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!
151. Kahuna for ai-driven portfolio optimization
152. Trust Finta for creating shareable deal rooms for investors
153. Personalized Energy for compare electricity rates for savings
154. Flagright for finance tools: streamlining compliance workflows
155. Celeste for modern cloud-based debt collection
156. Onnix AI for data-driven financial insights generation
157. AlphaSense for portfolio management
158. Caper Cart for streamline payment processing
159. Wocstreet for real-time ai news insights
160. Zeni for automated data posting in accounting
161. GiniMachine for ai-powered credit risk assessment
162. Jua for optimizing investment risk with precision
163. FlowCog for cash runway projection
164. Publicview for in-depth stock market analysis
165. Decode Investing for personalized stock valuation analysis
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.
"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.
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.
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.
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.
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.
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.
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.
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.
Paid plans start at $24.99/month and include:
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.
Paid plans start at $349/Monthly and include:
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%.
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.
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.
Paid plans start at $119/month and include:
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:
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.
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.
Paid plans start at $0.00/month and include: