💹 Finance AI tools

YNAB is a leading budgeting platform that empowers users to manage their finances, reduce financial stress, and save money through intentional, AI-augmented spending habits.

• Paid
• From 15$

Treasury Line is a web-based Treasury Management System (TMS) designed for centralized management of financial operations, liquidity, trades, and associated risks, with compliance features for regulations like EMIR and IAS/FAS.

• Contact for Pricing

Qube+ is an intentional spending system that helps users organize their finances around priorities by securely linking to existing bank accounts and credit cards, enabling mindful spending without transferring funds.

• Freemium
• From 9$

Accounting.bi connects accounting systems with PowerBI and Excel to build online financial dashboards and professional printable reports for business intelligence and smart decision-making.

• Freemium
• From 7$

SmartFi is an open-finance platform offering crypto interest accounts, loans, trading, and token utilities with a 100% buy-back guarantee on its native token, designed for both new and experienced cryptocurrency users.

• 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

Clear View KYC is an enterprise backend-as-a-service solution for automated watchlist management, sanctions screening, and PEP checks to ensure regulatory compliance with AML and CTF regulations.

• Contact for Pricing

Orin provides a Fintech AI Agent Store with pre-trained AI agents for customer support, deployable in three steps. It offers a modern customer support platform specifically designed for Fintech companies.

• Paid

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

• Contact for Pricing

Kuhlekt is an AI-powered platform for B2B credit collections and accounts receivable automation that helps finance teams eliminate manual processes, streamline debt recovery, and improve cash flow.

• Free Trial

ENTON is an AI-native platform for designing, backtesting, and deploying autonomous trading modules across stocks, options, futures, and crypto through a single institutional control plane.

• Freemium
• From 29$

OurCrowd is an AI-powered investment platform that provides access to exclusive private market deals, including pre-vetted startups, venture funds, and alternative assets for high net worth investors.

• Contact for Pricing

Neurasix is an AI-powered financial intelligence platform that provides audit-ready, data-backed regulatory insights for professionals in audit, consulting, and finance, helping to address complex compliance and research challenges efficiently.

• Paid
• From 11$

Pebble Finance provides AI-driven tools for the financial services industry, transforming news and market data into actionable portfolio insights in real-time.

• Contact for Pricing

Checkissuing provides scalable online check printing, digital checks, ACH direct deposit, and document automation solutions for businesses, eliminating monthly fees and minimums.

• Usage Based

Juuli streamlines invoicing and global payment collection for freelancers and businesses, offering rapid payouts and multi-currency support with transparent fees. Experience hassle-free financial management with Juuli’s tailored Visa cards, automated tax compliance, and user-friendly dashboard.

• Usage Based

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

Arroweye Solutions provides innovative on-demand payment card production, personalization, and fulfillment services with zero inventory management for financial institutions, fintechs, and prepaid card providers.

• Contact for Pricing

Crbit is an AI-powered personal finance management app that enables collaborative budgeting, expense tracking, and financial planning with family members, featuring an AI assistant named Wally for personalized financial insights.

• Freemium
• From 5$

Novo is an AI-powered business banking platform offering fee-free checking accounts, invoicing, budgeting tools, and funding solutions designed specifically for small businesses, freelancers, and consultants.

• Free

CloudPouch is a desktop application that helps AWS users visualize, analyze, and optimize their cloud billing costs through intuitive dashboards and detailed breakdowns.

• Freemium
• From 39$

PrometAI is an advanced AI business plan generator that helps entrepreneurs and businesses create comprehensive, professional business plans with integrated valuation tools, strategic analysis, and financial projections.

• Freemium
• From 39$

XRP Profit Calculator is an advanced online tool that enables cryptocurrency investors to instantly determine profit and returns from XRP investments using real-time price data and customizable scenarios.

• Free

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$

HIVE Tax AI is an agentic AI platform designed for tax professionals and financial planners, offering tools for efficient tax research, personalized tax planning, and client support.

• Free Trial
• From 99$

Tangoe is an AI-powered platform that helps businesses manage and optimize technology expenses across telecom, mobile, and cloud services with guaranteed savings.

• Contact for Pricing

Gainify provides AI-powered stock research and market intelligence, leveraging institutional-grade S&P Global data and expert-verified valuations to help investors identify opportunities.

• 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

NOTRELOAD is an AI-powered web service that automates public web content monitoring for investment and trading purposes. It instantly delivers concise, market-moving news and insights.

• Free

Monento is a cross-platform personal finance tracking application with cloud syncing, multi-currency support, and local encryption, available on Android, iOS, Mac, Windows, and Linux.

• Freemium
• From 1$

moduulo is an AI-powered data-clearing platform designed to streamline accounting processes, enhance operational agility, and improve cost efficiency for European accounting firms.

• Contact for Pricing

FinChat is an AI-powered investment research platform providing institutional-quality data and analysis tools for global equities. It helps investors make better decisions with verified financial data and an AI assistant.

• Freemium
• From 29$

Kintsugi is an AI-powered sales tax automation platform that helps businesses manage their tax compliance, calculations, and filings across multiple jurisdictions with automated monitoring and intelligent features.

• Freemium
• From 100$

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

• Freemium

Web3 Antivirus is a security suite designed to protect users, businesses, and governments in the Web3 ecosystem by detecting and eliminating scams, phishing, honeypots, and risky contracts in real-time.

• Freemium

WalletHub provides a comprehensive platform for managing credit, budgeting, investments, and identity protection with real-time data and advanced financial tools.

• Free

5 Dollar Bill Helper is a financial management app that helps users balance bills and spending with features like bill tracking, due date reminders, and a unique Bill Balancer, available on iOS and Android.

• Freemium
• From 5$

efile4Biz is an IRS-approved provider offering all-inclusive print, mail, and e-file services for business tax forms like 1099s, W-2s, and ACA forms, starting at $1.50 per form, with integrations for QuickBooks and Xero.

• Free Trial

Complete Intelligence offers a suite of AI-driven forecasting tools like CI Markets, BudgetFlow™, CostFlow™, and AuditFlow™ to streamline financial planning, risk management, and data validation for businesses and financial managers.

• Freemium
• From 10$

Invest19 is an Indian invest-tech platform utilizing AI to provide personalized investment ideas and simplify the investment process with multi-broker options and portfolio tracking. Start your investment journey easily with expert support.

• Freemium

Poindexter is an AI-powered financial planning tool that enables businesses to create expert-level forecasts and pro-forma financial statements without spreadsheets, designed for users of all backgrounds to drive better business decisions.

• Freemium
• From 15$

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

• Freemium

Karosauda is a cloud-based billing and accounting software designed specifically for Indian businesses, offering GST-compliant invoicing, inventory management, and financial reporting in one integrated platform.

• Contact for Pricing

RunStocks offers a database of historical gap and run days for 8,000+ small-cap stocks since 2022, enabling traders to analyze market trends and make informed decisions. Access stock behavior analysis, key fundamentals, and historical performance data.

• Freemium
• From 35$

Stokki is an AI-powered investment portfolio management app that helps users track stocks, funds, and returns across multiple portfolios with a simple, privacy-focused interface.

• Other

True Sky is a corporate performance management platform that streamlines budgeting, forecasting, and planning processes through Excel-based integration and real-time data consolidation.

• 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

AlgoDelta is an advanced algorithmic trading platform offering copy trading, multiple account management, and seamless integration with over 25 brokers for Indian traders.

• Contact for Pricing

Splitwise simplifies shared expense management, allowing users to track balances, organize expenses, and settle up with friends, housemates, or travel companions across devices.

• Freemium

Blnk is an open-source financial infrastructure platform that provides developers with production-grade ledger tools to build, scale, and operate compliant fintech products with confidence.

• Freemium
• From 100$