financial advisor automation platform - 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.

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FIDAME enables users to create multi-agent AI applications and automations by connecting data sources and utilizing pre-designed AI agents for complex tasks.

• 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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Fi Money is an AI-driven digital banking app designed to simplify personal finance through smart tracking, investment, payments, and spending insights.

• Freemium

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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JIFFY.ai is an AI-powered no-code platform designed specifically for financial services firms, enabling rapid application development, workflow automation, and digital transformation with intelligent process automation capabilities.

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Payflow.ai provides Luca, a specialized AI agent for corporate finance, automating FP&A, reporting, and analysis for midsized and growing companies by integrating diverse data sources.

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Autofy offers AI-powered, ready-made automation workflows and templates tailored for no-code platforms like n8n and Make, enabling users to streamline tasks without programming expertise.

• Free

TIFIN is a fintech platform that leverages AI to build innovative solutions for financial services, offering specialized tools for investors, advisors, and asset managers.

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UNIFILL AI automates repetitive browser tasks, saving time and eliminating errors. It uses AI agents to streamline workflows across any website.

• Freemium

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$

Parthean is an AI-powered financial planning platform that streamlines client onboarding, data extraction, and financial analysis for financial advisors, combining paraplanning capabilities with comprehensive client management tools.

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Auquan leverages AI agents and retrieval augmented generation (RAG) to automate complex financial workflows, reducing manual knowledge work by 80% or more. It provides comprehensive, accurate, and timely output for financial institutions.

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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

Narada AI offers agentic process automation using Large Action Models to automate complex workflows across various enterprise tools, focusing on both front-line and back-office tasks.

• Freemium
• From 20$

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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Adept is an enterprise-grade AI platform that automates complex software workflows using advanced agent technology and proprietary models, specializing in web understanding and task automation.

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Fieldguide is an AI-powered platform designed for advisory and audit firms that helps increase efficiency, margins, and client satisfaction across all engagements.

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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$

Arkifi offers a powerful finance workflow automation tool using Generative AI. It eliminates manual tasks and ensures trustworthy, hallucination-free results, empowering finance professionals to focus on strategic thinking.

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