Category

Finance & Accounting tools

Bookkeeping, financial planning, reporting, invoice processing, and investment research tools.

187 profilesReviewed pricingBuyer-fit notes

Finance & Accounting

2k

2k provides financial projections for budget planning.

Free

Finance & Accounting

Abacum

AI-native FP&A platform for finance teams

Pricing not verified

Finance & Accounting

Abstra

Abstra automates finance processes including invoice reconciliation and payments connected to banks and ERPs.

Pricing not verified

Finance & Accounting

Accorata

Uses an AI agent to research and screen early-stage investment opportunities and prepare deal memos.

Pricing not verified

Finance & Accounting

Accounting Solver AI

Accounting Solver AI is a web-based tool that assists with accounting problems using machine learning algorithms.

Pricing not verified

Finance & Accounting

Agree.com

Agree.com provides e-signatures, automated invoicing and integrated payments.

FreemiumFree plan available

Finance & Accounting

AI Bank Statement Parser

Converts PDF bank statements into spreadsheet and structured-data formats such as CSV, XLSX, QBO and JSON.

Pricing not verified

Finance & Accounting

AI Stock Predictions

Provides AI-generated market forecasts and stock-analysis information for users conducting their own research.

Pricing not verified

Finance & Accounting

Aiera

AI access to financial events and research content

Pricing not verified

Finance & Accounting

AInvest

Provides AI-assisted stock analysis, market news and tools for researching market trends.

Pricing not verified

Finance & Accounting

Aisance

Provides a budgeting app that uses spending information to generate personalised financial suggestions.

Pricing not verified

Finance & Accounting

Akur8

AI-first actuarial software for insurance pricing and reserving

Pricing not verified

Finance & Accounting

Aleph

AI-native FP&A software for finance teams

Pricing not verified

Finance & Accounting

Alfie Invest

Provides an AI assistant for financial research. It queries financial, news and research information to help users…

Pricing not verified

Finance & Accounting

AlphaPro

AlphaPro provides live earnings call transcripts with AI-powered sentiment analysis for financial insights.

Pricing not verified

Finance & Accounting

AlphaSense

Search company research and market information with AI

Pricing not verified

Finance & Accounting

Anaplan

AI-assisted enterprise planning

Pricing not verified

Finance & Accounting

AnChain.AI

Provides AI-assisted tools for cryptocurrency investigations and transaction analysis. Its intelligence services…

Pricing not verified

Finance & Accounting

AppZen

AI agents for invoice and expense-review workflows

Pricing not verified

Finance & Accounting

Archaide

Helps users create and manage trading bots from plain-language instructions. It provides workflows for testing…

Pricing not verified

Finance & Accounting

AssetLink

AssetLink provides white-label infrastructure for institutions offering fractional alternative investments.

Pricing not verified

Finance & Accounting

ASSIST.biz

ASSIST.biz automates data entry and invoice categorization for accounts payable and receivable management workflows.

Pricing not verified

Finance & Accounting

Auditoria

AI Agents for Finance Automation

Pricing not verified

Finance & Accounting

Basis

AI Agents for Accounting Workflows

Pricing not verified

Finance & Accounting

Billy

Billy generates invoices from simple prompts and tracks real-time customer interactions to streamline billing for small businesses.

Free TrialFree trial

Finance & Accounting

Biyond

Biyond uses machine learning to analyze market data and produce trading indicators.

FreemiumFree plan available

Finance & Accounting

Blync

Provides AI-assisted invoicing, expense management, reconciliation and related accounting workflows.

Pricing not verified

Finance & Accounting

Booke AI

AI categorization for bookkeeping workflows

Pricing not verified

Finance & Accounting

Bookeeping.ai

Provides a conversational AI bookkeeping assistant for reports, invoices and financial administration.

Pricing not verified

Finance & Accounting

Boosted.ai

AI for investment research and financial analysis

Pricing not verified

Finance & Accounting

Botkeeper

AI-powered bookkeeping for accounting firms

Pricing not verified

Finance & Accounting

Bud

AI-powered financial data intelligence for banking institutions

Pricing not verified

Finance & Accounting

Calypso

Provides an AI workspace for researching public equities, earnings and ownership information with source links.

Pricing not verified

Finance & Accounting

Candis

AI-assisted invoice capture and approval workflows

Pricing not verified

Finance & Accounting

CAPE Analytics

AI-Powered Property Intelligence for Risk Assessment

Pricing not verified

Finance & Accounting

Capital Companion

Combines stock-analysis questions, trading-plan records and position-size or risk calculators in an AI-assisted…

Pricing not verified

Finance & Accounting

CapyParse

Extracts transactions from PDF bank statements and exports spreadsheet or accounting formats.

Pricing not verified

Finance & Accounting

ccMonet

Provides AI-assisted bookkeeping, reconciliation and business reporting with accountant review workflows.

Pricing not verified

Finance & Accounting

Celeste

Celeste provides an agentic AI platform for payment collection.

Pricing not verified

Finance & Accounting

Chargeblast

Chargeblast helps ecommerce merchants prevent chargebacks and win disputes through automated alerts and digital receipts.

PaidPaid plans available

Finance & Accounting

Chargezoom

Provides AI-assisted accounts-receivable workflows integrated with accounting and enterprise systems.

Pricing not verified

Finance & Accounting

CityFALCON

Provides AI-assisted financial news and business intelligence organised around companies, markets and research topics.

Pricing not verified

Finance & Accounting

Clarity AI

Provides AI-assisted extra-financial data and analysis for organisations conducting investment and business research.

Pricing not verified

Finance & Accounting

Cleo

AI financial assistant for personal money management

Pricing not verified

Finance & Accounting

Client Hub

Combines accounting-practice management and client communication with AI-assisted workflow tools.

Pricing not verified

Finance & Accounting

CoinScreener

Analyses cryptocurrency-market activity with AI and provides alerts and explanatory market context.

Pricing not verified

Finance & Accounting

Composer

Composer allows users to build, backtest, and execute trading algorithms using natural language inputs.

FreemiumFree plan available

Finance & Accounting

CPA Pilot

Provides an AI tax-research and planning assistant for US tax professionals.

Pricing not verified

Finance & Accounting

Credgenics

Coordinate loan collections with AI-assisted workflows

Pricing not verified

Finance & Accounting

cryptomatic bot

cryptomatic bot provides automated cryptocurrency trading tools using machine learning and AI.

Pricing not verified

Finance & Accounting

Cube

AI-assisted planning and financial analysis

Paid InquireContact sales

Finance & Accounting

Daloopa

Financial data and AI-assisted investment research

Pricing not verified

Finance & Accounting

Danelfin

AI-assisted stock analysis and investment research

Pricing not verified

Finance & Accounting

Data Sutram

Fraud and credit-risk intelligence for financial services

Pricing not verified

Finance & Accounting

Datarails

Financial planning with Excel-connected AI

Paid InquireContact sales

Finance & Accounting

DataSnipper

AI agents for audit and finance testing

Pricing not verified

Finance & Accounting

Decode Investing

Decode Investing provides automated fundamental analysis and valuation recommendations for US public companies to support long-term stock research.

FreemiumFree plan available

Finance & Accounting

DeepVal

Organize company research and track findings

FreemiumFree plan available

Finance & Accounting

Digitapai

Provides AI-assisted financial-data analysis and customer-onboarding APIs for banking workflows.

Pricing not verified

Finance & Accounting

Digits

AI bookkeeping and financial operations

Free TrialFree trial

Finance & Accounting

Dispute Panda

Drafts credit-dispute letters with AI for financial-service businesses to review.

Pricing not verified

Finance & Accounting

Docyt

AI bookkeeping for multi-property operations

Paid InquireContact sales

Finance & Accounting

dodocs.ai

Uses AI agents to capture, extract and classify information from financial documents.

Pricing not verified

Finance & Accounting

DollarDrip

Provides AI-assisted tools for exploring investment portfolios and dollar-cost-averaging strategies. Users can…

Pricing not verified

Finance & Accounting

Drivetrain

AI-native FP&A platform for finance teams

Pricing not verified

Finance & Accounting

Eagleview

AI-Powered Geospatial Intelligence for Property Insights

Pricing not verified

Finance & Accounting

Earnix

AI Orchestration for Insurance Decisioning

Pricing not verified

Finance & Accounting

ELECTE

ELECTE applies forecasting models to user data for predictive analytics.

Pricing not verified

Finance & Accounting

eliteinvoice

eliteinvoice creates, sends and tracks invoices.

FreemiumFree plan available

Finance & Accounting

Elsa

Elsa assists users in discovering crypto opportunities, executing trades, and managing portfolios through conversational interactions.

Pricing not verified

Finance & Accounting

EOSI Finance

EOSI Finance is developing an AI-powered Web3 platform for trading execution and trader evaluation.

Pricing not verified

Finance & Accounting

EvryThink

EvryThink is an AI-powered financial management tool for founders and freelancers to track finances.

FreemiumFree plan available

Finance & Accounting

Exante

Automates collections outreach and helps resolve payment issues.

Pricing not verified

Finance & Accounting

Expense Sorted Local

Lets local AI agents categorize bank CSV transactions and create expense dashboards.

Pricing not verified

Finance & Accounting

F.I.R.E On Track

F.I.R.E On Track tracks financial-independence and early-retirement goals.

Pricing not verified

Finance & Accounting

Fassport

Fassport assists fund managers and founders with AI investor matching and offer creation.

PaidPaid plans available

Finance & Accounting

FastTrackr AI

FastTrackr AI provides tools for moving advisor client books during wealth-management transitions.

Pricing not verified

Finance & Accounting

Finance Rants

Uses a financial personality quiz to personalize money-management guidance.

Pricing not verified

Finance & Accounting

FinanceGPT

Provides AI tools and agents for financial analysis and workflow automation.

Pricing not verified

Finance & Accounting

FinanceOps

FinanceOps provides payment facilitation and collections tools.

PaidPaid plans available

Finance & Accounting

Financial Fusion

Financial Fusion converts accounting data into financial reports and provides an AI CFO for advisory firms.

PaidPaid plans available

Finance & Accounting

Finarkein

Connect financial data to intelligent business workflows

Pricing not verified

Finance & Accounting

finlight

Finlight provides a financial news API with field-level filtering, sentiment analysis, and real-time WebSocket streaming capabilities.

FreemiumFree plan available

Finance & Accounting

Finroo

Finroo provides an AI-driven platform to simplify investment portfolio management and automate trading processes for individual investors.

Pricing not verified

Finance & Accounting

Finster

AI research and workflow assistance for finance teams

Pricing not verified

Finance & Accounting

Finvi

Finvi provides centralized revenue-cycle management workflow technology for healthcare organizations.

Pricing not verified

Finance & Accounting

FloQast

AI-assisted accounting and financial-close workflows

Pricing not verified

Finance & Accounting

Forma.ai

Coordinates sales compensation planning and sales performance management.

Pricing not verified

Finance & Accounting

FormulAI

Provides an Excel add-in for formulas, reconciliation and financial variance commentary.

Pricing not verified

Finance & Accounting

Fortune App

Analyzes financial information across linked business bank accounts.

Pricing not verified

Finance & Accounting

FurtherAI

Supports commercial insurance underwriting, claims and policy operations.

Pricing not verified

Finance & Accounting

fxchartai

FxChartAI uses transformer models to analyze financial markets and generate real-time trading projections.

Pricing not verified

Finance & Accounting

growlonix

growlonix provides cryptocurrency trading bots.

FreemiumFree plan available

Finance & Accounting

Hebbia

AI analysis for finance and document-heavy work

Pricing not verified

Finance & Accounting

HODL it!

HODL it! provides AI-based buy and sell signals for Bitcoin and Ethereum trading.

Pricing not verified

Finance & Accounting

Hyperbots

AI Co-Pilots for Finance & Accounting Automation

Pricing not verified

Finance & Accounting

hyperexponential

AI-powered underwriting platform for commercial insurance

Pricing not verified

Finance & Accounting

iKapture

Automates accounts-payable document processing and related workflows.

Pricing not verified

Finance & Accounting

inBuild

Processes construction invoices and assigns costs for accounting workflows.

Pricing not verified

Finance & Accounting

Inscribe

AI-powered document fraud detection for financial services

Pricing not verified

Finance & Accounting

Intellectia AI

Combines market data and AI-generated investment research insights.

Pricing not verified

Finance & Accounting

Investilyze

Summarizes stock-market news and recent company updates.

Pricing not verified

Finance & Accounting

Investiment.io

Investiment.io provides conversational AI for stock and market analysis.

Pricing not verified

Finance & Accounting

Invoice Data Extraction

Extracts requested invoice data from PDF documents into spreadsheets.

Pricing not verified

Finance & Accounting

Invoicemint

Invoicemint creates invoices, tracks expenses and manages clients.

FreemiumFree plan available

Finance & Accounting

iPick.ai

iPick.ai provides agentic AI for stock research.

Pricing not verified

Finance & Accounting

Jiff Genius AI

Jiff Genius AI provides an AI broker copilot for trading analysis and natural language trade execution.

Pricing not verified

Finance & Accounting

JIFFYAI

Automates client engagement workflows for wealth-management businesses.

Pricing not verified

Finance & Accounting

Jupid

Categorizes expenses and prepares tax-related accounting summaries.

Pricing not verified

Finance & Accounting

Kasisto

AI Platform for Financial Services

Pricing not verified

Finance & Accounting

Kensho

Financial data retrieval and AI building blocks

Pricing not verified

Finance & Accounting

Kick

Automate bookkeeping for a small business

FreemiumFree plan available

Finance & Accounting

Klaim

Manages usage credits and billing for AI application businesses.

Pricing not verified

Finance & Accounting

Kniru

Tracks spending, investments and loans with AI-generated financial insights.

Pricing not verified

Finance & Accounting

Layerup

Automates insurance and financial-service workflows through AI agents.

Pricing not verified

Finance & Accounting

Leeway

Leeway combines fundamental analysis, timing and market-regime data for investment research.

FreemiumFree plan available

Finance & Accounting

Lentra

Software for digital loan-origination workflows

Pricing not verified

Finance & Accounting

LevelFields

Tracks market catalyst events and provides historical stock-event analysis.

Pricing not verified

Finance & Accounting

LinqAlpha

Supports investment research workflows for hedge funds and asset managers.

Pricing not verified

Finance & Accounting

LuckPanda

Organize business work with assistant-generated drafts

FreemiumFree plan available

Finance & Accounting

LuxAlgo

Provides market charts and coding assistance for testing trading strategies.

Pricing not verified

Finance & Accounting

MarketGPT

Analyzes news to estimate potential changes in stock prices.

Pricing not verified

Finance & Accounting

Mezzi

Analyzes investment accounts for allocation, tax and retirement planning.

Pricing not verified

Finance & Accounting

MindBridge

Financial transaction analysis and risk review

Pricing not verified

Finance & Accounting

Moontower

Provides options analytics and AI-assisted market volatility research.

Pricing not verified

Finance & Accounting

Newmoney.AI

Combines a cryptocurrency wallet with AI insights and token-transfer tools.

Pricing not verified

Finance & Accounting

NRI GPT

Answers India-related investment and tax research questions through AI chat.

Pricing not verified

Finance & Accounting

Nucleum AI

Nucleum AI creates trading strategies through conversation with AI.

Pricing not verified

Finance & Accounting

Numeric

AI-assisted close management and reconciliations

PaidPaid plans available

Finance & Accounting

Nuvio

Nuvio manages invoices, expenses and cash flow with an AI assistant.

Free TrialFree trial

Finance & Accounting

Ocrolus

AI-powered financial document analysis for lenders

Pricing not verified

Finance & Accounting

Openkoda

Configures insurance policy administration and claim workflows with AI.

Pricing not verified

Finance & Accounting

Origin Financial

Combines budgeting, investment and tax-planning tools with AI assistance.

Pricing not verified

Finance & Accounting

Oversight

AI analysis of financial spend and control risks

Pricing not verified

Finance & Accounting

Pagaya

Provides AI-assisted credit evaluation infrastructure for lending partners.

Pricing not verified

Finance & Accounting

PaperMoney

PaperMoney displays visual financial reports and company earnings for listed companies.

PaidPaid plans available

Finance & Accounting

PathPilot

Deploys voice and messaging agents for credit servicing and collections.

Pricing not verified

Finance & Accounting

Perfios

Extract and analyse financial data for lending

Pricing not verified

Finance & Accounting

Pigment

Business planning and scenario modeling with AI

Pricing not verified

Finance & Accounting

Planck

AI for commercial insurance underwriting

Pricing not verified

Finance & Accounting

Planful

AI-assisted financial planning and close

Pricing not verified

Finance & Accounting

portfoliogpt

Generates stock-portfolio ideas from user-supplied investing prompts.

Pricing not verified

Finance & Accounting

Precanto

Provides predictive analysis and decision-support insights for finance teams.

Pricing not verified

Finance & Accounting

Prospero.ai

Analyzes market patterns to provide stock research insights.

Pricing not verified

Finance & Accounting

Provenir

Decision intelligence platform for continuous decision improvement

Pricing not verified

Finance & Accounting

Prowork by Parabola

Automate finance and operations work from business data.

Pricing not verified

Finance & Accounting

Puzzle

Run bookkeeping in an AI-native accounting system

Pricing not verified

Finance & Accounting

Quanta

AI accounting platform for modern finance teams

Pricing not verified

Finance & Accounting

Quantera.ai

Provides AI agents for financial-institution analysis and operations.

Pricing not verified

Finance & Accounting

Receipt AI

Extracts receipt details and categorizes expenses from submitted images.

Pricing not verified

Finance & Accounting

Receiptix

Tracks expenses using receipt scanning, voice entries and multiple currencies.

Pricing not verified

Finance & Accounting

Receiptor AI

Collects receipts from messages and uploads and files categorized records.

Pricing not verified

Finance & Accounting

Received AI

Automates invoicing, billing and revenue workflows for B2B contracts.

Pricing not verified

Finance & Accounting

Rillet

AI-Native ERP for Finance Teams

Pricing not verified

Finance & Accounting

Rogo

Finance-focused AI research and agent workflows

Pricing not verified

Finance & Accounting

SageFusion

Provides AI-assisted investment analysis and wealth-planning tools.

Pricing not verified

Finance & Accounting

Sagehood

Sagehood provides AI-driven investment insights and portfolio management options for individual investors.

Pricing not verified

Finance & Accounting

Salient

Automates loan servicing, collections and dispute-resolution workflows.

Pricing not verified

Finance & Accounting

Scienaptic

AI credit decisioning platform for lenders and credit unions

Pricing not verified

Finance & Accounting

Scorehood

Analyzes cryptocurrency market data and generates trading signals.

Pricing not verified

Finance & Accounting

Serina

Serina automates invoice capture, validation and workflow management.

PaidPaid plans available

Finance & Accounting

Simpla.ai

Automates accounting and supports corporate tax and VAT filing workflows.

Pricing not verified

Finance & Accounting

Simplify Money

Tracks expenses and provides conversational personal-finance assistance.

Pricing not verified

Finance & Accounting

Skit.ai

AI conversations for debt-collection workflows

Pricing not verified

Finance & Accounting

Smart Profit

Smart Profit creates and organizes invoices and estimates while supporting digital invoice management and tax preparation.

Pricing not verified

Finance & Accounting

Stable Capital Pro

Organizes cryptocurrency market data for AI-assisted analysis.

Pricing not verified

Finance & Accounting

Stockaivisor

Analyzes stock-market data and summarizes trends and predictions.

Pricing not verified

Finance & Accounting

StockGPT

AI financial research assistant for stock data

Pricing not verified

Finance & Accounting

Taktile

AI platform for financial decision-making with human oversight

Pricing not verified

Finance & Accounting

TaxGPT

Researches tax questions and drafts memos with linked references.

Pricing not verified

Finance & Accounting

TradesViz

Analyzes a trading journal and supports simulated trade review.

Pricing not verified

Finance & Accounting

TradingWizard

Creates paper-trading agents that analyze market data and explain decisions.

Pricing not verified

Finance & Accounting

Trezy

Connects bank data to cash-flow tracking and forecasting.

Pricing not verified

Finance & Accounting

TrueAccord

Automates digital debt-collection and repayment communication workflows.

Pricing not verified

Finance & Accounting

Truewind

AI accounting workflows with human review

Pricing not verified

Finance & Accounting

Trullion

AI-assisted accounting and audit workflows

Pricing not verified

Finance & Accounting

TurboDoc

Extracts structured information from invoices and receipts.

Pricing not verified

Finance & Accounting

UnitedTax.AI

UnitedTax.AI combines tax professionals and AI for tax preparation.

PaidPaid plans available

Finance & Accounting

Vantaga

Answers trading research questions using market information.

Pricing not verified

Finance & Accounting

Vic.ai

AI invoice processing and accounts payable

Pricing not verified

Finance & Accounting

Workday Adaptive Planning

AI-powered enterprise performance management software

Pricing not verified

Finance & Accounting

Zapro

Zapro manages procurement workflows including vendor onboarding, purchase orders, and invoice matching for businesses.

Pricing not verified

Finance & Accounting

Zeni

AI-Powered Bookkeeping with Financial Expert Support

Pricing not verified

Finance & Accounting

Zest AI

AI-powered lending solutions for credit risk assessment and fraud detection

Pricing not verified

Finance & Accounting

ZestyAI

AI-powered property risk models for insurance decisions

Pricing not verified

Finance & Accounting

Zillion

Provides AI analysts for financial research and operational workloads.

Pricing not verified

Finance & Accounting

智驭 AI

The product executes automated Bitcoin trading decisions using high-dimensional logic and dynamic risk control algorithms.

Pricing not verified