Financial data integration tool - AI tools

Chipax is an AI-powered financial management platform that automatically loads and organizes company financial information, generating key reports to help businesses make better decisions and simplify daily financial management.

• Freemium
• From 3$

Financial Data API delivers real-time and historical stock market data, company financial statements, insider and institutional trading data, earnings releases, and more with comprehensive coverage of US and international markets.

• Freemium
• From 19$

interVal is an AI-powered SaaS platform designed for accounting firms, wealth management firms, and banks to automate discovery, gain insights, and drive growth for their SMB clients.

• Contact for Pricing

Plika es una solución de Financial Planning & Analysis (FP&A) que utiliza inteligencia artificial y machine learning para automatizar informes financieros, optimizar procesos de previsión y planificación, y crear dashboards analíticos personalizados.

• Contact for Pricing

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.

• Contact for Pricing

Boss Insights provides a Business Data as a Service platform, offering real-time access to standardized business data via a single API for financial institutions and fintechs to enhance decision-making and customer engagement.

• Contact for Pricing

Finmark is a financial planning and analysis software designed for startups and SMBs, offering automated data integration, real-time reporting, scenario planning, and collaborative budgeting.

• Free Trial
• From 100$

BiCXO leverages artificial intelligence to automate reporting, analytics, and financial management, transforming finance operations for enhanced business performance and strategic decision-making.

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Dataccuity consolidates data from multiple sources and streamlines reporting, dashboards, and budgeting to empower business decision-making.

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DocuClipper automatically extracts data from financial documents like bank statements, invoices, and receipts using OCR, offering high accuracy and integration with accounting software.

• Free Trial
• From 39$

Plaid provides secure, real-time connectivity to financial data, streamlining onboarding, payments, risk assessment, and personal finance management for businesses and developers.

• Usage Based

Rose AI is an intuitive platform designed for financial analysts, integrating advanced language models for seamless data discovery, visualization, and traceable analysis.

• Contact for Pricing

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

• Paid
• From 500$

Nextscenario is an AI-powered financial platform that automates reporting, consolidates data from 100+ integrations, and provides real-time KPI visualization for businesses.

• Contact for Pricing

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

• Contact for Pricing

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$

XLReporting is a comprehensive financial planning and reporting platform offering automated consolidation, forecasting, and interactive reporting for businesses and non-profits. Trusted worldwide, it integrates seamlessly with over 40 data sources to streamline financial management processes.

• Free Trial
• From 220$

FinDataQuest streamlines financial due diligence by allowing users to ask questions and receive relevant numbers and context for their analysis. It offers a message-based system to simplify financial data retrieval.

• Freemium
• From 10$

Causal centralizes financial statements, ARR reporting, forecasts, budgets, and scenario plans, connecting to your systems for streamlined financial planning.

• Free Trial

Latwy automatically syncs your financial transactions and account balances to Notion by connecting securely to your financial institutions, eliminating manual data entry and enhancing your personal finance management.

• Free Trial
• From 5$

Accounting.bi connects accounting systems with PowerBI and Excel to build online financial dashboards and professional printable reports for business intelligence and smart decision-making.

• Freemium
• From 7$

COMMITLY is an AI-powered cash flow management software that provides real-time liquidity planning, automated forecasts, and team collaboration tools for businesses of all sizes. It integrates with banks and ERP systems to offer precise financial insights and scenario simulations.

• Free Trial

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

Puzzle is an AI-powered accounting platform designed to replace manual workflows with automation and real-time financial insights for startups, small businesses, and scale-ups.

• Freemium

PivotXL is an AI-powered financial planning and analysis platform that automates Excel workflows, providing centralized data management, multi-dimensional analysis, and automated reporting for finance teams.

• Freemium
• From 249$

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

• Free Trial

Rose AI is an intuitive platform designed for financial analysts and decision-makers, streamlining data discovery, visualization, and analysis using advanced language models.

• Contact for Pricing

Notion Finance Tracker is an API-enhanced template designed for seamless personal finance management within Notion, offering real-time asset pricing, multi-currency budgeting, and interactive charts. This tool provides automated financial monitoring, easy transaction recording, and a one-time payment for lifetime access.

• Pay Once

BudgetSheet is an AI-powered tool that automatically imports bank transactions from over 10,000 financial institutions into Google Sheets, enabling users to create custom budgets and track finances with full control over their data.

• Free Trial
• From 5$

Rose AI is an intuitive platform for financial professionals, simplifying data discovery, analysis, and visualization using advanced language models. It ensures data traceability and transforms complex data into actionable insights.

• Contact for Pricing