Best finance AI tools

Artivatic is an AI-native SaaS platform designed to revolutionize the insurance and healthcare industries. It provides end-to-end solutions, from smart underwriting and automated claims processing to personalized product design and customer onboarding. Leveraging AI, ML, and a robust API gateway, Artivatic empowers insurers, brokers, and healthcare providers to digitize operations, enhance efficiency, and deliver a superior customer experience.

GoMoon.ai is an AI-powered economic calendar designed for traders. It provides predictive analysis on how global events will impact financial markets, offering AI-driven impact scores, live event streaming, and customizable alerts to help traders make informed, data-driven decisions for forex, crypto, and stock trading.

Bluebook provides AI agents for accounting firms to automate workflows, streamline monthly reviews, and conduct complex financial research. It's designed to increase firm capacity, reduce manual tasks, and allow accountants to focus on strategic client advisory.

Moontower is an advanced options analytics platform designed for both retail and professional traders. It provides proprietary charts, volatility metrics, and an AI-powered Copilot to track and analyze stocks, ETFs, FX, crypto, and more. The platform aims to make institutional-grade tools and insights accessible to everyone, helping users trade options with a professional's perspective.

Velos is an AI-powered automation platform that acts as an "AI workforce" for your back office. It specializes in handling complex, manual tasks like data extraction from PDFs and emails, data entry, and decision-making. By combining customizable rules with human-in-the-loop feedback, Velos automates end-to-end workflows, reducing reliance on traditional RPA and offshore teams. It's built for industries like finance, insurance, and government, offering a secure and scalable solution to modernize mission-critical processes.

Leeway is an AI-powered stock analysis platform designed for private investors. It simplifies investment decisions by providing clear, data-driven insights. The tool analyzes over 25,000 global stocks using a proprietary "Market-Fit Score" based on 18 fundamental metrics. It also offers market sentiment analysis, crash warnings, and portfolio diversification support, helping users of all experience levels to invest more confidently and strategically.

Wallo is an AI-powered assistant for Excel and Google Sheets designed to streamline your spreadsheet tasks. It allows you to generate complex formulas, explain existing ones, and even create VBA scripts simply by describing your needs in plain English. You can also chat directly with your spreadsheets, asking questions about your data to get instant answers. Wallo aims to save you time and eliminate the frustration of working with complex data, making spreadsheet management more intuitive and efficient for users of all skill levels.

Midday is an AI-powered, all-in-one business management platform designed for freelancers, agencies, and small businesses. It automates and streamlines financial and administrative tasks, including invoicing, time tracking, expense management, and file reconciliation. By connecting to your bank accounts, Midday provides a unified financial overview and an AI assistant to offer insights, helping you run your business smarter and save valuable time.

Quanta is an AI-powered, full-service accounting platform designed specifically for software companies. It combines smart technology with expert accountants to provide real-time financial insights, continuous bookkeeping, automated revenue recognition, and comprehensive tax filing, effectively acting as an in-house finance team without the overhead.

One Click Crypto is an AI-powered DeFi platform that provides personalized yield farming portfolio recommendations. It helps users discover and build optimized DeFi strategies and includes a comprehensive crypto airdrop checker and aggregator to find potential rewards.

pax is an AI-powered cryptocurrency exchange designed for high-frequency and algorithmic trading. It offers a revolutionary zero-fee model with cash-back rebates, nanosecond trade execution via its patented λ API, and integrated AI-powered price predictions to give traders a competitive edge. It aims to create the fastest and most efficient trading market.

AI-powered tool to instantly convert PDF bank statements (including scanned documents) into structured Excel files. Automate data entry with 99.8% accuracy, process multiple statements at once, and define custom data extraction schemas. Ideal for accountants, analysts, and businesses.

Kick is an AI-powered, "self-driving" bookkeeping platform designed for modern business owners and entrepreneurs. It automates financial tasks like transaction categorization, report generation (P&L), and tax preparation workflows in real-time. By leveraging advanced AI, Kick aims to simplify financial management, eliminate manual data entry, and provide clear, error-free financial insights, allowing users to focus on growing their business.

Koffy is an AI-powered platform delivering daily, summarized crypto news and market intelligence. It uses AI to analyze articles, social media sentiment, and financial data, providing a comprehensive overview in a quick, digestible format, like a cup of coffee.

Magnetic is an AI-powered tax preparation platform designed for tax professionals. It automates the entire data entry process by scanning client documents, extracting data with 99.8% accuracy, and inputting it directly into your existing tax software. This saves hours on every return, allowing firms to scale and focus on high-value client services.

OctoBot is an AI-powered platform for automating cryptocurrency trading and investment. It allows users to easily invest using pre-built strategies, AI-driven bots, and thematic crypto baskets. It also features a unique AI that can create custom TradingView strategies from natural language descriptions.

Candlestick is an AI-powered investment platform designed to help investors make smarter, data-driven decisions. As an SEC-registered investment advisor, it provides AI-generated stock recommendations, in-depth market analysis, and portfolio management tools. The platform leverages advanced algorithms to analyze market data, identify trends, and offer actionable insights for both novice and experienced investors.

DollarDrip is an AI-powered investment platform that simplifies and enhances the dollar-cost averaging (DCA) strategy. It helps users visualize financial goals, automate investments, and leverage AI-driven insights to optimize their portfolio's performance, making sophisticated investing accessible to everyone.

An AI-powered Wall Street chatbot that provides real-time data and analysis on stocks, crypto, and bonds. Ask anything in natural language to get prices, financials, charts, news, and use an AI-driven stock screener.

ANNA Money is an all-in-one business account and tax app for UK freelancers and small businesses. It uses AI to automate invoicing, expense tracking, bookkeeping, and tax calculations, including VAT and Corporation Tax filing. Get a business debit card, manage payroll, and receive 24/7 support, all from one platform designed to eliminate financial admin.

Clerkie is an AI-powered automation platform for lenders to optimize debt repayment and loan portfolio management. It uses machine learning to create smart payment arrangements, enhance collection strategies, and ensure regulatory compliance, ultimately increasing revenue and operational efficiency.

Quantle is a no-code platform that empowers traders to create, backtest, and deploy automated trading bots. Using an intuitive drag-and-drop interface and AI-powered optimization, users can build and validate complex strategies against historical data in minutes and deploy them seamlessly to over 10 supported brokers. It's designed for both beginners and professionals seeking to automate their trading without writing a single line of code.

Captide is an AI-powered platform for financial professionals that transforms global financial filings into actionable, traceable insights. Using natural language queries, it automates data extraction, comparative analysis, and research workflows, enabling hedge funds, investment banks, and asset managers to make faster, data-driven decisions.

super.ai is an advanced Intelligent Document Processing (IDP) platform that uses generative AI to automate data extraction from complex documents like invoices, PDFs, and tables. It guarantees 100% processing with high accuracy, integrating human-in-the-loop workflows to handle exceptions and ensure reliable, actionable data for enterprises in finance, logistics, and insurance.