Top AI tools for Finance Professional

basebox is a management system that enables businesses to securely integrate and control AI within their existing infrastructure. It ensures data privacy, process control, and cost efficiency.

• Free

FortexaSecure offers military-grade encryption for securely storing credit cards, confidential documents, and sensitive notes, ensuring private access across devices. The platform prioritizes privacy and protection with PCI DSS compliance and advanced security protocols.

• Contact for Pricing

AI Prompt Gurus offers a vast library of over 40,000 AI prompts and specialized AI tools designed to boost productivity, streamline workflows, and enhance creativity across various domains.

• Pay Once

Alphamoon is an AI-powered platform that automates document reading, classification, and data extraction. It helps businesses transform documents into valuable sources of information.

• Contact for Pricing

BunnyDoc offers legally-binding electronic signatures to sign documents online, generate agreements, and negotiate contracts. It streamlines digital contract signing with features like audit trails, user management, and integrations with popular applications.

• Freemium
• From 18$

Knownwell is an AI platform providing instant, unbiased insights into your client portfolio's health. It helps professional service firms minimize churn, maximize growth, and drive effectiveness.

• Contact for Pricing

Runable is an AI tool that helps users create presentations, websites, reports, and podcasts, as well as conduct research and automate app-based workflows.

• Freemium

OPM Reply Generator helps federal employees quickly create professional weekly accomplishment reports, saving time and ensuring consistency with OPM standards.

• Free

Novacard offers anonymous crypto prepaid cards, enabling users to instantly spend cryptocurrencies securely online and in-store without extensive verification or paperwork.

• Paid

ThoughtRiver is a Legal AI platform revolutionizing contract review by automating routine tasks and enabling businesses to respond to third-party contracts in minutes. It streamlines review, editing, and approval processes to accelerate deal velocity and reduce time to signature.

• Contact for Pricing

MetaDialog provides secure and customizable AI solutions, including Large Language Models and conversational AI, tailored to business data for applications like automated customer support.

• Free Trial
• From 29$

Cloudsquid is an AI-powered platform that transforms unstructured documents into structured data using Large Language Models (LLMs) and automates workflows.

• Freemium
• From 432$

WorqHat is a no-code platform that enables users to build custom applications, automate workflows, and manage databases. It leverages AI to enhance productivity and streamline business processes.

• Freemium
• From 15$

BriteCore is a cloud-native platform designed for P&C insurers, empowering them with real-time data analytics, machine learning capabilities, and seamless digital customer experiences for enhanced operational efficiency and business growth.

• Contact for Pricing

iScanner is a US-based, AI-powered scanning and document management platform available on iOS and Android. It enables users to create and manage professional documents easily.

• Freemium

SOLA is an AI-powered Robotic Process Automation (RPA) platform that automates data entry, scraping, and filing workflows using LLMs and computer vision.

• Contact for Pricing

ParrotPrep.ai is an AI-powered behavioral interview preparation app that offers personalized templates, in-depth analysis, and customizable mock interviews to help users improve their performance.

• Free

Ripcord uses robotics and AI to transform your documents, both paper and digital, into accessible, usable data to enhance organizational efficiency and decision-making.

• Contact for Pricing

Datamatics is a Digital Technologies, Operations, and Experiences company that helps global enterprises enhance productivity and customer experience through an AI-first approach.

• Contact for Pricing

TableFlow is an AI-powered document processing platform designed to extract, parse, and automate data handling from various document types like spreadsheets, PDFs, and images.

• Contact for Pricing

Dropbox Sign provides a legally-binding eSignature solution to prepare, send, sign, and track documents, streamlining agreement workflows and accelerating business processes.

• Free Trial
• From 15$

SpeedLegal leverages AI to help users quickly identify risks, understand complex legal jargon, and receive tailored suggestions for contract improvement.

• Paid
• From 252$

Synchronymax offers an AI Agent Platform to augment your knowledge workforce, enhancing efficiency, performance, and growth through specialized AI agents.

• Paid

Catena Labs develops regulated financial solutions tailored for AI agents and their human collaborators, enabling secure asset holding, identity verification, and frictionless transactions in the emerging agent economy.

• Contact for Pricing

Personas.Work is an AI tool for professionals to analyze legal and business documents, identify risks with RAG ratings, and gain insights from different party perspectives.

• Freemium
• From 49$

Pulze.ai is an AI platform that enables teams to leverage multiple AI models and custom agents to automate workflows, enhance capabilities, and boost productivity across departments.

• Freemium
• From 35$

Agent Herbie is an AI research assistant for finance professionals, consultants, and strategy teams. It generates reports and analyzes data to provide insights for informed decision-making.

• Paid
• From 59$

Evisort is an AI-native platform offering end-to-end contract lifecycle management (CLM) solutions. It leverages proprietary AI, including a large language model specifically for contracts, to streamline analysis, management, and automation.

• Contact for Pricing

Naoma is an AI-powered sales analytics platform offering a comprehensive dashboard, call scoring, transcripts, summaries, and coaching insights to optimize sales performance.

• Free Trial
• From 89$

Nitro offers user-friendly PDF editing and secure eSigning solutions to enhance document workflow efficiency for teams and organizations. It features AI tools for task automation and insights while ensuring data privacy.

• Free Trial

MockChamp is an advanced AI interview assistant that provides real-time feedback, realistic interview simulations, and AI-powered resume analysis to help professionals excel in job interviews.

• Usage Based

Ace Interview is an AI-powered assistant that provides real-time support during job interviews, helping users answer questions effectively. It offers personalized suggestions for various industries, including product management, software engineering, and consulting.

• Paid
• From 24$

Anvil streamlines document processes by automating PDF filling, e-signatures, and complex workflows. It offers a comprehensive SDK and AI-powered tools for faster development.

• Usage Based

Formstack empowers organizations with no-code tools to build online forms, automate workflows, and integrate systems. Streamline data collection and transform it into a strategic asset.

• Freemium
• From 50$

Swallow is a pricing operations platform that allows users to build, test, and deploy pricing models. Transform Excel spreadsheets into APIs for financial products.

• Free Trial

Ferret is an AI-powered platform providing relationship intelligence to help individuals and businesses identify and mitigate potential risks. It offers comprehensive search and monitoring capabilities to make informed decisions.

• Freemium
• From 14$

Sema4.ai offers an Enterprise AI Agent Platform enabling businesses to build, operate, and scale AI agents for automating complex tasks, increasing productivity, and enhancing data utilization.

• Contact for Pricing

Boomi offers an intelligent integration platform as a service (iPaaS) to connect applications, APIs, data, and AI agents. Streamline your business processes and enhance data trust with Boomi's unified platform.

• Paid
• From 99$

SkillMe.ai is a personal AI tutor that adapts to your learning style and helps you acquire new skills on the go. Generate custom learning programs, access adaptive testing, and explore expert references.

• Freemium
• From 20$

Fastbreak is an AI-powered proposal management platform that automates and streamlines RFP and RFI responses, reducing completion time by 90% while maintaining quality and accuracy.

• Paid
• From 300$

Retrieve AI is a searchable directory featuring over 3,158 verified AI tools, allowing users to find software based on specific domains like Marketing, Finance, and Engineering.

• Free

SOLA offers an AI-powered RPA platform to automate data entry, scraping, and filing tasks using LLMs and computer vision. It helps teams build robust robotic agents to handle tedious tasks.

• Contact for Pricing

Talent500 connects professionals with curated job opportunities at Global Capability Centers (GCCs) using AI-driven matching and personalized career support.

• Free

Trellis is an AI engine that transforms complex documents and calls into ready-to-use data for Ops and engineering teams. It automates PDF workflows, delivering operational efficiency and unlocking value from unstructured data.

• Freemium

AlphaLoops automates Request for Proposals (RFPs) and Due Diligence Questionnaires (DDQs) for finance professionals, boosting efficiency and accuracy.

• Contact for Pricing

Robylon is an AI-powered customer support platform that resolves complex customer support issues through email, chat, and phone using AI and human expertise. You only pay for resolved queries.

• Usage Based

Nuclia is a RAG-as-a-Service platform that automatically indexes files and documents to fuel diverse use cases with LLMs and AI Agents, ensuring high-quality outputs through RAG quality metrics.

• Freemium
• From 600$

FormX.ai leverages AI to automate data extraction from any document, streamlining workflows and improving accuracy for businesses.

• Freemium
• From 299$

Mekko Graphics is a presentation software solution offering advanced charting capabilities for users who need to transform complex data into compelling visuals, especially for business and strategic communication.

• Free Trial

DeepTrust offers real-time voice and video call security, detecting deepfakes and social engineering attempts while providing in-call coaching for employees.

• Contact for Pricing