, reimbursements, and business banking with dedicated financial expertise for startups and growing businesses.

• Paid
• From 466$

Fi Money is an AI-driven digital banking app designed to simplify personal finance through smart tracking, investment, payments, and spending insights.

• Freemium

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$

Crew is a financial technology platform that organizes your money, automates budgeting, and offers high-yield checking accounts with 2.95% APY, all while providing FDIC-insured banking services through Bangor Savings Bank.

• Free

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$

HouseMunny is an AI-powered personal finance manager that helps users track expenses, create budgets, and gain financial insights through automated categorization and visual reporting.

• Freemium
• From 6$

Monarch Money is a comprehensive personal finance platform that helps you track, budget, plan, and collaborate on your financial goals. It simplifies money management by consolidating all your accounts into a single, clear view.

• Paid
• From 9$

Allyf is an accounting copilot that automates tasks like managerial account creation and statement reconciliation, freeing up finance teams. Launch your own customized accounting copilot.

• Free

Fiskl offers AI-automated global accounting solutions, simplifying financial management for small businesses, freelancers, and startups with multi-currency support. It streamlines invoicing, payments, expenses, and reconciliation.

• Freemium

A comprehensive financial management platform that helps users track subscriptions, manage spending, and automate savings through AI-powered insights and human expertise.

• Freemium

Copilot Money is a personal finance management app for Mac, iPhone, and iPad, using AI for smart categorization to help track spending, manage budgets, and monitor investments.

• Paid
• From 8$

Amigo AI is a personal finance management tool that leverages AI to provide tailored financial advice, smart budgeting, and transaction logging. It helps users simplify, secure, and enhance their financial management.

• Paid
• From 1$

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

• Paid
• From 500$

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$

Dibba.ai is an AI-powered finance tool designed to help users track expenses automatically via SMS and Apple Pay, import statements, or manual entry to facilitate saving.

• Freemium

Vyzer is a secure, automated, online investment portfolio tracking and wealth management platform designed for Limited Partnership (LP) investors.

• Freemium
• From 180$

Nemo automates financial analysis and reporting, providing CEOs with clear, actionable insights to drive growth and make data-driven decisions.

• Contact for Pricing

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.

• Contact for Pricing

Mesh is an AI finance co-worker designed for busy teams, providing real-time financial insights and automation by integrating with existing financial systems.

• Contact for Pricing