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Finance

Financial analysis, bookkeeping, and fintech AI

310 tools

FinanceGPT

FinanceGPT is a SaaS platform that combines generative AI, data-driven insights, visuals, and expert knowledge to empower financial decision-making. It offers tools for financial analysis, research, and consulting, including AI-powered financial reports and strategy generation. The platform targets investors, financial managers, and accountants, providing customizable financial forecasting, real-time data aggregation, and advanced analytics.

FreemiumFree tier▴ 5

Celeste

Meet your expert AI coworker

Celeste helps traditional and alternative SMB lenders collect past due payments by reducing costs, improving collection rates, maintaining compliance and preserving customer relationships. Celeste uses intelligent technology to collect SMB loan payments with precision and speed. It is a cloud-based software built to reduce missed payments and collect non-paying accounts.

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Kairos GPT

Your finance AI assistant, trained on The Psychology of Money

Kairos GPT is a finance AI assistant built by Kairos. It is trained on the NYT best-selling book, The Psychology of Money, and answers questions like Morgan Housel.

FreeFree tier▴ 3

AllMyBills

Set it and forget it: the AI bill tracker that pays attention so you don’t have to.

AllMyBills.co is an AI-powered bill management platform that consolidates bills, subscriptions, and receipts into a single, privacy-first dashboard. It automatically scans emails, bank transactions, and documents to detect and categorize bills, predicts due dates, and sends smart reminders to help users avoid late fees. With OCR receipt linking, subscription tracking, and visual spending insights, AllMyBills.co delivers a zero‑setup, set‑it‑and‑forget‑it experience across web, iOS, and Android. Optional secure integrations, end‑to‑end encryption, and no data selling keep finances safe while premium tools add auto‑categorization and exports.

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Pump

Slash Your Cloud Computing Costs with Pump.co

A pioneering platform dedicated to revolutionizing cloud cost savings using advanced group buying and AI-driven strategies.

FreeFree tier▴ 2

Investor Hunter

Your Go-To Investment Ally

Investor Hunter provides a cutting-edge platform that enables investors to discover, evaluate, and oversee investment opportunities effortlessly and accurately.

Contact▴ 5

Decode Investing

AI Precision for Analyzing Earnings Calls

Decode Investing's Earnings Calls feature enables users to read, analyze, and review earnings calls via their AI assistant, Saturday. It supports research and investment decisions through in-depth insights derived from earnings call transcripts.

Free▴ 7

Astrocyte

The Ultimate Toolbox for In-Depth Financial Analysis

Astrocyte is designed to revolutionize the way users interact with digital content. With its user-centric interface, Astrocyte offers a seamless integration of various functionalities such as joining community discussions, customizing settings, and creating unique content. It ensures a consistent and efficient experience by minimizing repetitive actions and enhancing user engagement through intuitive navigation. This platform is dedicated to providing users with the tools they need to maximize their productivity and connect with a larger community, making digital interaction more meaningful and impactful.

Contact▴ 3

Automated Stock Screening, Charting, Backtesting & More | Prosperse

Automate Your Stock Market Analysis with Prosperse!

Prosperse is an AI-powered platform designed for automated stock screening, charting, and backtesting 123. Its core purpose is to provide a comprehensive suite of tools for automating various aspects of stock market analysis, helping investors and traders analyze the stock market, identify potential investment opportunities, and optimize their trading strategies 458. Key functionalities include automated stock screening using customizable scanners based on technical indicators and fundamental metrics 123, real-time charting to visualize market trends 4812, and strategy backtesting with historical data to assess strategy effectiveness 5812. The platform also aims to automate data gathering, analysis, and alert generation 13. Key features encompass customizable stock scanners that allow users to build and test strategies without coding 913, automated alerts for real-time notifications when stocks meet predefined criteria 13, a no-code strategy builder for simplified creation and testing of investment strategies 48, and portfolio analysis and management tools 4. AI-powered analytics are leveraged to enhance the accuracy and efficiency of stock screening and analysis 5812. Potential use cases include individual investors screening stocks and testing strategies, traders identifying opportunities and automating workflows, and financial analysts conducting market research and backtesting models. Prosperse's unique selling points include its ease of use with a no-code strategy builder and customizable stock scanners 48, along with the integration of AI algorithms for enhanced analysis 5812. The website does not explicitly state technical requirements, integration capabilities, notable achievements, awards, or recognition. The project is not being actively developed or updated, and market data is not regularly updated 123.

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Clyr

Clyr: Revolutionizing Expense Management with AI Automation

Clyr is a pioneering platform in the realm of expense and spend automation, tailored specifically for contractors and property managers. Its primary objective is to streamline expense management processes, enhancing efficiency, accuracy, and financial oversight for businesses, especially those with field teams or project-oriented operations. By leveraging artificial intelligence and automation, Clyr reduces the manual workload traditionally associated with expense tracking and reporting, thus offering a modern solution to financial management challenges. The platform stands out with several key features. Among them are real-time receipt capture, where employees can submit receipts via SMS or email, allowing the system's AI to extract essential data such as date, merchant, and amount. It also includes automated transaction matching and categorization, which reduces manual handling and errors, and streamlines employee reimbursements, making the process simpler for both staff and management. Furthermore, Clyr optimizes accounts payable automation from invoice capture to payment, manages and tracks project budgets, and offers custom reporting with valuable insights into spending and financial performance. Clyr is versatile and finds application across various industries. It significantly benefits property management firms by handling expenses related to maintenance and tenant costs, construction companies by simplifying project-related expenses, and field service companies through streamlined expense tracking for technicians. Additionally, it assists event production companies, service-based businesses, bookkeepers, non-profits, and legal firms in efficient expense management. The platform distinguishes itself through several unique selling points: the extensive use of AI for automation, a wide range of easy integrations with popular business software, an intuitive user-friendly interface, and notable cost-effectiveness, claiming to save businesses substantial annual expenses. In terms of technical specifications, Clyr is a cloud-based service utilizing AI-powered Optical Character Recognition (OCR) for processing receipts, supporting various payment methods, and accessible via web browsers and potentially mobile devices through SMS and email functionality. Clyr's integration capability is a key highlight, seamlessly syncing data with accounting and CRM platforms such as QuickBooks, Sage, Oracle, and others, which ensures enhanced workflow efficiency and unified financial data across systems. While there are no specific awards mentioned, recent updates include integrations with American Express for improved transaction notifications and with Rentvine for enhanced property management. Clyr's participation in industry trade shows like Pest World 2024 further solidifies its active engagement in ongoing industry developments.

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WOC Street

AI-Powered Insights for Investors with WOC Street

WOC Street is an AI-powered news analytics platform designed to provide traders and investors with crucial insights from financial news articles 125. Its core purpose is to process, analyze, and summarize news, delivering actionable information efficiently 2910. This saves users significant time compared to manually sifting through vast amounts of financial news 12. Key features include real-time stock trend forecasts driven by AI and community participation, enabling users to monitor sentiment reactions to breaking news or earnings reports 6910. The platform's AI engine analyzes news articles, summarizing key information and identifying potential impacts on stock prices 128, aiming to make sophisticated AI-driven news analysis accessible to a broader audience 6. A prediction market feature allows users to use virtual "coins" to predict stock price movements, with odds calculated based on collective predictions 6910, leveraging the historical outperformance of prediction markets compared to expert opinions 6. Additional features include AI News Summaries 8, watchlists and alerts 211, news classification 2, relevance scoring 2, and API access for professional users 12. WOC Street caters to individual investors, simplifying market trend analysis and investment decisions 6910, professional traders, offering real-time data and AI analysis for advanced strategies 1266. The platform's unique selling points include its combination of AI and community-based predictions 6910, its accessibility to both experienced and novice investors 6213. WOC Street leverages Large Language Model (LLM) technology for its AI capabilities 211 and is accessible via web browser with a mobile-friendly interface 8. While specific integrations are not listed, its professional API suggests potential for custom integrations 12. Information about specific awards is not available; however, the platform emphasizes the accuracy of prediction markets 611.

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BeeKrowd

Revolutionizing Financial Modeling with AI Power

BeeKrowd is an AI-powered platform that revolutionizes financial modeling and fundraising for businesses, particularly startups 4. The platform streamlines the creation of financial projections and fundraising materials through an intuitive Notion-like editor, allowing users to incorporate multimedia elements like images, videos, and interactive charts 4. At its core, BeeKrowd enables users to generate comprehensive financial models, including profit and loss statements and balance sheets, in under five minutes using a prompt-based interface 5. The platform's AI engine analyzes data to provide accurate forecasting and real-time insights, detecting anomalies and trends in financial performance 5. A standout feature is the secure "Dataroom" for document storage and management 4. The platform facilitates complex scenario analyses for risk management and strategic planning, making it invaluable for startup founders presenting market demand evidence, angel investors seeking transparency in fundraising, and venture capitalists monitoring investments 4. Founded by Mr. Hung, CEO of BOS, BeeKrowd integrates with existing business tools to create a comprehensive ecosystem for startups and investors 45. The platform recently launched an enhanced homepage featuring improved design and navigation, highlighting challenges, competitions, and community updates 2. BeeKrowd's commitment to data-driven decision-making and innovation has positioned it as a vital tool in connecting investors with promising startups 6. The platform's automated analysis capabilities, quick model generation, and secure document management create a unique value proposition in the financial technology space 5.

Free▴ 10

Norn

Empower your investments with AI-driven insights.

Norn is a sophisticated stock data science platform that combines AI technology with comprehensive investment research tools to empower investors in making data-driven trading decisions 1. The platform streamlines investment research by providing automated stock analytics, advanced quantitative analysis, and AI-powered assistance through large language models like ChatGPT 1. At its core, Norn offers robust portfolio management capabilities, including performance tracking using advanced metrics like the Sharpe Ratio, and sophisticated portfolio optimization tools to help users achieve their financial objectives 1. The platform's AI assistant stands out by offering in-depth investment research, news summarization, and actionable recommendations 1. Users benefit from several advanced features, including managed portfolios that go beyond basic watchlists, providing rolling window analysis for expected returns, volatility, and performance metrics 1. A correlation checker helps investors optimize diversification, while a dedicated trade journal enables strategy refinement through detailed trade analysis 1. The platform caters to various user groups, from individual investors to investment clubs and financial professionals, with its Organizations feature facilitating seamless team collaboration and strategy sharing 1. This collaborative aspect makes it particularly valuable for investment clubs and professional teams working together on portfolio management. Norn's user-friendly interface makes complex investment analysis accessible while maintaining sophisticated functionality. The platform has gained recognition in the fintech space, notably being featured on Product Hunt 1. Its combination of AI integration, comprehensive analytics, and collaborative features positions it as a powerful tool for modern investment management, though specific technical requirements and integration capabilities are not publicly detailed.

Paid

OpenVC

OpenVC: Free, founder-first fundraising to reach 20,000+ verified investors with deck analytics, CRM, and AI.

OpenVC is a free, cloud-based fundraising platform for early-stage startup founders to find and connect with 20,000+ verified investors—VCs, angels, family offices, and accelerators—while managing the entire raise in one place. Founders can search and filter investors by thesis, stage, and geography; share trackable pitch decks; analyze engagement in real time; organize outreach with an integrated CRM; request warm introductions; and improve materials with instant AI feedback. Most features are free, with an optional Premium plan for advanced automation and perks.

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Your Personal AI Data Assistant

Automated reporting and real‑time modeling in Excel and Google Sheets—powered by live QuickBooks data.

Genius Sheets is a Fintech SaaS add‑in for Excel and Google Sheets that automates financial reporting, real‑time financial modeling, and daily QuickBooks Online data syncing so accountants, advisors, CFOs, and finance teams can streamline month‑end close, build live dashboards, and monitor expenses at transaction level—scaling from solo practitioners to enterprise teams.

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FIN-GPT.AI

FinGPT: Open-source financial LLMs with real-time data and low-cost fine-tuning

FinGPT is an open-source financial large language model (LLM) platform that democratizes financial AI with zero-cost training, a modular real-time data pipeline from 117+ sources, and efficient fine-tuning methods (LoRA/QLoRA/RLSP). It offers pre-trained FinGPT models (v3.3 for robo-advising, v3.2 for sentiment), the FinGPT-Forecaster (THG 7B/13B) for time series prediction, and reproducible deployment via Docker, Hugging Face, and cloud. Benchmarks show FinGPT surpasses GPT-4 in robo-advising and FinBERT in sentiment analysis, enabling applications in trading, risk, and advisory.

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FinCheck

Revolutionize Your Financial Analysis with AI-Powered FinCheck!

FinCheck is a dynamic financial analysis tool aimed at empowering users—including individuals, investors, and businesses—to interpret complex financial data effortlessly. By utilizing AI-driven insights, FinCheck provides real-time financial health assessments, offers personalized financial recommendations, and simplifies budget management. Its user-friendly interface makes it accessible for users at any financial literacy level, while maintaining robust data security and privacy. With multi-platform accessibility, FinCheck enables users to make informed financial decisions efficiently, revolutionizing personal finance management through technology.

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Onnix AI

Onnix — the AI Co‑Pilot that turns banking data and decks into answers, analysis, and deliverables 10x faster.

Onnix is an AI Co‑Pilot for bankers: a no‑code platform that brings modern data science tools, personalized slide deck generation, prompt-driven Excel analysis, and instant, traceable data source querying (FactSet, CapIQ) to banking teams—freeing them from rote work to focus on higher‑value insights; launched via Y Combinator and currently in beta.

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Dibba.ai

Track your money from banking SMS with Dibba.ai—private, simple, AI‑smart.

Dibba.ai is an AI-driven personal finance tool that helps you track expenses, income, and transactions by analyzing the banking SMS you voluntarily send to its backend. With support for Apple Pay and a privacy-first approach that avoids direct bank connections, Dibba.ai turns your message data into categorized spending insights and personalized assistance through its AI Voice Agent.

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Odin AI

Odin: AI Agents for Finance Operations and Workflow Automation

Odin is an enterprise AI agent platform that automates critical financial operations—such as vendor management, contract analysis, and invoice processing—while integrating seamlessly with your ERP and everyday tools. With human‑like collaboration, continuous learning, compliance monitoring, and a transparent audit trail, Odin streamlines workflows, reduces manual effort, and boosts productivity across finance and adjacent business functions.

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Merchanto

Stop chargebacks and reduce fraud for your business

Merchanto is an all-in-one solution designed to eliminate chargebacks through seamless merchant-issuer collaboration. It offers an easy-to-use platform with in-house solutions, a dashboard, and API connections with VISA and MasterCard to fight chargebacks and stop fraud.

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PennyFlo

Automate cash, forecasting, and AP with PennyFlo’s AI finance platform.

PennyFlo is an AI-powered cash and payables platform for fast-growing startups, unifying automated cash forecasting, real-time reporting, and treasury operations with intelligent AP automation. Finance teams aggregate accounts, analyze spend and vendors, streamline invoice capture and approvals, schedule vendor payments, and maintain audit-ready records—all with enterprise-grade security and actionable treasury recommendations to optimize liquidity and runway.

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Stripe

Payment processing for the internet

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Spendtally

Spendtally is an AI-powered expense tracking and financial insights app. It allows users to easily track spending, save money by snapping photos of receipts, automatically categorizing expenses, and providing financial insights. It aims to simplify money management for everyone.

FreemiumFree tier
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