💹 Finance AI tools

Aria Billing Cloud is a SaaS billing automation platform designed to handle complex usage and subscription business models. It simplifies commercial complexity into adaptive and automated billing experiences.

• 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

inncivio is an AI-powered tool that helps fintech platforms increase revenue by turning KYCed users into active investors with personalized in-app guidance.

• Contact for Pricing

AI4Finance Foundation is a nonprofit organization focused on advancing the use of artificial intelligence in the finance industry. It provides open-source code libraries and resources for financial AI development.

• Free

FiMo Copilot is an AI-powered tool that generates customized and professional DCF models for over 14,000 listed companies. It allows for instant model creation, AI-driven updates, and in-depth fundamental analysis.

• Free

Swaap Finance develops and operates on-chain trading systems, handling over $1 billion in monthly volume across 11 chains.

• Other

Maroo streamlines invoicing, payments, contract management, and financial workflows for small to medium-sized businesses and freelancers, helping them save on processing fees and increase efficiency.

• Freemium
• From 50$

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

• Usage Based

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$

ZuluTrade is a social trading platform that allows users to copy the trades of experienced leaders. It offers a transparent platform with advanced tools and innovative solutions for both copy trading and manual trading.

• Free

Plenty was an AI-powered financial platform for couples, offering robo-advisory, budgeting, and net worth tracking. Plenty's product is now closed as the company has joined Wealthsimple.

• Freemium

TradingLab is a technical indicator for Meta Trader 5 that provides real-time trading signals and market analysis tools. It helps traders identify opportunities and manage risk across various markets.

• Paid
• From 60$

Know Your Dosh is a secure, FCA-regulated financial management platform that enables families to track and manage their assets, liabilities, and wealth from a single dashboard. With features like real-time bank account syncing, document storage, and collaborative access, it streamlines all aspects of family finance for peace of mind.

• Freemium
• From 5$

Barudion offers adaptive ETF model portfolios using a Bayesian algorithm to optimize investment growth and stability, allowing users to manage their assets in their own brokerage accounts.

• Freemium
• From 19$

Zerocrat is a secure, end-to-end encrypted accounting software platform designed to protect business data while providing advanced reporting, real-time analytics, and multi-currency support.

• Paid
• From 9$

InvestAlert.ai was an AI-powered platform offering investing tools and portfolio insights. Please note: The service will be discontinued on December 31, 2024.

• Other

renn is an AI-powered platform designed for expat self-employed individuals in Spain, automating finances and tax filing to maximize tax savings.

• Paid
• From 54$

Delphia utilizes AI and diverse data sources, including consumer data, to develop sophisticated investment strategies, primarily targeting professional investors through its hedge fund and related ventures.

• Contact for Pricing

Accura Scan offers AI-powered global KYC and identity verification solutions, enabling rapid customer onboarding and fraud prevention through OCR, facial biometrics, and AML screening.

• Freemium

E-CHOS is an AI platform that connects businesses seeking funding with relevant investors based on their specific niche.

• Other

Scopechat is an intuitive AI assistant designed for crypto traders and users, providing real-time Web3 data and insights. It leverages extensive datasets and AI algorithms to answer Web3-related queries comprehensively.

• Freemium

Passiv is an AI-powered portfolio management tool that automates investing and rebalancing, helping users save time and maintain their target asset allocation with ease.

• Freemium
• From 9$

SparkReceipt is an intelligent document processing platform that uses AI to scan, categorize, and manage receipts, invoices, and bank statements for businesses and individuals.

• Freemium
• From 6$

Momentum Radar provides an intuitive technical analysis toolkit and resources for financial markets, including alternative data and backtested trading strategies.

• Paid
• From 25$

Scorehood is an AI-driven cryptocurrency analysis tool providing real-time trading signals and insights for 76 high-market-cap coins, helping traders make informed decisions.

• Free Trial

Lorna provides AI-driven investment analysis using its proprietary Cash Flow Momentum Score (CFMS) system to evaluate companies based on financial strength and cash flow performance.

• Contact for Pricing

i3D Protocol leverages decentralized crowd intelligence, Web3 technology, and AI algorithms to analyze, score, and rank startups for investment opportunities.

• Other

Telescope is an AI-powered financial technology platform that provides customizable investment tools and insights for brokers, publishers, and fintech companies. It offers intelligent portfolio generation, stock analysis, and compliance-focused solutions.

• Contact for Pricing

CapyParse is an AI-powered tool that converts bank statements into CSV, Excel, or QuickBooks formats, automating data extraction and organization for easy financial analysis.

• Free Trial
• From 12$

InvoiceJet is an invoicing platform currently in beta, designed to simplify invoice creation and management for businesses. It allows for unlimited invoices, clients, and business profiles.

• Freemium
• From 4$

Titan is an award-winning Registered Investment Advisor that delivers managed wealth services, combining real human advisors with AI-driven investment management and personalized financial guidance for clients across the US.

• Paid
• From 25$

Humanlike offers human-like AI to automate and optimize accounts payable and receivable processes, reducing costs and increasing efficiency. It's a superior alternative to traditional outsourcing.

• Free Trial
• From 16$

Neo.Tax is an AI-powered platform designed for tax and accounting teams to automate R&D tax credit studies (§41) and software capitalization. It eliminates interviews and manual data collection by leveraging existing engineering data, producing audit-ready outputs quickly.

• Contact for Pricing

Welle is an AI-powered investment agent designed to accelerate the analysis of US stocks and provide market summaries.

• Freemium
• From 20$

Archaide enables users to create and deploy automated trading bots using simple English prompts. It provides a no-code platform for testing, refining, and managing trading strategies with comprehensive reporting and community support.

• Contact for Pricing

QTR.ai offers AI-powered real-time earnings call summaries, transcripts, and analysis for institutional investors, providing actionable insights from financial data.

• Contact for Pricing

Pattern Vista offers AI-powered stock chart pattern recognition, automatically scanning markets like the S&P 500 and Nasdaq 100 daily to identify trading opportunities based on classic and advanced patterns.

• Free Trial

AgentCalc provides a wide range of intelligent, user-friendly calculators for finance, health, lifestyle, construction, and more, streamlining complex computations with accuracy and ease.

• Free

Cloudgov.ai is an AI-driven cloud cost management platform that helps organizations optimize and reduce cloud expenses across AWS, Azure, and Google Cloud through real-time monitoring, anomaly detection, and automated recommendations.

• Freemium

IntelligentCross is a US equities trading venue utilizing AI to optimize price discovery, aiming for maximum price stability, better prices, and tighter spreads for institutional and professional clients.

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Subset is an AI-powered tool that allows users to generate spreadsheets, including financial models and budgets, simply by describing them.

• Free Trial

Entobase offers AI-powered lending solutions for individuals and businesses, connecting borrowers with over 100 lenders through a single application.

• Free

DayZero offers AI-assisted bookkeeping and accounting services, simplifying financial management for e-commerce businesses, freelancers, and startups with automated reports and an AI assistant.

• Free Trial
• From 99$

IntrinsicAlpha is a value investment platform that automatically estimates the intrinsic value of stocks to aid informed investment decisions. It provides balance sheet analysis and Wall Street analyst insights.

• Freemium
• From 9$

Market Scan offers real-time digital payment solutions for the automotive industry, enabling accurate calculation and comparison of vehicle lease and finance payments.

• Contact for Pricing

Revolutionize your finance and accounting workflow with Osfin – your go-to platform for automating financial reconciliation, invoice processing, and payout management.

• Contact for Pricing
• API

Nickel provides modern businesses with a unified platform to automate payments, manage invoices, extend trade credit, and strengthen cashflow through features like net terms, bill pay, and QuickBooks integration.

• Freemium

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

Suvit is an AI-powered accounting automation tool designed for Tax Professionals and CAs to streamline tasks like data entry, document management, and GST reconciliation, improving accuracy and efficiency.

• Free Trial
• From 12$

DaviddTech provides AI-powered trading bots for cryptocurrency exchanges, allowing users to connect accounts and deploy high-performing, AI-selected strategies.

• Freemium