💹 Finance AI tools

DocDelta utilizes AI to analyze SEC filings, transforming complex financial documents into actionable insights for investment professionals to track companies, detect risks, and monitor market movements.

• Freemium
• From 29$

Pascal is an AI-driven platform designed for faster, more accurate Know Your Customer (KYC) and Anti-Money Laundering (AML) screening and monitoring. It streamlines onboarding, reduces false positives, and ensures compliance through continuous risk assessment.

• Freemium
• From 53$

finlight.me offers an AI-driven news API providing real-time and historical financial news data, sentiment analysis, and market impact predictions for informed decision-making.

• Freemium
• From 29$

Blue dot is an AI-powered tax compliance platform that helps businesses automate VAT recovery and taxable employee benefits processes, ensuring accuracy and maximizing returns.

• Contact for Pricing

Osmosis tracks public records and monitors meetings, earnings calls, and documents, alerting users to shifts in narratives. It provides real-time intelligence monitoring for identifying opportunities and staying ahead of market dynamics.

• Free Trial

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

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.

• Contact for Pricing

Causal centralizes financial statements, ARR reporting, forecasts, budgets, and scenario plans, connecting to your systems for streamlined financial planning.

• Free Trial

Rolly is an AI-powered expense tracker that simplifies money management by allowing users to record transactions and automatically categorize them through chat.

• Free

Octopus AI helps startups and businesses create realistic budgets, forecast scenarios, and streamline financial approvals using AI-driven insights.

• Freemium

A comprehensive database of over 200 AI investing tools designed to help traders, investors, and wealth managers automate their investment strategies, analyze markets, and optimize portfolios.

• Pay Once
• From 60$

Respaid is an AI-powered B2B debt collection platform that helps businesses recover 50% of their account receivables within 20 days through respectful communication and legal partnerships.

• Paid
• From 1859$

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

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

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.

• Contact for Pricing

omni:us offers an AI-powered platform, the Digital Claims Adjuster, designed to automate insurance claims processing from end-to-end, reducing costs and enhancing customer satisfaction.

• Contact for Pricing

Your free AI-powered guide to Canadian personal income tax, offering personalized, secure, and comprehensive advice available 24/7.

• Free

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

My Stocks provides an easy platform for monitoring, tracking, and reporting real-time stock and cryptocurrency performance, profits, and losses, with free and premium features.

• Freemium
• From 5$

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

TradeFlow is an AI-powered platform designed to automate middle office workflows and streamline post-trade operations by digitizing complex trade documents.

• Contact for Pricing

Mafin is an advanced AI model from Vectify AI, specializing in financial data analysis. It enhances investment research efficiency by providing accurate insights from up-to-date financial documents and real-time market data.

• Contact for Pricing

Mesh is an AI finance co-worker designed for busy teams, providing real-time financial insights and automation by integrating with existing financial systems.

• 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

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$

TradeUI is a comprehensive trading platform that combines AI signals, sentiment analysis, option flow tracking, and pattern recognition to help traders make data-driven investment decisions.

• Freemium
• From 45$

Chart provides instant access to verified client tax records directly from the IRS and tax preparation software, automating income verification and client onboarding for fintech companies.

• Contact for Pricing

Inegy leverages advanced AI to empower users to create and test investment strategies based on both conventional and alternative data sources with a user-friendly interface.

• Contact for Pricing

Platvix is an AI-driven platform designed to help startups refine their pitches and connect with investors. It offers tools for deck analysis, competition analysis, and investor matching.

• Freemium
• From 39$

Lucid is an AI-powered platform for instant financial reporting, analysis, and forecasting, designed for businesses of all sizes to make informed decisions swiftly and manage finances effectively.

• Freemium
• From 50$

Surparse automates financial reporting and analysis by connecting directly to your accounting data, providing instant insights and custom dashboards.

• Free Trial
• From 69$

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

• Contact for Pricing

InsiderBuyStock provides real-time alerts and analytics on insider trading activities, helping investors make informed decisions with actionable data from over 100,000 SEC filings and 15,000+ US stocks.

• Paid
• From 10$

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

• Freemium

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

• Other

Identance is a cloud-based identity verification solution using machine learning and AI to facilitate fast and secure remote customer onboarding, helping businesses reduce identity risks and operational costs.

• Paid
• From 51$

Kikoff is a financial technology platform designed to help users build and improve their credit scores, offering credit-building plans with no credit checks, hidden fees, or interest, and monthly plans starting from $5.

• Paid
• From 5$

Momentum Radar provides an intuitive technical analysis toolkit and resources for financial markets, including alternative data and backtested trading strategies.

• Paid
• From 25$

A personalized AI-powered investment platform that helps beginners understand and invest in ETFs by providing customized investment strategies and educational resources.

• Pay Once
• From 10$

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

Glean.ai is an intelligent accounts payable automation platform that combines AI-powered data extraction, spend analytics, and vendor benchmarking to help businesses streamline their AP processes and optimize vendor spending.

• Paid
• From 295$

QuoteMedia delivers real-time market data, advanced analytics, and financial research tools for businesses and investors seeking to enhance decision-making and engagement.

• Contact for Pricing

Quartr is an AI-powered financial research platform offering access to live earnings calls, real-time transcripts, company documents, and AI research tools for investors and financial professionals.

• 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

Vela Partners is a San Francisco-based quantitative venture capital firm specializing in early-stage AI startups, utilizing AI to enhance investment strategies and support entrepreneurs globally.

• Other

SafeBet.ai provides daily sports betting picks generated by artificial intelligence, analyzing thousands of games across multiple sports to help users make data-driven betting decisions.

• Freemium
• From 97$

Reconcile offers small businesses AI-driven financial insights, real-time dashboards, and compliance alerts by connecting with QuickBooks to simplify financial management. Access an AI business advisor for strategic decision-making.

• Free Trial
• From 30$

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$

Omi is a centralized platform for managing finances, contracts, and vendors, providing simple onboarding and powerful financial controls.

• Freemium
• From 99$

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