AI tools/Finance

84 tools · 8 free

Finance

Money, investing, accounting and tax.

ChainClarity distills complex cryptocurrency whitepapers into plain-language summaries. It helps newcomers and experienced crypto users quickly understand a project without reading pages of jargon.

Finalle.ai analyzes large volumes of news and financial data in real time to give investors a fuller view of market conditions.

AlphaResearch is an AI-powered platform for investors to analyze filings, earnings reports, and market news, with stock screening and data visualization tools.

TradeUI gives traders real-time options flow, technical analysis, and trading signals for stocks and ETFs.

Danelfin gives stocks and ETFs an AI score showing the odds of beating the market, helping investors decide where to put money.

ChainGPT is an AI model built to assist with blockchain and crypto tasks such as analytics, risk management, and automated trading.

StockGPT searches Tesla's quarterly earnings call transcripts going back to 2011 to help investors quickly find specific information. It's aimed only at Tesla-related research for now.

Candlestick uses AI to suggest weekly stock picks, giving investors relevant news and letting them customize the model to their preferences.

Free + paid candlestick.ai ↗

Sturppy helps startups and small businesses build investor-ready financial models in under 30 minutes, without prior finance expertise.

hoopsAI is a platform offering personalized insights on stocks, currencies and cryptocurrencies to help people track investments and get tailored trading ideas.

This tool manages receipts by letting users simply photograph them instead of typing details manually, saving significant time on bookkeeping.

This platform screens and analyzes stocks using criteria like price, dividend yield, and technical indicators, helping investors track market opportunities.

Free + paid ainvest.com ↗

Glean AI helps finance teams track bill payments and company spending in one place. It flags where money is being wasted and supports better vendor negotiations.

Composer is a trading platform that lets people build, test, and run stock trading strategies with AI assistance, without commission fees.

Free + paid composer.trade ↗

Paymefy helps businesses collect debts by sending automatic reminders and offering one-click payment. It cuts the cost and time spent chasing customers who owe money.

Truewind combines AI with human support to handle bookkeeping and financial reporting for startups, speeding up monthly closes with accurate records.

Bookeeping.ai automates most accounting tasks such as importing transactions, filling tax forms and generating financial reports. It helps small business owners save time and reduce bookkeeping costs.

An accounting app that categorizes transactions, flags errors, and gives real-time financial reports for small businesses. Good for owners who want to track money without the hassle.

Free + paid getcount.com ↗

Momentum Radar is a research and analytics tool for crypto and stock investors, offering market trend indicators and on-chain data across thousands of assets. It helps users make more informed investment decisions.

RAFA is an AI platform that continuously monitors markets and your investment portfolio, providing real-time alerts and analysis to help you make informed investment decisions faster.

AngelList's Relay analyzes investment update emails and extracts key data like revenue metrics and burn rate. It helps investors track portfolio companies without reading every document by hand.

Free + paid angellist.com ↗

SparkReceipt scans and reads receipts, invoices, and bank statements automatically, then sorts them by expense category. It suits small businesses and accountants who want expense tracking without manual entry.

Free + paid sparkreceipt.com ↗

Receiptor AI automatically reads and sorts receipts and invoices that arrive by email, then syncs with accounting systems. It helps individuals and small businesses cut manual bookkeeping work.

MarketAlerts provides real-time alerts, market analysis and financial reports for stock traders. It's useful for investors wanting to stay on top of market movements and make informed decisions.

Noesent deploys AI agents to automate fintech operations like payments, fraud detection, and reconciliation, helping fintechs and banks cut manual work.

Endex is an AI assistant built into Excel that fetches and analyzes financial data from company filings and internal documents, citing its sources. It helps finance professionals cut down time spent on manual data work.

Free + paid endex.ai ↗

StockInsights AI simplifies investment research with AI-generated summaries, real-time alerts and a collaborative workspace for teams. Investors use it to quickly get insights on stocks.

Free + paid stockinsights.ai ↗

TaxGPT answers tax-related questions using knowledge of tax laws and regulations, helping individuals, businesses and tax professionals file accurately and find deductions. It's available around the clock to speed up tax decisions.

Free + paid taxgpt.com ↗

DealWorthIt analyzes real estate investment deals, providing financial breakdowns and risk assessment in one place. It helps property investors make faster, better-informed decisions.

TimeSentry auto-fills timesheets and drafts invoice narratives by reading your emails and work tools. It helps professionals cut admin work and bill more accurately.

Free + paid timesentry.ai ↗

FinDaily connects to banking and accounting data and sends personalized financial digests by email, helping business owners keep track of their finances easily.

PentaCue analyzes SEC financial filings with detailed, paragraph-level citations using near real-time data. Investors and financial analysts use it for deeper, verifiable insights than a general chatbot offers.

Free + paid pentacue.com ↗

MLQ is an investment research platform offering equities and crypto dashboards, market news, and AI insights for investors of all sizes.

Free + paid app.mlq.ai ↗

Nuvio pulls your bank accounts, transactions and balances into one dashboard with AI-driven financial insights. It helps small businesses make faster, better-informed money decisions.

ReceiptsAI pulls data from photos or PDFs of receipts, categorizes the spending, and stores it securely, with export to Excel or CSV. Small businesses use it to skip manual data entry.

Free + paid receiptsai.com ↗

Kintsugi automates sales tax registration, tracking and filing across jurisdictions for businesses. It helps companies save time, reduce errors, and avoid penalties.

Free + paid trykintsugi.com ↗

Payroll Robot automates payroll processing, catches errors and helps ensure compliance with labor and tax rules, reducing manual work for HR and finance teams.

Zola turns plain-language questions into professional financial charts and reports instantly, replacing manual work in spreadsheets.

Kick is a self-driving bookkeeping platform for business owners that categorizes transactions, matches receipts, and delivers real-time financial reports. Business owners can use it to reduce the stress of manual bookkeeping.

Free + paid kick.co ↗

ChainAware.ai uses AI to scan Ethereum, Polygon, and Binance wallets for signs of fraud. It also offers Web3 user analytics and fixed-term crypto loans.

Free + paid chainaware.ai ↗

Drivetrain automatically builds financial models and forecasts from business data, letting finance teams ask questions in plain language and get instant answers.

InvoiceAgent.ai automatically extracts data from invoices in PDFs and images, organizes them, and provides summaries and analytics so small businesses can skip manual data entry.

Leni is an analytics platform for commercial real estate that acts like a team of AI analysts, pulling operations data and automating reports and risk alerts.

ORI

ORI runs voice, chat and email agents for banks and insurers, covering work like following up new customers, chasing arrears and renewals, with guardrails for accuracy and regulation.

SignalsHQ helps accounting and tax firms extract data from financial documents, research tax regulations, and prepare working papers automatically. It suits small and mid-sized CPA firms.

Bizora helps tax professionals get fast, citation-backed answers to complex tax questions by analyzing official tax law and rulings.

TurboDoc automates invoice organizing and tracking, pulling data from unstructured documents to cut errors and save accounting time for businesses.

AICosts.ai centralizes tracking of your spending across every AI service in one dashboard, with usage analytics and tips to cut unnecessary costs.

PropLab analyzes a property address in about 60 seconds and gives value estimates, repair costs and a recommended offer price, helping real estate investors decide faster.

Fyno automates bookkeeping for small businesses, pulling data from documents, categorizing transactions and producing tax-ready reports, with an AI assistant to answer finance questions.

ModelMonkey is an add-on for Google Sheets and Excel that uses AI to build financial models, formulas and analysis right inside your workbook from plain-language prompts, explaining every change it makes.

CellSource is an Excel add-in for auditors that lets you drop PDF snippets into cells with unbreakable evidence links, using AI-powered OCR to search even handwritten text inside embedded documents.

Lenzo automatically checks every shipment against international sanctions lists and export-control rules, delivering fast risk assessments with a full, audit-ready record for legal and finance teams.

Parserdata uses AI-powered OCR to turn invoices, receipts and bank statements - even scanned ones - into ready-to-use Excel, JSON or XML output with no templates needed, saving hours of manual entry.

Free + paid parserdata.com ↗

Tailride scans inboxes, web portals and uploads for invoices and receipts, uses AI to fill in the details, reconciles them against bank statements, and sends ready bills to QuickBooks or Xero - cutting out manual data entry.

Puzzle automates bookkeeping for young companies -- categorizing transactions, reconciling accounts, and producing real-time financial reports with less manual work.

Scenario Edge lets investors add stocks, ETFs, or crypto and test how a specific event—like an interest rate cut—might affect each holding. Every projection comes with a plain-English explanation and a cited source.

Free + paid scenarioedge.com ↗

Sellerview.ai shows the real profit per product on Amazon FBA by combining sales, ads, fees, and returns. Its AI points out where profit is leaking and suggests pricing and inventory changes.

Depthdata pulls together usage and spend data from a company's different AI tools into one auditable report, flagging unused seats and overlapping subscriptions.

DOBS AI reads messy financial documents like bank statements and contracts, verifies the numbers, and builds traceable working papers automatically. It helps organizations speed up financial due diligence before a business deal.

Kribana is a complete usage-based billing stack where an AI agent watches every customer account, recovers failed payments, and flags churn risks in real time.

Spawned lets builders create apps with AI help or import them from GitHub and Figma, then launch them to real users, with built-in token trading mechanics attached.

Agree links e-signatures to billing, invoicing, and debt recovery in one platform. Its AI agents can trigger billing the moment a contract is signed, schedule invoices, chase overdue payments, and surface revenue numbers.

Free + paid agree.com ↗

This market-intelligence platform searches over 500 million business documents to give citation-backed answers and compare companies side by side. It suits analysts and investors.

This library of over 100 AI APIs handles identity verification, document reading, and fraud detection, meant for developers to plug into business systems. It suits finance and insurance companies.

This enterprise AI platform uses advanced pattern-finding techniques to uncover structure in complex data, used for things like detecting financial fraud. It suits large finance companies.

This online investing platform automates portfolio trading, rebalancing, and tax handling across retirement and other accounts. It suits people who want to invest without tracking the market daily.

Card Hedge AI tracks prices for sports cards, Pokemon, and similar collectibles by scanning over 3.8 million cards and sales records, so collectors can see values and market trends.

Chart Analyzer AI reads a screenshot of a stock, forex, or crypto chart and identifies candlestick patterns, then gives a bullish or bearish call with a confidence score.

ChatGiraffe lets you log spending by text, voice, or a receipt photo through WhatsApp or Telegram, and AI sorts it into categories with budget insights.

Free + paid chatgiraffe.ai ↗

This AI platform provides ESG and climate-risk data for investors and insurers to build into portfolio and underwriting decisions. It helps assess sustainability risk.

This service offers small businesses flexible lines of credit to manage cash flow and investment needs. It suits traders who need quick access to working capital.

This is S&P Global's AI division for financial research, extracting data from filings, transcribing earnings calls, and linking market data for analysts. It suits large financial institutions.

Mint was a personal-finance app that combined bank and card accounts to track spending and show credit scores. Intuit shut it down in January 2024 and moved users to Credit Karma.

Free + paid mint.intuit.com ↗

Optimus Fintech joins up banks, payment providers and a company's internal systems, then has AI agents reconcile transactions and help close the books. It is built for large firms, not small traders.

This software platform helps banks and financial institutions manage risk, compliance, and audits in one system. It suits risk-management teams at financial institutions.

Swallow helps insurance and finance companies turn documents and spreadsheets into pricing engines, test changes, and deliver pricing via API, forms, or voice agents.

This expert-research platform combines over 260,000 expert interview transcripts with financial models and filings, giving citation-backed answers. It is now part of AlphaSense.

This electronic trading platform handles corporate bond deals, combining pricing, market data, and post-trade analytics for financial institutions. It is not built for individual traders.

This online lending platform offers personal loans and short-term relief loans with next-business-day funding, weighing factors beyond just a credit score. It suits people needing fast credit without a hard credit check.