💹 Finance AI tools

Heron uses AI to automate document intake, data extraction, enrichment, and synchronization for businesses, streamlining document-heavy workflows.

• Contact for Pricing

Neo.Tax is an AI-powered platform designed for tax and accounting teams to automate R&D tax credit studies (§41) and software capitalization. It eliminates interviews and manual data collection by leveraging existing engineering data, producing audit-ready outputs quickly.

• Contact for Pricing

LiveTrate.tools is a free online currency converter providing real-time exchange rates for over 160 currencies with live updates and a user-friendly interface.

• Free

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$

Cratoflow is a no-code financial workflow platform automating accounts payable, accounts receivable, bank reconciliation, and payments for growing businesses.

• Contact for Pricing

FlowCog is an AI-powered financial projection platform that helps businesses visualize finances, analyze growth scenarios, and make data-driven decisions for investors and strategic planning.

• Freemium
• From 119$

LendingRobot is an SEC-registered investment advisor offering automated alternative investment solutions, including diamond funds, fixed income products, and pre-IPO opportunities, designed for both retail and accredited investors seeking portfolio diversification with high-yield, low-volatility options.

• Other

DeepFlows is a secure AI platform offering models trained specifically for M&A and Private Equity professionals to assist with research, document drafting, and analysis.

• Contact for Pricing

Bold is a comprehensive financial platform for businesses in Colombia, offering payment processing, digital accounts, credit services, and business management tools to facilitate secure and efficient transactions.

• Other

Rafa.ai is an AI-powered investing app designed to assist users in building wealth through data-driven strategies and portfolio management.

• Freemium
• From 29$
• API

AcreTrader is an AI-powered platform that simplifies farmland investing by offering curated investment opportunities in agricultural land across the United States, providing diversification and potential passive income through land value appreciation and cash rent payments.

• Other

Earnest is a financial technology company that provides student loan refinancing, personal loans, and student loans with flexible terms and no fees, helping clients manage their education debt effectively.

• Other

Passiv is an AI-powered portfolio management tool that automates investing and rebalancing, helping users save time and maintain their target asset allocation with ease.

• Freemium
• From 9$

FlyFin is an AI-powered tax service that helps freelancers and self-employed individuals maximize deductions and simplify tax filing, supported by expert CPAs.

• Paid

GiftCardRescue.com provides comprehensive guides for checking gift card balances and managing prepaid cards, offering money-saving tips and updates on prepaid card programs.

• Free

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$

Mortgage+Care delivers affordable loan servicing software featuring origination, escrow, investor portals, trust accounting, integrated collections, and comprehensive reporting capabilities.

• Contact for Pricing

Paystand is a blockchain-based B2B payments platform that automates accounts receivable and payable processes while eliminating transaction fees through subscription-based pricing.

• Contact for Pricing

Ocrolus is an intelligent document processing platform that helps lenders automate financial document analysis, detect fraud, and make faster, more accurate lending decisions.

• Freemium

Oscilar is an AI Risk Decisioning™ platform designed to manage onboarding, fraud, credit, and compliance risks for financial institutions.

• Contact for Pricing

re:cap is a capital operating system offering AI-powered financial insights, debt funding solutions, liquidity analysis, and finance automation for businesses in the digital economy.

• Freemium
• From 49$

Receipts Space is an AI-powered document management tool for macOS that securely organizes invoices, receipts, and financial documents with automatic OCR, content recognition, and self-learning categorization.

• Free Trial

Pulley is an advanced platform designed to help founders and finance leaders manage equity and tokens with precision, offering comprehensive tools for cap table management, fundraising modeling, and compliance.

• Paid
• From 100$

Prospero.ai provides AI-powered analysis of institutional data and market movements, offering signal-driven stock picks and trend recognition to aid confident investment decisions.

• Free

AssetRoom provides AI-powered summaries of corporate filings, helping investors stay informed without having to wade through dense documents. Get daily updates and explore the most impactful corporate updates.

• Free

Acrisure offers a range of insurance and financial solutions, including business and personal insurance, mortgages, and cybersecurity services. They focus on delivering personalized solutions and efficient service.

• Contact for Pricing

VantedgeAI offers AI-driven analytical assistants for financial and legal document analysis, bond research, data room insights, and table extraction, ensuring fast, accurate, and secure decision-making.

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Klarity provides AI-powered automation for document-centric business processes, focusing on accuracy, efficiency, and compliance in areas like accounting and operations.

• Contact for Pricing

QUINETICS offers a platform to access and customize AI trading agents for stocks, ETFs, and cryptocurrencies. Users can backtest strategies, connect to brokers, and automate trades.

• Free

Spendwise is a comprehensive spend management software that helps businesses manage purchasing, budgets, bills, and expenses through an intuitive online platform.

• Freemium
• From 9$

FundEze is an AI-powered platform connecting entrepreneurs and investors, streamlining the capital-raising process with intelligent matching and unbiased evaluations.

• Paid

Easebuzz is a comprehensive payment solutions platform offering plug-and-play APIs for accepting payments, managing payouts, and streamlining financial operations with AI-powered forms and sector-specific SaaS tools.

• Contact for Pricing

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$

Rose AI is an intuitive platform designed for financial analysts, integrating advanced language models for seamless data discovery, visualization, and traceable analysis.

• Contact for Pricing

StonkJournal is a comprehensive, fast, and easy-to-use trading journal designed to integrate into daily trading workflows with zero barriers to entry, supporting multiple asset classes.

• Free

Zapro.ai offers innovative AI-driven solutions for simplified procurement, invoice management, and enhanced business spending automation.

• Paid
• From 35$

Undebt.it is a free, mobile-friendly debt management platform offering eight accelerated payoff methods, including Debt Snowball and Debt Avalanche, to help users eliminate debt and achieve financial freedom.

• Freemium

MyBrocard provides virtual debit and credit cards for teams and individuals, offering 20+ BINs from various banks with support for Visa, MasterCard, and American Express, designed for advertising payments and online services.

• Other

Stonksfolio enables users to visualize and monitor the combined performance of all investment portfolios across multiple platforms, providing advanced insights and rebalancing tools.

• Freemium
• From 6$

Expenses Day uses AI to digitalize various expense types, including receipts, bank statements, and handwritten lists. It offers a robust API for efficient expense processing.

• Usage Based

Caribou streamlines intragroup agreements, transfer pricing policies, and benchmarking for multi-entity companies, ensuring compliance and simplifying complex tax and legal administration.

• Paid

Spendee is a comprehensive personal finance management app that helps users track expenses, connect bank accounts, and set budgets to achieve financial goals.

• Freemium
• From 2$

StocksToTrade is an AI-powered trading platform that provides real-time stock screening, algorithmic trading alerts, and comprehensive educational resources for day traders and investors.

• Free Trial
• From 180$

Agentive is an AI-powered platform that automates audit evidence requests and testing procedures, providing a collaborative workspace for auditors and clients to streamline engagement management.

• Contact for Pricing

Lemonade offers instant insurance coverage for renters, homeowners, cars, pets, and life, utilizing AI for policy creation and fast claim processing.

• Paid
• From 5$

AlphaPro is an AI-powered platform that analyzes earnings call transcripts with sentiment analysis, providing investors with quick insights into company financial performance and future outlook.

• Freemium

Privacy.com provides virtual cards that shield your actual payment information for secure and private online transactions, helping to prevent fraud and data breaches.

• Freemium
• From 5$

Owner.One is an advanced platform leveraging AI algorithms to securely inventory, manage, and automate the transfer of asset data and legal rights for families across over 28 countries.

• Paid
• From 200$

Lendflow empowers brands and lenders with a modular, AI-driven embedded lending platform, automating credit decisioning, document handling, and borrower communications for faster and more efficient lending operations.

• Contact for Pricing

Puzzle is an AI-powered accounting platform designed to replace manual workflows with automation and real-time financial insights for startups, small businesses, and scale-ups.

• Freemium