AI Finance Tools

Pocket Ai is a personal finance chatbot powered by AI that allows users to link their credit cards and bank accounts to get answers to their financial questions. It provides immediate financial insights, enhanced financial awareness, time management through automatic tracking of finances, and convenient access to financial information on mobile and desktop devices. Pocket Ai is partnered with PLAID to ensure secure and encrypted data transactions, keeping users' financial information safe.

Rocket Statements is a financial tool designed to efficiently convert bank statements from PDF format to Excel, CSV, PDF, or Google Sheets instantly. It offers compatibility with over 100 major banks worldwide and supports multilingual statements. The service provides clean data formatting, bulk processing capabilities, and an AI copilot for smooth and accurate conversions. Users can easily export converted statements into various formats such as Excel, CSV, or JSON. Rocket Statements is known for its robust security measures, including enterprise-grade encryption, to ensure data safety during transfer and storage. It offers different subscription plans tailored for individuals, small teams, and corporations, with features like clean data formatting, bulk processing, multiple export options, and support for global banks. Overall, Rocket Statements is a trusted tool used by professionals worldwide for organizing and analyzing financial data efficiently and accurately.

FinWise is a personal finance management platform founded by Jason Russell and Nicol Vojacek in February 2023. It aims to help users plan and forecast their finances, create and compare different financial scenarios, track progress against their financial plans, and analyze their income, spending, savings, and net worth. The platform offers features such as budgeting, net-worth tracking, account syncing, trends and analysis, bills and subscriptions management, plans and forecasting, as well as an AI tool called FinWise Assistant for personalized financial guidance and support. FinWise charges a subscription fee to support the business and emphasizes privacy by not displaying ads or selling user data to third parties. Users can access the platform securely to connect their accounts, receive insights into their finances, and benefit from AI-driven assistance in managing their financial profiles effectively.

BigShort is an organization offering a market maker trading indicator tool for day traders and swing traders. They provide real-time insights and leverage their SmartFlow technology to detect Smart Money activity, differentiate between Smart Money and Retail volume, and offer a market maker manipulation indicator. This tool covers the NYSE and NASDAQ markets, providing valuable information for making informed trading decisions. Additionally, BigShort offers option flow visualization, dark pool prints, machine learning insights through UltraFlow, short volume tracking, a live Discord chat, top 10 SmartFlow tickers, the BigShort squeeze, and internal alerts through Spodin. The organization aims to help traders stay ahead of the market with their comprehensive trading indicator tool.

Go Boldly

Go Boldly is a mobile application aimed at facilitating financial literacy for individuals from all backgrounds and circumstances. The app empowers users to take control of their financial future through a series of AI-powered modules that simplify complex financial concepts. From basic budgeting to advanced investing, Go Boldly offers bite-sized video lessons led by financial experts, ensuring a comprehensive and digestible learning experience. Interactive quizzes are available to reinforce learning and cultivate strong financial management habits. Users are also supported by a community of experts providing personalized advice and guidance to help achieve financial goals.

FinanceGPT Chat is a tool designed for users to create custom AI co-pilots that offer personalized financial insights and analysis. Users can interact with AI co-pilots to obtain guidance on various financial aspects such as market trends, investment opportunities, and financial strategies. The AI co-pilots operate using Retrieval Augmented Generation (RAG) technology, which retrieves relevant documents based on user queries to generate responses tailored to the user's financial needs and preferences. Additionally, users can customize their AI co-pilots with specific specialties including investment, risk management, financial analysis, management consulting, investment banking, and financial law.

"Skeptical Tom" is an AI shopping assistant tool designed to help users curb impulsive online shopping behaviors by analyzing shopping habits and providing gentle reminders and prompts to rethink impulse purchases. It aims to make online shopping a more mindful and deliberate process, aligning purchases with users' financial goals and personal needs. The tool operates in the background of online shopping routines and offers interventions when it detects the likelihood of an impulse buy.

Composer is an innovative automated trading platform offered by Composer Technologies Inc., designed to simplify investment processes for users. It allows users to create and execute AI-powered trading algorithms without requiring coding expertise. The platform supports the creation of trading strategies through natural language inputs, automates trading and rebalancing processes, and offers pre-built strategies across different investment categories. Composer also provides features such as AI-powered strategy creation, automated trading execution, community collaboration for sharing strategies, transparent pricing with zero commission trades, and comprehensive backtesting capabilities. Users can get started by signing up on the Composer platform, setting up an account, and either creating their own strategies or selecting pre-built ones. Fees charged by Composer include a simple fixed monthly subscription fee with zero commission on trades. Non-US residents cannot currently use Composer as the service is designed for US-based clients. Assets in Composer accounts are held with affiliated financial service providers registered with and regulated by the SEC and FINRA. It's essential to review the Risk Disclosures before trading on the Composer platform.

Wisdomise is a finance tool that operates under a Distributed Ledger Technology Services & Software Development House license in Dubai. It offers personalized investment strategies, automated crypto trading, dynamic allocation for maximizing profit, and risk minimization leverage. Additionally, it provides a token sale platform, including a private token sale, and aims to simplify blockchain revolution participation while addressing web3 inefficiencies.

Wisdomise Wealth, a part of Wisdomise, is an AI-powered wealth management tool focusing on cryptocurrency trading. It offers personalized investment strategies, automated trading, and dynamic allocation to maximize profits and reduce risks. Wisdomise Wealth features an intelligent financial advisor named Athena to assist users with cryptocurrency-related queries and trading activities.

The private token sale offered by Wisdomise Wealth allows investors to purchase a limited number of tokens at a reduced price of 25% of its initial coin offering/delivery order price. This opportunity is available on a first-come-first-serve basis.

In terms of team expertise, Wisdomise Wealth boasts a board of advisors including individuals like Dr. Peter Knez from Venom Foundation, Feroz Sanaulla from Roland Berger, and Noah Axler from Injective Labs, among others.

The tool aims to maximize yields in crypto trading through personalized strategies, automated trading, and dynamic allocation. It leverages advanced AI to manage and monitor trading processes efficiently.

PennyFlo is a finance suite designed to streamline the management of cash-flow for SMEs and startups by leveraging AI technology. It offers features such as cash forecasting, cost control & budgeting, connected banking, and automated payments. PennyFlo aims for an estimated 80% task automation and provides tools for dynamic forecasting, employee budget management, real-time cash positions, and advanced invoice processing with OCR technology. The platform allows businesses to plan ahead with scenario-based forecasts, manage payment processing, and maintain control over their finances with greater accuracy and less effort.

ArkiFi is a finance workflow automation tool that harnesses generative AI to transform the finance industry. It offers cross-platform functionality for faster and more accurate decision-making by automating mechanical work. ArkiFi's unique architecture ensures deterministic output, enhancing trust in the results it produces. This tool streamlines repetitive tasks such as formatting and debugging, allowing finance professionals to focus on strategic thinking and innovation. ArkiFi aims to redefine work in the finance industry by disintermediating human labor and empowering professionals with digital financial analysis capabilities. The company has already secured partnerships with major financial institutions and top tech companies, showcasing its potential impact on the finance sector .

Halisi AI is a personal financial assistant powered by artificial intelligence that aims to provide personalized and trustworthy financial advice to users. It offers immediate responses to financial queries, tailored guidance on budgeting, saving, and investing, updates on financial trends and tips, as well as features to view account balances, transaction history, and financial goals all in one place. Halisi AI operates like a human financial advisor, understanding users' financial goals and challenges to provide bespoke advice customized to each unique scenario. The tool is available on both iOS and Android platforms, prioritizes user privacy by encrypting financial data, and does not share this data.

Kniru is an AI-powered financial advisor tool categorized under "Finance Tools." It offers hyper-personalized financial management and advice through a chat feature, providing insights on wealth management, retirement planning, tax strategies, and expense management. Users can benefit from personalized savings suggestions, bill reminders, budget alerts, anomaly detection, portfolio alerts, and seamless integration with various financial accounts globally. Kniru's dashboard displays assets, liabilities, and insights like spend analysis and subscription tracking, aiming to provide a comprehensive view of users' financial situations and optimize their financial decisions. Moreover, Kniru has garnered notable news coverage and is supported by Kniru Technologies Private Limited, offering world-class financial advice in a user-friendly manner.

Skwad is a finance tool that aids in money management by assisting users in understanding and tracking their spending. It provides a dedicated email address where users can direct their bank or credit card spending alerts, which are then converted into categorized transactions for easy tracking. Skwad also allows the uploading of old transactions for a comprehensive financial overview and alerts users about out-of-place transactions or changes in spending patterns, enabling the early identification and mitigation of financial risks. Additionally, it tracks bills, subscriptions, and upcoming payments, providing notifications to users.

Skwad prioritizes financial privacy by eliminating the need to share sensitive bank login details with a third-party application. Users forward spending alerts from banks or credit card providers to their dedicated Skwad email address, ensuring that only transaction information is accessed by Skwad without exposure to sensitive banking details, making financial data remain private and secure.

Finsheet is a finance tool that provides 30+ years of market (intraday 1-min) data, stock fundamentals, and more in Excel and Google Sheets for free. It offers institutional-grade data used by hedge funds, investment banks, and other financial institutions. Users can easily access live market data for US stocks, ETFs, mutual funds, cryptos, and forex in real-time, streamable directly to Excel. Additionally, Finsheet gives access to global fundamentals, ETF holdings, historical market data, and pricing plans that include a free trial and various historical data options based on the selected plan. The tool is designed to be user-friendly with no coding required for its add-ons.