AI tool for financial data collection - AI tools

wallet.AI provides intelligent engines that analyze financial data to help users make better daily financial decisions. Founded in 2012, the platform helps individuals understand their financial behavior.
- Contact for Pricing

Bank Statement App utilizes AI to analyze bank statements, providing clear financial insights and enabling users to understand spending patterns and manage finances effectively.
- Usage Based

Nuvio is an AI-powered financial management platform that acts as a virtual CFO, providing insights and predictions for startups and growing businesses.
- Free Trial
- From 24$

ShowMeMoney is an AI-powered expense tracking application that uses OpenAI technology to automatically process and categorize financial data, offering smart features like Auto Sync and comprehensive visualization tools to help users manage their spending efficiently.
- Pay Once
- From 3$

Unitor is an AI-powered financial assistant that helps you analyze data, set realistic goals, and achieve financial freedom faster. It offers personalized planning, smart allocation, and financial health analysis.
- Free Trial
- From 10$

Amigo AI is a personal finance management tool that leverages AI to provide tailored financial advice, smart budgeting, and transaction logging. It helps users simplify, secure, and enhance their financial management.
- Paid
- From 1$

Mesh is an AI finance co-worker designed for busy teams, providing real-time financial insights and automation by integrating with existing financial systems.
- Contact for Pricing

FinanceGPT is an AI-powered financial analysis platform that transforms complex financial data into actionable insights, combining generative AI with financial data, charts, and expert knowledge for enhanced decision-making.
- Contact for Pricing

AI Receipt Tracker uses artificial intelligence to automatically extract details from receipts and statements, simplifying expense tracking and statement reconciliation for tax season.
- Freemium

Quill AI offers AI tools for financial analysts, including an Excel add-in for model updates and a web app for querying SEC filings and earnings calls.
- Paid
- From 39$

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$

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

An enterprise-grade AI-powered financial research platform that processes SEC filings, earnings calls, and private documents in real-time, providing comprehensive analysis and insights for investment professionals.
- Freemium

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

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

Pennyflo is an AI-powered financial management platform that streamlines business operations through intelligent cashflow management, account integration, and automated financial operations.
- Free Trial

Brightflow AI offers cutting-edge AI-powered financial tools that help SMBs manage and optimize their cash flow, track financial data, and access growth resources.
- Contact for Pricing
- API

SimplyBudget AI revolutionizes financial management with AI-powered transaction logging, insightful budgeting breakdowns, and effortless loyalty card management.
- Freemium
- From 4$

Budgetfy uses AI to categorize and analyze financial statements, providing valuable insights into spending habits and financial trends. It offers complete privacy, custom categories, and multi-currency support.
- Free Trial
- From 5$

Finnews.AI provides real-time AI-powered analysis of US stocks, cryptocurrencies, forex, and finance sector news, offering bullish or bearish insights for faster decision-making.
- Contact for Pricing

Centauri AI offers a modern data processing and analytics solution tailored for alternative investments. It helps financial professionals efficiently manage and analyze complex financial data.
- Contact for Pricing

Profit Leap offers an AI-powered business advisor named Huxley that combines specialized business knowledge with data analysis to deliver instant insights and strategic financial recommendations for businesses of all sizes.
- Contact for Pricing

Daloopa automates financial data updates, helping analysts build and maintain financial models efficiently. It provides comprehensive, auditable data with direct links to source documents.
- Freemium

Jiffy is an AI-powered financial analysis tool that helps users analyze, compare, and screen stocks. It offers personalized guidance and streamlines financial decision-making.
- Free Trial

FinWise is a comprehensive personal finance management platform that combines AI-powered transaction categorization, budgeting tools, and financial forecasting to help users master their money and reach their financial goals.
- Free Trial
- From 9$

Precanto is an AI-powered FP&A platform that enhances financial decision-making, reveals opportunities, and detects exceptions early with precision.
- 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

Quantera.ai is an AI-powered financial research platform designed for equity professionals, analysts, and fund managers that processes official filings and financial data to deliver instantaneous insights.
- Paid
- From 1999$

Tabs is a comprehensive revenue automation platform that streamlines contract-to-cash processes, combining contract review, billing, receivables, payments, revenue recognition, and reporting in one AI-powered solution.
- Contact for Pricing

MonAi is an AI-powered expense tracking app that allows users to input expenses naturally, as if speaking to a friend, with automatic categorization and iCloud storage integration.
- Free
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