Finance
Browsing page 104 of AI tools for Finance. Sorted by confidence score — our independent quality rating.
Finsheet
Finsheet provides institutional-grade stock, forex, and crypto market data directly within Excel and Google Sheets, eliminating the need for coding. Users can access over 30 years of historical intraday data, stock fundamentals, ETF holdings, and analyst estimates. The platform offers simple functions for each asset class, making it easy for anyone familiar with spreadsheets to monitor markets in real-time and perform in-depth analysis. Finsheet sources its data from Finnhub, ensuring high accuracy, and supports both Mac and Windows for Excel, as well as all browsers for Google Sheets. It's designed to empower investment and research teams with comprehensive financial data.
receiptbot.io
ReceiptBot is an efficient accounting and bookkeeping tool designed to automate the tedious process of finding and extracting business receipts from email. Users can connect their Gmail or Outlook accounts with a single click, allowing ReceiptBot to scan for receipts from over 50 vendors, including Stripe, AWS, Adobe, and HubSpot. The tool offers read-only access to ensure privacy and security, processing emails in real-time without storing them. Once receipts are found, users can export them to their accounting software or download them as a ZIP file, significantly reducing the time spent on manual bookkeeping. It is currently free during its beta phase, with early users locking in founder pricing for future Pro plans.
Deep-Trading
Deep-Trading is an open-source project designed for algorithmic trading using deep learning techniques. It currently offers capabilities for simple time series forecasting, allowing users to experiment with predicting financial market movements. The project's roadmap includes the implementation of more advanced algorithms and their ensembles, incorporating diverse features to enhance predictive performance. The ultimate goal is to develop and test robust trading strategies and potentially deploy them in live trading environments. This tool is ideal for researchers and developers interested in applying AI to financial markets, providing a flexible platform for experimentation and strategy development.
Dafi Labs
Dafi Labs is a leading consultancy specializing in the integration of AI and blockchain technologies to drive business transformation. They offer a comprehensive suite of services, from strategic planning and risk assessment to full-scale implementation and long-term support. Key offerings include AI + Blockchain Strategy & Assessment, Smart Contract Development & Audit with AI-enhanced security, AI-Enabled Blockchain Solutions for autonomous operations, and Enterprise Integration Transformation. Dafi Labs focuses on delivering measurable business impact, evidenced by proven ROI, enhanced security, and rapid implementation across various industries like financial services, retail, and healthcare.
Stream
Stream is an AI platform specifically designed for modern claims teams in the insurance industry, focusing on complex casualty and workers' compensation claims. It leverages purpose-built AI to enhance outcomes and reduce financial leakage. The platform ingests and organizes various documents and data points, including medical records, demand packages, correspondence, and bills, into a single structured and dynamic claim view. Stream cross-references claim records to identify inconsistencies, flag risk indicators, and reveal patterns crucial for claims teams. It ensures full auditability by tracing all data points back to their source, eliminating hallucinations and gaps. The tool also offers one-click settlement analyses, reserve recommendations, and IME packet generation, integrating directly with core systems like Guidewire and Duck Creek Technologies. Stream is built for enterprise deployment, offering security, scalability, and compliance, including SOC 2 Type II, ISO 27001, and HIPAA compliance.
Refresh
Refresh is an all-in-one personal financial management tool designed to centralize and simplify financial tracking for individuals, couples, and families. It allows users to sync multiple bank accounts, automatically categorize transactions, and track spending and net worth. Beyond budgeting, Refresh provides comprehensive credit monitoring with monthly 3-bureau reports and daily updates from TransUnion, Experian, and Equifax. It also includes privacy management, actively monitoring data broker websites to remove personal details. With features like envelope budgeting, savings goals, and cash flow reports, Refresh helps users gain a comprehensive view of their financial health and manage spending effectively, supported by an AI Assistant for personalized guidance.
Display Gate Guard
Display Gate Guard offers AI-powered placement analysis for Google Display Network (GDN) and PMAX campaigns, helping advertisers avoid Made-For-Advertising (MFA) sites and brand-unsafe domains. The tool scans placement lists, scoring each domain for MFA risk, brand safety, and suitability, and identifies suspicious redirects. Users can upload thousands of URLs via CSV, Google Ads exports, or direct paste, and receive AI-scored results quickly. It provides detailed evidence, including screenshots and confidence scores, for every analyzed URL. Display Gate Guard also generates downloadable exclusion lists that can be applied account-wide in Google Ads, ensuring ad budgets are spent effectively on high-quality placements. Beyond self-service, it offers managed analysis for agencies and teams, including human review and detailed reports.
ParsersVC
ParsersVC is an AI-driven platform designed to predict investments and streamline venture matching for the venture capital ecosystem. It offers comprehensive data on startup funding rounds, active venture capitalists, and company valuations. Users can access LinkedIn profiles and email addresses of team members, founders, and partners. The platform provides data-driven solutions and premium applications, including access to a predictive investments list. ParsersVC aims to help investors and entrepreneurs make informed decisions by leveraging AI to analyze various financial data sources.
FactBox.ai
FactBox.ai is a cloud-based service designed to empower finance professionals in creating, sharing, and managing comprehensive financial factsheets. Users can choose from an extensive library of expert-designed templates or create custom layouts using an intuitive drag-and-drop interface. The platform supports easy data import via CSV files, transforming raw data into dynamic and visually appealing factsheets. FactBox.ai enhances presentations with custom and advanced widgets, including interactive charts, graphs, and dynamic tables. Factsheets can be seamlessly shared via public URLs for collaboration or downloaded in PDF format for offline access and printing, preserving layout and formatting.
15Rock
15Rock is an AI decision intelligence platform designed to transform extensive analysis into actionable insights within 48 hours. It serves investment firms, private equity, asset managers, advisory and consulting firms, heavy industries, infrastructure investors, and enterprises. The platform processes millions of data points from SEC filings, financial data, and competitive intelligence, verifying every claim against primary sources using Multi-Layer QA. Key features include automating IC memo preparation, risk ratings, organizational benchmarking, board pack generation, scenario planning, and market intelligence. 15Rock aims to deliver decision-ready outputs with full audit trails, helping teams identify red flags, build comprehensive reports with citations, find opportunities, and benchmark operations efficiently.
Fieldguide
Fieldguide is an AI-native platform designed to revolutionize audit and advisory services for leading firms. It leverages professional-grade AI agents to automate up to 70% of testing, documentation, and evidence review across various methodologies. The platform offers end-to-end engagement management, insights & analytics, and a modern client hub to improve collaboration and client experience. Fieldguide supports diverse practice areas including financial audit, risk advisory, cybersecurity & privacy, regulatory compliance, SOC readiness, and IT audit, providing a centralized solution to replace fragmented point solutions. This leads to higher quality work, faster delivery, and significant reductions in engagement hours and manual testing time.
Stock Intrinsic Value Calculator
The Stock Intrinsic Value Calculator is an AI-powered tool designed to help users determine the true worth of a stock. By analyzing financial statements and market data, it provides a comprehensive intrinsic value calculation. Users simply input a stock ticker, and the application delivers not only the intrinsic value but also the margin of safety and other detailed financial metrics. This makes it an invaluable resource for investors looking to make informed decisions and for individuals seeking to deepen their understanding of financial analysis and stock valuation.
DhanikaCal
DhanikaCal offers a comprehensive suite of over 654 free online calculators specifically designed for Indian users. The platform covers a wide range of categories including finance, tax, math, engineering, and everyday calculations. Key features include accurate results with Indian Rupee formatting, support for lakhs and crores, and adherence to official government formulas, RBI guidelines, and SEBI regulations. The calculators are regularly updated with the latest tax slabs and rates, ensuring relevance and accuracy for users in India. Popular calculators include SIP, EMI, income tax, GST, salary, and specialized tools for engineering, farming, and architecture. The tool aims to provide instant and reliable calculations without requiring user login or registration.
aiagents-stock
aiagents-stock is a sophisticated AI-driven stock analysis system designed for the Chinese A-share market. It simulates a team of securities analysts using multiple AI agents to provide comprehensive investment analysis and decision-making advice. Key features include tracking hot money trends, monitoring critical price points, and sending real-time alerts. The system has recently added macro analysis, low-valuation investment strategies, and macro-cycle analysis, leveraging official government data and AI models to identify industry mappings and recommend quality stocks. It also supports batch multi-threaded analysis and integrates with miniqmt for quantitative trading, aiming to empower individual investors with AI-assisted stock trading capabilities.
Laika Ventures
Laika Ventures operates as a venture studio, actively creating and funding AI ideas and companies. They partner with founders, offering deep expertise, capital resources, and AI knowledge to guide product development and accelerate growth. The studio emphasizes building successful ventures, leveraging a network built through years of experience, particularly for launching in Portugal. They support founders with market expertise and technical individuals with vision, aiming to build AI-first products that drive innovation. Laika Ventures also focuses on validating and launching products from Portugal, utilizing their extensive local network to help businesses grow globally. Their portfolio includes numerous ventures across various sectors, demonstrating a strong track record in company building and investment.
Banshield
Banshield continuously monitors Stripe accounts using a proprietary risk-scoring formula to detect potential issues before they escalate into freezes, bans, or reserves. It connects securely in read-only mode to analyze payment behavior, dispute patterns, and payout activity, generating a live risk score. Users receive real-time alerts with actionable guidance to reduce risk and maintain account health. Designed for businesses heavily reliant on Stripe, Banshield helps prevent revenue disruption, operational downtime, and funds being held, offering proactive protection against account penalties.
PayJoy
PayJoy offers financial services, primarily credit for purchasing smartphones and cash loans, targeting underserved customers. The platform simplifies access to credit by requiring minimal documentation, often just an ID, and provides instant approval. Users can acquire a smartphone without a credit card and pay weekly over 3-12 months. A key differentiator is the absence of late fees and the ability to qualify without a traditional bank account. PayJoy also offers a credit line product for existing customers. The service aims to provide financial inclusion and stability, enabling individuals to access essential technology and funds quickly and conveniently.
AltIndex
AltIndex is an AI-driven investment platform that helps investors catch trends early by providing alternative data insights. It tracks real-time Reddit momentum, social sentiment, insider activity, and AI stock picks, delivering clear signals to spot trending stocks. The platform goes beyond traditional price charts by analyzing job postings, web traffic, app downloads, and social chatter, combining these with fundamental and technical context. Users can set up real-time stock alerts for popularity spikes, web traffic changes, insider activity, or investor sentiment across various data sources. AltIndex also offers AI-powered stock picks with a reported 75% win rate, trained on alternative data and analyzing thousands of stocks daily. The service is accessible via a mobile app, ensuring alerts are delivered instantly.
Silent CFO
Silent CFO is a personal financial intelligence tool designed to help users make calm and actionable financial decisions. It operates by quietly monitoring spending habits, eliminating the need for manual data entry or complex spreadsheets. The platform aims to provide clear, actionable insights into personal finances, helping users understand their money without guilt or overwhelming data. Silent CFO focuses on delivering a streamlined experience for managing personal finances, making informed choices about spending and saving more accessible.
How Many Trading Days
How Many Trading Days offers a live, automatically updating countdown of the remaining U.S. stock market trading days in the current calendar year. This tool is essential for traders and investors who need to quickly ascertain market availability. It accurately accounts for weekdays when markets are open, treats scheduled early-close days as half days (0.5), and completely excludes weekends and full market holidays based on the NYSE/Nasdaq schedule. The website also features a calculator to determine trading days until a specific future date and lists upcoming market holidays. All calculations are based on U.S. Eastern Time and focus solely on major U.S. equity exchanges, not tracking extended hours, futures, or cryptocurrencies.
AlgoTron_org
AlgoTron is an algorithmic trading platform designed to automate trading strategies and manage portfolios with high performance and security. It offers total control, allowing users to manage their bot empire from anywhere via Telegram or a professional web terminal, with full synchronization and instant asset management access 24/7. The platform emphasizes bank-grade security, encrypting API keys with military-grade algorithms (AES-256) and ensuring funds remain on the exchange. AlgoTron's cloud core on Golang processes market data instantly, enabling trades strictly according to algorithms without delays or emotions. It also provides proven efficiency through backtesting on historical data to discover ROI and drawdown before risking capital. The roadmap includes features like a Bot Builder, exchange API integration, historical data aggregation, and advanced backtesting tools.
PREDYX
PREDYX is a cutting-edge platform for Bitcoin prediction markets, enabling users to trade on a wide range of events from elections and sports to finance and AI. The platform leverages the Lightning Network for instant payouts, ensuring fast and secure transactions. Users can create their own markets or participate in existing ones, turning insights into potential earnings. With features like an AI Market Creator, users can easily generate market titles and outcomes based on prompts. PREDYX emphasizes clear outcomes, live trading, and fast settlements, all priced in Bitcoin. It aims to make prediction markets accessible and engaging, offering a dynamic environment for forecasting future events.
Geldhelden.AI
Geldhelden.AI is an AI-powered financial coach application focused on helping users achieve financial freedom through personalized advice and guidance. The platform aims to simplify money management by providing tailored recommendations and insights. Users can leverage the AI's capabilities to improve their financial health, set and reach financial goals, and gain a better understanding of their personal finances. With a focus on accessibility, Geldhelden.AI offers support to guide individuals through various financial decisions, making complex financial concepts more manageable for everyday users.
Multiples
Multiples is a specialized financial architecture boutique dedicated to serving founders and investors within the MENA tech ecosystem. The platform offers a suite of services designed to provide clarity and strategic insight into financial operations. Key offerings include clinical finance documentation, which ensures rigorous and transparent financial reporting, and robust audit frameworks to maintain compliance and accuracy. Additionally, Multiples provides essential market intelligence, enabling clients to make informed decisions based on regional benchmarks and trends. This comprehensive approach helps tech companies and their investors navigate the complexities of financial management and investment strategies in the dynamic MENA market.