AI tools for Finance

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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.

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AI tools for Finance

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Mobius

Mobius converts plain-English trading ideas into no-code bots, backtests them on real market and alternative signals (congressional trades, dark pools, Reddit), and deploys live in minutes-strategy to execution with no context switching.

ChatGPT for Google Sheets

ChatGPT for Google Sheets - a free GPT-5.5 sidebar for Sheets and Excel. Stay in your spreadsheet: describe tasks in plain language to build, edit, clean and analyze data, trace and fix formulas, and get clear, ask-before-edit changes.

Notion 3.4

Notion 3.4 turns scattered databases into clean KPI dashboards, adds presentation mode, tabs and a streamlined sidebar, and uses AI to create charts, slides and diagrams, keeping docs, dashboards and visuals connected in one workspace.

Gyro Autopilot

Gyro Autopilot scans your inbox for unclaimed flight compensation from delays, cancellations or overbookings, files claims automatically, and charges only if you win. No commitment or credit card.

ExploreYC

ExploreYC: search 5,773+ Y Combinator companies with AI insights, live hiring board, global map and analytics-compare startups, track funding, and validate your idea.

Finlingo

Finlingo monitors your money in real time, answers finance questions via chat or voice, and sends smart alerts to warn you before overspending, budget drift, or unusual charges.

Regulus by Cumbuca

Regulus by Cumbuca: AI chatbot trained only on Central Bank normatives (Open Finance, Pix, technical docs). Ask natural-language regulatory questions and get cited answers from official sources. Built by licensed Brazilian payment institution. Free.

Open Finance MCP

Open Finance MCP links your bank via Brazil's Open Finance to MCP-compatible AI assistants so you can ask natural-language questions of your real account. Secure Open Finance authentication, no account needed, no data stored, queries fetched live.

Open Finance MCP

Open Finance MCP links your bank via Brazil's Open Finance to MCP-compatible AI assistants so you can ask natural-language questions of your real account. Secure Open Finance authentication, no account needed, no data stored, queries fetched live.

Fere AI

Fere AI turns plain-English trading theses into autonomous crypto strategies: it researches, executes orders across chains from its own wallet, and manages risk for days unattended.

SuperMind

SuperMind offers an AI team of specialized agents for Sales, Product, Finance, HR, Legal and Ops-automating workflows, delivering recommendations and centralizing insights to speed business decisions.

Tinfoil

Tinfoil: private AI chat (browser & iOS) and inference API that runs open-source models inside hardware secure enclaves. End-to-end encrypted data with verifiable remote attestation so your prompts stay private.

Filect

Filect automatically organizes files into clean folders in the background with no setup. Search by natural language-e.g., "invoice for client X last Tuesday"-and find files instantly. Works on Mac and Windows.

Lovie Formation - Incorporation MCP

Lovie Formation - Incorporation MCP: Incorporate in 2 minutes with AI-powered EIN and direct IRS/fax automation. Flat $20/month covers entity, EIN, registered agent, and compliance. Use via terminal or web chat to keep your workflow.

Monid

Monid is a wallet for AI agents to purchase paid APIs from one balance. 215+ endpoints, no subscriptions, centralized billing and spend tracking so agents access premium social, blockchain, and ecommerce data.

LIVE: wtf are agents buying?

LIVE: wtf are agents buying? - Watch AI agents spend real money: see what they buy, how often and for how much, with transaction context from x402, API calls, scrapes and compute.

Agent Card

Agent Card issues single-use virtual Visa cards so AI agents can pay securely. Fund via Stripe, create a one-time card via CLI/API, which auto-cancels after a single payment.

Astra

Astra intercepts prompts to mask sensitive values so agents see token placeholders; real data resolves only at execution, reducing exposure and enabling safe agent workflows on regulated data.

Legitify

Legitify provides fully remote notarization and apostille via EU & UK notary networks, valid in 50+ jurisdictions. Get certified documents in minutes or hours-no printers, travel or appointments for legal, compliance and cross-border teams.

Vaultr

Vaultr securely stores and analyzes expenditure data with end-to-end encryption, fine-grained access controls and automated insights for compliance, auditing and cost-saving decisions.

LayerProof Chromo

LayerProof Chromo reads your data, structures the story, builds real charts, and links every claim to its source-turning hours of copy‑pasting into minutes and delivering slides you can confidently present.

Elytro Agent Wallet

Elytro Agent Wallet: a self-custodial Ethereum smart-account wallet that gives AI agents secure, rule-driven access to funds-enabling agents to send/swap tokens, pay services, and trade without exposing private keys.

Incoclyse

Incoclyse: AI that checks invoices against ICC Incoterms® 2020 (Publication 723), delivering sourced 30‑second recommendations to avoid Incoterms, VAT and CBAM errors for exporters.

Dunky AI

Dunky AI provides Hustle Fund-style pitch feedback. Trained on our own data, it simulates likely VC responses so founders can practice pitches and address questions in a private, low-pressure setting.

GB1: The AI from the UK

GB1: a private-by-default UK AI assistant-never trains on your chats, keeps data in the UK, and runs on 100% renewable energy. Powered by Locai L1 Large for stronger reasoning, neutral alignment and community-driven updates.

MuleRun

MuleRun is a 24/7 personal AI: build custom trading assistants, automate team workflows, and retain long-term memory. No setup-open mulerun.com on phone or desktop. Proactive, secure, and keeps learning.

Prava

Prava: an SDK that lets AI agents securely use tokenized cards or wallets to complete purchases-PCI-compliant, passkey approvals, spending limits and guardrails, in four lines of code.

Banyan AI Lite

Banyan AI Lite unifies billing, CRM, product and support data to detect customers at risk, hidden revenue leaks, and expansion opportunities, delivering clear AI insights and prioritized actions.

Copperlane

Copperlane is an AI-native loan origination system. Penny, its agent, pulls and reads borrower docs, verifies eligibility, flags missing/conflicting items, and delivers organized files so loan officers save time and cut intake costs.

GetBeel

GetBeel connects to Gmail, uses AI to find and centralize all invoices (including past emails), auto-generates Italian XML self-invoices, and produces consolidated spend reports-saving hours every month.

Sequirly

Sequirly scans prompts and uploads locally in your browser to stop sensitive data from reaching AI tools-preventing accidental leaks. Admins see only flagged categories, never content. 30-day free trial, no credit card.

Didit v3

Didit v3 combines KYC, biometrics, liveness and fraud detection into one global platform - a single source of truth that cuts manual reviews, speeds onboarding, works in low-connectivity, offers 500 free checks/month, no contracts.

R0Y

R0Y builds strategies, models and dashboards from plain language-instantly delivering live market and macro data, projections, visuals, and collaborative workspaces for finance teams.

SuperMoney

SuperMoney: AI that compares loans, cards and accounts side-by-side, pairing transparent product reviews with personalized, affordable financial advice to ease debt and money stress.

Polsia

Polsia runs companies autonomously-planning, coding, marketing, ops and inbox management. It replies to investors, negotiates term sheets and handles support; watch it live at polsia.com/live.

Toolspend

Toolspend connects AI services with banking data to reveal real AI spend, show which teams drive usage, identify overpayments, and suggest cheaper model alternatives-preventing surprise AI bills.

Machine Payments Protocol

Machine Payments Protocol (MPP) is an open standard that lets AI agents pay services and APIs programmatically, enabling automated, secure billing and direct service-to-service payments.

Agent Credit

Agent Credit lets agents borrow from Aave to pay API calls and gas, auto-repaying after tasks. Eliminates manual top-ups and supports continuous autonomous operations with configurable risk and collateral settings.

Lums

Lums unifies checking, cards and cash into one app, chat with your money in plain language, get 14-day cash projections, AI insights, auto-categorized transactions and privacy-first protection.

Sylvian AI Forms

Sylvian AI Forms auto-fills PDFs in seconds: upload receipts or a spreadsheet and it completes reimbursement or compliance forms across multiple entries, eliminating manual data entry and speeding approvals.

Normain

Normain: extractional AI that turns complex documents into structured, source-verifiable insights for experts-reducing hallucinations, preserving nuance, and making analysis traceable.

Invofox 2.0

Invofox 2.0 offers production-grade document parsing and a structured experimentation workflow that exposes field- and document-level accuracy, letting teams validate improvements and confidently deploy document workflows.

HeyTraders

AI personal quant for independent traders that combines research, backtesting and validation into one chat. Ask market drivers, describe strategies in plain English and get instant backtests, win rates and trade signals.

BayesLab

BayesLab turns raw data into clean, reproducible, shareable analyses in minutes-auto-cleaning, multi-step analysis, charts, insights and action-ready reports that refresh with new data. No Excel or SQL required.

PrivacyPal

PrivacyPal is a browser extension that swaps sensitive inputs with context-preserving synthetic Privacy Twins so LLMs return accurate results, while locally restoring real data, logging prompts and enforcing real-time governance.

Preloop

Preloop enforces pre-execution human approval for AI agents - approve code deployments, refunds, or data changes from phone, Slack, or Teams. MCP-native proxy that adds approval gates to existing automations.

21st Fund

21st Fund is a capital-discovery platform that finds non-dilutive funding-grants, credits and equity-free programs-for founders, indie hackers, and startups, helping them secure capital without giving up equity.

Sheetsbase

Sheetsbase is a Chrome side-panel for Google Sheets that keeps you in context: generate formulas from plain English, explain existing formulas in simple terms, and browse common formulas and shortcuts without leaving your sheet.

Interactpitch

Interactpitch turns pitch decks into interactive, avatar-guided experiences where investors explore slides, ask questions, and founders get engagement analytics so first calls start focused and productive.

o11

o11 accelerates Microsoft 365 workflows for advanced users-automating tasks, drafting emails and reports, and executing actions across apps in seconds to save time and increase productivity.

Market Terminal

Market Terminal brings a Wall Street-grade terminal to independent traders at a fraction of the cost - real-time breakouts, unified stock data, smart‑money tracking, AI guidance, ratings and live screeners.

Invoce.ai

Invoce.ai turns conversations into invoices: chat with AI to describe your work and get clean, ready-to-send invoices instantly. Fast, no forms or bloat - AI handles setup so you save time.

CalPal

CalPal is a literate calculator: type notes and get inline calculations. A BYOK Gemini assistant drafts line items and budgets while the calculator tallies costs. Free, private, and runs in your browser.

Pane

Pane is an AI spreadsheet that edits cells, writes real formulas, extracts tables from PDFs, cleans messy data and builds charts-so every change is visible, editable and reproducible using standard spreadsheet operations.

Optivault

Optivault is an AI personal financial advisor that helps you see your finances, build smarter budgets, and make better financial decisions. Secure, 24/7 guidance to manage accounts, plan investments, and grow your wealth.

Tubeletter

Tubeletter converts YouTube videos into concise newsletters, distilling long fintech and investing videos into key takeaways so you can stay informed quickly. Receive daily updates for chosen channels' newest uploads.

DocEndorse AI Agent for Microsoft Teams

DocEndorse AI Agent for Microsoft Teams automates document signing: prepare documents, detect signing fields, assign signers, send signature requests and follow up with real-time status in Teams.

xPrivo

xPrivo keeps AI chats private by storing conversations locally or running an assistant entirely on your device. Open-source; use anonymous web access if needed. Funded by non-personal ads or optional PRO upgrades.

Waylight

Waylight builds a private, on-device memory of your tabs, meetings, and documents so you can ask about anything you've viewed and get instant, accurate answers-no data leaves your device.

FraudLens AI

FraudLens AI spots fraud in real time with AI and vector search, delivering clear, actionable alerts to reduce losses and speed investigations.

Credyt

Credyt provides wallet-native, programmable monetization for AI apps. Embed wallets for live balances, prepaid usage and per-action/completion/token billing across any payment rail.

Hyperlink by Nexa AI

Hyperlink by Nexa AI is an on-device AI assistant that indexes your PDFs, notes, slides and images, then delivers instant, cited answers offline - search your files privately with zero cloud exposure.

Chatter

Chatter AI screens r/wallstreetbets posts, rates OP track records, and lets you save and follow posts/redditors-speeding up initial stock screening so you can focus on quality picks.

Sheet0

Sheet0 is an Excel-like spreadsheet that connects to websites, files, and APIs, auto-generates SQL, and delivers live, analysis-ready tables without formulas-keeping tables synced and queryable while skipping manual data prep.

Querri 2.0

Querri 2.0 helps teams connect, clean, analyze and visualize data in one platform. Use integrations, drag-and-drop dashboards and automated workflows to build shareable insights, no coding needed.

Alpha Vantage MCP

Alpha Vantage MCP links your LLM to live market data in 30 seconds - real-time equities, options chains, crypto, FX, commodities, fundamentals, economic indicators and 50+ technical signals for one-shot analysis.

Jinna.ai

Jinna.ai creates invoices in seconds-talk, type, or upload a file. Add logo, photo, video, signature, music; send via link or auto-draft email with payment links and AI chasing to get paid faster.

Ancher

Ancher delivers clear, concise news summaries with context and source links, reducing noise so you save time and stay informed with meaningful, reliable updates.

Well Intelligence

Well Intelligence auto-collects and cleans your financial data into reliable records, then provides tools to analyze, reconcile, and coordinate workflows so you can make accurate decisions with confidence.

Nimo

Nimo is an intelligent canvas that combines apps, AI agents, and data into one connected workspace, so you can delegate tasks, automate workflows, and produce results (like financial dashboards from Google Sheets) without switching tabs.

Sentra by Dodo Payments

Sentra by Dodo Payments automates billing and payments integration-managing SDKs, APIs and adapters, extracting revenue insights and performing customer actions (refunds, upgrades, credits) via your auth and DB.

Amigo AI

Amigo AI is a privacy-first personal finance hub: chat with smart finance assistants, parse bank PDFs, consolidate accounts, track budgets, GST and goals across multiple languages.

Peakflo AI Voice Agents

Peakflo AI Voice Agents automate high-volume, time-sensitive calls-make and receive 24/7, access datastores for contextual answers, integrate with CRM/ERP/helpdesk, remember conversations and trigger workflows to reduce manual follow-ups.

RedPill

RedPill is a privacy-first AI VPN that runs queries inside TEEs, providing cryptographic proof your data stays private. Use 200+ models (GPT, Claude, Gemini) via encrypted chat and a TEE proxy.

Chargeflow Prevent

Chargeflow Prevent detects post-purchase and friendly fraud with actor-based analysis and a 15,000+ merchant network. Its transparent Digital Score (0-100) helps SMBs accept more legitimate orders while cutting chargebacks and false positives.

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.

US Global Mail

US Global Mail's AI Mailroom: a 24/7 virtual mailbox for businesses and remote teams that instantly processes mail, deposits checks, flags urgent documents, and stores data securely (SOC2 & HIPAA compliant).

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.

JustPaid

JustPaid is an autonomous AI billing agent that reads contracts, issues invoices, chases payments, and delivers real-time revenue insights-built to handle usage-based, tiered and hybrid pricing so teams get paid faster.

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.

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