Top AI tools for Financial Analyst

Synapse Analytics is an AI credit decisioning platform designed to increase loan approvals, reduce risk, and streamline operations for financial institutions.

• Contact for Pricing

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$

Kryll simplifies Web3 investments with advanced AI tools that provide clear, actionable advice on cryptocurrencies. It offers features like portfolio tracking, token analysis, and smart money tracking to help users make informed decisions.

• Free

Farsight AI offers advanced AI-powered automation solutions tailored for the financial services industry, improving accuracy and efficiency in complex tasks.

• Contact for Pricing

Clintview VI is an advanced AI-powered solution designed to optimize pricing strategies, customer insights, and revenue acceleration for telecom companies through customer-by-customer simulation and data-driven analytics.

• Contact for Pricing

Verve AI is a comprehensive interview preparation platform offering real-time AI interview support, mock interviews, and resume building capabilities with a proven 95% interview success rate.

• Freemium
• From 15$

CoreLogic provides comprehensive property data, analytics, and technology solutions for professionals across the real estate, mortgage, and insurance industries.

• Contact for Pricing

Real Estate Spreadsheets offers advanced Microsoft Excel templates designed for efficient rental property, house flipping, and Airbnb investment analysis. Its user-friendly tools help both beginner and experienced investors evaluate, forecast, and optimize their real estate decisions.

• Pay Once

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

Dot is an AI command center leveraging Agentic AI to unify AI models, integrate with enterprise applications, and orchestrate complex workflows, streamlining tasks across various industries.

• Contact for Pricing

Rocket Statements is a secure AI-powered tool that converts bank statements from PDF or image formats to Excel, CSV, and JSON. It supports over 100 banks worldwide and integrates with accounting software like QuickBooks and Xero.

• Freemium
• From 15$

Folderr is a comprehensive AI platform that enables users to create custom AI assistants, chatbots, and workflow automations using multiple AI models. It offers document processing, generative chat tools, and extensive third-party integrations.

• Freemium
• From 8$

Rose AI is an intuitive platform for financial analysts, simplifying data discovery, visualization, and analysis using advanced language models while ensuring data integrity.

• Contact for Pricing

Your PDF AI - like ChatGPT but for PDFs. Summarize and answer questions for free.

• Paid
• API

Elusidate is an AI-powered data analysis and visualization tool that transforms raw data into comprehensive reports, charts, and presentations instantly.

• Freemium
• From 4$

Kili is an AI-powered financial automation platform that streamlines bookkeeping, reconciliation, invoice processing, and inventory management, automating up to 95% of financial tasks.

• Contact for Pricing

LuxAlgo provides powerful trading tools and an AI Agent to build and backtest winning strategies, used by over 15,000 traders.

• Freemium
• From 25$

IDcentral offers an AI-powered platform for identity verification and KYC onboarding, enabling businesses to streamline customer onboarding, mitigate fraud, and ensure regulatory compliance.

• Contact for Pricing

Bold Reports is a comprehensive business intelligence platform enabling self-service and embedded reporting, allowing users to create, manage, and embed pixel-perfect reports for insightful data analysis.

• Paid
• From 495$

Budgyt streamlines financial planning with collaborative budgeting, agile forecasting, and data-driven reporting for businesses and nonprofits, eliminating spreadsheet complexity through a secure, user-friendly platform.

• Contact for Pricing

Allyf is an accounting copilot that automates tasks like managerial account creation and statement reconciliation, freeing up finance teams. Launch your own customized accounting copilot.

• Free

RockFlow is an AI-first trading app designed to simplify investing through features like AI-driven insights, copy trading, and fractional shares.

• Free

Tomedes offers high-quality, fast, and customized language translation services for businesses worldwide, available 24/7. They provide document translation, localization, and interpreting services, combining AI technology with human expertise.

• Contact for Pricing

Beam AI is a leading platform for Agentic Process Automation that deploys AI agents to automate workflows, reduce operational costs, and scale business operations efficiently.

• Paid
• From 990$

BizPlanner.AI is an AI-driven platform designed to help entrepreneurs and businesses create professional business plans efficiently and affordably.

• Pay Once
• From 10$

MarketGrader provides independent, data-driven research and ratings for over 40,000 global stocks, helping investors make informed decisions using a proven GARP methodology.

• Free Trial
• From 100$

Wefranch is a platform designed to help franchisees find and launch franchise locations, and assist franchisors in launching and expanding their businesses. It achieves this through a combination of software, data analytics, and a supportive community.

• Paid
• From 499$

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

RockTeam provides enterprise IT consulting services, specializing in collaboration systems, managed support, security, and digital transformation, including AI applications for manufacturing and scientific research. Optimize your IT infrastructure and software licensing with experienced consultants.

• Contact for Pricing

Simple ML for Sheets is a Google Sheets add-on enabling users without ML expertise to predict missing values, spot anomalies, forecast future data, and train models.

• Free

Sagehood provides AI-driven insights for stock market investors, utilizing specialized AI agents to analyze market trends, risks, and opportunities for informed decision-making. It offers portfolio monitoring and daily market intelligence.

• Freemium
• From 30$

Summary with AI is a tool that quickly generates high-quality summaries of PDF documents, including annual reports, research papers, and legal documents. It allows users to read and understand complex information faster.

• Freemium
• From 10$

Cradl AI automates document handling tasks by leveraging sophisticated AI-powered parsing technology to extract information from diverse documents efficiently.

• Freemium
• From 350$
• API

Decisional is an AI Financial Analyst for Private Markets, automating workflows, enabling deep data analysis, and improving decision-making accuracy for financial firms.

• Free Trial
• From 99$

Quadratic is an AI-powered spreadsheet platform that combines data analysis, visualization, and collaboration features with natural language processing capabilities for faster insights and model building.

• Freemium
• From 15$

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$

BitCore BTX is a cryptocurrency combining the strengths of Proof-of-Work and masternodes, now integrated with the Binance Smart Chain via the Swapped BitCore (sBTX) token for expanded DeFi capabilities.

• Other

Bellaire is an AI platform enabling users to create custom AI assistants trained on their data, build complex automations, and deploy AI chatbots integrated with various tools.

• Free Trial
• From 8$

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$

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

• Free

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

Emly.Labs offers a comprehensive suite of no-code AI tools designed for seamless business integration, enabling effortless data handling and enhanced decision-making.

• Free Trial
• From 99$
• API

Filebox provides a seamless integration of secure cloud storage and advanced AI capabilities to enhance productivity and creativity in data management.

• Paid
• From 7$
• API

An enterprise-grade API service providing real-time Twitter data access (user profiles, tweets, followers) without requiring Twitter authentication. Offers high speed, high throughput, and significantly lower costs compared to official Twitter APIs.

• Usage Based

Docsumo is an AI-powered document processing platform that automates data extraction from unstructured documents with 95%+ accuracy, helping enterprises digitize their workflows and improve efficiency.

• Freemium
• From 299$

TorkeHub offers AI-powered CRM and automation tools to streamline operations, manage leads, and enhance sales and marketing processes. Boost productivity and efficiency with smarter tools.

• Freemium
• From 6$

ChatPaper is an AI research assistant that allows users to explore the latest papers with AI elucidation and chat with files to get instant answers with cited sources.

• Free

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

Discover trends, generate insights, and get predictions from your data using integrated AI capabilities within Microsoft Power BI, no complex coding required.

• Freemium
• From 10$

SmartCredit.io is a decentralized peer-to-peer global lending marketplace connecting crypto lenders and borrowers directly to facilitate loans and interest earning.

• Free