AI for financial document automation - AI tools

LedgerBox is a powerful AI tool designed to transform PDF bank statements, invoices, and receipts into structured CSV and Excel formats, simplifying document management and data extraction processes.

• Paid
• From 24$
• API

Farsight AI offers advanced AI-powered automation solutions tailored for the financial services industry, improving accuracy and efficiency in complex tasks.

• 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

Ocrolus is an intelligent document processing platform that helps lenders automate financial document analysis, detect fraud, and make faster, more accurate lending decisions.

• Freemium

Kili is an AI-powered financial automation platform that streamlines bookkeeping, reconciliation, invoice processing, and inventory management, automating up to 95% of financial tasks.

• Contact for Pricing

cc:Monet is an AI-powered bookkeeping platform that automates invoice processing, receipt scanning, and financial analysis, helping businesses streamline their accounting processes with precision and efficiency.

• Contact for Pricing

Inscribe offers AI-powered risk management solutions for financial institutions, featuring AI Risk Agents and Models that automate complex onboarding and underwriting workflows while reducing fraud risks.

• Contact for Pricing

Booke AI is an intelligent bookkeeping automation platform that uses AI and RPA to streamline financial processes in QuickBooks and Xero, reducing manual work by 80% through automated reconciliation, smart document processing, and proactive error detection.

• Paid
• From 20$

Trullion is an AI-powered platform that automates accounting and audit workflows, including lease accounting, revenue recognition, and audit processes. It enhances accuracy and ensures compliance with regulatory standards.

• Contact for Pricing

Kanverse offers AI-powered document processing automation for accounting, insurance, and financial services, reducing costs and cycle times while improving accuracy.

• Contact for Pricing

Zillion provides AI-powered analysts for financial firms, automating complex analysis, streamlining workflows, and handling increasing workloads with sophisticated financial tools and domain expertise.

• Freemium
• From 25$

Truewind is an AI-powered digital staff accountant that automates accounting tasks, streamlines monthly closes, and provides smart workpaper automation for accounting firms and businesses.

• Contact for Pricing

Allyf is an accounting copilot that automates tasks like managerial account creation and statement reconciliation, freeing up finance teams. Launch your own customized accounting copilot.

• Free

Finpilot is an AI-powered document automation platform designed for financial institutions that streamlines document analysis, data extraction, and reporting processes for fund managers, RIAs, endowments, and private equity firms.

• Contact for Pricing

Bookkeeper AI automates accounting tasks, streamlining financial management for businesses of all sizes. It offers features like automated payouts, workflow management, and real-time financial insights.

• Paid
• From 32$

Arya AI provides pre-built, finance-specific AI models and APIs to help banks, insurance companies, and financial institutions streamline operations, enhance security, and improve decision-making.

• Contact for Pricing

Arkifi offers a powerful finance workflow automation tool using Generative AI. It eliminates manual tasks and ensures trustworthy, hallucination-free results, empowering finance professionals to focus on strategic thinking.

• Contact for Pricing

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

• Paid
• From 55$

Send AI provides fast and accurate information extraction from complex documents using self-learning AI. It offers secure and customizable solutions for intelligent document processing across various industries.

• Contact for Pricing

Rossum is an AI-first, cloud-native platform that automates end-to-end transactional document processing, from data capture to email communication and document approvals using advanced LLM technology.

• Paid
• From 1500$