Top AI tools for Finance Professional

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$

OpusCapita, now part of GEP, provides AI-powered procurement and supply chain transformation solutions, including e-invoicing compliance and automation tools for finance and procurement professionals.

• Contact for Pricing

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

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

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

• Freemium
• From 432$

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

Forward SMS is an iPhone app that automatically forwards text messages to email, Slack, Microsoft Teams, Discord, or another phone using iOS Shortcuts automation, running entirely on-device for maximum privacy and security.

• Other

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

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

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$

P2pcerts provides verified exam dumps and study materials for IT certification exams, featuring actual exam questions and answers to help professionals achieve first-time success.

• Contact for Pricing

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

Find Contract Jobs is a specialized job board platform that connects contractors with opportunities in tech, finance, and IT worldwide, featuring live job listings and employer posting packages.

• Paid
• From 20$

Carbone is an AI-powered document automation platform that transforms JSON data into professional PDF, DOCX, XLSX, and other document formats using customizable templates, reducing development dependency by 90%.

• Freemium

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

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

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

Glimmer simplifies searching through large PDFs, making it as easy as a Google search. It supports documents with 10,000+ pages and provides fast, accurate, and verifiable results.

• Free

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

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$

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

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

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

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

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$

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

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

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$