AI Finance Tools

Discover top AI finance tools that simplify budgeting, investing, and financial decision-making.

· March 17, 2025

Managing personal and business finances can feel like navigating a labyrinth. Between tracking expenses, creating budgets, and investing wisely, the complexity can be overwhelming. With the rise of artificial intelligence, however, the finance landscape is undergoing a remarkable transformation.

Today’s AI finance tools are designed to streamline your financial tasks, offering everything from budgeting assistance to investment insights. These tools are not merely gimmicks; they have evolved into essential resources for anyone looking to improve their financial literacy and management.

I've spent time delving into the latest and most effective AI finance tools available today. Each of these tools brings something unique to the table, catering to various needs—whether you're a casual spender or a seasoned investor.

As the financial tech ecosystem continues to grow, keeping up can be daunting, but I’ve sifted through the best options for you. Let’s explore which AI finance tools can help you take control of your financial future more efficiently.

The best AI Finance Tools

  1. 151. Cantax for tailored tax insights for financial planning

  2. 152. Gogptgo for real-time odds for financial betting.

  3. 153. DocuPull for rapid loan application processing

  4. 154. Merlu for investment risk analysis tool

  5. 155. Dili Ai for verify invoices for accuracy and compliance.

  6. 156. Hercule for streamline financial due diligence processes.

  7. 157. Halisi AI for smart savings tracker and advisor

  8. 158. Advantis AI for ai-driven investment insights

  9. 159. Inwisely for streamline accounts receivable processes

  10. 160. Finnews for real-time trend analysis for traders.

  11. 161. Smarttrust for crypto transaction trust scoring tool

  12. 162. Ogbrain for streamlined asset management solutions.

  13. 163. Beatandraise for automating financial report generation

  14. 164. Proxy for financing energy upgrades for homeowners

  15. 165. Financemadelovely for budgeting and tracking spending habits.

180 Listings in AI Finance Tools Available

151 . Cantax

Best for tailored tax insights for financial planning
Cantax

Cantax pros:

  • Canadians using CanTax AI can benefit from a user-friendly chat interface, allowing them to ask tax-related questions and receive immediate assistance.
  • The tool boasts a personalized approach, tailoring tax advice to individual financial needs.

CanTax is an innovative AI-driven platform designed to streamline the Canadian personal income tax experience. By providing instant, personalized insights into both federal and provincial tax regulations, CanTax aims to make the often complex tax-filing process more manageable for users. The tool is available around the clock, ensuring that Canadians can access crucial tax information whenever needed. With a strong emphasis on user privacy and data protection, CanTax employs advanced encryption technologies to safeguard sensitive information. Through an intuitive chat interface, users can pose tax-related questions and receive immediate responses, empowering them to navigate their financial responsibilities with greater ease and confidence. While CanTax serves as a valuable resource for general tax queries, it is designed to complement, not replace, professional tax advice, encouraging users to seek guidance from certified tax professionals for their specific situations.

152 . Gogptgo

Best for real-time odds for financial betting.
Gogptgo

Gogptgo cons:

  • No cons are available in the document.

Gogptgo is an innovative online sports betting platform that specializes in soccer wagering, commonly referred to as "judi bola." The platform enables users to engage in a wide array of betting options, allowing them to place bets not just on match outcomes, but also on factors like total scores, fouls, and corners. Gogptgo prides itself on delivering comprehensive match analysis, facilitating various types of handicaps, and providing enticing bonuses to enhance the betting experience.

Designed for user-friendliness, Gogptgo aims to simplify the betting process while offering competitive odds that boost the potential for winning bets. To take advantage of these features, users must register for an account, marking the first step in their journey within the dynamic world of online soccer betting. Whether you're a seasoned bettor or new to the game, Gogptgo offers the tools and insights necessary to navigate the exciting landscape of sports wagering.

153 . DocuPull

Best for rapid loan application processing
DocuPull

DocuPull pros:

  • Docupull revolutionizes home loans by instantly auto-filling loan applications.
  • Allows for secure and rapid pre-approvals, skipping long waits.

DocuPull cons:

  • 404 error on DocuPull website - lack of online information and resources
  • The document containing information about Docupull did not provide any specific cons or drawbacks of using the tool.

DocuPull is an innovative tool designed to streamline the home loan process. By allowing users to upload essential documents, DocuPull automatically populates the complete loan application, significantly speeding up the pre-approval process. This user-friendly solution eliminates the time-consuming wait associated with traditional applications, providing borrowers with immediate access to their filled Loan Application Form. Users can effortlessly download and share this form with multiple lenders, empowering them to secure the best interest rates efficiently. With DocuPull, navigating the complexities of home financing becomes simpler and more efficient, making it a valuable asset for prospective homeowners.

154 . Merlu

Best for investment risk analysis tool
Merlu

Merlu pros:

  • Predicts price movements
  • Provides win rates

Merlu cons:

  • No automated trading integration
  • No investor community

Merlu is an innovative financial tool developed by Regulus Technologies, designed to assist investors in navigating the dynamic world of cryptocurrency. It provides a range of features including predictions of price movements and win rates, allowing users to make informed investment decisions. With support for various cryptocurrencies, users can access past prediction data, optimize their investment choices, and harness insights to identify potential opportunities and understand associated risks.

The platform is continually updated with the latest prediction data, ensuring that users have access to current insights and trends. Additionally, Merlu offers a robo-advisor feature, investment delegation options, and tools for managing both account and exchange accounts, which streamline the investment process. Constant news updates and customer service support further enhance the user experience.

However, Merlu does have its limitations. It requires JavaScript to function properly and currently caters only to English speakers. Users may find the selection of cryptocurrencies limited and experience varying levels of prediction accuracy. The absence of features like real-time predictions, automated trading integration, a dedicated mobile app, and dataset downloading can be drawbacks for some investors. Despite these challenges, Merlu remains a valuable resource for those looking to make educated decisions in the cryptocurrency landscape.

155 . Dili Ai

Best for verify invoices for accuracy and compliance.
Dili Ai

Dili Ai cons:

  • Limited to PE and VC
  • No specified performance metrics

Dili AI is a cutting-edge platform designed specifically for investment teams in Private Equity and Venture Capital. By leveraging the power of artificial intelligence, Dili streamlines the due diligence process, enabling firms to make more informed investment decisions. The platform effectively analyzes data from various sources, including company data rooms and proprietary information, to enhance deal evaluation.

Dili AI provides valuable insights during deal screening, compiles lists of comparable companies, and identifies potential risks or red flags. With its advanced capabilities in text extraction and comparison, along with generative AI functions, Dili facilitates a quicker, data-driven approach to assessing investment opportunities. This innovative tool is a game changer for investors seeking to optimize their decision-making process and improve overall investment outcomes.

156 . Hercule

Best for streamline financial due diligence processes.
Hercule

Hercule pros:

  • Efficient investment analysis
  • Streamlines pitch deck analysis

Hercule cons:

  • Unspecified data security measures
  • Aimed predominantly at investors

Hercule is an innovative AI-driven platform that revolutionizes the investment decision-making process for investors. By simplifying the analysis of pitch decks and providing advanced screening capabilities, Hercule enhances the overall investment evaluation process. Its features include automated market research and competitive analysis, allowing investors to make more informed decisions quickly. The platform also offers efficient feedback management tools and customizable rejection templates, streamlining communication with potential investees. Moreover, Hercule seamlessly integrates with existing deal flow management software to improve workflows. A standout feature is AGENTA, an AI research assistant dedicated to performing in-depth research on behalf of investors, ensuring they have access to comprehensive and relevant information at their fingertips. Overall, Hercule equips investors with the tools they need to navigate the complex investment landscape effectively.

157 . Halisi AI

Best for smart savings tracker and advisor
Halisi AI

Halisi AI cons:

  • No offline usage
  • No API for developers

Halisi AI is an innovative personal financial assistant designed to empower users by providing customized and reliable financial guidance. With its user-friendly interface available on both iOS and Android, Halisi AI helps individuals navigate their financial lives more effectively. The app offers expert advice on budgeting, saving, and investing, along with tailored investment strategies that align with personal financial goals. Users can keep track of their financial health as the platform provides a comprehensive overview of account balances, transaction history, and overall objectives. Prioritizing user privacy and security, Halisi AI employs robust encryption standards and maintains a strict policy against sharing personal data. This makes it a valuable tool for anyone looking to enhance their financial management and make informed decisions.

158 . Advantis AI

Best for ai-driven investment insights
Advantis AI

Advantis AI pros:

  • AI-Driven Investment Guidance: Utilizes advanced AI to provide timely suggestions on crypto investment decisions.
  • Fraud Detection and Prevention: Offers proactive detection of fraudulent activities in the crypto market using custom built AI technology.

Advantis AI cons:

  • No specific cons or missing features mentioned in the document.

Advantis AI is a cutting-edge technology platform designed to enhance the cryptocurrency trading experience for users of all levels. With a strong focus on security and informed decision-making, Advantis AI harnesses advanced artificial intelligence to help individuals pinpoint optimal investment times while prioritizing fraud prevention. By proactively detecting scams and mitigating risks, the platform instills confidence in its users.

Advantis AI offers a diverse suite of products aimed at empowering investors, including the Advantis AI Outlook for AI-enhanced market charting, and the Advantis AI University, which provides a variety of educational courses on cryptocurrency. Additionally, the Advantis AI Scanner is a unique feature that analyzes contracts on communication platforms such as Discord and Telegram, adding another layer of safety for users.

Through its commitment to innovation and user education, Advantis AI strives to maintain the integrity of blockchain technology and ensure a smoother navigation of the ever-evolving crypto landscape.

159 . Inwisely

Best for streamline accounts receivable processes
Inwisely

Inwisely pros:

  • Automated payment reminders
  • Real-time Receivable analytics

Inwisely is an innovative finance tool focused on optimizing the management of invoice communications and accounts receivable. It is specially designed to enhance cash flow by an impressive 40% and improve collection effectiveness by 45%, while also significantly reducing Days Sales Outstanding (DSO) by 30%. The platform features a variety of capabilities, including insightful analytics on overdue invoices, real-time receivable data, and automated payment reminders tailored to customer needs.

Inwisely also integrates seamlessly with popular accounting software, ensuring a cohesive financial management experience. Users benefit from excellent technical support and can choose from different pricing tiers, such as the Standard plan at $139 per month or the more feature-rich Standard Plus plan. Trusted by a wide range of organizations, from startups to mid-market companies, Inwisely stands out for its commitment to facilitating timely invoice payments and improving overall financial efficiency.

Inwisely Pricing

Paid plans start at $139/month and include:

  • Actionable Insights on overdue invoices
  • Real-time Receivable analytics
  • Automated payment reminders
  • Customer-specific workflows
  • Accounting Tool Integration
  • Excellent Tech support

160 . Finnews

Best for real-time trend analysis for traders.
Finnews

Finnews pros:

  • Quantitative analysis and predictive modeling of financial datasets.
  • Assists analysts and investors in accurately forecasting market trends and equity price fluctuations.

Finnews cons:

  • No specific cons mentioned in the document.
  • No specific cons or missing features mentioned in the document.

FinNews is an innovative subscription-based tool that harnesses the power of artificial intelligence to deliver real-time analysis across multiple financial markets, including U.S. stocks, cryptocurrencies, and forex. By employing advanced algorithms and extensive financial data, FinNews empowers investors and analysts to make informed decisions by accurately predicting market trends and price movements. The platform ensures users receive timely updates through various channels, such as SMS, email, and push notifications, keeping them well-informed on critical market developments. In addition to news analysis, FinNews provides AI-driven assessments that offer in-depth predictive insights, as well as comprehensive data acquisition and archiving services. Designed for equity traders, cryptocurrency miners, and forex traders, FinNews is your go-to solution for navigating the fast-paced world of finance.

161 . Smarttrust

Best for crypto transaction trust scoring tool
Smarttrust

Smarttrust pros:

  • Supports multiple blockchains
  • Bank-grade fraud assessment

Smarttrust cons:

  • Limited to 3 blockchains
  • Dependent on login for sharing score

SmartTrust.io stands out as a cutting-edge tool in the realm of cryptocurrency security. Utilizing artificial intelligence, it specializes in detecting fraud patterns and scoring the trustworthiness of wallet addresses across popular blockchains like Ethereum, Polygon, and Binance SmartChain. With the rise of digital currency comes a heightened need for secure transactions, making SmartTrust.io an invaluable asset for crypto enthusiasts and investors.

The platform's unique Crypto Fraud Score evaluates wallet addresses by analyzing historical data and potential fraud patterns. By providing these scores prior to transactions, users can make informed decisions, enhancing their overall transaction security. This proactive approach not only helps in identifying suspicious activity but also fosters greater transparency within the crypto community.

In addition to improving security, SmartTrust.io aims to reduce transaction costs, a significant concern for regular crypto users. As digital transactions continue to evolve, having access to reliable fraud detection tools can save users both time and money, making SmartTrust.io a practical choice for enhancing your crypto trading experience.

Pricing for SmartTrust.io is accessible, with paid plans starting at just $20 per month. This competitive pricing, coupled with its robust features, makes SmartTrust.io a compelling option for anyone serious about safeguarding their cryptocurrency transactions. It’s a tool designed not just for security but to instill confidence in the ever-changing world of digital finance.

Smarttrust Pricing

Paid plans start at $20/month and include:

  • AI Fraud Detector Requests 10
  • Wallet Audit Requests 10
  • AI Rug Pull Detector Requests 800
  • API Integration
  • AI Credit Score Reports
  • 1:1 Web3 User Targeting

162 . Ogbrain

Best for streamlined asset management solutions.
Ogbrain

Ogbrain pros:

  • TokenFi Targets 10 Million Viewers with Prime Time TV Campaign in Turkey
  • The Open Network’s TON Token Jumps Over 8% Following Binance Listing

Ogbrain cons:

  • NegativeCan Grok-2 Beat ChatGPT and Claude in Writing and Coding?
  • NegativeRipple’s SEC Ordeal to End in July?!

Ogbrain is an innovative platform that stands out in the realm of AI finance tools, primarily focused on cryptocurrency and blockchain dynamics. It provides users with up-to-date insights on market trends, regulatory changes, and the latest news impacting digital currencies. This makes it a valuable resource for anyone looking to deepen their understanding of the cryptocurrency landscape.

The platform covers a wide array of topics, including Bitcoin mining and potential scams, helping users make informed investment decisions. With its emphasis on detailed news articles and updates, Ogbrain effectively removes the noise surrounding cryptocurrency, offering clarity to both novice and experienced traders alike.

In addition to market analysis, Ogbrain examines technological advancements in the crypto space. This ensures that users stay aware of the innovation driving the industry forward. By providing context and forecasts, Ogbrain empowers its audience to anticipate changes that may affect their investment strategies.

Furthermore, Ogbrain’s user-friendly interface makes accessing critical information straightforward. Users can easily navigate through articles, reporting, and analysis, enabling them to concentrate on what truly matters—successful investing in the fast-paced world of digital currencies. For anyone interested in finance and cryptocurrencies, Ogbrain is an essential tool worth exploring.

163 . Beatandraise

Best for automating financial report generation
Beatandraise

Beatandraise pros:

  • Natural language queries
  • Instant financial market answers

Beatandraise cons:

  • No mobile app available
  • No analytics or reporting

BeatandRaise is an innovative financial search tool tailored for artificial intelligence applications, designed to make financial research more accessible and intuitive. By leveraging a conversational AI chat interface, it allows users to ask intricate financial questions in natural language and receive immediate, data-driven responses. This capability distinguishes it from conventional search methods that rely on keywords.

The tool caters to a wide array of financial inquiries, such as tracking revenue-generating pharmaceuticals from companies like Merck, understanding the actions of various financial institutions, or analyzing revenue growth for specific products and services. BeatandRaise provides a complimentary service for the first ten messages, after which users can explore the website for detailed information about its pricing structure.

Utilizing advanced natural language processing techniques, BeatandRaise effectively comprehends and addresses complex queries, mimicking the nuances of human dialogue. Interested users can easily sign up on the official website and benefit from a demo video that offers a comprehensive introduction to its features and functionalities.

Beatandraise Pricing

Paid plans start at €29/month and include:

  • Natural language queries
  • Instant financial market answers
  • Search mirrors human thinking
  • Detailed financial research
  • Specified financial data requests
  • Company-specific revenue information

164 . Proxy

Best for financing energy upgrades for homeowners
Proxy

Proxy pros:

  • Access to preferred pricing from trusted partners for qualified energy efficient upgrades
  • Use of purchase information for tax credits and rebates through government programs

Proxy cons:

  • Proxy tool lacks cons in the provided document.
  • Lack of information on the tool's compatibility with different energy systems

Proxy is an innovative financial tool designed to empower homebuyers in enhancing the energy efficiency of their residences. By leveraging artificial intelligence, Proxy delivers personalized recommendations for a range of eco-friendly upgrades, such as energy-efficient appliances, solar installations, and advanced HVAC systems. The platform not only facilitates access to a clean energy card for seamless financing but also connects users to exclusive pricing from trusted partners.

Beyond financial savings, Proxy offers valuable insights into government incentive programs, helping homeowners navigate available options to make their investments more affordable. With the potential to save up to $2,500 annually on utility bills and reduce carbon emissions by 5,000 pounds each year—equivalent to the impact of planting 100 trees—Proxy is committed to making homeownership both economically viable and environmentally responsible. Over the lifespan of a mortgage, these upgrades could result in total savings of up to $75,000, highlighting Proxy’s role as a pivotal resource for energy-conscious consumers.

Proxy Pricing

Paid plans start at $100,000/month and include:

  • Mobile and Desktop app
  • Dedicated support
  • Executive support
  • Investments
  • Investment accounts
  • Unlimited

165 . Financemadelovely

Best for budgeting and tracking spending habits.
Financemadelovely

Financemadelovely pros:

  • Connects with 100+ financial institutions
  • Budget Assistant feature

Financemadelovely cons:

  • Early-access platform
  • Frequent updates and changes

FinanceMadeLovely (FML) is a comprehensive personal finance platform designed to make financial management straightforward and accessible. By integrating with over 100 financial institutions, FML allows users to seamlessly consolidate all their accounts in one place. Its suite of tools includes a Budget Assistant for effective budget planning, an AI Assistant that provides tailored financial guidance, and powerful spending tracking features that offer insights into users’ financial habits. With customizable reports and proactive recommendations, FML empowers users to take control of their finances, streamline expense tracking, and ultimately achieve their financial goals.