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. 76. Osfin AI for comprehensive finance automation

  2. 77. Schwarzthal Tech for kyc tool for financial crime risks

  3. 78. GPT-3 Demo for advanced financial analysis

  4. 79. Parsers VC for predictive investment insights

  5. 80. Monai for expense tracking made effortless

  6. 81. Stocked AI for portfolio risk assessment

  7. 82. Pine Script Wizard AI for custom tradingview strategy creation

  8. 83. Hoopsai for personalized trading ideas and analysis

  9. 84. 8vdX for automate bond screening with ai

  10. 85. Query Kitty for profit optimization tool

  11. 86. Quordata for advanced text analysis for traders

  12. 87. Relay for real-time financial data update.

  13. 88. Tradingview for chart analysis and visualization

  14. 89. Streamlined Finance for identify undervalued stocks easily.

  15. 90. World Store for optimize transaction costs with ai

197 Listings in AI Finance Tools Available

76 . Osfin AI

Best for comprehensive finance automation

Osfin Ai is a finance tool that has been highly praised by various teams for its efficiency and effectiveness in financial operations. Users have reported that Osfin Ai streamlines processes such as managing partner compensation, reconciling complex transactions, automating payouts, and enhancing cash flow visibility. It is commended for its comprehensive finance automation, automated accounting, and focus on reconciliation. The platform also helps in identifying revenue leakages, processing various file formats, and ensuring accurate decision-making from unstructured documents. Additionally, Osfin Ai offers features like template-free document processing, complete cash flow audit, and transaction transparency. While it has received positive feedback for its benefits in improving financial operations and efficiency, some users have noted limitations such as limited integrations, lack of real-time support, and the need for advanced security features. Overall, Osfin Ai appears to be a valuable tool for enhancing financial operations and facilitating smoother transactions in various organizations.

Pros
  • Comprehensive finance automation
  • Automated accounting
  • Streamlined financial operations
  • Focuses on reconciliation
  • Automated invoice processing
  • Payout automation
  • Complete cash flow visibility
  • Identifies revenue leakages
  • Processes various file formats
  • Numerous integrations
  • Accurate decision-making from unstructured documents
  • Automated account payables
  • Seamlessly processes employee expenses/incentives
  • Eliminates SLA breaches
  • Helps reduce time/effort on finance operations
Cons
  • No real-time support
  • Limited integrations
  • Buggy autopilot for account payables
  • Dependent on payment partners
  • Inaccurate decisions with unstructured documents
  • Assumes knowledge of finance
  • Not beginner-friendly
  • Lacks advanced security features

77 . Schwarzthal Tech

Best for kyc tool for financial crime risks

Schwarzthal Tech is an AI-driven platform designed for financial crime intelligence, aiming to detect and prevent financial crimes through network assessment, data linkage, flow aggregation, and machine learning. It provides insights into strategic risks related to various financial crimes such as money laundering, tax evasion, and fraud. The platform offers a range of tools for financial crime prevention, including KYC, AML, VAT tools, tracking of carbon fraudsters, and future frauds monitoring. Schwarzthal Tech's machine learning techniques are essential for information extraction and detecting patterns indicative of financial crime. The platform also employs a multi-dimensional risk rating tool for compliance purposes, utilizing semi-supervised learning techniques for a comprehensive risk assessment.

Pros
  • Network assessment
  • Data linkage
  • Flow aggregation
  • Track carbon fraudsters
  • Future frauds monitoring
  • KYC tools
  • AML tools
  • VAT tools
  • Multi-dimensional risk rating
  • Scoring tools
  • Global business registry
  • Deep-dives in transnational crime
  • Broad jurisdiction coverage
  • Trusted by reputable organizations
  • Intelligence features
Cons
  • Limited jurisdiction coverage
  • Only supports five languages
  • No native mobile app
  • No publicly available SDK
  • Semi-supervised learning constraints
  • Lacks real-time alerting system
  • Dependent on external partnerships
  • Limited integrations with other tools

78 . GPT-3 Demo

Best for advanced financial analysis

BloombergGPT is a specialized 50-billion parameter language model tailored for the finance industry. It stands out in financial tasks while also demonstrating competitive performance in general natural language processing (NLP) tasks. Some key features include its purpose-built design for financial data processing, superior performance compared to similar models in financial-specific tasks, capability to handle various NLP tasks in finance, and integration with over 12,000 APIs through Apideck. In addition to BloombergGPT, there are alternative models like Tongyi Qianwen, AlexaTM 20B, Koala BioGPT, and BLOOM available in the market.

Pros
  • 50-Billion Parameter Model: Purpose-built model for advanced financial data processing
  • Specialized AI Performance: Outperforms similar-sized models in financial tasks
  • Versatile NLP Tasks: Equipped to handle a variety of tasks in the financial sector
  • Competitive Benchmarking: Excels in general NLP benchmarks against other models
  • API Network Integration: Access and integrate with a massive network of over 12000 APIs via Apideck
  • 50-Billion Parameter Model: Purpose-built model for advanced financial data processing.
  • Specialized AI Performance: Outperforms similar-sized models in financial tasks.
  • Versatile NLP Tasks: Equipped to handle a variety of tasks in the financial sector.
  • Competitive Benchmarking: Excels in general NLP benchmarks against other models.
  • API Network Integration: Access and integrate with a massive network of over 12000 APIs via Apideck.
Cons
  • No specific cons or missing features mentioned in the provided document

79 . Parsers VC

Best for predictive investment insights

Parsers VC is a revolutionary venture capital data provider based in New York, USA, established in 2019. The company utilizes advanced AI algorithms to offer unparalleled insights into the venture capital market. Their services include collecting data on VC funds and startups, comprehensive database integration, team analysis, news aggregation, funding rounds identification, investment attractiveness calculation, venture matching, and advanced learning through Reinforcement Learning (RL). Parsers VC has made a significant impact in the industry, catering to top-tier venture capital data providers globally. The platform serves as a vital resource for companies like McKinsey & Company, VentureCap Insights, Startup.Network, TotemVC, ITC Limited, and SKAEL, among others. By providing accurate and relevant data, Parsers VC has gained the trust of over a hundred companies worldwide. For more information on their services and how to engage with them, interested parties can reach out to Parsers VC at [email protected] or visit their office in New York. Parsers VC combines data-driven insights with innovative solutions, paving the way for the future of venture capital.

Pricing

Paid plans start at $26/month and include:

  • Accessing the Predictive Investments list
  • Full access to data via API
  • Comprehensive information on active venture capitalists (VCs)
  • Funding rounds and past investments details
  • Target potential investors aligned with industry and growth stage
  • Valuable insights on company valuations
Pros
  • Simplified Venture Matching and Advanced Learning
  • Ever-improving accuracy in venture capital fund selections
  • Global reach and influence in the industry
  • Trust of over a hundred companies globally
  • Comprehensive information on active venture capitalists
  • Access to funding rounds and past investments
  • Identification of potential investors aligning with specific criteria
  • Insights on company valuations and market trends
  • Discovery of startups matching investment criteria
  • Detailed profiles and investment histories for evaluation
  • Facilitation of direct networking between investors and startups
  • Harnessing AI for accurate predictions and personalized recommendations
  • Transformation of the venture capital investment landscape
  • Innovative artificial intelligence algorithms
  • Comprehensive and up-to-date data ensuring clients are ahead of the curve
Cons
  • No specific cons listed in the document.
  • The document does not specify any cons of using Parsersvc.
  • No specific cons were mentioned in the document.

80 . Monai

Best for expense tracking made effortless

MonAi is an AI-powered expense tracking application that simplifies financial management by allowing users to input expenses in a voice message-like format. The app automatically categorizes and splits the input into a short description, amount, and category. Key features of MonAi include secure storage on iCloud without the need for login credentials, the ability to share and collaborate on expenses, and a user-friendly design. Users can use MonAi to manage shared financial responsibilities efficiently and securely in 2023.

Pros
  • Just like a voice message: Enter your expenses with the ease of having a conversation.
  • AI-powered categorization: MonAi intelligently categorizes your expenses automatically.
  • No Login required: Use the app without the need to log in; your data is stored on iCloud securely.
  • Private and Secure: Your financial data is kept private with secure iCloud storage.
  • Share and Collaborate: You can easily share your expenses and work collaboratively on budgeting.
Cons
  • Missing cons or limitations in the provided information.

81 . Stocked AI

Best for portfolio risk assessment

Stocked AI is an advanced platform designed for stock market enthusiasts, blending sophisticated neural network machine learning algorithms with daily updates to provide precise stock predictions. The platform emphasizes affordability, making its subscription-based service accessible to individual investors. It offers transparent reporting of the mean squared error (MSE) of predictions, ensuring trustworthiness in decision-making. Stocked AI features advanced neural networks, daily model retraining, an affordable subscription model, transparent error metrics, and continuous performance monitoring to maintain and improve prediction quality over time.

82 . Pine Script Wizard AI

Best for custom tradingview strategy creation

Pinescriptwizard is an AI-powered tool designed for generating Pine script strategy or function code for TradingView. It provides a quick and efficient solution for traders seeking high-quality code by utilizing the power of AI. The tool operates through a chat-based interface where users can input their coding objectives in text format, specifying the type of trading system they are looking for (e.g., trend-following, mean-reversion, breakout system, or indicator), preferred indicators and settings, trading rules, market side (long or short signals), and take profit/stop loss levels. Once the input is provided, Pine Script Wizard generates optimized and accurate Pine script code suitable for the TradingView platform.

The process involves users copying and pasting the generated code into the TradingView Pine Editor. In case of errors during code saving and compiling, users can paste the error back into the chat interface, and the AI will provide fixes. It is important to note that the generated code is intended for educational purposes only and should not be used for actual trading without thorough testing and analysis. Traders are advised to consider their objectives and experience level before making any trading decisions.

Pricing

Paid plans start at $9/USD and include:

  • AI Powered ChatGPT Pine Script Coding Assistant
  • Higher quality pine script code output
  • Text format input for coding objectives
  • Optimized and accurate pine script code generation
  • Chat-based interface for coding interaction
  • Quick code generation for TradingView platform
Pros
  • Users can create custom TradingView strategies or indicators in seconds
  • Tool operates through a chat-based interface
  • AI-powered system formulates clear objectives based on user needs
  • Users can specify the type of trading system they are looking for
  • Users can define take profit and stop loss levels
  • Generates optimized and accurate Pine script code suitable for TradingView platform
  • Chat-based interface for inputting coding objectives
  • AI formulates clear objectives based on user needs
  • Option to define take profit and stop loss levels
  • Generates optimized and accurate Pine script code
  • Quick and efficient solution for traders seeking high-quality code
  • Convenient copy and paste functionality for the generated code
  • Provides fixes for errors during code saving and compiling
  • Educational purposes code generation
  • Operates through a chat-based interface
Cons
  • No specific cons or missing features mentioned in the document
  • Possible limitations in customization options for generated Pine script code
  • Value for money needs to be justified based on the quality of generated code in relation to the price
  • Missing features compared to other AI tools in the industry
  • Not endorsed by OpenAI, TradingView, or PineScriptâ„¢
  • The necessity for proper testing and analysis before using the generated code for actual trading
  • Risk involved in trading based on the generated code
  • Productivity may be limited without a paid account
  • Possible errors when saving and compiling the code on TradingView
  • Limited quality of pine script code output on the homepage version compared to the paid account
  • The homepage version is not as good as the paid account
  • No specific cons or limitations were identified in the provided information.
  • No specific cons or missing features were identified for Pine Script Wizard in the provided documents.

83 . Hoopsai

Best for personalized trading ideas and analysis

HoopsAI is an AI-powered web application designed for retail investors in the stock market. It utilizes advanced AI technology to provide personalized trading ideas, asset recommendations, and strategies based on fundamental, technical, and social sentiment analysis for various assets like stocks, currencies, commodities, and cryptocurrencies. The platform aims to empower investors by offering tailored insights to make informed decisions and maximize their understanding of the markets. While HoopsAI does not provide investment advice, it delivers real-time trading analysis and encourages users to explore a wide range of investment opportunities beyond traditional assets like Tesla and Apple.

84 . 8vdX

Best for automate bond screening with ai

8Vdx is a finance tool designed to assist hedge funds in navigating complex debt markets with ease and insight. It offers AI models fine-tuned on the investment thesis and intellectual property of each fund, allowing for streamlined screening of bonds and efficient investment analysis. The tool also provides continuous learning from surveillance, advanced AI solutions for credit underwriting, and turbo-charged due diligence through AI technology. Moreover, 8Vdx enables fast, custom analysis to test hypotheses about potential alpha generation strategies.

Pros
  • Trusted by Market Leaders
  • AI Models Fine-tuned on Investment Thesis and IP of Each Fund
  • Streamlined Screening
  • Efficient Investment Analysis & DD
  • Continuous Learning from Surveillance
  • Advanced AI Solutions for Credit Underwriting
  • Turbo-charge Due Diligence using AI
  • Strategic Advantage through Fast, Custom Analysis
Cons
  • No specific cons or missing features related to the use of 8Vdx were found in the provided documents.

85 . Query Kitty

Best for profit optimization tool

Query Kitty is a platform designed for traders and crypto enthusiasts, offering advanced trading tools and insightful research resources tailored to the needs of a diverse client base seeking efficiency, accuracy, and depth in their trading strategies and market analysis. The platform features a Trading Terminal for high-level trade execution and market monitoring, a Discord Bot & Mobile App for on-the-go connectivity and community engagement, as well as tools like Profit Taking and Relative Valuations to support informed decision-making based on market trends and investment optimization.

86 . Quordata

Best for advanced text analysis for traders

Quordata is an AI-powered investment research tool that streamlines the process of making investment decisions by providing real-time, actionable insights from online text. It can analyze text from various sources, including social media platforms like Twitter and LinkedIn, online forums like Reddit, and reputable news sources like the Wall Street Journal. Quordata offers advanced text analysis using proprietary spam, sentiment, and biterm topic models, presenting the insights in easily digestible formats through custom dashboards. The tool is available in Basic and Pro plans, with the Pro plan offering unlimited access to real-time metrics on social sentiment for all publicly traded companies, advanced AI-driven analysis, and priority access to new features and updates.

Future plans for Quordata include a lineup of groundbreaking feature releases for 2023, with active alerts provided through a dedicated mailing list. Users can sign up for Quordata on their website and explore the tool's functionality before signing up. Quordata can analyze text from any company and track public sentiment by analyzing text from various sources like Twitter, Reddit, LinkedIn, and the Wall Street Journal. The community of like-minded investors on Quordata is expanding, providing a platform for interaction and sharing insights among investors. Quordata is praised for its streamlined research process, actionable insights, custom dashboards, and plain-English explanations, making it a valuable tool for investment research.

Pricing

Paid plans start at $9.99/month and include:

  • Unlimited access to real-time metrics on social sentiment for all publicly traded companies
  • Advanced, AI-driven analysis and actionable insights
  • Priority access to new features and updates
  • Proprietary spam model
  • Sentiment analysis model
  • Biterm topic models
Pros
  • Real-time investment metrics
  • Custom dashboards
  • Analyzes multiple text sources
  • Proprietary spam model
  • Sentiment analysis model
  • Biterm topic models
  • Detailed executive summaries
  • Shows related topics
  • Displays source composition
  • Social sentiment tracking
  • Priority access to updates
  • Unlimited insights for Pro users
  • Grabs data from social sites
  • Exposed API
  • Metrics on 10 companies for free
Cons
  • Not compatible with non-public companies
  • No integration with other platforms
  • Limited new feature access for Basic
  • No real-time support mentioned
  • Pro plan on waitlist
  • No information on text language support
  • No specified data privacy tools
  • Charges for advanced analysis
  • Limited companies for Basic plan
  • No clarity on non-financial sentiment analysis

87 . Relay

Best for real-time financial data update.

Relay is a finance tool that utilizes AI to assist users in managing and analyzing investment documents and company updates. Users can extract key details by forwarding emails to Relay, which then automatically parses information like pay-to-play provisions, revenue metrics, and other terms from the documents. Relay offers document management capabilities, portfolio tracking dashboards, team permissioning features, and ensures the security and privacy of user data stored on AWS services.

If you need any more information or details about Relay, feel free to ask!

Pros
  • Extracts key investment details
  • Analyzes investment documents
  • Quick data summary
  • Document management capabilities
  • Organizes document by company
  • Yearly and monthly document organization
  • Bulk download option
  • Portfolio tracking dashboard
  • Combines investment data
  • Combines historical documents
  • Multi-level team permissioning
  • Pricing plans availability
  • Free tier accessibility
  • Increased parsing limits
  • Supports multiple document types
Cons
  • Dependent on correctly formatted emails
  • Limited free tier features
  • Unsorted data if association failed
  • Limited to investment documents
  • Difficult for non-technical users
  • Team permissioning complexity
  • Limited document types supported
  • Pricing scales with usage
  • Email forwarding required
  • Limited parsing capabilities

88 . Tradingview

Best for chart analysis and visualization

TradingView is a comprehensive financial platform used by traders and investors to analyze markets, create and test trading strategies, and connect with other traders worldwide. This tool offers a wide range of features including advanced charting tools, real-time data, customizable indicators, and social networking capabilities. Users can access TradingView through web browsers or mobile apps, making it convenient for monitoring and trading activities on various devices. Overall, TradingView is a popular choice for individuals interested in technical analysis, market insights, and social trading within the financial markets.

Pros
  • Access to a wide range of markets
  • Charting tools and technical analysis features
  • Customizable interface
  • Social trading features
  • Alerts and notifications
  • Collaborative community platform
  • Possibility for automated trading strategies
  • Market data and news integration
  • Mobile app availability
  • Demo account for practice
  • Ability to share charts
  • Price alerts and notifications
  • Ability to trade directly from the platform
Cons
  • Difficult for beginners to navigate
  • Limited broker integrations
  • Lack of advanced technical analysis tools
  • Mobile app lacks certain functionalities
  • Complex interface for basic users
  • May not justify the cost for occasional traders
  • Limited historical data in the free version
  • Charting tools can be overwhelming for new users
  • Some essential features require a subscription
  • Limited features in the free version

89 . Streamlined Finance

Best for identify undervalued stocks easily.
Streamlined Finance is a cutting-edge investment research platform designed to empower both individual investors and finance professionals in making well-informed investment choices. It offers a comprehensive range of financial data covering US stocks, ETFs, cryptocurrencies, and bonds. Users can explore and evaluate various stocks, compare key financial metrics, and pinpoint opportunities among undervalued or high-growth stocks, as well as attractive dividend options. One of the standout features of Streamlined Finance is its advanced data visualization tools, which present intricate financial data in accessible charts and tables. Furthermore, its AI-driven analysis enhances users' fundamental research by providing succinct summaries of earnings calls and distilling key insights from news articles, making it an invaluable asset for anyone looking to improve their investment strategy.

Pricing

Paid plans start at $83.40/year and include:

  • Unlock Most Premium Features in All Dashboards
  • Screen Through 500 Stocks
  • Access S&P500 + Nasdaq 100 in Markets & Find Stocks
  • Compare Stocks
  • AI Qualitative Stock Analysis
  • Access Streamlined Q-Score
Pros
  • Researches various investment entities
  • Analyzes and compares stocks
  • Identifies over/undervalued stocks
  • Identifies high growth stocks
  • Identifies dividend stocks
  • Data visualization capabilities
  • Distills news articles
  • View multiple charts simultaneously
  • Compile watchlists
  • Research macroeconomic data
  • Customizable dashboards
  • Helps build uncorrelated portfolios
  • Supports insightful investing
  • Transforms complex financial info
  • Facilitates portfolio management
Cons
  • No mobile application
  • Limited to US markets
  • No real-time data
  • No community or social feature
  • No chatbot help
  • Limited selection of asset types
  • No integrated trading
  • Cannot import portfolios
  • No forecasting capabilities

90 . World Store

Best for optimize transaction costs with ai

World Store is an ultimate asset aggregator that provides users with the fastest and easiest way to buy any token or NFT from any currency to any asset on any chain. It is powered by AI Asset Agents (AAA) offering personalized asset recommendations, supports purchases with fiat or crypto, and optimizes transaction routes to minimize costs through AI Asset Agents. Users can connect their wallet to earn points and benefit from comprehensive on-ramp, swap, bridge, and settlement methods.

Pros
  • The Ultimate Asset Aggregator with Comprehensive On-ramp, Swap, Bridge, and Settlement Methods
  • Fastest and easiest way to buy any token or NFT
  • From any currency, to any asset, on any chain
  • Connect wallet to earn your own points
  • Fastest and easiest way to buy any token or NFT.
  • Supports purchases with fiat or crypto.
  • Optimizes transaction routes to minimize costs through AI Asset Agents.
  • World Store offers users personalized asset recommendations
  • Supports purchases with fiat or crypto
  • Optimizes transaction routes to minimize costs through AI Asset Agents
  • Personalized asset recommendations
Cons
  • Lack of detailed information on specific cons