finance workflow automation tools - AI tools

Occam is an out-of-the-box engine for generating and running financial automations. It handles large data, human-in-the-loop capabilities, and adaptive runtime planning.

• Contact for Pricing

Pennyflo is an AI-powered financial management platform that streamlines business operations through intelligent cashflow management, account integration, and automated financial operations.

• Free Trial

Payflow.ai provides Luca, a specialized AI agent for corporate finance, automating FP&A, reporting, and analysis for midsized and growing companies by integrating diverse data sources.

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Endex is an AI agent designed for financial services, automating analytical workflows, unifying data sources, and generating presentation-ready outputs. It acts as an AI financial co-worker to optimize team tasks.

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Midday streamlines financial tasks for freelancers and businesses, offering automated invoicing, time tracking, file reconciliation, and a financial overview with an AI assistant.

• Free

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

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Mesh is an AI finance co-worker designed for busy teams, providing real-time financial insights and automation by integrating with existing financial systems.

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LiveFlow automates financial reporting and analysis by integrating with QuickBooks and other platforms, turning spreadsheets into live FP&A dashboards.

• Paid
• From 500$

Financial Cents is an accounting practice management software designed to help firms track client work, automate processes, manage communication, and meet deadlines efficiently.

• Paid
• From 69$

BlackLine offers an AI-powered platform designed to centralize and automate financial operations such as record-to-report and invoice-to-cash, helping businesses accelerate processes, strengthen controls, and gain real-time financial insights.

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Autofy offers AI-powered, ready-made automation workflows and templates tailored for no-code platforms like n8n and Make, enabling users to streamline tasks without programming expertise.

• Free

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.

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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$

Finmark is a financial planning and analysis software designed for startups and SMBs, offering automated data integration, real-time reporting, scenario planning, and collaborative budgeting.

• Free Trial
• From 100$

OpenEnvoy offers AI-powered autonomous finance solutions to eliminate manual work, optimize cash flow, and improve accuracy in Accounts Payable and Accounts Receivable processes.

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Vic.ai is an AI-powered autonomous finance platform that transforms accounts payable operations through intelligent invoice processing, PO matching, and approval workflows, delivering up to 355% improvement in productivity.

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Zeni is an all-in-one AI-powered financial operations platform that combines automated bookkeeping, bill payments, reimbursements, and business banking with dedicated financial expertise for startups and growing businesses.

• Paid
• From 466$

Tyms is an AI-powered accounting software designed to simplify complex financial tasks for businesses. It automates processes like bank reconciliation, revenue/expense management, and financial statement preparation, saving time and reducing errors.

• Free Trial
• From 10$

Panax offers an AI-powered cash management platform that streamlines treasury operations, optimizes liquidity, and provides strategic financial insights.

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Bookkeeper AI automates accounting tasks, streamlining financial management for businesses of all sizes. It offers features like automated payouts, workflow management, and real-time financial insights.

• Paid
• From 32$

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