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 for Finance

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Keboola MCP Server

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.
Ad compliance checker by Hawky.ai

Ad compliance checker by Hawky.ai

Ad compliance checker by Hawky.ai instantly reviews your ads—banners, videos, or social posts—against EAA 2025, ASCI, WCAG, IRDAI, and financial guidelines, providing quick feedback to ensure your campaigns meet regulatory and accessibility standa...
MarketAlerts.ai

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Axcent streamlines data analysis by delivering fast, accurate insights through AI-driven automation, helping businesses make informed decisions with ease and precision.
LedgerBox

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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.
Dabarqus

Dabarqus

Dabarqus streamlines data analysis by automating complex workflows, enabling faster insights and improved decision-making for businesses seeking efficiency and accuracy in their data-driven processes.
Parseflow.io

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

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

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

Sequel lets you query your database using natural language, generating reports and visualizing data with AI to simplify analysis and decision-making.
Cleverity

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

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

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

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

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

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

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

Spreadsite converts static spreadsheets into interactive AI-powered dashboards, enabling quick visualization and seamless sharing of data insights through custom web dashboards.
Quanty

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

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

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

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

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

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

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

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

DocAsk streamlines business document collection with personalized templates, secure transfers, and smart analysis—eliminating email attachments and chains to save time and boost productivity.
MarketPlays

MarketPlays

MarketPlays enables retail traders to build and manage portfolios collaboratively with a community of like-minded investors, offering seamless one-click execution to streamline collective trading decisions.
Albert AI

Albert AI

Albert AI streamlines data analysis by automating complex tasks, delivering accurate insights quickly to support informed decision-making and improve business productivity.
Algomist

Algomist

Algomist is an AI-driven trading tool that operates fully on autopilot, delivering optimal market trading options without requiring any prior experience. It simplifies trading by providing smart, automated decisions for users.
Stock Market GPT for Investment Research

Stock Market GPT for Investment Research

Stock Market GPT for Investment Research uses AI to quickly analyze and compare stocks, helping you identify promising investments without sifting through extensive data. Make informed decisions faster with precise, data-driven insights.
Tradepost.ai

Tradepost.ai

Tradepost.ai streamlines market analysis by providing real-time trading insights and data-driven alerts to help investors make informed decisions quickly and confidently.
TigerEye

TigerEye

TigerEye is an AI-driven platform that helps sales, marketing, and finance leaders test scenarios and collaborate on go-to-market plans, enabling smarter decisions and smoother execution throughout the year.
Reporfy

Reporfy

Reporfy is an AI-powered platform that helps individuals and teams create professional, visually engaging reports in seconds, simplifying reporting through automated data visualization and storytelling.
100+ AI Side-Hustle Ideas

100+ AI Side-Hustle Ideas

100+ AI Side-Hustle Ideas offers a comprehensive guide with over 100 practical AI-based business opportunities, helping you generate income and build sustainable side ventures in the evolving digital economy.
WizFairy

WizFairy

WizFairy streamlines complex data analysis by automating insights and generating clear, actionable reports, helping professionals make informed decisions quickly and efficiently.
Dealight

Dealight

Dealight streamlines deal management by automating workflows, tracking progress, and providing actionable insights, helping teams close deals faster and improve collaboration with a clear, centralized platform.
ModernLTV

ModernLTV

ModernLTV uses AI to accurately predict customer lifetime value, helping businesses optimize marketing spend and improve long-term profitability through data-driven insights and precise forecasting.
ReceiptUp

ReceiptUp

ReceiptUp uses advanced OCR to quickly extract and organize receipt data, simplifying expense tracking and improving workflow efficiency for businesses and individuals.
DataLang

DataLang

DataLang lets you connect data sources, create SQL-based views, and build custom GPT assistants. Publish and share your personalized GPTs via the ChatGPT store to provide tailored AI-driven insights and interactions for your users.
Startilla

Startilla

Startilla streamlines startup planning by providing AI-driven tools to create business models, financial forecasts, and growth strategies quickly and accurately, helping entrepreneurs make informed decisions with confidence.
finbar

finbar

Finbar streamlines financial analysis by automating data extraction from thousands of companies, enabling analysts to update models in seconds. Trusted by top hedge funds to eliminate manual data tasks and accelerate decision-making.
Trellis AI

Trellis AI

Trellis AI extracts, processes, and classifies documents at scale within minutes using a spreadsheet-style interface. It ensures 100% verifiable outputs with citations, supporting complex tables, handwriting, JSON, and any file type. Try it live a...
Presenton: Data Presentations

Presenton: Data Presentations

Presenton: Data Presentations simplifies creating clear, professional presentations from complex data. Save time and communicate insights effectively with automated slide generation and customizable templates. Perfect for busy professionals and te...
Slicker

Slicker

Slicker uses AI to automatically detect and retry failed subscription payments, reducing involuntary churn and recovering lost revenue without any coding needed for your subscription business.
PowerAgentsAI

PowerAgentsAI

PowerAgentsAI lets you create and schedule AI agents to interact with any website—clicking, typing, and extracting data automatically. Use community-built agents or customize your own to save time and monitor tasks in real time.
Fabi.ai Analyst Agent

Fabi.ai Analyst Agent

Fabi.ai Analyst Agent provides dedicated AI agents that deliver accurate insights while maintaining full control over data quality and access, enabling self-service analytics with specialized agents working exclusively on your curated data.
Riveter

Riveter

Riveter uses AI prompting to quickly label and enrich thousands of spreadsheet rows, streamlining data annotation and saving hours on manual work with ChatGPT-like prompts.
Preprocess

Preprocess

Preprocess optimizes document retrieval by splitting PDFs and Office files into well-structured, semantically meaningful chunks, improving LLM performance through precise content segmentation based on original document layout and meaning.
Researcher & Analyst in M365 Copilot

Researcher & Analyst in M365 Copilot

Researcher & Analyst in M365 Copilot conducts comprehensive research across work and web sources and performs advanced data analysis, delivering expert insights seamlessly within your workflow to support informed decision-making.
l1m.io

l1m.io

l1m.io offers a simple API to convert unstructured text or images into structured JSON data using large language models—no prompt engineering or chat history needed for fast, accurate data extraction.
Duck.ai

Duck.ai

Duck.ai by DuckDuckGo offers a free, private AI chat experience using GPT-4o mini, Llama 3.3, and Claude 3 Haiku. Your conversations remain anonymous and aren’t used for training, ensuring privacy without compromising performance.
Perigon

Perigon

Perigon uses AI to transform global data into real-time insights with advanced filtering and sentiment analysis, enabling businesses and analysts to track trends, monitor media, and make informed decisions quickly and accurately.
DGi

DGi

DGi is an AI-driven data agent offering a sleek visual interface for seamless interaction. Built entirely by AI, it adapts without fixed front or back ends, enabling intuitive data exploration beyond traditional chat-based tools.
Timmy

Timmy

Timmy helps you reach your savings goals by tracking your spending and offering personalized advice to keep your budget on track. Stay informed and make smarter financial decisions with ease.
FIRE-1

FIRE-1

FIRE-1 is an AI agent that boosts Firecrawl’s web scraping by controlling browser actions and navigating complex sites, enabling comprehensive data extraction beyond traditional methods for deeper, more accurate insights.
QU3

QU3

QU3 is a quantum-secure Web3 layer combining post-quantum cryptography, AI orchestration, and inter-chain routing. Its MCP server enables encrypted, verifiable AI compute, converting sensitive workloads into tamper-proof, cross-chain transactions.
Visa Intelligent Commerce

Visa Intelligent Commerce

Visa Intelligent Commerce enables AI agents to securely find and purchase items on your behalf using tokenized cards and user controls, ensuring trusted, seamless AI-driven transactions in collaboration with leading AI partners.
Sagehood AI

Sagehood AI

Sagehood AI revolutionizes U.S. stock investing with expert AI Agents that quickly analyze and rebalance your portfolio, helping you make smarter, data-driven decisions for optimized investment performance.
Qwen3

Qwen3

Qwen3 by Alibaba is a versatile open-weight LLM family (0.6B to 235B MoE) offering switchable "Thinking Modes" for optimized reasoning or speed. It excels in code, math, and multilingual tasks, delivering efficient, high-performance AI solutions.
HyperArc

HyperArc

HyperArc is an AI-native BI platform that delivers instant, trusted insights from plain English queries. Built by Tableau and Einstein Analytics experts, it offers fast, secure, and auditable data analysis—no SQL skills required.
TurboSQL

TurboSQL

TurboSQL is a fast, AI-powered SQL desktop app that simplifies database queries. With advanced AI features, it helps you generate and manage SQL effortlessly, reducing the need to write queries manually.
Tablextract

Tablextract

Tablextract lets you effortlessly extract tables from PDFs, images, and screenshots in under 3 clicks. Save hours on manual data entry by exporting tables directly to Excel, CSV, or copying them to your clipboard with ease and accuracy.
TimeSentry

TimeSentry

TimeSentry streamlines time-tracking and invoicing with AI, effortlessly integrating data from emails and collaboration tools. It autopopulates timesheets and suggests narratives, improving billing accuracy while freeing professionals to concentrate on their main tasks.
Monkt

Monkt

Monkt converts PDFs, Word, Excel, PowerPoint, and web pages into structured Markdown or JSON with semantic accuracy. It supports custom schemas, batch processing, and templates via REST API or web interface for efficient document transformation.
Sourcetable

Sourcetable

Sourcetable seamlessly integrates data from diverse business apps into one powerful spreadsheet, enabling real-time analysis with AI-driven insights. Perfect for non-tech users, it enhances decision-making speed and accuracy, all in a cost-effective package.


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