Top financial analysis AI tools

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

Finroo is an AI-powered platform that simplifies investment management across crypto, stocks, real estate, and more. It provides tools and insights to help individuals navigate the complexities of the market.

• Free

Monexa offers institutional-grade market insights, news, and data analysis in one powerful, AI-driven platform. Access comprehensive financial data and make informed investment decisions.

• Free

Ocrolus is an intelligent document processing platform that helps lenders automate financial document analysis, detect fraud, and make faster, more accurate lending decisions.

• Freemium

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$

Mezzi is a financial management platform that uses AI to help users optimize their investments, reduce taxes, and minimize fees without the need for expensive financial advisors.

• Freemium
• From 10$

OpenBB Workspace is an AI-powered platform for integrating, visualizing, and analyzing data. It's designed to streamline research and data analysis workflows, offering a customizable workspace and an AI Copilot.

• Freemium

CaseGenius is an AI-powered platform that generates comprehensive business plans in minutes. It leverages real-time data and academic research to streamline the business planning process.

• Paid
• From 19$

StockInsights is an AI-powered financial research platform that helps investors analyze company filings and earnings transcripts for US and India markets, streamlining due diligence and portfolio monitoring.

• Freemium
• From 17$

Chat2Invest is an AI-powered chatbot that assists users in making informed stock market investment decisions by providing technical and fundamental analysis.

• Paid
• From 10$

Tradepost.ai is an AI-powered financial analysis platform that analyzes news, newsletters, and SEC filings to provide intelligent trading insights and investment recommendations through its innovative Top 20 Index.

• Freemium
• From 10$

8VDX is an AI-powered platform that transforms manual credit investing processes into automated workflows for Private Credit and Hedge Funds, offering features like investment memo generation and smart bond screening.

• Contact for Pricing

Sagehood.AI is an AI-powered investment platform that simplifies investment decisions. It provides real-time market insights, predictive analytics, and personalized strategies to optimize your portfolio.

• Free

ML Alpha provides AI-powered tools and insights for investors to make data-driven decisions and improve investment performance. Access AI scores, financial expert insights, and a collaborative community.

• Freemium
• From 30$

Curlent is an AI-powered investment research assistant that provides in-depth stock analysis and selection. It saves time and cost by automating the research process and delivering on-demand insights.

• Free

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.

• Contact for Pricing

FINVIZ provides stock screeners, financial news, maps, and groups for traders and investors. Access market data and analysis tools to make informed decisions.

• Freemium

Stock Story is a financial platform that provides AI-generated analysis of earnings reports and stock market news, focusing on delivering clear, concise insights for investors.

• Contact for Pricing

EarningsCall.ai is an AI-powered platform that transforms earnings call transcripts into concise summaries and actionable insights, helping investors and business professionals save time and make informed decisions.

• Free Trial
• From 20$

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$

FinanceGPT Chat empowers users to build custom AI co-pilots for personalized financial insights, market analysis, and smarter decision-making using semantic search.

• Freemium

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.

• Contact for Pricing

Clear simplifies financial report analysis by allowing users to extract insights, ask questions, and navigate documents effortlessly. Access over 10,000 pre-loaded financial reports or upload your own.

• Freemium
• From 20$

Othor AI is an AI-powered business intelligence and planning platform that provides real-time insights and analysis. It replaces traditional BI tools with a faster, simpler, and more secure solution.

• Paid
• From 300$

Sibli empowers institutional investors with AI-driven technology to gain an information advantage, reduce blind spots, and improve investment performance.

• Contact for Pricing

BeeBee.AI is an AI-powered investment analysis platform that provides automated analysis of earnings calls, financial reports, and company rankings to help investors make informed decisions.

• Freemium

Magnimetrics provides expert insights and resources for financial planning and analysis (FP&A) professionals, focusing on leveraging Excel for enhanced modeling, analysis, and productivity.

• Free

Intellectia.AI is a powerful platform that uses artificial intelligence to provide investment analysis and insights for stocks, ETFs, and cryptocurrencies.

• Paid
• From 15$

AlphaPro is an AI-powered platform that analyzes earnings call transcripts with sentiment analysis, providing investors with quick insights into company financial performance and future outlook.

• Freemium

Finpilot is an AI-powered document automation platform designed for financial institutions that streamlines document analysis, data extraction, and reporting processes for fund managers, RIAs, endowments, and private equity firms.

• Contact for Pricing

Hebbia is an enterprise AI platform that helps financial, legal, and corporate institutions transform large volumes of information into actionable insights using advanced generative AI technology.

• Contact for Pricing

LevelFields AI scans millions of events impacting stock prices, revealing outsized investment opportunities for self-directed investors. It provides an easy-to-use interface to identify profitable trading patterns and set event-based alerts.

• Paid
• From 25$

BetterWatchlist is an AI-powered financial analysis tool that provides real-time stock updates, performance analysis, and intelligent insights for stocks, ETFs, and cryptocurrencies.

• Freemium
• From 4$

PrometAI is an advanced AI business plan generator that helps entrepreneurs and businesses create comprehensive, professional business plans with integrated valuation tools, strategic analysis, and financial projections.

• Freemium
• From 39$

Jiffy is an AI-powered financial analysis tool that helps users analyze, compare, and screen stocks. It offers personalized guidance and streamlines financial decision-making.

• Free Trial

CalcGen is a tool that instantly generates interactive visualizations and calculators from user-provided data or conceptual prompts.

• Free

MarketAlerts is a stock watchlist and analysis tool that uses AI to monitor stocks and notify users of important updates, including earnings summaries, technical patterns, and insider transactions.

• Free

Finnews.AI provides real-time AI-powered analysis of US stocks, cryptocurrencies, forex, and finance sector news, offering bullish or bearish insights for faster decision-making.

• Contact for Pricing

Planful is a Financial Performance Management platform that helps businesses plan, close, and report, driving impactful decisions with AI-driven insights.

• Contact for Pricing

Sentieo, now part of AlphaSense, was a financial intelligence platform designed for the investment management industry. It offered AI-powered search, monitoring, extraction, and summarization capabilities.

• Free Trial

Rupease is an AI-powered cash flow and inventory management tool designed to elevate businesses with smart technology and user-friendly features.

• Paid

AI Bank Parser is a specialized software that automates the conversion of PDF bank statements into various formats including CSV, Excel, QBO, and JSON, helping businesses and professionals streamline their financial data processing.

• Freemium
• From 10$

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.

• Contact for Pricing

SpendSights is an AI-powered financial tracking tool that automatically processes bank statements, categorizes transactions, and provides spending insights without requiring banking credentials or SMS access.

• Freemium
• From 42$

AskBrian is an AI-powered digital assistant designed to help business professionals and consultants automate routine tasks, handle translations, create presentations, and conduct research, available 24/7 through multiple platforms.

• Freemium
• From 10$

cc:Monet is an AI-powered bookkeeping platform that automates invoice processing, receipt scanning, and financial analysis, helping businesses streamline their accounting processes with precision and efficiency.

• Contact for Pricing

Unlevered is an AI-powered financial analysis platform that simplifies SEC filings, earnings transcripts, and investor relations updates with personalized alerts and intelligent document processing.

• Free Trial

FactBox.ai offers a powerful platform for finance professionals to effortlessly create, share, and manage comprehensive financial factsheets with ease.

• Contact for Pricing

Simpla AI is an advanced financial technology platform that provides AI-powered tax and accounting compliance solutions, offering services 43x cheaper and 12x faster than traditional firms, with a focus on the MENA region.

• Freemium
• From 19$

VolatilityX provides unbiased, data-driven market intelligence through autonomous AI agents, delivering clear, fact-based analysis for informed investment decisions.

• Free