Best AI tools for< Bank Executive >
Infographic
20 - AI tool Sites

Lama AI
Lama AI is an AI-powered platform designed to revolutionize business lending processes for banks and financial institutions. It offers advanced features, rapid configurability, and exceptional support to streamline loan origination, underwriting, and decision-making. By leveraging the power of AI, Lama AI enables banks to boost business growth potential, improve profitability, and enhance customer experience through contextual onboarding, decisioning workspace, expanded credit access, and pre-qualified applications. The platform also provides white-labeled solutions, API-first integration, high configurability, built-in AI models, and access to a network of bank lenders, all while ensuring bank-grade security and compliance standards.

AI Copilot for bank ALCOs
AI Copilot for bank ALCOs is an AI application designed to empower Asset-Liability Committees (ALCOs) in banks to test funding and liquidity strategies in a risk-free environment, ensuring optimal balance sheet decisions before real-world implementation. The application provides proactive intelligence for day-to-day decisions, allowing users to test multiple strategies, compare funding options, and make forward-looking decisions. It offers features such as stakeholder feedback, optimal funding mix, forward-looking decisions, comparison of funding strategies, domain-specific models, maximizing returns, staying compliant, and built-in security measures. MaverickFi, the AI Copilot, is deployed on Microsoft Azure and offers deployment options based on user preferences.

AI Bank Statement Converter
AI Bank Statement Converter is an industry-leading tool designed for accountants and bookkeepers to extract data from financial documents using artificial intelligence technology. The tool offers modernized bookkeeping solutions by automating financial document processing, ensuring accuracy, security, and efficiency. It revolutionizes how accounting businesses handle financial documents by providing multi-format conversion, AI-powered accuracy, tailored solutions for accounting, data security, and integration with popular accounting software.

AI Brain Bank
AI Brain Bank is a powerful tool that allows you to remember everything. With AI Brain Bank, you can query all your documents, media, and knowledge with AI. This makes it easy to find the information you need, when you need it. AI Brain Bank is the perfect tool for students, researchers, and anyone else who needs to manage a large amount of information.

Rocket Statement
Rocket Statement is a leading bank statement conversion tool that helps users convert their PDF bank statements into Excel, CSV, or JSON formats quickly, securely, and easily. It supports over 100 major banks worldwide and can handle multilingual statements. The tool is trusted by professionals worldwide and offers a range of features, including bulk processing, clean data formatting, multiple export options, and an AI Copilot for smooth and flawless conversions.

AI Growth Guys
AI Growth Guys is an AI consultancy website that offers innovative solutions to drive growth and efficiency for businesses. The website provides services ranging from AI strategy to implementation, catering to content creators, entrepreneurs, and small businesses. With a focus on leveraging AI technology, the platform aims to help users expand their business and increase their revenue through prompt engineering tips, email marketing strategies, and monetization techniques. The website is owned and operated by two actual humans, Andrew Best and Addison Best, who deliver real insights to help users navigate the age of AI and grow their online presence.

Clerkie
Clerkie is a powerful debt repayment and optimization platform that offers a full-service automation solution powered by machine learning and human expertise. It helps lenders, both big and small, to manage and optimize their loan portfolios efficiently. With features like smart payment experience, AI-driven repayment strategies, real-time reporting, and easy integration, Clerkie ensures a seamless and secure experience for lenders and borrowers alike.

Basis Theory
Basis Theory is a token orchestration platform that helps businesses route transactions through multiple PSPs and partners or unlock seamless subscription payments while ensuring PCI compliance. It offers flexible payment solutions, secure data handling, and industry-tailored payment flows to boost sales and reduce friction. The platform allows users to stand up a vault in minutes, customize payment flows, and work with various partners without service limitations. Basis Theory caters to high-risk merchants, subscription platforms, marketplaces, fintechs, and more, providing tailored payment experiences and compliance solutions.

Foodzilla
Foodzilla is a meal planning and nutrition coaching software designed for professionals. It offers a range of features to help nutritionists, dietitians, and other healthcare professionals create personalized meal plans for their clients, track their progress, and provide ongoing support. Foodzilla's key features include a recipe builder, meal planner, mobile app for clients, secure messaging, nutrition reports, team collaboration, and grocery lists. The software is designed to be user-friendly and efficient, allowing professionals to save time and focus on providing high-quality care to their clients.

Mastermallow
Mastermallow is an AI audio mastering tool that offers professional audio mastering in minutes. It is designed by expert engineers and powered by AI technology to transform songs, podcasts, and other audio content into industry-quality tracks. Users can upload their audio tracks, which will undergo AI analysis to enhance every aspect of the sound. The tool provides a free sample for users to compare the original audio with the mastered version, allowing them to pay only if they are satisfied with the results. Mastermallow aims to provide quality audio mastering at a fraction of the cost and time compared to traditional methods, offering users more creative freedom and saving them money.

Idea Validator
Idea Validator is an AI-powered tool that helps entrepreneurs validate their business ideas instantly. It provides detailed reports on business viability, target audience, ideal team, business model, and more, all within minutes. Trusted by over 1750 entrepreneurs, Idea Validator offers a rapid turnaround time, affordability, and comprehensive insights to kick-start and grow business ideas. The tool covers all aspects of starting a business, ensuring users don't miss any critical components. With features like real-time web search integration, personalized reports, and expert business advisors, Idea Validator is a valuable resource for idea validation and development.

PDFPeer
PDFPeer is an AI-powered tool that allows users to chat with PDF documents for free. It simplifies the process of interacting with various types of PDFs, such as bank statements, invoices, resumes, books, contracts, and more. Users can ask questions, get summaries, find information quickly, and enjoy other features to enhance their document management experience. PDFPeer caters to both students and professionals, offering a secure and fast platform for uploading and interacting with PDFs effortlessly.

Shadowing AI
Shadowing AI is an interview practice platform that provides users with continuous feedback. It is designed to help individuals improve their interview skills by simulating real interview scenarios and offering personalized feedback. By using this platform, users can practice answering common interview questions, receive feedback on their responses, and enhance their overall interview performance. Shadowing AI aims to boost users' confidence and readiness for job interviews through its interactive and user-friendly interface.

FormX.ai
FormX.ai is an AI-powered data extraction and conversion tool that automates the process of extracting data from physical documents and converting it into digital formats. It supports a wide range of document types, including invoices, receipts, purchase orders, bank statements, contracts, HR forms, shipping orders, loyalty member applications, annual reports, business certificates, personnel licenses, and more. FormX.ai's pre-configured data extraction models and effortless API integration make it easy for businesses to integrate data extraction into their existing systems and workflows. With FormX.ai, businesses can save time and money on manual data entry and improve the accuracy and efficiency of their data processing.

Evolution AI
Evolution AI is an AI data extraction tool that specializes in extracting data from financial documents such as financial statements, bank statements, invoices, and other related documents. The tool uses generative AI technology to automate the data extraction process, eliminating the need for manual entry. Evolution AI is trusted by global industry leaders and offers exceptional customer service, advanced technology, and a one-stop shop for data extraction.

Posh AI
Posh AI is an AI application designed specifically for the banking sector. It offers a range of AI solutions such as Voice Assistant, Digital Assistant, and Knowledge Assistant to enhance customer service, employee efficiency, and operational excellence in financial institutions. Posh AI aims to revolutionize the banking experience by providing 24/7 customer service, automating banking transactions, and improving access to information for employees. The platform integrates seamlessly with existing solutions and empowers banks to deliver better digital experiences through AI technology.

ChatNRA
ChatNRA is an innovative platform dedicated to assisting non-US residents in various aspects of launching and managing a US company. Their comprehensive suite of services is designed to streamline the process of establishing a US business presence and navigating the complexities of the American market. They offer services such as LLC and INC formation, tax filing, annual compliance, bookkeeping, and beneficial ownership information. ChatNRA aims to simplify the process for individuals looking to start and manage a US-based business, providing expert guidance and support throughout the journey.

GPTSidekick
GPTSidekick is an affordable GPT-4 powered AI assistant that can help you with a variety of tasks, including writing, coding, research, and more. It is easy to use and can be accessed from any device with an internet connection.

My AskAI
My AskAI is an AI-powered customer support tool that integrates with Intercom. It offers a more affordable alternative to Intercom's Fin AI chatbot, costing only $0.19 per AI resolution compared to Intercom's $0.99. My AskAI allows businesses to add AI customer support to their Intercom workspace without replacing their existing widget or training their team on a new tool. Businesses can choose how they want their AI chatbot to reply, either directly to customers or as 'notes' for their agents. My AskAI also supports human handover for when a human touch is needed.

My AskAI
My AskAI is an affordable Zendesk AI alternative that provides AI customer support solutions. It aims to help businesses enhance their customer support efficiency by deflecting up to 75% of customer support requests with AI technology. The tool is 5-10 times cheaper than Zendesk's AI features, offering cost-effective AI resolution at only $0.10 per conversation. My AskAI seamlessly integrates with Zendesk's App Marketplace, allowing businesses to set up AI support agent quickly without the need for extensive training or system replacement. The tool also emphasizes the importance of human touch in customer support, enabling a smooth AI + Human customer support experience.
20 - Open Source Tools

llmware
LLMWare is a framework for quickly developing LLM-based applications including Retrieval Augmented Generation (RAG) and Multi-Step Orchestration of Agent Workflows. This project provides a comprehensive set of tools that anyone can use - from a beginner to the most sophisticated AI developer - to rapidly build industrial-grade, knowledge-based enterprise LLM applications. Our specific focus is on making it easy to integrate open source small specialized models and connecting enterprise knowledge safely and securely.

x-crawl
x-crawl is a flexible Node.js AI-assisted crawler library that offers powerful AI assistance functions to make crawler work more efficient, intelligent, and convenient. It consists of a crawler API and various functions that can work normally even without relying on AI. The AI component is currently based on a large AI model provided by OpenAI, simplifying many tedious operations. The library supports crawling dynamic pages, static pages, interface data, and file data, with features like control page operations, device fingerprinting, asynchronous sync, interval crawling, failed retry handling, rotation proxy, priority queue, crawl information control, and TypeScript support.

npcsh
`npcsh` is a python-based command-line tool designed to integrate Large Language Models (LLMs) and Agents into one's daily workflow by making them available and easily configurable through the command line shell. It leverages the power of LLMs to understand natural language commands and questions, execute tasks, answer queries, and provide relevant information from local files and the web. Users can also build their own tools and call them like macros from the shell. `npcsh` allows users to take advantage of agents (i.e. NPCs) through a managed system, tailoring NPCs to specific tasks and workflows. The tool is extensible with Python, providing useful functions for interacting with LLMs, including explicit coverage for popular providers like ollama, anthropic, openai, gemini, deepseek, and openai-like providers. Users can set up a flask server to expose their NPC team for use as a backend service, run SQL models defined in their project, execute assembly lines, and verify the integrity of their NPC team's interrelations. Users can execute bash commands directly, use favorite command-line tools like VIM, Emacs, ipython, sqlite3, git, pipe the output of these commands to LLMs, or pass LLM results to bash commands.

tinyllm
tinyllm is a lightweight framework designed for developing, debugging, and monitoring LLM and Agent powered applications at scale. It aims to simplify code while enabling users to create complex agents or LLM workflows in production. The core classes, Function and FunctionStream, standardize and control LLM, ToolStore, and relevant calls for scalable production use. It offers structured handling of function execution, including input/output validation, error handling, evaluation, and more, all while maintaining code readability. Users can create chains with prompts, LLM models, and evaluators in a single file without the need for extensive class definitions or spaghetti code. Additionally, tinyllm integrates with various libraries like Langfuse and provides tools for prompt engineering, observability, logging, and finite state machine design.

sparrow
Sparrow is an innovative open-source solution for efficient data extraction and processing from various documents and images. It seamlessly handles forms, invoices, receipts, and other unstructured data sources. Sparrow stands out with its modular architecture, offering independent services and pipelines all optimized for robust performance. One of the critical functionalities of Sparrow - pluggable architecture. You can easily integrate and run data extraction pipelines using tools and frameworks like LlamaIndex, Haystack, or Unstructured. Sparrow enables local LLM data extraction pipelines through Ollama or Apple MLX. With Sparrow solution you get API, which helps to process and transform your data into structured output, ready to be integrated with custom workflows. Sparrow Agents - with Sparrow you can build independent LLM agents, and use API to invoke them from your system. **List of available agents:** * **llamaindex** - RAG pipeline with LlamaIndex for PDF processing * **vllamaindex** - RAG pipeline with LLamaIndex multimodal for image processing * **vprocessor** - RAG pipeline with OCR and LlamaIndex for image processing * **haystack** - RAG pipeline with Haystack for PDF processing * **fcall** - Function call pipeline * **unstructured-light** - RAG pipeline with Unstructured and LangChain, supports PDF and image processing * **unstructured** - RAG pipeline with Weaviate vector DB query, Unstructured and LangChain, supports PDF and image processing * **instructor** - RAG pipeline with Unstructured and Instructor libraries, supports PDF and image processing. Works great for JSON response generation

MisguidedAttention
MisguidedAttention is a collection of prompts designed to challenge the reasoning abilities of large language models by presenting them with modified versions of well-known thought experiments, riddles, and paradoxes. The goal is to assess the logical deduction capabilities of these models and observe any shortcomings or fallacies in their responses. The repository includes a variety of prompts that test different aspects of reasoning, such as decision-making, probability assessment, and problem-solving. By analyzing how language models handle these challenges, researchers can gain insights into their reasoning processes and potential biases.

awesome-tool-llm
This repository focuses on exploring tools that enhance the performance of language models for various tasks. It provides a structured list of literature relevant to tool-augmented language models, covering topics such as tool basics, tool use paradigm, scenarios, advanced methods, and evaluation. The repository includes papers, preprints, and books that discuss the use of tools in conjunction with language models for tasks like reasoning, question answering, mathematical calculations, accessing knowledge, interacting with the world, and handling non-textual modalities.

Toolio
Toolio is an OpenAI-like HTTP server API implementation that supports structured LLM response generation, making it conform to a JSON schema. It is useful for reliable tool calling and agentic workflows based on schema-driven output. Toolio is based on the MLX framework for Apple Silicon, specifically M1/M2/M3/M4 Macs. It allows users to host MLX-format LLMs for structured output queries and provides a command line client for easier usage of tools. The tool also supports multiple tool calls and the creation of custom tools for specific tasks.

promptulate
**Promptulate** is an AI Agent application development framework crafted by **Cogit Lab** , which offers developers an extremely concise and efficient way to build Agent applications through a Pythonic development paradigm. The core philosophy of Promptulate is to borrow and integrate the wisdom of the open-source community, incorporating the highlights of various development frameworks to lower the barrier to entry and unify the consensus among developers. With Promptulate, you can manipulate components like LLM, Agent, Tool, RAG, etc., with the most succinct code, as most tasks can be easily completed with just a few lines of code. 🚀

LLM-Tool-Survey
This repository contains a collection of papers related to tool learning with large language models (LLMs). The papers are organized according to the survey paper 'Tool Learning with Large Language Models: A Survey'. The survey focuses on the benefits and implementation of tool learning with LLMs, covering aspects such as task planning, tool selection, tool calling, response generation, benchmarks, evaluation, challenges, and future directions in the field. It aims to provide a comprehensive understanding of tool learning with LLMs and inspire further exploration in this emerging area.

axar
AXAR AI is a lightweight framework designed for building production-ready agentic applications using TypeScript. It aims to simplify the process of creating robust, production-grade LLM-powered apps by focusing on familiar coding practices without unnecessary abstractions or steep learning curves. The framework provides structured, typed inputs and outputs, familiar and intuitive patterns like dependency injection and decorators, explicit control over agent behavior, real-time logging and monitoring tools, minimalistic design with little overhead, model agnostic compatibility with various AI models, and streamed outputs for fast and accurate results. AXAR AI is ideal for developers working on real-world AI applications who want a tool that gets out of the way and allows them to focus on shipping reliable software.

roo-code-memory-bank
Roo Code Memory Bank is a tool designed for AI-assisted development to maintain project context across sessions. It provides a structured memory system integrated with VS Code, ensuring deep understanding of the project for the AI assistant. The tool includes key components such as Memory Bank for persistent storage, Mode Rules for behavior configuration, VS Code Integration for seamless development experience, and Real-time Updates for continuous context synchronization. Users can configure custom instructions, initialize the Memory Bank, and organize files within the project root directory. The Memory Bank structure includes files for tracking session state, technical decisions, project overview, progress tracking, and optional project brief and system patterns documentation. Features include persistent context, smart workflows for specialized tasks, knowledge management with structured documentation, and cross-referenced project knowledge. Pro tips include handling multiple projects, utilizing Debug mode for troubleshooting, and managing session updates for synchronization. The tool aims to enhance AI-assisted development by providing a comprehensive solution for maintaining project context and facilitating efficient workflows.

llm_benchmark
The 'llm_benchmark' repository is a personal evaluation project that tracks and tests various large models using a private question bank. It focuses on testing models' logic, mathematics, programming, and human intuition. The evaluation is not authoritative or comprehensive but aims to observe the long-term evolution trends of different large models. The question bank is small, with around 30 questions/240 test cases, and is not publicly available on the internet. The questions are updated monthly to share evaluation methods and personal insights. Users should assess large models based on their own needs and not blindly trust any evaluation. Model scores may vary by around +/-4 points each month due to question changes, but the overall ranking remains stable.

vrt-cogs
Vrt-Cogs is a collection of various useful and fun plugins (cogs) for Red-DiscordBot, allowing users to enhance their Discord server experience. The repository includes a wide range of cogs such as an intuitive ban appeal system, an AI assistant powered by OpenAI's ChatGPT, tools for documenting cogs, managing bank balances, tracking economy, hosting events, translating messages, sending emails, managing guild settings, playing games, and more. These cogs offer functionalities to automate tasks, engage users, and enhance server management. The repository also provides tools for profiling cogs, managing Space Engineers servers, setting up a ticket system, integrating with Upgrade.Chat API, accessing Xbox profiles, and more.
20 - OpenAI Gpts

Bank Statement Analyst
Multilingual financial expert for PDF bank statement analysis ->> Latest Update: Mar 12th, 2024

Chief Bank Examiner Assistant
Hello I'm Chief Bank Examiner Assistant! What would you like help with today?

Psychiatry Board Prep
Psychiatry board exam question bank with varied difficulty levels and explanations.

BookkeeperGPT
BookeAI Assistant sorts bank transactions into merchants, categories, and confidence levels, tailored by client location and business type.

Стратегічний експерт НБУ
Помічник у публічних стратегічних документах Національного банку України

CONSULTOR FINANCEIRO
é um assistente virtual inteligente projetado para esclarecer e orientar usuários sobre práticas finanças pessoais e educação financeira.