AI tool for financial data collection - AI tools

  • wallet.AI
    wallet.AI Artificial Intelligence for Daily Financial Decisions

    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
    Bank Statement App AI-Powered Bank Statement Analysis for Financial Insights

    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
    Nuvio Your AI CFO!

    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
    ShowMeMoney AI-powered expense tracking for smarter spending and saving

    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
    Unitor Financial AI Assistant

    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
    Amigo AI AI-Powered Personal Finance Intelligence

    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
    Mesh AI finance co-worker, purpose built for busy teams.

    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
    FinanceGPT Make Financial Data a Story Worth Telling

    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
    AI Receipt Tracker Automate expense tracking and receipt management with AI.

    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
    Quill AI AI-powered financial analysis for professionals

    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
    Zillion AI Meets Finance - Your Intelligent Financial Analyst

    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
    LedgerBox Process Documents Intelligently with AI

    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
  • Fintool
    Fintool Equity Research Copilot: ChatGPT + SEC filings + Earnings calls

    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
    Farsight AI Complex AI Automations for Finance

    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
    Trullion AI-Powered Accounting and Audit Solutions

    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
    Pennyflo AI Powered Cashflow Management and Finance Operations For Your Business

    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
    Brightflow AI AI-powered financial services for modern SMBs

    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
    SimplyBudget AI Smart budgeting powered by AI.

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

    • Freemium
    • From 4$
  • Budgetfy
    Budgetfy Simplify Your Finances with AI-Powered Analysis

    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
    Finnews.AI Real-time AI Financial News Analysis

    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
    Centauri AI AI-powered Data Platform for Financial Analysts

    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
    Profit Leap AI-driven financial solutions for smarter business decisions

    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
    Daloopa AI Financial Modeling Copilot for Faster, More Informed Decisions

    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
    Jiffy Your Financial Copilot

    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
    FinWise Personal Finances, Simplified

    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
    Precanto The Always On FP&A Analyst

    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
    Tally AI Agents for Accounting Firms

    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
    Quantera.ai AI Agents for financial research at light speed

    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
    Tabs AI-powered revenue automation platform for modern B2B

    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
    MonAi Voice-like expense tracking powered by AI

    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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