AI for financial document processing - 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

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

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BookWell is an AI-powered assistant designed for accounting firms and businesses to streamline pre-accounting tasks, automate document processing, and provide financial insights with high accuracy.

• Free Trial
• From 20$

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.

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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.

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Endex is an AI agent designed for financial services, automating analytical workflows, unifying data sources, and generating presentation-ready outputs. It acts as an AI financial co-worker to optimize team tasks.

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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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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.

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Klarity provides AI-powered automation for document-centric business processes, focusing on accuracy, efficiency, and compliance in areas like accounting and operations.

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Expense AI is an AI-powered mobile app designed for effortless expense tracking and financial management. It helps users understand spending habits and make smarter financial choices through features like receipt scanning and AI-driven insights.

• Free Trial

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.

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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.

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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$

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

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Vaultedge provides a Document AI suite utilizing AI OCR and lending APIs to automate document recognition, data extraction, validation, and compliance checks, reducing manual work and accelerating approvals.

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