AI Finance Tools

Top tools for finance: budgeting, investments, analytics, and automated trading solutions.

So, you've probably heard about AI shaking up just about every industry out there, right? It's wild how much tech is transforming our daily lives. Well, finance is no exception.

Why AI in Finance?

I was just as skeptical as the next person when I first heard about AI tools for finance. I mean, can a computer really make smarter financial decisions than a human? Turns out, the answer is a resounding yes. AI has been a game-changer, offering everything from expense tracking to investment advice.

Tracking Expenses Made Easy

If you're anything like me, managing finances used to be a headache. Remember the days of maintaining an Excel sheet or jotting numbers in a ledger? Those are long gone. AI tools now automate the grunt work, helping you track expenses in real-time, categorize spending, and even spot unusual activities.

Investing with Confidence

What's even cooler is how AI is taking the guesswork out of investing. Whether you're a seasoned investor or just dipping your toes in the stock market, there are AI tools designed to help you make informed decisions. They analyze market trends, predict stock performance, and offer personalized advice.

Ready to dive in? Let's explore some of the best AI finance tools out there!

The best AI Finance Tools

  1. 151. Kahuna for ai-driven portfolio optimization

  2. 152. Trust Finta for creating shareable deal rooms for investors

  3. 153. Personalized Energy for compare electricity rates for savings

  4. 154. Flagright for finance tools: streamlining compliance workflows

  5. 155. Celeste for modern cloud-based debt collection

  6. 156. Onnix AI for data-driven financial insights generation

  7. 157. AlphaSense for portfolio management

  8. 158. Caper Cart for streamline payment processing

  9. 159. Wocstreet for real-time ai news insights

  10. 160. Zeni for automated data posting in accounting

  11. 161. GiniMachine for ai-powered credit risk assessment

  12. 162. Jua for optimizing investment risk with precision

  13. 163. FlowCog for cash runway projection

  14. 164. Publicview for in-depth stock market analysis

  15. 165. Decode Investing for personalized stock valuation analysis

197 Listings in AI Finance Tools Available

151 . Kahuna

Best for ai-driven portfolio optimization

Kahuna is an AI-powered platform that caters to event-driven investing for top hedge funds. By combining industry expertise with AI technology, Kahuna offers superpowers for investing by encoding expertise into its system. Users can benefit from Kahuna's learning capabilities based on individual inputs and queries, providing them with an edge in their investment strategies. The company is based in New York City and is known for delivering innovative AI solutions, operating in stealth mode, offering an exclusive waitlist, and gearing up for an anticipated launch of its groundbreaking AI offerings.

152 . Trust Finta

Best for creating shareable deal rooms for investors

"Finta for Fundraising" is a finance tool designed to streamline the fundraising process for companies of all sizes. It offers a reliable and secure platform where companies can create personalized and shareable deal rooms containing all necessary information for investors to evaluate and perform due diligence on a company. The platform allows for secure document sharing, collaboration tools, advanced analytics, and reporting capabilities. One of its key advantages is the enhanced security features, utilizing encryption and privacy measures to protect sensitive information. Additionally, Finta provides a user-friendly interface that allows companies to customize their deal rooms with branding and logos, enhancing their professional image and brand identity.

Pros
  • Reliable and secure platform designed to streamline the fundraising process for companies of all sizes
  • Creation of personalized and shareable deal rooms accessed through a single link
  • Secure document sharing, presentations, and financial data with potential investors
  • Advanced analytics and reporting capabilities to track investor engagement and interest levels
  • User-friendly and intuitive interface with customization options for branding and logos
  • Enhanced security through industry-standard encryption and privacy measures
  • Collaboration tools for real-time team work and tracking changes
  • Opportunity to make informed decisions and optimize fundraising strategies
  • Professional and cohesive look aligned with overall brand identity
  • Empowers companies to showcase their potential to investors
  • Maximizes chances of fundraising success
  • Efficient fundraising experience with streamlined processes
  • Simplified fundraising through secure deal rooms and shareable links
  • Enables companies to eliminate physical document exchanges and track fundraising progress
  • Helps in maintaining investor trust and confidence
Cons
  • No cons available in the provided documents
  • Finta does not communicate to investors on the user's behalf
  • Finta will never communicate to investors on your behalf

153 . Personalized Energy

Best for compare electricity rates for savings

Personalized Energy, as demonstrated by Personalized.energy, is an AI-powered tool focused on helping users in Texas compare electricity rates and find the best electricity plan for their homes. The platform offers a consolidated marketplace of over 7,000 provider reviews, personalized electricity plans, and the ability to read fine prints of various plans to simplify the electricity research process. It also emphasizes sustainable energy and carbon-neutral information, aiming to provide cost-effective and honest electricity options while sharing any surplus with customers. Personalized.energy stands out for its commitment to using AI technology for detailed plan comparisons and its dedication to promoting sustainable energy practices for a more environmentally friendly future.

Pros
  • Consolidated marketplace
  • 7000+ provider reviews
  • Personalized electricity plans
  • Reads fine prints
  • Compares hundreds of plans
  • Stable and fair margins
  • Shares surplus with customers
  • Simplifies electricity research
  • City preferential policies
  • Customizable energy needs
  • Provides carbon neutral information
  • Promotes sustainable energy
  • Informative FAQ section
  • Wide city coverage
  • Easy two-step process
Cons
  • No estimation of savings
  • Limited information on renewable energy
  • No detailed plan breakdown
  • Doesn't support all cities
  • Complicated user interface
  • No live customer support
  • No mobile application
  • Only caters to Texas

154 . Flagright

Best for finance tools: streamlining compliance workflows

Flagright is a comprehensive platform designed for financial crime compliance, offering real-time transaction monitoring, rich case management, risk assessments, and fraud detection tools. It provides seamless integration with CRM systems, KYB & ID verification systems, and offers services such as AML program design, fintech licensing, auditing, and onboarding support. Flagright is tailored for fintechs, banks, neobanks, cryptocurrency businesses, merchants & e-commerce platforms, and gaming & gambling institutions, providing robust solutions to ensure secure and compliant financial transactions.

Pros
  • Real-time transaction monitoring
  • Rich case management
  • Customized risk assessments
  • Natural language queries
  • Adaptable algorithms for risk assessment
  • Screens for AML compliance
  • Screens for fraud risk
  • Integration with CRM systems
  • Integration with KYB & ID verification systems
  • Provides AML program design services
  • Provides fintech licensing services
  • Provides auditing services
  • Provides onboarding support
  • API documentation
  • Risk assessment for individual customers
Cons
  • Limited blockchain wallet assessment
  • Doesn't support all fintechs
  • Limited KYB & ID options
  • Limited verification systems integration
  • Services beyond software unclear
  • Unsuitable for small businesses
  • High reliance on algorithms
  • No specific tool customization
  • Possible data privacy concerns
  • Complex integration with CRMs

155 . Celeste

Best for modern cloud-based debt collection

Celeste is a cloud-based software platform designed to assist businesses with managing and collecting past due payments using intelligent technology such as AI and machine learning. It offers features like improving collection rates, maintaining compliance with industry standards, and preserving customer relationships. Celeste is suitable for small and medium-sized businesses (SMBs) and caters to various sectors including fintechs, banks, loan servicers, debt buyers, finance companies, and collection agencies. The software is user-friendly, enables companies to control debt management strategies, and reduces overall costs. Celeste is known for its enterprise-grade software that provides robust features without the complexity often associated with enterprise systems.

Pros
  • Improve Collection Rates
  • Intelligently designed to save resources in the collection process
  • Maintain Compliance
  • Preserve Customer Relationships
  • Enterprise Grade Software
  • Improve Collection Rates: Offers an advanced system to boost the recovery of past due payments.
  • Intelligently designed to save resources in the collection process.
  • Maintain Compliance: Ensures adherence to industry standards and regulations.
  • Preserve Customer Relationships: Collects debt while maintaining goodwill with customers.
  • Enterprise Grade Software: Provides robust features without the complexity often associated with enterprise systems.
Cons
  • Limited scalability details for growing businesses
  • Unclear extent of features compared to other AI debt collection tools
  • Limited details on customer support options
  • Pricing may not be competitive compared to other AI debt collection tools
  • May not cover all aspects of debt collection process
  • Integration challenges with existing business systems
  • Scalability may be an issue for extremely large businesses
  • Limited information on user feedback and reviews
  • May require a learning curve for users unfamiliar with AI technology
  • Possible lack of customization for specific business needs
  • Intelligent technology typically available only to large enterprises
  • Missing information on user training resources
  • No mention of multilingual support
  • Unclear information on data import/export features
  • Limited customization options for specific business needs

156 . Onnix AI

Best for data-driven financial insights generation

Onnix AI is an innovative platform revolutionizing the banking industry by integrating artificial intelligence (AI) and advanced data science tools to streamline banking processes. Developed by bankers for bankers, Onnix AI acts as a personalized co-pilot, quickly delivering accurate answers and tailored deliverables to banking professionals. One key feature is the ability to create customized slide decks up to ten times faster than traditional methods, learning from previous presentations to facilitate efficient data and slide deck creation. Additionally, Onnix AI offers a no-code solution for data analysis, seamlessly integrating with popular data providers like FactSet and CapIQ. Users can prompt Onnix AI to query data sources instantly, enabling quick access to information with traceable sources that can be easily shared. By joining the beta program, banking teams can experience the efficiency and depth that Onnix AI brings to data analysis and presentation processes.

Pros
  • Personalized AI Co-Pilot: Tailored AI support for bankers to enhance productivity and accuracy.
  • Slide Deck Creation: Accelerates the process of creating customized presentations by learning from past decks.
  • Excel Analysis Integration: Seamlessly works with data from FactSet, CapIQ, and other data providers, requiring no coding.
  • Built by Bankers: A trusted platform developed specifically to meet the needs of banking professionals.
  • Instant Data Source Querying: Users can get answers quickly with traceable sources, shareable via email or messaging apps.
  • Efficient Presentation Creation: Creates slide decks up to ten times faster than traditional methods.
  • No-Code Solution: Allows for running data analyses and generating outputs without coding.
  • Integration with Popular Data Providers: Integrates seamlessly with FactSet, CapIQ, and other data providers.
  • Agility in Data Access: Valuable for both senior teams requiring quick data during live calls and junior teams for niche analysis.
  • Powerful AI and Data Science Tools: Enables deep analysis and insights without advanced programming knowledge.
  • Enhances Team Collaboration: Provides auditable outputs sourced directly from uploads and data sources.
  • Speeds Up Iteration: Facilitates quick iteration and collaboration between different team levels.
  • Accessible Platform: Allows any team member to prompt for desired analyses without coding requirements.
  • Streamlined Decision-Making: Helps in determining the direction of presentations efficiently.
  • Traceable Answers: Provides answers with traceable sources for credibility and transparency.
Cons
  • No specific cons or disadvantages of using Onnix Ai were found in the provided documents.

157 . AlphaSense

Best for portfolio management

AlphaSense is an AI-powered search engine for market intelligence that utilizes proprietary NLP and machine learning technology to help users extract insights from various business data sources quickly. It offers access to over 10,000 premium data sources, including regulatory filings, company data, equity research, financial and business sources, and life sciences content. AlphaSense is trusted by leading corporations and financial institutions, serving knowledge professionals across industries and roles to enable strategic decision-making. The platform aims to provide smarter strategic decision-making, exclusive access to market commentary, and real-time data integration and search capabilities.

Founder and CEO Jack Kokko and CTO Raj Neervannan established AlphaSense in 2011 to address the limitations of traditional research methods by leveraging machine learning and natural language processing technology. Their goal was to enable professionals to efficiently extract insights from vast amounts of information scattered across multiple sources, ensuring users could make informed decisions based on accurate and timely data.

AlphaSense offers extensive content libraries, time-saving features powered by AI technology, tools for real-time monitoring, and enterprise-grade security measures to protect data. The platform caters to a wide range of industries, including asset management, consulting, corporate banking, and more, empowering users to uncover valuable insights and enhance decision-making processes. With its intuitive search capabilities and diverse data sets, AlphaSense aims to streamline research efforts and provide comprehensive market intelligence solutions for its users.

Pros
  • Quickly gain strategic insights with Company Topics
  • Instantly see how themes develop over time with Snippet Explorer
  • Easily spot inflection points with Sentiment Analysis
  • Access and mine premium equity research with Wall Street Insights
  • Effortlessly stay up-to-date with real-time monitoring functionality
  • Integrate primary research into your research process with the Expert Transcript Library
  • Instantly see how themes develop over time, with Snippet Explorer
  • AI-fueled smart chat Assistant and Smart Synonyms for faster relevant insights
  • Smart Summaries powered by generative AI to instantly surface premium content insights
  • Custom dashboards and alerts to track market trends and competitors
  • Tools for annotation, highlighting, and note-taking to share key insights
  • Secure connectors and APIs to upload and search proprietary content
  • Designed to turbocharge research capabilities with AI technology
  • Streamlined interface for simple searches revealing relevant information
  • Aids in benchmarking, due diligence, competitive intelligence, and more
Cons
  • No specific cons of using Alphasense were mentioned in the provided documents.
  • No specific cons or drawbacks of using AlphaSense were mentioned in the documents.
  • No explicit cons or negative aspects mentioned in the provided documents.

158 . Caper Cart

Best for streamline payment processing

Caper is an AI-powered smart cart and checkout system designed to enhance in-store experiences for customers, particularly in grocery and convenience stores. It integrates AI and computer vision to offer a contactless, automated checkout experience. With features like the Caper Cart, customers can skip lines and check out directly from the cart, facilitating a seamless and efficient shopping journey. The system includes various features such as wayfinding, list syncing, tailored recommendations, deals, budgeting tools, and loyalty integration to provide a more interactive and personalized shopping experience.

Pros
  • Smart cart and checkout system
  • Contactless automated checkout
  • Unified commerce experiences
  • Direct checkout from cart
  • Incorporates with Instacart platform
  • Real-time advertising
  • Personalized promotions
  • Streamlines labor efficiency
  • Bridges online and in-store shopping
  • Wayfinding feature
  • List syncing
  • Tailored recommendations
  • Budgeting tools
  • Loyalty integration
  • Analytical data
Cons
  • Not universally weather resistant
  • Dependent on stable battery
  • Requires physical retail presence
  • Needs integration with POS
  • May require additional training
  • Only works with compatible apps
  • Depends on robust internet connection
  • Limits on cart customization
  • Potential for digital ads overload

159 . Wocstreet

Best for real-time ai news insights

Based on the search results, Wocstreet is a financial tool that provides real-time AI news insights for monitoring and analyzing stock news. It aims to help users save time by delivering instant AI insights on stock market trends and major company announcements. Testimonials from users, including those from Morgan Stanley and Bank of America, indicate that Wocstreet has been beneficial in providing timely and relevant information for making informed financial decisions.

Pricing

Paid plans start at $24.99/month and include:

  • Real-Time AI News Insights
  • Premium News Sources
  • Real-Time Press Releases Insights
  • Advance Filtering
  • 10 Stocks Alerts
  • 10 Event Alerts
Pros
  • Real-Time AI News Insights
  • Premium News Sources
  • Real-Time Press Releases Insights
  • Advance Filtering
  • 10 Stocks Alerts
  • 10 Event Alerts
  • Email alerts are super helpful
  • Game-changer for cutting down on endless news scrolling
  • Legit great experience for finance articles
Cons
  • Basic news sites
  • Wocstreet website seems to be unavailable or not functioning properly, making it difficult to access information and utilize the tool effectively.
  • No cons specified beyond the available features
  • Limited features in the free plan
  • Limited symbols
  • Limited AI news
  • No specific cons found in the document.

160 . Zeni

Best for automated data posting in accounting

Zeni is a financial operations platform that leverages a seamless blend of artificial intelligence and human finance experts to perform daily bookkeeping and manage all the financial needs of a startup. It aims to provide real-time access to key financial insights for startup founders, guiding them with values of excellence, guidance, integrity, and harmony. Zeni's AI automates various bookkeeping tasks like data posting, transaction and vendor categorization, and audits of large datasets to provide accurate financial reporting and compliance with regulatory standards. Additionally, Zeni offers services such as AI bookkeeping, bill payments, reimbursements, business checking accounts, fractional CFO support, tax services, and payroll management.

Pricing

Paid plans start at $349/Monthly and include:

  • Basic AI Bookkeeping For Pre-Revenue Companies
  • Dedicated Finance Team
  • AI Bookkeeping
  • Real-time financial insights
  • AI Bill Payments
  • AI Reimbursements
Pros
  • AI-powered automated receipt analysis
  • Automated reconciliation
  • Transaction optimizations
  • Vendor verification
  • All-In-One Platform with various features
  • Dedicated Finance Team tailored to business needs
  • Daily Bookkeeping for fast month-end close
  • Real-Time Financial Insights and custom dashboard insights
  • Custom Financial Reports availability
  • Personalized Onboarding process
  • API Integrations with several software
  • Additional services like Fractional CFO, Taxes, and Payroll
  • Financial operations platform with experts
  • Real-time financial insights provided
  • Access to personalized support from experts
Cons
  • Startups-focused only
  • No multi-currency support
  • Lack of customization
  • May require finance professionals
  • Potentially high cost
  • Limited third-party integrations
  • No offline usage
  • No established security features
  • Lack of self-service capabilities

161 . GiniMachine

Best for ai-powered credit risk assessment

GiniMachine is a no-code AI decision-making platform that provides business prediction software. It offers services such as credit risk management, credit scoring, application scoring, collection scoring, and predictive analytics. The platform works with both raw and structured historical data, even with missing data, to process, build, and deploy risk models efficiently for businesses, particularly in the financial sector. It requires a minimum of 1000 raw records to build a predictive model and can work with partially missing datasets. GiniMachine's automated decision-making algorithms help businesses make informed decisions and minimize risks by up to 45%.

Pros
  • No-code platform
  • Reduction in risks up to 45%
  • Improved credit portfolio
  • Automated retention of customers
  • Can process partially missing datasets
  • Processes voluminous historical data
  • Rapid model validation and deployment
  • Solutions for credit scoring
  • Advanced analytics for debt prioritisation
  • Viable for multiple industries
  • Bespoke lending solutions for banks and fintech
  • Efficient risk management models
  • One-click model building
  • Users can control scoring models
  • Mitigation of risk, effort and time
Cons
  • No-code limits customization
  • Needs a minimum of 1000 records
  • No integrated data collection
  • Limited use-case scenarios
  • Lacks detailed algorithm transparency
  • No mention of interoperability
  • Needs minimum 1000 records
  • Predominantly financial focus
  • Requires large historical data
  • Limited industries served

162 . Jua

Best for optimizing investment risk with precision

Jua is a cutting-edge weather forecasting technology that utilizes a novel "Large Physics Model" to deliver highly accurate and precise weather predictions for the energy sector. It incorporates millions of primary data points, innovative data sources, and advanced artificial intelligence to provide users with significant temporal and local precision advantages for making early and accurate decisions in energy trading. Jua's proprietary AI learns from massive amounts of data, enabling energy traders to anticipate weather-related impacts on their operations with exceptional clarity and speed. The key features of Jua include remarkable forecasting accuracy with a 20-minute data-to-forecast latency, detailed location-specific weather insights, high-level temporal accuracy for pinpointing the timing of weather events, extreme forecast accuracy leveraging millions of data points, and access to uniquely insightful data through innovative weather models powered by proprietary AI.

Pros
  • Insight Speed Advantage: Enjoy the benefits of Jua's remarkable forecasting accuracy with a swift 20-minute data-to-forecast latency.
  • Local Forecasting Precision: Gain detailed location-specific weather insights with Jua's advanced forecasting ensuring precision in local weather conditions.
  • Unmatched Temporal Accuracy: Utilize Jua's state-of-the-art technology to pinpoint the exact timing of weather events with high-level precision.
  • Extreme High Forecast Accuracy: Leverage Jua's ability to harness millions of data points for supremely accurate forecasts anticipating the scale of weather patterns with exceptional clarity.
  • Proprietary AI and New Data Sources: Access uniquely insightful data through Jua's innovative weather model powered entirely by proprietary AI setting new standards in weather prediction technology.
  • Proprietary AI and New Data Sources: Access uniquely insightful data through Jua’s innovative weather model powered entirely by proprietary AI setting new standards in weather prediction technology.
Cons
  • No specific cons or missing features were mentioned in the provided document.

163 . FlowCog

Best for cash runway projection

FlowCog is a financial modeling tool designed specifically for SaaS companies. It focuses on creating financial projections that help businesses raise money and make better decisions. Unlike Excel templates, FlowCog automates many aspects of financial modeling, such as growth assumption logic, simulation analysis, and scenario planning. The tool integrates with accounting systems like QuickBooks, Xero, and Puzzle to streamline the data mapping process. FlowCog also offers different pricing plans, including a freemium model for smaller companies and premium plans for larger enterprises with additional features like SaaS projections, integrations, and scenario analysis.

Pricing

Paid plans start at $119/month and include:

  • 5-yr projections: Income Statement, Cash Flow, & Balance Sheet
  • Unlimited seats and sharing with your team & investors
  • Financial metrics and charts
  • Access to update the model monthly
  • Simulate headcount and customer behavior based on your inputs
  • Unlimited modeling analysis script runs

164 . Publicview

Best for in-depth stock market analysis

Publicview is a financial tool designed to simplify stock market research by allowing users to search and analyze SEC filings of publicly-traded companies. Here are some key features of Publicview:

  • It enables users to chat with multiple financial statements at once, visualize data with graphs, charts, and tables, and perform quantitative analysis with code.
  • Users can extract and export data to various formats, making it convenient for further analysis.
  • Publicview is trusted by over 1000 users and offers a community platform on Discord for users to interact and seek support.
  • It uses AI-powered functionalities to extract meaningful investment insights from SEC filings, facilitating informed investment decisions.
  • Users can search for specific companies or ticker symbols in Publicview to retrieve and analyze relevant SEC filings. JavaScript should be enabled to utilize the interactive elements and functionalities of Publicview.
  • Signing up for Publicview likely leads to the creation of a personalized user account, offering a more tailored user experience.

Overall, Publicview aims to streamline the process of stock market research by simplifying the analysis of SEC filings through AI-powered tools and interactive features, ultimately saving users time and effort in their research endeavors.

Pros
  • Simplifies SEC filings analysis
  • Streamlines document navigation
  • Extracts meaningful investment insights
  • Company-specific search feature
  • Ticker symbol search feature
  • JavaScript-enabled
  • Personalized user accounts
  • Community platform on Discord
  • Facilitates in-depth market research
  • Sign up and sign in features
Cons
  • No disclosed pricing information
  • Potentially complex user interface
  • Lack personal customization
  • Limited to stock market analysis
  • May only support US companies
  • Needs signup for access
  • Uses Discord for support
  • Dependent on SEC filings
  • Requires JavaScript

165 . Decode Investing

Best for personalized stock valuation analysis

Decode Investing is a financial tool that offers various features to aid in investment analysis and decision-making. Some key aspects of Decode Investing include the ability to save valuations for companies using personalized assumptions, track stock performance, create watchlists and stock screeners, download historical financial records, discover new investment opportunities based on preset criteria, and utilize AI assistants for tasks like analyzing earning calls and financial documents. The tool offers different plans - Free, Premium, Executive, and Enterprise - each with varying levels of features and AI assistant support. Users can benefit from streamlined user experience, access to insights on financial health and trends, and a user-friendly interface suitable for investors of different expertise levels. However, some limitations include the lack of real-time information, multilanguage support, integration with investment platforms, and predictive analysis, as well as absence of a mobile application and data export functionality.

Pricing

Paid plans start at $0.00/month and include:

  • Discover wonderful businesses
  • Automated fundamental analysis and ranking for all US public companies
  • Automated valuation and recommendations for all US public companies based on value investing principles
  • Automated assistance to your due diligence for stock investments
  • Instantly find out the financial health of a business
  • Leaderboard that ranks the best companies
Pros
  • Earnings call transcriptions analysis
  • Specific company search feature
  • Extracts key information
  • Streamlined user experience
  • Suits all expertise levels
  • Saves time in research
  • Insights into financial health
  • Trends and management strategy
Cons
  • No data export functionality
  • No personalized recommendations
  • Lacks predictive analysis
  • Unavailable offline usage
  • No mobile application
  • No customizable user interface
  • No real-time information
  • Limited to earnings calls
  • No integration with investment platforms