AI tools for Finance
Alright, diving into the world of finance, AI tools are a game-changer. Picture this: hundreds of tools, each category brimming with options. From predictive analytics to automated trading, these tools are reshaping how we approach finance. It's a whole new era.
### AI Tools available
Nansen AI
Nansen AI mobile app tracks all your on‑chain holdings across 20+ blockchains and answers crypto queries using real‑time data from tens of billions of transactions and 500M+ labeled addresses for unique alpha.
Fakeradar
Fakeradar detects deepfakes in real time on Zoom, Meet, Teams and more. Instantly flags deepfakes, static photos and suspicious signals, with no recordings, no audio access and no data stored.
Visuals
Visuals converts CSV and Excel files into publication-ready charts in seconds. AI analyzes your data, asks clarifying questions, and generates clear, professional visualizations so you can surface insights without manual tweaking.
alphaAI Capital
alphaAI Capital: AI robo-advisor that adapts portfolios in real time for risk-tolerant investors-leveraged and crypto ETFs, tax-aware optimization, dynamic hedging and one-click automation to seek upside and reduce drawdowns.
Capalyze
Capalyze lets you query spreadsheets in plain language-LLMs generate answers, charts, and downloadable reports with source citations. Its agent system scrapes, enriches and visualizes data, eliminating formulas and complex menus.
RizzCalc
RizzCalc is the first AI financial-modeling add-on for Google Sheets™. Type natural-language prompts like "create a DCF" or "adjust projections" and it edits models, cash flows and balance sheets-no formulas, saving hours.
Meet Macro Terminal
Meet Macro Terminal: a command-line tool giving analysts natural-language access to databases, CSV and Excel files-explore data, run and write SQL, and export results as CSV for faster, focused analysis.
ROMA
ROMA is an open-source framework for creating customizable multi-agent AI systems. It supports any model and data source, enabling development of versatile agents like task solvers, research assistants, and finance advisors for specialized applica...
Hudson Labs
Hudson Labs offers institutional equity research with AI precision and terminal-level data access, delivering fast, accurate, and verifiable insights to support informed investment decisions.
Ada
Ada is an AI data analyst that transforms raw datasets into clear, actionable reports with one click. Automate data fetching, cleaning, and analysis to save time and focus on insights without manual effort or complex tools.
Koncile
Koncile uses AI OCR to transform PDFs and images into structured, actionable data, streamlining processing of invoices, POs, tables, contracts, and more for improved accuracy and efficiency.
OAK
OAK is an enterprise AI platform offering secure, GDPR-compliant AI integration with full data sovereignty. It enables teams to connect to major or on-premise LLMs while maintaining privacy, control, and usage oversight.
Surf
Surf simplifies crypto with AI-driven insights, instant research reports, and natural language trade execution. Get timely opportunities, deep analysis, and portfolio management all in one tool—perfect for beginners and experts alike.
Skope
Skope streamlines billing for AI product companies by supporting all pricing models—subscriptions, usage, outcome-based, and hybrids—in one platform. Easily customize and adjust pricing to fit your business needs without technical hurdles.
Private Mind
Private Mind is a free, open-source app that runs AI locally on your device, ensuring complete privacy, fast responses without internet, and full control over your data. Experience powerful AI without compromising security or speed.
VibeChart
VibeChart transforms your raw data into clear, customizable charts in seconds. Simply upload your data and create visual insights effortlessly, making complex information easy to interpret and share.
Finden
Finden is an AI-powered search and organization tool that instantly finds anything you’ve saved across all your drives, devices, and accounts—keeping your personal and work data connected yet private in one seamless experience.
Melder - AI for Excel
Melder is an Excel add-in that brings AI-powered formulas, PDF data extraction, and an interactive chat agent to your spreadsheets, helping finance, sales, and marketing teams automate data processing and generate insights quickly.
Coverage Cat
Coverage Cat uses insurance-trained AI to analyze your personal lines policies, providing clear, accurate answers and highlighting key coverage details. Get reliable insights on home, auto, and umbrella insurance without sifting through confusing ...
Bilbo
Bilbo enables non-technical team members to query and analyze data directly, saving developer time and uncovering valuable insights quickly and efficiently without coding expertise.
Candlestick AI
Candlestick AI offers personalized investment management by automating portfolio creation and active monitoring based on your unique financial situation, making expert financial advice accessible without high fees or generic strategies.
AutoForm
AutoForm automates data extraction, cleaning, and transformation from any file or webpage using plain-language commands. It outputs structured data to autofill forms, export files, or integrate with apps, streamlining your data entry and workflow ...
TrackFi
TrackFi automates expense tracking by syncing bank emails, scanning receipts, and using voice commands to log expenses instantly. Simplify budgeting and stay on top of your finances without manual entry or missed expenses.
MyLens Stock Market
MyLens Stock Market uses AI to analyze real-time stock news and data, delivering clear visual summaries of trends, sentiment, and SWOT insights. It reveals hidden risks and opportunities with transparent sources, making market analysis simple for ...
Trumpet
Trumpet sends instant alerts the moment President Trump posts market-moving updates, giving traders and investors a timely edge with fast notifications, personalized filters, and clear analysis directly from original sources—act before the market ...
Modernbanc
Modernbanc is an AI financial assistant for business owners that delivers instant insights, dashboards, and projections using real-time bank and accounting data—helping you make faster, informed financial decisions without a finance degree.
Quoai
Quoai is an AI assistant that creates accurate tech project quotes in seconds, suggesting optimal team setups, cost structures, and providing real-time financial breakdowns with export-ready PDF/DOCX documents for freelancers, agencies, and tech t...
ZeroEntropy (YC W25)
ZeroEntropy (YC W25) offers an API that lets developers quickly deploy accurate retrieval systems by uploading any document type and retrieving relevant information with minimal code. Its new open-weight reranker outperforms top models for precise...
Molku AI
Molku AI automates data transfer from documents to templates by extracting key info from PDFs or scans and placing it into spreadsheets or forms. Save time, reduce errors, and simplify workflows with easy drag-and-drop field mapping and quick valu...
Preso Budget
Preso Budget uses AI to simplify budgeting by automating expense tracking and focusing on controllable spending. It helps users build saving habits easily, paving the way for smarter financial decisions and long-term wealth growth.
Context
Context is an AI Office Suite that connects with 40+ tools like Gmail and Slack to generate presentations, documents, spreadsheets, and analysis. It learns your style to automate tasks, helping you save time and collaborate efficiently.
fileAI AI OCR
fileAI AI OCR transforms raw files into clean, structured, and verified data with a single API call—no templates or rules needed. Trusted by top brands, it delivers consistent, enriched output ready for LLMs, automation, and system integration at ...
Stepfun Diligence Check
Stepfun Diligence Check verifies claims by cross-referencing multiple trusted sources in real time. Paste links, texts, or AI responses to quickly identify flawed logic, dubious info, and missing context for confident, informed decisions.
Fabi.ai Workflows
Fabi.ai Workflows automates data insights between your warehouse, Google Sheets, Airtable, Slack, and more, delivering key information directly where your team works for faster, seamless decision-making.
Overflow AI
Overflow AI lets you ask data questions in plain English and instantly generates charts and insights, saving hours of manual work and helping you make faster, smarter decisions based on clear giving trends and donor information.
Document collection by Superdash
Document collection by Superdash uses an AI agent on WhatsApp to streamline onboarding by collecting documents, sending follow-ups, resolving issues, and securely organizing files in your chosen storage, saving time and improving efficiency.
Keboola MCP Server
Keboola MCP Server enables AI agents like Claude, Cursor, or ChatGPT to build and deploy data pipelines instantly with built-in error handling, logging, and governance—turning workflow descriptions into production-ready infrastructure in seconds.
Dynbox.app
Dynbox.app uses AI to automatically organize, search, and clean your files across cloud storage, saving you time and keeping your digital workspace clutter-free. Try it free and simplify your file management effortlessly.
Gabriel Operator
Gabriel Operator turns your screen recordings into AI agents that automate browser tasks like form filling and data scraping—no coding or APIs needed. It adapts visually, handles loops and input, giving you full control to save time and effort.
MarketAlerts.ai
MarketAlerts.ai uses AI to monitor your stocks, sending timely alerts and trade ideas aligned with your strategy. Understand price movements instantly with AI-powered StockStory Charts, so you stay informed without watching charts all day.
MCP Defender
MCP Defender is a desktop app that protects AI applications like Cursor by detecting and blocking malicious actions. It alerts you instantly, giving full control to allow or prevent AI-driven threats on your computer.
Approval AI
Approval AI streamlines the mortgage process by automating paperwork, rate comparison, and negotiation, helping homebuyers save time, reduce costs, and minimize stress—all within a single, efficient platform.
Zown
Zown is an AI-driven home-buying platform that automates affordability checks, pre-approvals, smart listings, and offer predictions, helping buyers save up to $25K in realtor commissions to boost their down payment in Canada and the U.S.
Nexus
Nexus enables seamless AI-powered collaboration on connected data without uploads or downloads, allowing precise edits, in-depth analysis, and selective insights—all within a streamlined workflow for efficient data management.
DocuSpark
DocuSpark lets you securely chat with PDFs, health reports, and forms to extract insights, fill documents, and send emails effortlessly. No setup or training needed—just upload your files and interact with them privately using AI.
Balance
Balance is a personal finance tool that simplifies tracking income, expenses, and budgets, helping you make smarter financial decisions and gain clear insights into your money management.
Clemta Intelligence
Clemta Intelligence automates bookkeeping, tax preparation, and financial reporting, helping businesses save time and reduce errors so you can focus on growth and strategic decisions with accurate, up-to-date financial data.
OpenMemory MCP
OpenMemory MCP is a private, local-first memory layer with a built-in UI that keeps all data structured and fully controlled on your device, ensuring no cloud sync or external storage for maximum privacy and security. Compatible with all MCP-clients.
Generated Assets
Generated Assets by Public.com transforms any investment idea into a personalized index by analyzing thousands of stocks, helping you create a focused portfolio based on your unique concepts quickly and efficiently.
GMSSH
GMSSH is a visual desktop-style server management tool using SSH, offering an open app development hub for SMEs to build and collaborate on business applications across financial, operational, and analytical scenarios.
Document Parser by Contextual AI
Document Parser by Contextual AI delivers precise extraction for RAG applications, reducing errors with advanced document-level analysis and effective handling of complex formats to ensure reliable, accurate data parsing.
Probo
Probo is an open-source platform that simplifies compliance with SOC 2, ISO 27001, HIPAA, and more. Choose white-glove service to manage audits seamlessly, letting you focus on your business with transparency and ease.
Cardamon
Cardamon helps regulated financial firms automate compliance, enabling faster product launches and market entry. Convert regulations into actionable requirements in minutes instead of months, ensuring compliance 10X faster. Book a demo to learn more.
EyesOff
EyesOff is a privacy-focused macOS app that uses a local neural network to detect and alert you when others glance at your screen. It ensures complete on-device processing, keeping your data private and secure.
Doclime
Doclime lets you quickly find answers within your documents. Upload files and ask questions to receive instant, accurate responses with citations, saving time and improving document research efficiency.
ParrotPDF
ParrotPDF lets you interact with your PDFs by asking questions and receiving instant answers, making document review faster and more intuitive. Experience a seamless way to explore and extract information from your files through natural conversation.
Mezzi
Mezzi uses AI-driven tax-loss harvesting to help US iOS investors reduce capital gains and income taxes with clear, actionable steps linked to their brokerage accounts.
axcent
Axcent streamlines data analysis by delivering fast, accurate insights through AI-driven automation, helping businesses make informed decisions with ease and precision.
LedgerBox
LedgerBox uses AI and computer vision to quickly convert bank statements from PDF into Excel (.csv) format, streamlining data extraction and saving time on manual entry for accurate financial analysis.
Susterra
Susterra enhances Public Finance decision-making by delivering advanced analytics and AI-driven insights. It addresses key challenges for diverse stakeholders, enabling data-backed strategies and improved financial outcomes with precision and clar...
Simpliterms
SimpliTerms is a Chrome extension that uses AI to simplify complex terms and privacy policies with one click, helping you quickly understand what you’re agreeing to and stay informed without the hassle.
Recodify
Recodify converts Excel models into R and Python quickly and affordably, freeing analysts to focus on deeper insights and advanced analysis. Save time and streamline your data workflow with efficient model translation.
DataGPT
DataGPT is a conversational AI data analyst that lets anyone ask complex business questions in plain language and receive instant, expert-level data insights—accelerating decision-making and making data analysis accessible to all.
PhishX.org
PhishX.org lets victims and witnesses of phishing scams report incidents for quick takedown, protecting those most vulnerable from financial loss and helping to reduce online fraud effectively.
Billy
Billy simplifies invoicing for small businesses and freelancers with flexible payment options, real-time tracking, seamless Stripe integration, and automated delivery—making billing efficient, secure, and hassle-free.
Athenic AI
Athenic AI lets you create graphs and dashboards by simply asking questions to your data. Connect Google Sheets, SQL, and more to quickly generate actionable insights without complex queries or coding.
Docu
Docu uses AI to analyze contracts quickly, turning complex legal language into clear insights. Enhance your negotiation strategy and identify potential risks with ease, saving time and ensuring informed decisions.
SynthSearcher AI
SynthSearcher AI instantly generates detailed research reports from public company data. Simply enter a company name to receive a structured, professional analysis—ideal for analysts, investors, and researchers seeking efficient insights.
Data Extraction
Data Extraction transforms images and documents into organized, actionable data quickly and accurately, streamlining your workflow and saving time on manual data entry.
Entendre Finance
Entendre Finance is an AI-driven accounting platform for Web3 teams that automates digital asset management and integrates seamlessly with any ERP, ensuring accurate and efficient financial operations.
AI Summarized News
AI Summarized News delivers clear, concise summaries of live news events, helping you stay informed quickly and efficiently. Access free, easy-to-read updates that save time and keep you current on important stories.
Chartonomics
Chartonomics transforms messy, unstructured data into over 20 clear, customizable charts with a single click, streamlining visualization and enabling quick insights from any information or dataset.
Alpha
Alpha uses AI to monitor your stocks, ETFs, and crypto, delivering instant insights on price movements, real-time market events, earnings calls, and more—helping you stay informed and make smarter investment decisions.
Cloudgov.ai
Cloudgov.ai is a 24/7 FinOps AI agent that monitors AWS, Azure, and GCP usage, detects cloud waste, and delivers actionable cost optimization recommendations. It integrates smoothly with Jira, Slack, and ITSM workflows for seamless cloud expense m...
TurboLens
TurboLens uses AI to instantly convert documents into structured data, improving accuracy and efficiency. Automate manual data extraction and streamline workflows effortlessly at scale.
Invofox Custom Documents
Invofox Custom Documents lets you quickly convert any document into structured, verified data with easy customization and seamless integration, giving you full control over your document processing workflow.
Parseflow.io
Parseflow.io automates data processing and streamlines data entry, helping businesses reduce manual work and save time. Simplify your data workflows and improve efficiency with easy-to-use automation tailored for any business size.
Haiva Analytics for SQL Databases
Haiva Analytics for SQL Databases delivers real-time data access and voice interaction in multiple languages without data movement or AI tuning. Simply connect your data source and get instantly formatted insights through natural conversation.
SimplyBudget
SimplyBudget helps teens easily track income and expenses with AI-driven insights, while allowing parents to monitor activity for added security. Manage finances simply and effectively with this user-friendly app by Zain Pirani.
Sequel
Sequel lets you query your database using natural language, generating reports and visualizing data with AI to simplify analysis and decision-making.
Cleverity
Cleverity uses AI to streamline complex data analysis, delivering clear insights that help businesses make faster, smarter decisions with confidence and ease.
PRISM
PRISM lets you create custom AI agents on Solana by fine-tuning ML models, then easily integrate them via API. Build intelligent features and fintech solutions tailored to your product with streamlined development and deployment.
Heimdall 2.0
Heimdall 2.0 lets you track, analyze, and visualize your spending across Amazon, Uber, Instacart, Booking.com, and Uber Eats, helping you make informed financial decisions with clear insights and easy-to-understand reports.
Journo AI
Journo AI streamlines research, drafting, reviewing, and editing for financial journalists, cutting routine tasks from minutes to seconds so they can focus on crafting insightful stories with greater efficiency.
ARTE
ARTE is a free AI research assistant for taxes and accounting that outperforms human CPAs by 22% on the CPA exam. It provides accurate, detailed answers with citations, helping professionals tackle complex tax and accounting questions confidently.
LockedIn
LockedIn is a web-based tool offering fast, accurate time series forecasting using Geneva Forecasting’s advanced machine learning. Generate instant forecasts from spreadsheets and access real-time AI insights to support data-driven decisions.
Real Fake
Real Fake tests your ability to distinguish real companies from AI-generated fakes. Challenge your investor instincts daily by swiping right for real, left for fake, and share your score across various categories.
Spreadsite
Spreadsite converts static spreadsheets into interactive AI-powered dashboards, enabling quick visualization and seamless sharing of data insights through custom web dashboards.
Quanty
Quanty uses AI to build a dynamic Knowledge Graph for real-time market insights. Access and analyze financial data on stocks and cryptocurrencies effortlessly via its GraphQL API, enabling informed decisions with structured, up-to-date information.
Debriefs
Debriefs condenses news articles and newsletters into clear summaries, helping young professionals stay informed and make smarter decisions with less time spent reading.
InnerWallet
InnerWallet is an AI-powered financial tracker that uses your data to guide smarter spending decisions. Consult your personal finance advisor anytime to maintain healthy finances and live without money worries.
Omi
Omi is an AI-driven document management platform for finance and operations teams. Centralize contracts, receive timely renewal alerts, and streamline collaboration and searches to simplify contract and vendor management.
ManyExcel
ManyExcel simplifies creating Excel and Google Sheets formulas, VBA, Apps Scripts, and Regex. Upload your spreadsheet, analyze data, generate charts, and get insights using easy text commands to streamline your workflow efficiently.
Blahget
Blahget uses GPT-4 to listen to your spending queries and instantly categorize and log expenses. Easily track costs like groceries by simply asking, eliminating manual searches and helping you manage your budget with effortless AI assistance.
Candle
Candle connects to your financial apps like Cash App and Robinhood, allowing you to ask questions and perform transactions seamlessly within ChatGPT for efficient, real-time financial management.
Dealwise
Dealwise helps startups with $1M-$10M revenue secure acquisition offers from strategic and financial buyers quickly and confidentially, cutting the process time in half without requiring long-term exclusivity contracts.
DocAsk
DocAsk streamlines business document collection with personalized templates, secure transfers, and smart analysis—eliminating email attachments and chains to save time and boost productivity.
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