Top AI tools for Financial Analyst

PortfolioPilot offers a comprehensive AI-driven platform for self-directed investors to optimize their financial assets with advanced security and personalized investment advice.

• Freemium
• From 29$

Attestiv provides AI-powered solutions to prevent fraud, losses, and cyber threats from deepfakes and altered digital media. It offers automated inspection and analysis for photos, videos, and documents.

• Contact for Pricing

QTR.ai offers AI-powered real-time earnings call summaries, transcripts, and analysis for institutional investors, providing actionable insights from financial data.

• Contact for Pricing

Rogo AI is a domain-specific AI platform designed for financial institutions like investment banks, private equity firms, and hedge funds, enhancing research and analysis capabilities. It offers secure, accurate AI solutions tailored to financial workflows.

• Contact for Pricing

FilePower AI is a comprehensive document management tool that allows users to chat with PDFs, summarize, translate, and organize files efficiently. It leverages advanced LLM for smarter responses and longer memory for better context understanding.

• Free Trial

Auquan leverages AI agents and retrieval augmented generation (RAG) to automate complex financial workflows, reducing manual knowledge work by 80% or more. It provides comprehensive, accurate, and timely output for financial institutions.

• Contact for Pricing

HERE Enterprise Browser is a purpose-built enterprise browser that integrates artificial intelligence to boost productivity, security, and workflow efficiency for organizations across multiple industries.

• Contact for Pricing

RockTeam provides enterprise IT consulting services, specializing in collaboration systems, managed support, security, and digital transformation, including AI applications for manufacturing and scientific research. Optimize your IT infrastructure and software licensing with experienced consultants.

• Contact for Pricing

RockFlow is an AI-first trading app designed to simplify investing through features like AI-driven insights, copy trading, and fractional shares.

• Free

Stock Story is a financial platform that provides AI-generated analysis of earnings reports and stock market news, focusing on delivering clear, concise insights for investors.

• Contact for Pricing

Tally provides AI agents that automate repetitive accounting, tax, and audit tasks within existing systems, enhancing efficiency and accuracy for accounting firms.

• Contact for Pricing

emSigner offers AI-enabled, secure digital signature workflows, accelerating document processing with robust compliance and enterprise-grade security for businesses worldwide.

• Free Trial

Abstract API provides developers and businesses with reliable APIs for data validation, enrichment, geolocation, and automation, enabling secure and efficient application development.

• Freemium

Fluent BI leverages AI to turn spreadsheets, PDFs, and CSV files into actionable insights and interactive dashboards with no coding or SQL required.

• Other

Reportgenix is an AI-driven Shopify analytics and reporting tool that offers real-time insights, automated reports, and custom dashboards to help e-commerce businesses grow efficiently.

• Freemium
• From 5$

Analog is an AI-powered blockchain interoperability platform designed to unify liquidity and enable seamless, secure cross-chain communication and transactions.

• Contact for Pricing

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

• Free Trial

Datarade is a global data marketplace that enables users to easily discover, compare, and access data products from over 500 premium providers, supporting a wide range of business and analytical needs.

• Free

Quad Terminal is an all-in-one crypto platform offering AI-powered trading bots, multi-exchange smart trading, and portfolio tracking for traders of all levels.

• Freemium
• From 49$

Excel Whisper is an AI-powered tool enabling users to clean, analyze, and visualize spreadsheet data using natural language, prioritizing privacy with local browser processing.

• Freemium
• From 10$

Rafa.ai is an AI-powered investing app designed to assist users in building wealth through data-driven strategies and portfolio management.

• Freemium
• From 29$
• API

DeepResearch is an AI agent, powered by OpenAI's o3 model, that conducts comprehensive online research and generates detailed reports with cited sources. It excels at complex, multi-step research tasks.

• Free

Dokkio is an AI-powered platform that unifies and organizes cloud files across different storage locations, enabling efficient file management and team collaboration.

• Freemium
• From 10$

SwarmZero is a platform for building, deploying, and monetizing AI agents. It offers a marketplace (Agent Hub) where users can access and utilize developer-created agents.

• Paid
• From 15$

Integra Balance offers an AI-driven bookkeeping platform designed for accounting firms, automating transaction categorization, reconciliation, and financial reporting.

• Paid
• From 55$

AllMind AI utilizes artificial intelligence to analyze vast financial data from over 6,000 sources, providing hedge funds with actionable insights and market predictions.

• Freemium
• From 50$

Intellectia.AI is a powerful platform that uses artificial intelligence to provide investment analysis and insights for stocks, ETFs, and cryptocurrencies.

• Paid
• From 15$

IdeaBuddy is an all-in-one business planning software that guides entrepreneurs from ideation to execution. It offers tools for business planning, financial forecasting, and team collaboration.

• Free Trial

Payflow.ai provides Luca, a specialized AI agent for corporate finance, automating FP&A, reporting, and analysis for midsized and growing companies by integrating diverse data sources.

• Contact for Pricing

KoreChain is an AI-powered, SEC-Qualified blockchain platform providing a trust infrastructure for compliant transactions in private capital markets, managing the lifecycle of tokenized securities.

• Contact for Pricing

Investing.com provides comprehensive real-time data, news, analysis, and tools for global financial markets, including stocks, indices, commodities, currencies, and cryptocurrencies, featuring AI-powered stock picks.

• Freemium

Baselight is a decentralized data platform offering a marketplace, powerful analytics, and AI-assisted querying for structured data discovery, monetization, and visualization.

• Other

Chicago Bull AI is a chatbot that answers questions related to equities, crypto, and bond markets. Get instant insights on various financial markets.

• Free

OneStream is an AI-powered enterprise finance platform that unifies financial and operational data for faster planning, improved forecasting accuracy, and streamlined financial close processes.

• Contact for Pricing

Clintview VI is an advanced AI-powered solution designed to optimize pricing strategies, customer insights, and revenue acceleration for telecom companies through customer-by-customer simulation and data-driven analytics.

• Contact for Pricing

Centage is an advanced, AI-driven financial planning and analysis (FP&A) software offering automated budgeting, forecasting, scenario planning, and consolidated reporting for finance teams seeking to eliminate spreadsheet errors and boost planning efficiency.

• Paid
• From 950$

Exchange Rates API provides accurate and reliable real-time and historical currency exchange rate data for over 200 global currencies, ideal for financial applications and business operations.

• Freemium
• From 8$

Quadency is a comprehensive cryptocurrency trading platform that combines multi-exchange trading capabilities, automated trading bots, and AI-powered strategy building with portfolio monitoring features.

• Freemium
• From 49$

Base64.ai offers AI-driven solutions for real-time document data extraction, identity verification, and fraud detection. Automate KYC/AML compliance and document digitization with high accuracy.

• Freemium
• From 99$

Geospatial Analytics delivers advanced real estate management technologies and analytical platform solutions, enabling portfolio optimization and informed decision-making through data-driven insights.

• Contact for Pricing

AIResumeBuilder.me is a free online AI resume builder that helps users create job-winning resumes with templates, expert guidance, and AI-powered suggestions.

• Free

Rose AI is an intuitive platform for financial analysts, simplifying data discovery, visualization, and analysis using advanced language models while ensuring data integrity.

• Contact for Pricing

Doclink.io is an AI-powered platform allowing users to ask questions directly to their documents (PDFs, Word, Excel, URLs) and receive instant, accurate answers with source validation.

• Freemium

Trader Bag is a multi-chain DeFi platform for managing crypto portfolios, copy-trading, and secure token transfers with built-in AML checks and smart money tracking.

• Freemium

Alphastream is an AI-powered platform that transforms complex financial and legal documents into structured data for credit market analysis. It specializes in extracting key information from offering memorandums, earnings reports, and credit agreements within minutes.

• Contact for Pricing

CharmIQ is a comprehensive AI workspace platform that integrates multiple AI models, offering personalized AI assistants (Charms) and 100+ pre-built templates for enhanced productivity and collaboration.

• Freemium
• From 39$

Spellmint is an AI-powered planning tool that transforms brainstorming into actionable plans. It assists teams in creating detailed requirements, strategies, and documentation across various departments.

• Freemium
• From 8$

Perigon provides a research technology platform with a comprehensive Data API, delivering structured data on articles, companies, people, and more, enhanced with AI-driven insights.

• Free Trial
• From 250$

LevelFields AI scans millions of events impacting stock prices, revealing outsized investment opportunities for self-directed investors. It provides an easy-to-use interface to identify profitable trading patterns and set event-based alerts.

• Paid
• From 25$

XAUBOT is an AI-powered trading platform that automates Forex trading strategies using advanced algorithms for technical and fundamental analysis, designed for consistency and efficiency.

• Pay Once