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

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$

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

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.

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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$