ToolMage
Sign in

Best fintech AI tools

Discover powerful fintech AI tools, including HEROZ, Cleo, Toku, AngelList, Dodo Payments, TrueAccord, Wave, Pluggy, Nova Credit, and Aspire, and other related products.

Tributi
Paid

Tributi

Tributi is an AI-powered platform designed to simplify income tax filing for individuals in Colombia. It offers two main services: a guided, step-by-step application for DIY filing and a premium service with a dedicated tax expert. The platform automatically imports data from the tax authority (DIAN), optimizes deductions to minimize tax liability, and guarantees the accuracy of its calculations. It's a fast, secure, and user-friendly solution for anyone, regardless of their accounting knowledge.

Tax
Visits 91KFavorites 134Likes 132
Gilion
Paid

Gilion

Gilion is an AI-powered growth and financing platform for tech companies. It analyzes real-time business data to provide predictive growth forecasts, key performance insights, and access to fast, non-dilutive funding. Gilion helps founders make data-driven decisions and secure capital without giving up equity, offering true fundraising peace of mind.

Analytics
Visits 51.8KFavorites 135Likes 136
Casca
Paid

Casca

Casca is an AI-powered lending platform designed for banks and financial institutions to modernize their business loan origination process. It automates underwriting, document analysis, and applicant communication, significantly reducing manual effort and loan cycle times while increasing conversion rates.

Financial Services
Visits 21.2KFavorites 147Likes 125
Chart
Paid

Chart

Chart is a developer-focused platform providing instant, real-time access to verified IRS tax records. It empowers fintech companies and financial institutions to automate income verification and streamline client onboarding. By connecting directly to the IRS and tax preparation software, Chart delivers structured JSON data, ensuring accuracy and eliminating fraud with a secure, SOC 2 Type II compliant solution.

Api
Visits 6.4KFavorites 126Likes 116
Complif
Paid

Complif

Complif is an AI-powered platform that automates end-to-end compliance processes for financial institutions. It specializes in Anti-Money Laundering (AML) and Know Your Customer (KYC) workflows, offering seamless digital onboarding, real-time transaction monitoring, and automated risk management to ensure regulatory adherence and operational efficiency.

Regulatory Technology
Visits 44.4KFavorites 126Likes 122
Addy AI
Paid

Addy AI

Addy AI is an intelligent platform for the mortgage industry, using custom AI models to automate manual tasks, from loan assessment to client follow-ups. It helps lenders and loan officers close loans up to 90% faster, increasing efficiency and profitability while enhancing client satisfaction.

Chatbot
Visits 11.7KFavorites 119Likes 111
finleycms
Paid

finleycms

Finley is an AI-powered software platform designed to simplify debt capital management. It helps corporate borrowers, private credit funds, and banks automate funding, verification, risk management, and portfolio analysis, streamlining the entire debt capital lifecycle.

Risk Management
Visits 16.3KFavorites 132Likes 135
Cognito
Paid

Cognito

Cognito provides AI-powered identity verification (IDV) and KYC/AML compliance solutions. It helps businesses securely onboard customers, prevent fraud, and meet regulatory requirements through a developer-friendly API, biometric checks, and global watchlist screening.

Compliance
Visits 12.6KFavorites 142Likes 148
Docufai
Freemium

Docufai

Docufai is an AI-powered document assistant that allows you to chat with your documents. Upload files, ask questions in natural language, and get instant answers, summaries, and insights. It offers enterprise-grade security, OCR, and multi-language support, making it ideal for legal, financial, and research professionals.

Knowledge Management
Visits 6.9KFavorites 120Likes 121
Jinnee
Paid

Jinnee

Jinnee is an AI-powered virtual assistant specifically designed for the fintech industry. It automates customer support, provides personalized banking services, and delivers valuable marketing insights by analyzing user interactions. It helps financial institutions enhance efficiency and improve customer satisfaction.

Chatbot
Visits 5.7KFavorites 128Likes 131
Mezzi
Freemium

Mezzi

Mezzi is an AI-powered wealth management platform designed for modern investors. It consolidates all your financial accounts into a single dashboard, providing real-time, actionable insights to optimize your portfolio. Mezzi's AI helps you reduce taxes, minimize fees, uncover hidden risks, and build wealth independently, offering a powerful alternative to traditional, high-cost financial advisors.

Investment
Visits 28.2KFavorites 114Likes 126
Quant Matter

Quant Matter

Quant Matter is a global quantitative trading and digital asset management firm. It leverages proprietary technology for algorithmic trading, market making, and treasury management across various assets, including cryptocurrencies, stocks, and forex. The firm provides regulated, high-yield investment solutions and liquidity services for crypto projects.

Crypto Asset Management
Visits 11.5KFavorites 186Likes 159
Jiff Genius AI
Freemium

Jiff Genius AI

Jiff Genius AI is an advanced financial platform that empowers investors and traders with a suite of AI-driven tools. It features an AI Broker Copilot for automated trading via natural language, a comprehensive financial analysis suite called Reporto for deep research, and a customizable AI knowledge base. It streamlines decision-making, boosts productivity, and makes sophisticated trading accessible to all skill levels.

Investment Research
Visits 5.8KFavorites 99Likes 114
Truewind
Paid

Truewind

Truewind is an AI-powered digital staff accountant designed to automate and accelerate accounting workflows. It automates tasks like transaction categorization, reconciliation, and workpaper management, enabling accounting teams to close their books faster and focus on strategic advisory. Trusted by hundreds of firms, it offers predictable capacity and enhanced financial insights.

Financial Management
Visits 15.8KFavorites 160Likes 139
NOTRELOAD
Paid

NOTRELOAD

NOTRELOAD is an AI-powered financial intelligence platform that automates the monitoring of public web content for investors and traders. It uses NLP to scan millions of sources like news, SEC filings, and social media, filtering out noise to deliver instant, actionable alerts on content that moves stock prices. Stay ahead of the market with real-time, relevant insights.

Stock Market Analysis
Visits 6.5KFavorites 125Likes 130
Nova Credit
Paid

Nova Credit

Nova Credit is a fintech platform that enables lenders and businesses to assess credit risk for underserved populations. By leveraging alternative data like international credit histories and bank transactions, it provides a more inclusive and accurate financial profile for underwriting anyone, anywhere.

Data Analytics
Visits 329.1KFavorites 136Likes 116
runautomat
Paid

runautomat

runautomat is an AI-driven platform that simplifies business process automation. It allows users to create robust Robotic Process Automation (RPA) solutions by simply providing screen recordings, videos, or text descriptions of their workflows. It's designed to be 10x faster and more cost-effective than traditional RPA, empowering businesses to automate tasks without extensive engineering teams.

Process Management
Visits 19.3KFavorites 142Likes 129
Parthean
Paid

Parthean

Parthean is an AI-enhanced financial planning platform designed for financial advisors. It accelerates client onboarding, planning, research, and data extraction, eliminating hours of manual work. The platform uses AI to automate document analysis and provides dedicated modules for comprehensive financial planning.

Client Management
Visits 8.6KFavorites 127Likes 131
aiaccountingapps
Free

aiaccountingapps

A curated directory of the best AI-powered accounting and finance software. aiaccountingapps helps accountants, firms, and finance professionals discover and compare automation tools for bookkeeping, tax, audit, financial analysis, and more, streamlining their workflows and enhancing efficiency.

Accounting
Visits 7.4KFavorites 110Likes 119
Aspire
Freemium

Aspire

Aspire is an all-in-one financial operating system for modern businesses. It provides a unified solution for managing multi-currency business accounts, corporate cards, global payments, expense management, and accounting automation. Designed for startups, SMEs, and global corporations, Aspire helps businesses scale by streamlining financial operations and providing real-time visibility and control over company spend.

Business Banking
Visits 286KFavorites 116Likes 136
Koble

Koble

Koble is an AI-powered investment platform that re-engineers early-stage startup investing. By applying quantitative, systematic strategies and proprietary algorithms to vast datasets, Koble identifies high-potential startups, aiming to deliver superior, risk-adjusted returns. It automates sourcing and evaluation, removing human bias and inefficiency to route capital to the most deserving ideas and founders.

Venture Capital
Visits 5.8KFavorites 121Likes 132
Arta Finance
Freemium

Arta Finance

Arta Finance is an AI-powered wealth management platform for accredited investors. It unifies public and private market investments, offering access to exclusive opportunities like private equity and venture capital. Leveraging a suite of AI agents, Arta provides personalized financial planning, portfolio analysis, and investment insights, aiming to democratize the financial tools of the ultra-wealthy.

Investment
Visits 30.4KFavorites 115Likes 96
Finta
Freemium

Finta

Finta is an AI-powered accounting and tax platform designed for US-based startups. It automates bookkeeping, simplifies tax filing, and provides real-time financial insights. By integrating with tools like Brex, Stripe, and Mercury, Finta replaces traditional software like QuickBooks, allowing founders to focus on building their business instead of managing finances.

Startup Tools
Visits 19.2KFavorites 137Likes 145
Flyhomes
Paid

Flyhomes

Flyhomes is a FinTech/PropTech company that revolutionizes the home buying process with its "Buy Before You Sell" solution. It empowers homebuyers to purchase their next home before selling their current one, providing financial tools to make competitive, cash-like offers and unlock home equity. This service streamlines the transition, eliminating the need for double moves and reducing the stress associated with traditional real estate transactions.

Real Estate
Visits 26.7KFavorites 154Likes 154
Tag