Financial data integration tool - AI tools

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

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$

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.

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

• Paid
• From 500$

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

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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$

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

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

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.

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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.

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Rose AI is an intuitive platform for financial analysts, simplifying data discovery, visualization, and analysis using advanced language models while ensuring data traceability.

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Belvo is an open finance platform for Latin America, enabling businesses to securely connect to financial data, gain AI-powered insights, and facilitate instant payments.

• Freemium
• From 1000$

re:cap is a capital operating system offering AI-powered financial insights, debt funding solutions, liquidity analysis, and finance automation for businesses in the digital economy.

• Freemium
• From 49$

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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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.

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Captide is an AI-powered platform that empowers investment research teams to automate the extraction and analysis of insights from financial filings and IR documents, enabling real-time custom insights and dataset creation.

• Freemium
• From 149$

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

• Free

Anatomy is an AI-powered financial automation platform that streamlines healthcare billing operations through EOB conversion, smart reconciliation, and modern lockbox services.

• Contact for Pricing