finance automation software - AI tools

Occam is an out-of-the-box engine for generating and running financial automations. It handles large data, human-in-the-loop capabilities, and adaptive runtime planning.
- Contact for Pricing

Midday streamlines financial tasks for freelancers and businesses, offering automated invoicing, time tracking, file reconciliation, and a financial overview with an AI assistant.
- Free

Entendre Finance is an intelligent crypto accounting solution that automates the tracking, reconciliation, and analysis of on-chain transactions. It simplifies accounting for Web3 businesses and finance professionals.
- Free Trial
- From 500$

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

Botkeeper offers an automated bookkeeping solution designed for accounting firms, leveraging machine learning and workflow tools to streamline operations and increase capacity.
- Paid
- From 69$

LiveFlow automates financial reporting and analysis by integrating with QuickBooks and other platforms, turning spreadsheets into live FP&A dashboards.
- Paid
- From 500$

Zeni is an all-in-one AI-powered financial operations platform that combines automated bookkeeping, bill payments, reimbursements, and business banking with dedicated financial expertise for startups and growing businesses.
- Paid
- From 466$

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$

Surmount automates investment accounts using AI and professionally built portfolios. It simplifies data-driven investing, offering strategy creation and automated order execution.
- Freemium
- From 10$

Nemo automates financial analysis and reporting, providing CEOs with clear, actionable insights to drive growth and make data-driven decisions.
- Contact for Pricing

Numra automates finance operations, eliminating manual data entry and increasing team capacity threefold. It streamlines processes like accounts payable, saving time and reducing costs.
- Freemium
- From 12$

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$

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$

Vyzer is a secure, automated, online investment portfolio tracking and wealth management platform designed for Limited Partnership (LP) investors.
- Freemium
- From 180$

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

Allyf is an accounting copilot that automates tasks like managerial account creation and statement reconciliation, freeing up finance teams. Launch your own customized accounting copilot.
- Free

LedgerLion is an AI accountant that automates bookkeeping tasks for startups. It connects to your bank and email, extracts invoices, matches transactions, closes books, and generates advanced reports.
- Free Trial
- From 79$

Quanta offers AI-powered accounting services designed for software companies, providing rapid month-end closes, real-time financial insights, and expert support.
- Free Trial
- From 500$

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

Kerno is a comprehensive business management platform that helps entrepreneurs launch and manage Swiss companies with automated incorporation, AI-powered bookkeeping, and payroll solutions.
- Contact for Pricing

Monarch Money is a comprehensive personal finance platform that helps you track, budget, plan, and collaborate on your financial goals. It simplifies money management by consolidating all your accounts into a single, clear view.
- Paid
- From 9$

Yokoy is an AI-powered spend management platform that integrates invoice processing, expense management, and payment solutions to help businesses streamline their finance operations and maintain compliance.
- Contact for Pricing

Digits is an AI-powered accounting platform that combines machine learning technology with expert CPA support, offering automated bookkeeping, instant transaction categorization, and comprehensive financial reporting for startups.
- Paid
- From 350$

EvryThink is an AI-powered financial management platform designed to simplify business finances for freelancers, startups, and SMEs with automated tools and real-time insights.
- Freemium
- From 20$

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

Simetrik is an AI-powered solution that automates financial reconciliation and accounting closure controls, increasing efficiency and reducing operational effort.
- Paid
- From 350$

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$
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