Finance
Browsing page 7 of AI tools for Finance. Sorted by confidence score — our independent quality rating.
Skoolia
Skoolia is an all-in-one school management platform designed to streamline operations for educational institutions worldwide. It features AI automation, multi-language support (English, French, Arabic), and comprehensive modules for finance, classes, and communication. The platform includes student information management, real-time attendance tracking with automated reports, grade management, and AI-powered scheduling that generates conflict-free timetables in minutes. Skoolia also offers a parent portal, student portal, and an AI assistant named Najiba that answers questions, drafts announcements, and sends reminders. Trusted by over 200 schools in 15 countries, it supports the full lifecycle from enrollment to report cards, ensuring GDPR and FERPA compliance.
mobilina
Mobilina is a technology studio specializing in innovative mobile solutions, leveraging AI to create a range of mobile applications. Their offerings include Linna AI Headshot Generator for studio-quality portraits, Reelina AI Video Generator to transform text or photos into stunning videos, and Deqor AI Interior Design for visualizing dream spaces. They also provide Yuno, an AI Assistant Hub integrating over 20 AI models like GPT-5, Claude, and Gemini, with more than 50 built-in tools for writing, coding, design, and research. Additionally, Mobilina develops health-focused apps like Caloriq for calorie and macro tracking, and Fastry for intermittent fasting. They also offer Mamo, an AI-powered 3D action figure maker. Mobilina aims to strengthen digital presence with industry-specific mobile applications for various sectors.
Salma AI
Salma AI is a Virtual Financial Assistant (VFA) platform specifically designed for the banking industry, leveraging AI models trained on extensive banking-specific data. It integrates seamlessly with banking apps to provide comprehensive support, from answering simple inquiries to handling complex financial transactions. The platform includes a modular Mobile Apps SDK for iOS, Android, Huawei, and web apps, Automatic Speech Recognition (ASR) trained on multi-dialects for banking, Natural Language Understanding (NLU) built to understand banks, and Text-To-Speech (TTS) with a human touch. Salma AI also features an Admin Platform with banking-grade cybersecurity and a Virtual Assistant Builder (VAB) ready for integration with banking APIs, offering flexible hosting options.
Nooxit
Nooxit is an AI-powered platform designed to automate and optimize source-to-pay processes for large enterprises. It deploys specialized AI agents for procurement, customs, accounting, and tax, which operate within a company's existing ERP and procurement systems. These agents handle tasks from purchase requests and order confirmations to invoice processing, tax code determination, and customs classification. Nooxit aims to reduce process costs by up to 95% and improve compliance by keeping regulatory knowledge, such as tax laws, automatically updated. The platform supports over 40 countries and integrates with more than 30 out-of-the-box connectors, allowing for rapid deployment without a 'rip-and-replace' approach.
TradeWind AI
TradeWind AI is a comprehensive platform designed to empower manufacturers in conquering global markets. It leverages AI to scan customs data and over 100 local sources to identify potential global buyers and enrich contact information. The platform automates the entire sales workflow, from prospecting to closing deals, utilizing various channels including Email, WhatsApp, social media, and AI Voice. TradeWind AI aims to provide actionable trade intelligence that translates into closed deals, rather than just raw data, making it a game-changer for businesses looking to expand their international reach.
Bank Statement Boss
Bank Statement Boss leverages AI to convert PDF bank and credit card statements into clean, usable spreadsheets, including Excel and CSV formats. It also offers specialized formatting for popular accounting platforms like QuickBooks, Xero, and Sage, streamlining bookkeeping workflows. The tool boasts 99% accuracy and bank-level security for all transactions, with options to permanently remove or securely store data after conversion. Designed for speed and scalability, it efficiently handles large batches of statements and is compatible with most banks worldwide. A free plan is available, allowing users to convert up to 10 pages per month, making it accessible for individuals and small businesses to try before committing to a paid subscription.
Paymefy
Paymefy is an AI-powered platform designed to optimize debt collection and accounts receivable management for businesses. It automates the entire collection process, from customer journey optimization to payment flexibilization and intelligent communication. The platform leverages advanced AI to create ultra-personalized collection experiences, adapting messages and contact moments based on customer behavior and history. This leads to significant reductions in DSO (Days Sales Outstanding) and improved payment rates. Paymefy integrates with existing ERP, CRM, and invoicing systems, offering features like automatic payment reconciliation, advanced customer segmentation, and multi-channel communication (email, SMS, AI voice calls). It aims to reduce manual errors, accelerate cash flow, and enhance customer relationships through a seamless and flexible payment experience.
Bizgraph
Bizgraph is an AI billing software specifically designed for agencies managing AI services for their clients. It automates usage tracking, applies custom pricing markups, and generates invoices automatically. Built on enterprise LLM gateway infrastructure, Bizgraph routes API requests to major LLM providers like OpenAI, Anthropic, and Google, while tracking costs and calculating profit margins in real-time. This allows agencies to centralize API key management, control pricing, and monitor real-time usage across multiple clients and projects. Bizgraph differentiates itself from general LLM gateways by focusing on client management, custom pricing, and automated invoicing, making it ideal for agencies looking to turn AI projects into recurring revenue.
EQL Global
EQL Global is a domain-specific AI platform designed for financial research, exclusively trained on investor relations material and global market data. It aims to transform hours of equity research into minutes, empowering investors to make faster, more informed decisions. The platform offers features like GenAI prompts, AI-created presentations, company research reports, and access to investor relations data. It provides an AI insights engine and a prompt library. EQL Global is available for both researchers via a desktop application and builders through an API, ensuring a versatile approach to financial analysis. The tool emphasizes a 'no hallucinations, trustable engine' approach, making it a reliable resource for financial professionals.
Maven
Maven is a specialized payments API designed for voice AI agents, enabling secure and PCI-compliant card payments during live voice calls. It addresses the challenges of voice-based payment collection, such as unreliable speech-to-text for card numbers and the complexities of PCI compliance. Maven integrates seamlessly with various voice platforms and payment gateways, including Stripe, Braintree, and Adyen, allowing agents to collect payments without handling sensitive card data directly. The platform offers full configurability, from custom voice personalities and messaging to multi-language support, ensuring a branded and smooth customer experience. It's built for industries requiring phone-based transactions, such as commerce, restaurants, home services, and debt collection.
Vena
Vena is the #1 AI-Powered Complete FP&A Platform, natively integrated with Microsoft technology, designed to help organizations plan better and achieve more. It offers an Excel-native platform with AI agents that understand business and financial context, grounded in data, models, and decision logic to drive confident execution. Vena facilitates agentic planning orchestration for the entire business, moving users from reactive to proactive. Key features include flexible modeling for 'what-if' scenarios, accelerated analysis with interactive dashboards and ad-hoc reports in Excel, and collaborative planning with full data transparency and centralized templates. It also provides Vena Copilot for FP&A insights within Microsoft Teams, Vena Insights for advanced analytics, and Vena for PowerPoint to create data-driven presentations. Vena streamlines processes like budgeting, forecasting, financial close management, and reporting, connecting ERP, CRM, and HRIS data to its OLAP database, CubeFLEX.
Themis For Crypto
Themis For Crypto is an all-in-one AI trading platform designed to maximize profits across cryptocurrency, stock, and forex markets. It enables users to create and backtest any trading strategy, allowing AI bots to optimize and execute trades without requiring coding knowledge. The platform integrates with WhatsApp for AI-powered trading assistance and provides real-time transaction tracking. With machine learning trading bots that learn and improve over time, Themis For Crypto offers features like AI research and analysis, strategy optimization, and a decentralized data security system. It caters to both beginners and experienced traders with its user-friendly interface and scalable solutions.
Actioner
Actioner is a customer intelligence platform designed for Account Executives, Account Managers, and Customer Success Managers. It passively captures customer interactions from emails, calls, and tickets, building a dynamic, unified customer graph. This graph, encompassing companies, contacts, deals, and every interaction, is then made available directly within Claude Desktop and claude.ai via Anthropic's MCP (Model Context Protocol). This integration allows users to ask Claude anything about their customers and receive contextually rich answers, email drafts, deal risk assessments, and next-step recommendations, all backed by linked evidence. Actioner works alongside existing CRMs, filling the gaps by capturing conversations and context that CRMs often miss, without requiring manual data entry or team-wide adoption.
Affinity
Affinity is a specialized CRM platform designed for private equity, venture capital, and other private capital firms. It leverages AI-powered relationship intelligence to streamline deal sourcing, relationship management, and accelerate deal closures. The platform automates data capture from emails, calendars, and meetings, ensuring pipelines are always current without manual updates. Key features include activity capture, data enrichment, and advanced analytics for real-time pipeline visibility and team performance measurement. Affinity aims to reduce administrative burden, allowing firms to focus on building and maintaining critical relationships in the private markets. It also offers a dedicated solution for Salesforce users, enhancing existing CRM capabilities with relationship intelligence.
MoneyChoice Capital
MoneyChoice Capital is an AI-powered platform offering quantum trading predictions and market signals. It aims to help users avoid costly panic-and-recovery cycles by detecting market manipulation early. The platform boasts an 80%+ accuracy rate in stock predictions since 2015, verified through transparent historical tracking. MoneyChoice models are built on a quantum-style math worldview, treating markets like systems that resemble quantum mechanics. It offers a free plan with daily predictions and educational resources, alongside a Gold plan for more extensive features like real-time alerts and advanced analytics. The platform analyzes Dow 30, S&P 500, and Nasdaq 100 constituents, plus curated ETFs.
Plania
Plania is an AI-powered business plan generator designed to transform business visions into reality. It guides users through the process of creating comprehensive and professional business plans quickly and efficiently. The platform offers key features such as AI financial projections to create compelling financial plans for investors, and an AI market research tool that provides complete market data across various industries and regions. Plania aims to significantly reduce the time and cost associated with traditional business planning and consulting services, providing a complete business plan with detailed sections and company branding options. It serves as an intelligent partner for entrepreneurs looking to secure funding and make data-driven decisions.
PixelAI
PixelAI is an AI-driven finance assistant designed to optimize banking and investment operations. It leverages AI to streamline customer interactions, offer personalized financial advice, and significantly enhance overall banking efficiency. The platform provides comprehensive data insights, including performance trends analysis and real-time performance tracking, to help users make informed decisions. Key features include 180+ action modules, data acquisition capabilities, and detailed financial metrics evaluation. PixelAI integrates advanced hardware, cutting-edge software solutions, and leading LLM technology to deliver precise, natural language interactions and accurate responses, making it an intuitive and powerful tool for financial institutions.
TaxBotGPT
TaxBotGPT is your personalized AI tax assistant, designed to simplify tax management for both individuals and businesses. It offers automated help, guidance, and insights to address a wide range of tax needs. The platform aims to demystify complex tax regulations, providing users with clear, actionable advice. Whether you're looking for assistance with tax preparation, understanding deductions, or staying compliant, TaxBotGPT leverages artificial intelligence to deliver tailored support. Its intuitive interface makes tax information accessible, helping users make informed decisions and manage their finances more effectively.
Compoundly.AI
Compoundly.AI is a comprehensive financial health education platform and habit tracker designed to help individuals understand and improve their financial well-being. It scores users from 0-1000 based on financial habits across savings, debt, investments, and retirement planning, rewarding discipline rather than absolute wealth. The platform offers personalized AI-powered financial insights, analyzes income, expenses, assets, and liabilities, and recommends personalized goals that automatically update. Users can track their progress with rich charts and visualizations, review past assessments, and monitor financial improvement over time. Compoundly.AI supports 9 major currencies and offers both a free tier and a Premium plan with advanced features like an AI Mentor and smart goal tracking.
Fundable
Fundable is a comprehensive platform offering real-time startup and investor data for venture capitalists and founders. It enables users to discover new deals, track investment portfolios, and access extensive datasets through its website, API, and MCP. The platform features AI-powered discovery to find hidden gems, deal alerts for companies matching specific criteria, and bulk data access. Users can define their ideal customer profile using natural language and over 20 filters, then receive notifications when matching companies raise funds. Fundable also facilitates direct outreach to key decision-makers when they are ready to purchase, saving significant manual research time. It integrates with popular tools like Slack, Microsoft Teams, Google Sheets, HubSpot, and Salesforce, providing a complete sourcing stack with affordable pricing plans.
Prudentia Sciences
Prudentia Sciences offers an AI-powered platform designed to build conviction in the science behind every deal in the biopharma sector. It helps evaluate assets faster for licensing, acquisition, and investment by replacing fragmented workflows with a single, integrated system. The platform connects internal and external data, ingests information from VDRs and other datasets, and integrates with CRMs. It applies structured evaluation frameworks tailored to an asset’s biology, modality, and stage, ensuring rigorous scientific assessment and continuous re-evaluation as new data emerges. Prudentia Sciences also contextualizes deals within the competitive landscape, identifies differentiation and risks, and supports valuation modeling for M&A and partnerships. The AI reasoning is grounded in evidence, trained for therapeutic areas and modalities, and ensures end-to-end data provenance with human-in-the-loop validation.
Markovate
Markovate is a Generative AI company specializing in developing and deploying AI solutions across various industries, including Manufacturing, Construction, Healthcare, Insurance, and Real Estate. The company focuses on delivering measurable ROI by applying AI to critical workflows, aiming to cut delays, eliminate mistakes, and improve efficiency. Markovate offers a range of services including Generative AI Development, Agentic AI Development, Conversational AI, Computer Vision Solutions, and Machine Learning Solutions. They emphasize a strategic approach, offering focused pilots, end-to-end AI delivery, and ensuring security compliance with ISO certifications. Their solutions are designed to integrate seamlessly into existing workflows, providing benefits like faster blueprint to BOM extraction, improved construction takeoffs, and accelerated medical claim processing.
NeubAItics Tech pvt Ltd
NeubAItics Tech Pvt Ltd specializes in next-generation AI solutions, including AI Video Analytics, Agentic AI, Generative AI, Machine Learning, IoT, and Automation. The company focuses on building intelligent systems that can detect, analyze, understand, and automate processes in real-time. Their offerings include AI Video Analytics for theft detection, behavior monitoring, and more, as well as AI Agents for autonomous workflows and Generative AI solutions. They also develop IoT, Robotics, and Automation systems, helping organizations transform data into intelligence and automation. Key products include H.A.V.E Gesture Control, Face Recognition MFA, and ERP Workforce Automation, all designed to solve real-world business problems and deliver measurable impact.
Sociovestix Labs - first in financial data science
Sociovestix Labs, a spin-off of the German Research Center for Artificial Intelligence (DFKI), is a leader in financial data science, focusing on sustainable finance. The company offers expertise in Climate Transition Investing, Investment Impact Analytics, Nero Zero Target Benchmarking, and Precautionary Principle Based Estimations. They develop and advance Asset Allocation and Security Selection Laboratories, design Machine Learning Algorithms, and disaggregate Investment Signals. Sociovestix Labs also provides Data Quality Testing, including ex-ante Data Provider Due Diligence and Six Sigma Data Quality Testing. Their AI capabilities transform unstructured data, scale client capabilities through automation, and extend products via state-of-the-art deep neural networks in computer vision, NLP, and financial time-series data. Additionally, they offer Executive Tracking to monitor key executive talent for informed investment decisions.