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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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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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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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$

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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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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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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Anatomy is an AI-powered financial automation platform that streamlines healthcare billing operations through EOB conversion, smart reconciliation, and modern lockbox services.

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Kili is an AI-powered financial automation platform that streamlines bookkeeping, reconciliation, invoice processing, and inventory management, automating up to 95% of financial tasks.

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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.

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Nuvio is an AI-powered financial management platform that acts as a virtual CFO, providing insights and predictions for startups and growing businesses.

• Free Trial
• From 24$

DocFinance is a treasury management software that automates financial processes, integrates with over 300 ERP systems and banking networks, and provides solutions for cash flow, credit risk, and financial planning to enhance business efficiency.

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Hermes AP Automation utilizes AI, RPA, and OCR technology to streamline accounts payable processes, reduce errors, and increase efficiency for accounting teams.

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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

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$

FinanSys provides financial and business management solutions, including Infor SunSystems Cloud and Oracle NetSuite ERP implementations, along with the UniFi automation platform to streamline finance and operations.

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