💹 Finance AI tools

FinanceGPT Chat empowers users to build custom AI co-pilots for personalized financial insights, market analysis, and smarter decision-making using semantic search.

• Freemium

Parsec Labs is an AI-powered platform that automates financial modeling by transforming documents into fully-linked models in under 5 minutes, helping finance professionals make better investment decisions.

• Freemium
• From 29$

Co B I S Microfinance Software offers a comprehensive SaaS and Windows-based core banking platform, streamlining financial operations for microfinance institutions, banks, and lending firms worldwide.

• Contact for Pricing

1tap is an AI-powered tax management tool that helps self-employed individuals estimate tax payments and minimize tax liability through automatic receipt and invoice scanning.

• Freemium

Machinary is a modular financial analytics platform offering real-time market data, AI predictions, sentiment analysis, and customizable dashboards for smarter investment decisions.

• Other

TradiQuant is a fintech platform that enables investors to create, test, and deploy AI-driven trading models without coding, making algorithmic trading accessible to both novice and experienced traders.

• Contact for Pricing

BlackBoxStocks is a comprehensive trading platform offering real-time market analysis, options flow scanning, and a vibrant trading community. It provides proprietary algorithms to identify volatile stocks and options opportunities.

• Paid
• From 50$

SuperWarm.AI is an intelligent platform that connects startups with investors through AI-driven matchmaking, optimizing the fundraising process based on vertical, stage, and traction metrics.

• Contact for Pricing

New Silver provides hassle-free online loan approval and fast funding for real estate investors, offering various loan products including fix & flip, rental, ground up construction, and commercial loans.

• Contact for Pricing

Front Street is an AI platform that automatically organizes and analyzes your purchase history across all products and retailers, providing insights, analysis, and price tracking.

• Contact for Pricing

Solver is an extended financial planning and analysis (xFP&A) software platform that integrates AI capabilities to streamline budgeting, reporting, consolidation, and data analysis for businesses across various industries.

• Contact for Pricing

FundGuard is a cloud-based investment accounting platform designed for asset managers and service providers. It offers real-time data and seamless integration across all workflows.

• Contact for Pricing

StopScam.ai is a tool designed to detect scams by analyzing suspicious letters, emails, SMS, crypto offers, PDFs, images, and links to help users stay safe online.

• Freemium

Peek is an AI-powered finance app that automatically tracks your money, provides weekly 'vibe checks' on your spending, and helps you set achievable goals, all designed to reduce financial anxiety.

• Free Trial

Cloudgov.ai is an AI-driven cloud cost management platform that helps organizations optimize and reduce cloud expenses across AWS, Azure, and Google Cloud through real-time monitoring, anomaly detection, and automated recommendations.

• Freemium

COUNT automates bookkeeping and provides actionable financial insights for businesses. It streamlines accounting tasks, helping companies grow efficiently.

• Freemium

TradeLens is an AI-powered trading journal platform that helps traders track trades, analyze performance, and optimize strategies with automated insights and emotional tagging for disciplined trading.

• Freemium
• From 9$

The ADEPT Decisions Platform is a no-code, cloud-native decision engine leveraging Machine Learning to automate and optimize lending decisions for financial institutions.

• Contact for Pricing

Defcofx is a trusted online broker offering low spreads, fast execution, and advanced tools for forex and CFD trading on a secure platform.

• Other

Simple Wallet is a user-friendly cryptocurrency wallet that enables seamless everyday spending with stablecoins, offering features like a crypto card, AI agents for research, and multi-currency support for beginners and experienced users alike.

• Free

LoanTap offers fast, flexible, and customized personal and business loans in India, utilizing technology including AI-driven insights for a seamless application and disbursal process.

• Contact for Pricing

AIORDE is an AI-powered application for analyzing stocks and cryptocurrencies, designed to be the best stock trading app for beginners.

• Free

Koble utilizes AI and proprietary algorithms to analyze vast public data, identifying promising early-stage startup investments and aiming to outperform the market.

• Free Trial
• From 495$

Vestlane is an AI-driven KYC/AML investor onboarding software that automates compliance and fund subscriptions for private funds, enabling faster fund closings and streamlined operations.

• Contact for Pricing

BRISKPE is an RBI-licensed cross-border payment platform that enables Indian businesses, freelancers, and exporters to receive international payments with transparent fees, competitive forex rates, and automated compliance.

• Usage Based

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

Rose AI is an intuitive platform for financial professionals, simplifying data discovery, analysis, and visualization using advanced language models. It ensures data traceability and transforms complex data into actionable insights.

• Contact for Pricing

Syndicately provides an all-in-one AI-driven platform for managing, streamlining, and automating private investment deal workflows, from onboarding to fund administration and compliance.

• Free

Intersoft ERP provides comprehensive accounting and financial management software solutions designed to streamline business operations with flexible, integrated modules for construction, general business, franchises, public accounting, and payroll.

• Contact for Pricing

Daizy provides AI agents specifically designed for the financial services sector, empowering wealth and asset managers to enhance marketing, sales, research, and workflow automation.

• Free Trial

SECForm4.Com provides real-time tracking of SEC EDGAR filings including insider trading, institutional holdings, and Schedule 13D/13G disclosures, offering investors timely data on ownership trends and market activity.

• Freemium

FinWise is a comprehensive personal finance management platform that combines AI-powered transaction categorization, budgeting tools, and financial forecasting to help users master their money and reach their financial goals.

• Free Trial
• From 9$

Strike Market leverages alternative data and analytics to provide real-time stock market insights, discover high-potential stocks, and monitor company trends with advanced data-driven tools.

• Freemium

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

FrenzoPay offers an integrated suite of digital payment and verification solutions, empowering businesses in India with secure, scalable, and AI-driven transaction services. Its platform features seamless onboarding, robust verification APIs, and a wide array of payment products to streamline business operations.

• Contact for Pricing

ThreatMark delivers advanced AI-driven fraud detection and prevention, combining behavioral biometrics, real-time monitoring, and transaction risk analysis to protect financial institutions and their customers from evolving cyber threats.

• Contact for Pricing

Finroo is an AI-powered platform that simplifies investment management across crypto, stocks, real estate, and more. It provides tools and insights to help individuals navigate the complexities of the market.

• Free

Stonk Tracker leverages AI to help investors discover stocks aligned with their investment strategies by utilizing natural language search and live data.

• Free

Novacrust is a financial technology platform that provides freelancers, creators, and entrepreneurs with a global USD account, virtual cards, and seamless currency exchange to receive, manage, and spend money internationally.

• Freemium

Novus Platform provides advanced portfolio management, analytics, and reporting solutions for institutional investors, enabling deep insights into performance, risk, and exposures across investment portfolios.

• Contact for Pricing

Broadwalk is an AI-powered intelligence platform that aggregates and analyzes data from 50+ sources to provide real-time insights, sentiment tracking, and financial analytics for professional investors.

• Freemium
• From 49$

Spike offers a suite of tools and insights for property investors, featuring property search, investment calculators, valuation estimates, market data, and an AI property expert named Alex.

• Free

Surmount automates investment accounts using AI and professionally built portfolios. It simplifies data-driven investing, offering strategy creation and automated order execution.

• Freemium
• From 10$

Blockpit is a crypto tax calculator that helps investors track, optimize, and report cryptocurrency transactions with accurate tax calculations and ready-to-file reports for over 100 countries.

• Freemium
• From 4$

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

• Contact for Pricing

Binary Stream provides innovative solutions for Microsoft ERP platforms, helping businesses solve complex financial and operational challenges with tools for multi-entity management, subscription billing, lease management, and healthcare materials management.

• Contact for Pricing

Olympus is an AI-powered fintech platform providing seamless banking solutions, transparent financial management, and investor-friendly reporting for startups and businesses, enabling founders to focus on scaling and innovation.

• Paid
• From 70$

Bitwave is an enterprise-grade platform that automates crypto accounting, stablecoin B2B payments, and audit-ready reporting for global finance teams, integrating blockchain data with traditional financial systems.

• Contact for Pricing

Quadency is a comprehensive cryptocurrency trading platform that combines multi-exchange trading capabilities, automated trading bots, and AI-powered strategy building with portfolio monitoring features.

• Freemium
• From 49$

Kasisto combines generative, agentic, and prescriptive AI to deliver intelligent financial services solutions, serving over 50 million customers with 90% inquiry resolution and 4x increased digital engagement.

• Contact for Pricing