Top AI tools for Finance Professional

Docufai is an AI-powered document assistant that allows users to quickly find information within their documents. It offers features like search, summarization, and translation.

• Freemium

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

• Free

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

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

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$

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

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

• Freemium
• From 299$

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

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

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

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

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

• Freemium
• From 432$

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

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$

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

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

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

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$

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

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

• Paid

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

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

Jitterbit Harmony is a unified, AI-infused low-code platform for integration, orchestration, automation, and app development. It streamlines operations and accelerates business transformation.

• Contact for Pricing

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$

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$

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

Tidyread uses AI to curate and summarize your RSS feeds into a personalized digest, delivered at your chosen time, enhancing reading efficiency and organization.

• Freemium

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

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

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

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$

Basil is an AI-powered financial portfolio tracker app designed to help users manage investments by connecting various financial accounts, providing visualizations, and offering personalized insights.

• Freemium

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$

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

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

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

Louisa AI helps revenue teams, companies, and communities leverage their network to uncover opportunities. It unlocks extended networks, provides real-time alerts, navigates expertise, and enhances CRM data.

• Contact for Pricing

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

• Free

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$

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

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$

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

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$

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$

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$

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$

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$

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$

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

• Contact for Pricing