Top AI tools for Financial Analyst

Method streamlines financial account connectivity, allowing businesses to connect, retrieve, and manage users’ credit and liability data with embedded payments and real-time insights across 15,000+ financial institutions.

• Contact for Pricing

Cresa is an AI-powered analyst for commercial real estate (CRE) that automates deal screening, document analysis, and report generation, helping investment teams operate more efficiently.

• Free Trial

Clevrr AI is a unified analytics and business intelligence platform designed for D2C brands, offering AI-powered insights, automated reporting, and real-time dashboards by integrating data from over 50 sales, marketing, and logistics channels.

• Freemium
• From 29$

Dlytica offers comprehensive data engineering, data science, and AI solutions, including generative AI, IoT, and RPA, to drive business growth and efficiency.

• Contact for Pricing

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

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• Other

Sanctum offers a secure and locally run generative AI solution with full-featured open-source LLMs, ensuring your data remains private and under your control.

• Contact for Pricing

Doclink.io is an AI-powered platform allowing users to ask questions directly to their documents (PDFs, Word, Excel, URLs) and receive instant, accurate answers with source validation.

• Freemium

Hivemind integrates multiple AI models directly into Slack, enabling teams to chat, collaborate, and enhance productivity within their existing workspace.

• Freemium
• From 2$

Rose AI is an advanced financial data platform that combines natural language processing with powerful visualization tools to simplify data analysis and integration for financial professionals.

• Contact for Pricing

Gesio is an advanced online ERP platform that leverages artificial intelligence to automate and optimize business processes, offering modules for accounting, inventory, e-commerce, HR, and more.

• Contact for Pricing

BTCAURA uses AI to process hundreds of Bitcoin news stories from authoritative sources, delivering hourly summaries with key insights, reducing bias and clickbait.

• Free

DataRobot offers industry-leading AI applications and a platform to develop, deliver, and govern generative and predictive AI at scale. It maximizes business impact while minimizing risk.

• 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

LexisNexis Risk Solutions provides data and technology services that empower businesses and government entities to manage risk, improve outcomes, and make informed decisions.

• Contact for Pricing

Bank Statement Convert is an AI-powered solution that transforms PDF bank statements into Excel or CSV formats with a single click. It is designed for financial professionals to enhance security, privacy, and efficiency.

• Paid
• From 26$

AI Analytics Inc. offers AI and data science consulting services to help businesses leverage the power of AI. They focus on industries such as FinTech, eCommerce, Retail, and technologies including AI, Robotics, and Blockchain.

• Contact for Pricing

Capitara is an AI-powered financial management platform that combines budgeting, analytics, and an AI assistant to provide real-time business insights and financial analysis. It helps companies track key SaaS metrics and make data-driven financial decisions.

• Free Trial
• From 50$

MyiQ.Ai is an innovative invoice automation software designed to significantly reduce operational costs and improve efficiency in accounts payable processes.

• Free Trial
• API

Sequel is an AI-powered natural language interface that allows users to query databases and generate reports without writing SQL code. It transforms plain language questions into database insights, complete with visualizations and reports.

• Freemium
• From 19$

Parabola enables operations teams to build AI-powered automated workflows for data processing. Streamline your operations by using plain language, and without requiring coding.

• Freemium
• From 80$

Subgraph Citadel is a security-focused operating system engineered for adversary resistant computing, offering users high levels of isolation, integrity, and tamper-resistance for hostile internet environments.

• Other

Monger Trading leverages AI to provide day traders with unique technical indicators, including chart predictions, pattern recognition, and smart alerts, aiming to enhance trading consistency and performance.

• Free Trial
• From 99$

eDeltaPro offers powerful commission-free options trading and backtesting solutions tailored for options traders, providing industry-leading analysis, strategy validation, and real-time monitoring tools.

• Freemium
• From 39$

Folionomics is a multi-chain cryptocurrency portfolio management platform that enables users to analyze and optimize their crypto investments across 50+ blockchains while maintaining anonymity and security.

• Free Trial

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

Super.AI is an enterprise-grade Intelligent Document Processing (IDP) platform that leverages Large Language Models and human-in-the-loop capabilities to automate complex document processing workflows with guaranteed accuracy.

• Contact for Pricing

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

PortfolioPilot offers a comprehensive AI-driven platform for self-directed investors to optimize their financial assets with advanced security and personalized investment advice.

• Freemium
• From 29$

Adobe Newsroom provides the latest news, customer stories, and key data about Adobe's products and performance. Stay informed with official announcements and industry insights.

• Free

FairPlay offers AI-powered fairness-as-a-service solutions for financial institutions, helping them increase fairness and profitability in lending. Its tools analyze automated decisioning models to identify and mitigate bias.

• Contact for Pricing

Perigon provides a research technology platform with a comprehensive Data API, delivering structured data on articles, companies, people, and more, enhanced with AI-driven insights.

• Free Trial
• From 250$

FileAi is an AI-powered PDF assistant that allows users to upload files and instantly gain insights, improving efficiency in reading and analyzing documents.

• 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

CoinStats is a comprehensive crypto portfolio tracker that allows users to manage cryptocurrencies, NFTs, and DeFi assets across multiple wallets and exchanges from a single platform, featuring AI-powered insights.

• Freemium
• From 14$

Lido is an AI-powered PDF conversion tool that transforms PDF documents into structured Excel spreadsheets, automating data extraction and reducing manual entry errors.

• Freemium
• From 19$

DataSnipper accelerates productivity for audit and finance professionals by automating data extraction, cross-referencing, and verification within Excel.

• Paid
• From 59$

Fluent BI leverages AI to turn spreadsheets, PDFs, and CSV files into actionable insights and interactive dashboards with no coding or SQL required.

• Other

Fundra is an advanced platform that streamlines fund management, automates LP reporting, and delivers actionable portfolio insights using AI. Designed for venture fund managers, it eliminates manual processes and centralizes all your fund data for efficient, data-driven decision-making.

• Paid
• From 550$

ReadyRedact is an AI-powered document redaction software that permanently removes sensitive information, ensuring compliance with privacy laws like GDPR, CCPA, and HIPAA.

• Freemium

WealthBee is a comprehensive AI-powered trading journal and portfolio analytics platform designed to help traders optimize their strategies, manage positions, and analyze performance in real time.

• Freemium
• From 50$

Alphastream is an AI-powered platform that transforms complex financial and legal documents into structured data for credit market analysis. It specializes in extracting key information from offering memorandums, earnings reports, and credit agreements within minutes.

• Contact for Pricing

Dawiso is an AI-powered data governance platform that helps organizations centralize, manage, and understand their data resources while ensuring compliance and streamlined business operations.

• Paid
• From 286$

Datatrixs is an AI analytics copilot that transforms business data from spreadsheets and accounting platforms into real-time insights, enabling faster, smarter decision-making for finance teams, operators, founders, and accountants.

• Paid

Excel-Bot is an AI-powered assistant that helps users work more efficiently with Excel and Google Sheets, offering formula conversion and spreadsheet assistance.

• Freemium
• From 99$

CiGen offers tailored AI solutions and consultative services to help businesses automate processes, optimize workflows, and gain actionable insights across various industries.

• Contact for Pricing

Shaw Systems offers an API-first loan management platform designed to streamline servicing, collections, and the management of diverse financial products for institutions seeking scalability and integration.

• Contact for Pricing

RelationalAI is a Knowledge Graph Coprocessor that operationalizes business rules, relationships, and decision systems within the Snowflake data cloud. It enables fast, repeatable decision-making across the organization.

• Contact for Pricing

Flowtrail AI streamlines data interaction with a Conversational AI Data Agent, enabling effortless integration of databases and files. It provides instant insights and real-time access for teams.

• Freemium
• From 10$

Ntropy Insights utilizes AI with bank data to automatically generate Profit & Loss (P&L) and cash statements in milliseconds, significantly accelerating the business underwriting process.

• Contact for Pricing