Top banking AI tools

Trezy is an AI-powered tool that helps small business owners manage cash flow, forecast financial performance, and gain insights for better decision-making.

• Paid
• From 39$

GIGAMATIC is a fintech platform and marketplace for gig workers, contractors, and freelancers, offering control over banking, insurance, and taxes. It's a secure, cloud-based 'work wallet' providing personalized financial and healthcare products.

• Free

Personetics is an AI-powered financial data analytics platform that helps banks deliver personalized customer experiences, automated savings journeys, and intelligent money management solutions.

• Contact for Pricing

An AI-powered legal research assistant that enables semantic search through complex legal documents, helping users find expert-level quotes and information quickly.

• Contact for Pricing

WorkFusion provides AI-powered Digital Workers that automate AML compliance operations and financial crime prevention tasks, helping financial institutions scale their compliance teams while reducing risk and improving efficiency.

• Contact for Pricing

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.

• Contact for Pricing

Greenlite is an AI-powered platform that automates financial compliance workflows, helping financial institutions streamline screening alerts, transaction monitoring, and customer due diligence processes with enhanced efficiency.

• Contact for Pricing

Tendi is an AI-powered financial advisor that provides personalized financial guidance, helping users manage their money, set goals, and make smarter financial decisions through automated analysis and custom recommendations.

• Freemium

Honeydue is a financial management app designed specifically for couples to manage their money together, offering shared visibility and communication features.

• Free

Casca is an AI-native Loan Origination System that helps FDIC-insured banks and non-bank lenders automate 90% of manual effort in business loan origination, featuring 24/7 AI loan assistance and intelligent document processing.

• Contact for Pricing

FinWise is a comprehensive personal finance management platform that combines AI-powered transaction categorization, budgeting tools, and financial forecasting to help users master their money and reach their financial goals.

• Free Trial
• From 9$

Pagaya is an AI-powered financial technology platform that helps lending institutions analyze credit applications and make better lending decisions without increasing risk.

• Contact for Pricing

Diligent automates and strengthens due diligence on business customers for fraud and AML teams of fintechs and banks. It leverages AI to enhance risk assessment and compliance operations.

• Contact for Pricing

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$

Earnix provides AI-powered solutions for insurers and banks, offering real-time rating, underwriting, dynamic pricing, product personalization, and customer engagement.

• Contact for Pricing

Layerup provides AI-powered voice agents for financial institutions, handling collections, payment reminders, and loan servicing with human-like interactions across multiple communication channels. The platform enhances engagement rates by up to 70% and response rates by up to 90%.

• Contact for Pricing

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.

• Contact for Pricing

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.

• Contact for Pricing

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

• Contact for Pricing

Sweephy is an AI-powered platform that provides real-time regulatory monitoring and compliance solutions for businesses, particularly in the financial sector.

• Freemium
• From 500$

Maxint is a personal financial analyst that organizes transactions, crafts budgets, tracks net worth, and helps you reach your financial goals.

• Free

BirchAI leverages state-of-the-art AI to automate after-call work in healthcare, insurance, and banking, reducing Average Handle Time by up to 35%.

• Contact for Pricing

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.

• Contact for Pricing

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.

• Contact for Pricing

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.

• Contact for Pricing

eMACH.ai is an Enterprise Connected Intelligence Platform that enables financial institutions to build future-ready technology solutions with a focus on customer-centric operations and regulatory compliance.

• Contact for Pricing

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

• Contact for Pricing