💹 Finance AI tools

Theory A provides an advanced investment research platform that combines options chain data with fundamental analysis, offering deep insights for value investors. Its hybrid analysis tools reveal hidden market patterns and support both short-term and long-term investment strategies.

• Freemium
• From 30$

Braavo offers data-driven, non-dilutive funding and analytics for mobile apps, enabling rapid, founder-friendly growth based on app performance metrics.

• Usage Based

Diligent automates and strengthens due diligence on business customers for fraud and AML teams of fintechs and banks. It leverages AI to enhance risk assessment and compliance operations.

• Contact for Pricing

Composer is an AI-powered trading platform that allows users to create, backtest, and automatically execute trading strategies without coding skills, offering both stock and crypto trading capabilities.

• Freemium
• From 24$

Skit.ai is an enterprise-focused conversational AI platform that specializes in automating debt collections and customer communications through voice, SMS, email, and chat channels, offering compliant and personalized customer interactions.

• Contact for Pricing

Candle is an SDK that provides programmatic read and write access to consumer internet services, enabling seamless integration with LLMs.

• Freemium
• From 84$

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

Personetics is an AI-powered financial data analytics platform that helps banks deliver personalized customer experiences, automated savings journeys, and intelligent money management solutions.

• Contact for Pricing

Clara transforms spreadsheets into interactive visualizations for better understanding and collaboration. It also serves as a database to find and compare financial products.

• 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$

Alfie Invest leverages AI to instantly provide financial information, analysis, and recommendations on stocks, ETFs, markets, and investing.

• Other

Sibli empowers institutional investors with AI-driven technology to gain an information advantage, reduce blind spots, and improve investment performance.

• Contact for Pricing

Accounting AI provides referenced answers to your IFRS accounting questions using advanced AI technology, saving time and ensuring reliable, verifiable information.

• Free

Akaunting is an open-source accounting software designed for small businesses and freelancers, offering invoicing, expense tracking, and comprehensive financial management tools online for free.

• Freemium
• From 8$

BeMine offers AI-enhanced cloud mining contracts and ASIC miner hosting, allowing users to purchase fractional or full miners and manage operations via a user-friendly platform.

• Free Trial

MANAN AI offers AI Voice ID as a digital identity standard for applications like Payments, Games, and Wallets, focusing on Biometric Voice Authentication and secure transaction signing.

• Contact for Pricing

MakersHub is an AI-powered accounts payable platform designed to automate data entry, streamline approval workflows, and simplify payments, integrating deeply with QuickBooks.

• Free Trial
• From 99$

Multiples provides institutional-quality public comps and private valuation multiples, offering deep sector categorization, advanced analytics, and automation designed for VC, PE, and finance professionals.

• Free Trial
• From 239$

WinDispute.pro is an AI-powered tool designed to help Stripe merchants increase their dispute win rate through automated resolution processes.

• Paid
• From 9$

offers.ai is an integrated platform providing software, training, and resources to streamline the process of buying companies for private equity, corporate development, and acquisition entrepreneurs.

• Contact for Pricing

CheqUPI offers a secure, UPI-powered digital wallet tailored for foreign tourists and NRIs traveling in India, enabling effortless payments at over 55 million merchants using international cards.

• Pay Once

Traders Insight is an all-in-one market research platform providing real-time SEC filings, stock screening, and AI-powered insights to help traders make faster, informed decisions.

• Freemium
• From 42$

Amsflow leverages AI-powered tools to simplify and supercharge financial analysis, empowering teams and individuals to analyze global markets, spot anomalies, and identify trends across all major assets.

• Free Trial

Alpaca provides easy-to-use APIs for developers and businesses to execute trading algorithms, build financial apps, and embed investing services for stocks, options, and crypto.

• Freemium

Drop is a free app that lets users earn points on everyday purchases by linking debit or credit cards, redeemable for gift cards and other rewards.

• Free

Wealthgrade is a social financial platform that consolidates all your accounts and enables users to compare financial progress with peers, fostering an exclusive community for financial growth.

• Paid
• From 5$

Hudson Labs provides an AI platform for institutional investors, designed to extract, analyze, and tabulate market insights swiftly, supporting better investment decisions and risk assessment.

• Free Trial

Vise is an SEC-registered Investment Advisor that provides AI-powered portfolio management solutions for financial advisors, enabling them to deliver personalized investment strategies and automated tax optimization at scale.

• Contact for Pricing

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$

Binery provides comprehensive financial management services including bookkeeping, accounting, payroll, tax preparation, and business incorporation services with expert teams across USA, Hong Kong, Malaysia, and UAE.

• Contact for Pricing

PoliticHook delivers real-time email alerts on congressional stock trades, leveraging GPT-powered OCR to decipher filings, helping investors potentially gain an edge.

• Freemium
• From 3$

Order.co is an AI-powered procurement platform designed to automate the entire purchasing process for businesses, from requisition to payment, offering spend control and visibility.

• Contact for Pricing

Hello Clever is an AI-powered payment solution that offers instant cashback rewards, real-time payments, and actionable insights for both merchants and shoppers, helping businesses drive engagement and maximize conversions.

• Contact for Pricing

Occam is an out-of-the-box engine for generating and running financial automations. It handles large data, human-in-the-loop capabilities, and adaptive runtime planning.

• Contact for Pricing

Vyzer is a secure, automated, online investment portfolio tracking and wealth management platform designed for Limited Partnership (LP) investors.

• Freemium
• From 180$

Bitcoin.Tax offers a comprehensive platform for calculating, tracking, and reporting Bitcoin and cryptocurrency taxes, supporting capital gains, income, and more for individuals and professionals.

• Freemium
• From 5$

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$

Copi is a comprehensive SaaS platform offering AI-powered compliance solutions for accounting firms, tax practices, and corporate service providers through its suite of products including AI.TaxAssist, AI.Payroll, AI.BillPay, AI.CorpSec, and AI.GST.

• Freemium

Bank Statement Converter is a specialized tool that efficiently converts PDF bank statements into CSV files, extracting transaction data from tables.

• Paid
• From 29$

Morning Expert is an AI-powered personal news channel delivering customized briefings on business, finance, and technology, helping users stay informed by filtering out noise and focusing on relevant updates.

• Contact for Pricing

Hunchbank uses AI agents to analyze your Stripe data, providing actionable insights and automated tools to increase revenue. It offers features like churn prevention, fraud detection, and upsell identification, all with a focus on data security and self-hosting.

• Freemium

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

• Free Trial
• From 69$

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$

DocuClipper automatically extracts data from financial documents like bank statements, invoices, and receipts using OCR, offering high accuracy and integration with accounting software.

• Free Trial
• From 39$

MyInvestment-AI is an AI-powered investment planning tool that analyzes your financial situation to create personalized investment strategies aligned with your goals and risk tolerance.

• Paid
• From 10$

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$

AI Receipt Tracker uses artificial intelligence to automatically extract details from receipts and statements, simplifying expense tracking and statement reconciliation for tax season.

• Freemium

Alpha.bot is a popular Discord bot providing financial data, on-demand charts, price alerts, and paper trading for stocks and cryptocurrencies, serving over 25,000 communities.

• Freemium

Tykr is an investment research platform designed for retail and institutional investors, simplifying research, boosting confidence, and increasing investment retention.

• Free Trial

Temenos delivers innovative, AI-enhanced core banking, digital banking, payments, and wealth management solutions, empowering banks to modernize and provide personalized customer experiences.

• Contact for Pricing