💹 Finance AI tools

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

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

Auquan leverages AI agents and retrieval augmented generation (RAG) to automate complex financial workflows, reducing manual knowledge work by 80% or more. It provides comprehensive, accurate, and timely output for financial institutions.

• Contact for Pricing

Pinakyne leverages advanced AI agents to automate and personalize debt collection for financial institutions, enabling faster recovery rates and reduced operational costs.

• Freemium
• From 4$

Ansarada provides secure virtual data rooms featuring AI-driven insights to streamline M&A, capital raising, and procurement. It ensures controlled collaboration and compliance throughout complex deal lifecycles.

• Free Trial
• From 499$

Digits is an AI-powered accounting platform that combines machine learning technology with expert CPA support, offering automated bookkeeping, instant transaction categorization, and comprehensive financial reporting for startups.

• Paid
• From 350$

Neon is an AI-driven payment platform that enables users to split essential bills into manageable installments, offering smarter, faster financial decisions and tailored repayment plans.

• Freemium

FINVIZ provides stock screeners, financial news, maps, and groups for traders and investors. Access market data and analysis tools to make informed decisions.

• Freemium

GovRet helps Federal Employees in the FERS program easily plan and optimize their retirement annuity benefits through an intuitive platform with AI-powered insights.

• Freemium

Clemta is an all-in-one platform providing comprehensive solutions for entrepreneurs to start, manage, and grow their US businesses remotely, covering company formation, banking, compliance, bookkeeping, and tax filing.

• Paid
• From 29$

Bank Statement Convert is an AI-powered solution that transforms PDF bank statements into Excel or CSV formats with a single click. It is designed for financial professionals to enhance security, privacy, and efficiency.

• Paid
• From 26$

Geldhelden offers a free webinar and online course series teaching you how to leverage AI to improve your finances. Learn practical AI strategies and applications to achieve financial independence.

• Free

Swallow is a pricing operations platform that allows users to build, test, and deploy pricing models. Transform Excel spreadsheets into APIs for financial products.

• Free Trial

NowPay offers employees flexible salary access, instant bill payments, and secure cash-free transactions, helping companies boost team productivity and financial wellbeing.

• Contact for Pricing

Selma is an AI-powered financial advisor that creates personalized investment plans based on your life and goals, offering automated portfolio management for long-term wealth growth.

• Usage Based
• From 2$

Capitara is an AI-powered financial management platform that combines budgeting, analytics, and an AI assistant to provide real-time business insights and financial analysis. It helps companies track key SaaS metrics and make data-driven financial decisions.

• Free Trial
• From 50$

MyiQ.Ai is an innovative invoice automation software designed to significantly reduce operational costs and improve efficiency in accounts payable processes.

• Free Trial
• API

WeFIRE is an AI-powered personal finance copilot providing personalized financial insights and planning tools 24/7. It helps users achieve financial independence and retire early (FIRE) through comprehensive analysis and tailored recommendations.

• Free

Deal Protectors is an AI-powered tool that analyzes and evaluates car deals by comparing them with current market prices to ensure buyers get fair deals when purchasing vehicles.

• Free

Moning provides a comprehensive suite of tools to manage your wealth, analyze investments, and track dividends. Enhance your investment decisions with AI-powered insights.

• Free

Blue J provides generative AI-powered tax research, delivering verifiable answers and automated drafting for accounting firms and tax professionals.

• Contact for Pricing

Monger Trading leverages AI to provide day traders with unique technical indicators, including chart predictions, pattern recognition, and smart alerts, aiming to enhance trading consistency and performance.

• Free Trial
• From 99$

eDeltaPro offers powerful commission-free options trading and backtesting solutions tailored for options traders, providing industry-leading analysis, strategy validation, and real-time monitoring tools.

• Freemium
• From 39$

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.

• Contact for Pricing

Folionomics is a multi-chain cryptocurrency portfolio management platform that enables users to analyze and optimize their crypto investments across 50+ blockchains while maintaining anonymity and security.

• Free Trial

Amaiz offers fully digital financial solutions with unlimited payment cards, remote account setup, international transfers, and secure, scalable card management, catering specifically to businesses looking to streamline their finances.

• Freemium

Secfi provides comprehensive liquidity solutions and wealth management services tailored for employees, executives, and investors with equity in private and public companies.

• Contact for Pricing

lit.money is a user-friendly financial management app focused on privacy, enabling individuals and teams to track spending, grow savings, and make smarter financial decisions with automatic organization and secure data handling.

• Freemium
• From 6$

eMACH.ai is an Enterprise Connected Intelligence Platform that enables financial institutions to build future-ready technology solutions with a focus on customer-centric operations and regulatory compliance.

• Contact for Pricing

Lili is an integrated business banking platform featuring AI-driven accounting, smart bookkeeping, and tax management solutions designed for entrepreneurs, freelancers, and small businesses.

• Freemium

SparkTrade.io provides AI-driven stock predictions and analysis to help investors maximize returns and manage risk. Incorporate advanced machine learning into your portfolio management.

• Free Trial

Jiffy is an AI-powered financial analysis tool that helps users analyze, compare, and screen stocks. It offers personalized guidance and streamlines financial decision-making.

• Free Trial

PortfolioPilot offers a comprehensive AI-driven platform for self-directed investors to optimize their financial assets with advanced security and personalized investment advice.

• Freemium
• From 29$

FairPlay offers AI-powered fairness-as-a-service solutions for financial institutions, helping them increase fairness and profitability in lending. Its tools analyze automated decisioning models to identify and mitigate bias.

• Contact for Pricing

Budget Kanban streamlines financial tracking with real-time, collaborative Kanban boards, helping teams and individuals quickly identify budget overruns and manage project finances with ease.

• Freemium
• From 5$

OpenBB Workspace is an AI-powered platform for integrating, visualizing, and analyzing data. It's designed to streamline research and data analysis workflows, offering a customizable workspace and an AI Copilot.

• Freemium

CoinStats is a comprehensive crypto portfolio tracker that allows users to manage cryptocurrencies, NFTs, and DeFi assets across multiple wallets and exchanges from a single platform, featuring AI-powered insights.

• Freemium
• From 14$

DataSnipper accelerates productivity for audit and finance professionals by automating data extraction, cross-referencing, and verification within Excel.

• Paid
• From 59$

An AI-powered financial tracking app designed for freelancers to monitor income, expenses, and business performance with automated receipt scanning and benchmarking features.

• Freemium

EquityBee is a platform that helps startup employees exercise their stock options and allows accredited investors to invest in pre-IPO companies.

• Other

Alphastream is an AI-powered platform that transforms complex financial and legal documents into structured data for credit market analysis. It specializes in extracting key information from offering memorandums, earnings reports, and credit agreements within minutes.

• Contact for Pricing

Shaw Systems offers an API-first loan management platform designed to streamline servicing, collections, and the management of diverse financial products for institutions seeking scalability and integration.

• Contact for Pricing

Compound Interest Calculator is an online tool that enables users to simulate investment growth by calculating the effects of compounding interest over time. Easily adjust variables such as contributions, rates of return, and compounding frequency to accurately forecast financial outcomes.

• Free

LivePlan is an AI-powered business planning and financial forecasting platform that helps entrepreneurs create professional business plans, manage cash flow, and make data-driven decisions for business growth.

• Paid

Deepbetting provides AI-driven sports betting predictions, utilizing over 10 years of historical data to offer insights for major European football leagues and identify value bets.

• Freemium
• From 30$

Socure is an AI-powered platform that provides identity verification, fraud prevention, and compliance solutions. It helps businesses make accurate risk and trust decisions to onboard more trusted consumers.

• Contact for Pricing

Go Global World is an investor-first platform designed to streamline the startup discovery process. It offers AI-powered matchmaking, a standardized profile format, and a global network of verified investors and startups.

• Freemium
• From 249$

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

• Contact for Pricing

Ntropy Insights utilizes AI with bank data to automatically generate Profit & Loss (P&L) and cash statements in milliseconds, significantly accelerating the business underwriting process.

• Contact for Pricing

OpenEnvoy offers AI-powered autonomous finance solutions to eliminate manual work, optimize cash flow, and improve accuracy in Accounts Payable and Accounts Receivable processes.

• Contact for Pricing