Financial services automation - AI tools

Endex is an AI agent designed for financial services, automating analytical workflows, unifying data sources, and generating presentation-ready outputs. It acts as an AI financial co-worker to optimize team tasks.

• 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.

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Midday streamlines financial tasks for freelancers and businesses, offering automated invoicing, time tracking, file reconciliation, and a financial overview with an AI assistant.

• Free

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

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Botkeeper offers an automated bookkeeping solution designed for accounting firms, leveraging machine learning and workflow tools to streamline operations and increase capacity.

• Paid
• From 69$

Chipax is an AI-powered financial management platform that automatically loads and organizes company financial information, generating key reports to help businesses make better decisions and simplify daily financial management.

• Freemium
• From 3$