financial services automation platform - 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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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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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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JIFFY.ai is an AI-powered no-code platform designed specifically for financial services firms, enabling rapid application development, workflow automation, and digital transformation with intelligent process automation capabilities.

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Digitap provides AI-powered SAAS solutions for BFSI, Fintech, and Financial Institutions, offering automated risk management, customer onboarding, and data enrichment services.

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Salient is an AI-powered loan servicing platform specifically designed for the automotive finance industry. It streamlines operations like loan onboarding, collections, and compliance using AI agents.

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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$

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

• Free Trial

DANAconnect is an AI-powered customer communication automation platform designed specifically for financial institutions, offering intelligent flows, document management, and multi-channel messaging solutions.

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

• Freemium

Senso provides AI agents designed to improve operational efficiency and staff productivity for financial institutions. Transform unstructured policies into structured knowledge for streamlined operations.

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Cape.ai provides domain-specific agentic AI for financial institutions to enhance productivity, mitigate risks, and ensure compliance through process automation.

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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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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.

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Zillion provides AI-powered analysts for financial firms, automating complex analysis, streamlining workflows, and handling increasing workloads with sophisticated financial tools and domain expertise.

• Freemium
• From 25$

interVal is an AI-powered SaaS platform designed for accounting firms, wealth management firms, and banks to automate discovery, gain insights, and drive growth for their SMB clients.

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Arya AI provides pre-built, finance-specific AI models and APIs to help banks, insurance companies, and financial institutions streamline operations, enhance security, and improve decision-making.

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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

FlowX.AI is an AI-powered platform for modernizing large financial institutions end-to-end, delivering rapid digital transformation and significant cost reduction.

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