bank staff AI assistance tools - AI tools

Agent IQ is an AI-powered relationship banking platform that helps banks and credit unions deploy agentic AI to engage account holders, empower staff, and drive growth through personalized digital interactions.

• Contact for Pricing

Posh AI provides AI-powered solutions, including voice and digital assistants, specifically designed for banks and credit unions to enhance customer service, empower employees, and optimize operations.

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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

BankGPT is an AI platform that automates financial document processing, extracting and analyzing data from bank statements, invoices, and receipts for banks and enterprises.

• Freemium

Hapax is an AI partner built to evolve, unifying intelligence and adapting to your needs to drive smarter decisions for banks and credit unions. It turns knowledge into actionable insights, transforming data into impact.

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Onnix is an AI-powered platform designed to enhance the productivity of banking teams by automating tasks and providing quick, accurate data analysis and content generation.

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Kasisto combines generative, agentic, and prescriptive AI to deliver intelligent financial services solutions, serving over 50 million customers with 90% inquiry resolution and 4x increased digital engagement.

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Helper AI utilizes AI to provide instant answers and generate drafts for customer support teams, aiming to make support interactions more efficient and productive.

• Usage Based

Temenos delivers innovative, AI-enhanced core banking, digital banking, payments, and wealth management solutions, empowering banks to modernize and provide personalized customer experiences.

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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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Clinc offers revolutionary conversational AI technology for banks, utilizing natural language processing to understand complex conversations and provide superior customer interactions.

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BeetleLabs.ai offers AI-powered agents to revolutionize customer support and engagement within the BFSI sector, enhancing efficiency and automation.

• Free Trial

Senso provides AI agents designed to improve operational efficiency and staff productivity for financial institutions. Transform unstructured policies into structured knowledge for streamlined operations.

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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$

Benny is an AI-powered financial assistant designed to alleviate financial anxiety by providing personalized guidance and support for money management decisions.

• Other

cred.ai provides advanced banking infrastructure and financial technology designed for security, premium experience, and well-being. It offers solutions for consumers and custom programs for large brands.

• Other

Jinnee is an AI-powered virtual financial advisor that provides 24/7 customer support for fintech companies, handling customer inquiries, offering personalized banking services, and providing automated support solutions.

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Trace provides AI-powered voice agents that securely handle customer service tasks for Fintechs, banking, and insurance companies. These agents automate tasks like card replacements and application submissions via secure APIs.

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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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Bank Statement Convert is an AI-powered solution that transforms PDF bank statements into Excel or CSV formats with a single click. It is designed for financial professionals to enhance security, privacy, and efficiency.

• Paid
• From 26$

AI Bank Parser is a specialized software that automates the conversion of PDF bank statements into various formats including CSV, Excel, QBO, and JSON, helping businesses and professionals streamline their financial data processing.

• Freemium
• From 10$

FlowX.AI is an AI-powered platform for modernizing large financial institutions end-to-end, delivering rapid digital transformation and significant cost reduction.

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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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Digitap provides AI-powered SAAS solutions for BFSI, Fintech, and Financial Institutions, offering automated risk management, customer onboarding, and data enrichment services.

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AviaryAI offers AI-powered outbound voice agents and a knowledge base tailored for credit unions, banks, and insurance providers to enhance customer engagement and streamline operations.

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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.

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Cape.ai provides domain-specific agentic AI for financial institutions to enhance productivity, mitigate risks, and ensure compliance through process automation.

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OneUp is an AI-driven business banking platform that transforms traditional banking portals into intelligent financial assistants, offering automated transaction categorization, cash flow forecasting, invoicing, and personalized financial advice for small and medium-sized businesses.

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Lili is an integrated business banking platform featuring AI-driven accounting, smart bookkeeping, and tax management solutions designed for entrepreneurs, freelancers, and small businesses.

• Freemium