Best AI tools for< Finance >
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10 - AI tool Sites

Leexi
Leexi is an AI-powered meeting tool that helps users transcribe, analyze, and summarize calls and meetings. It uses generative AI to automate note-taking, report writing, and propose next steps, saving users time and improving productivity. Leexi offers features such as automated note-taking, tailored summaries, time-saving capabilities, express setup, facilitated collaboration, contextualized call summaries, and in-depth analysis. The application is suitable for various industries and professions, including sales, consulting, customer success, recruitment, finance, journalism, marketing, and real estate.

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.

Automation Anywhere
Automation Anywhere is a leading provider of intelligent automation and process intelligence solutions. The company's platform combines robotic process automation (RPA), artificial intelligence (AI), and analytics to help organizations automate complex business processes, improve efficiency, and reduce costs. Automation Anywhere's platform is used by a wide range of organizations, including Fortune 500 companies and government agencies. The company has a global presence with offices in over 40 countries.

Leena AI
Leena AI is a Gen AI employee assistant that reduces IT, HR, Finance tickets. It guarantees a 70% self-service ratio in the contract. Leena AI centralizes knowledge that is scattered across the enterprise, making information easy to find right on chat with a simple query. The knowledge is auto-updated when changes are made, so your employees always get support that is both relevant and accurate. Leena AI integrates with all knowledge base systems within your enterprise from day one, eliminating the need for any consolidation or migration effort across the knowledge base systems. The work assistant tailors responses to employee queries based on their role, team and access level which boosts employee experience while adhering to security protocols and preventing unauthorized access to information. Leena AI analyzes historically closed tickets and learns from their resolutions to create knowledge articles that can prevent similar tickets from being raised again. Leena AI breaks down large policy documents and knowledge articles into consumable snippets so the responses are sharper and more specific to the employee’s query.

Moveworks
Moveworks is an AI-powered employee support platform that automates tasks, provides self-service support, and offers a conversational interface for employees to access information and support across all their business systems. It uses natural language processing and machine learning to understand employee queries and provide relevant answers and solutions. Moveworks integrates with various business applications, including IT service management, HR, finance, sales, marketing, and engineering tools, enabling employees to automate workflows, search for knowledge, and complete tasks within their existing chat applications.

Forma.ai
Forma.ai is an AI-powered sales performance management software designed to optimize and run sales compensation processes efficiently. The platform offers features such as AI-powered plan configuration, connected modeling for optimization, end-to-end automation of sales comp management, flexible data integrations, and next-gen automation. Forma.ai provides advantages such as faster decision-making, revenue capture, cost reduction, flexibility, and scalability. However, some disadvantages include the need for AI skills, potential data security concerns, and initial learning curve. The application is suitable for jobs in sales operations, finance, human resources, sales compensation planning, and sales performance data management. Users can find Forma.ai using keywords like sales comp, AI-powered software, sales performance management, sales incentives, and sales compensation. The tool can be used for tasks like design with AI, plan and model, deploy and manage, optimize comp plans, and automate sales comp.

AiToolGo
AiToolGo is an AI learning platform that aims to make AI tools and learning resources accessible and empowering for everyone. The platform offers a curated collection of AI tools, tutorials, use cases, and expert insights across various industries. Whether you're a beginner or a pro, AiToolGo is designed to help you excel in AI skills. The platform provides top AI tools such as AI ChatBot, AI Image Generator, and AI Writer, along with top AI learning resources like AI Assistant, AI Text Generator, and AI Data Analysis. AiToolGo is a one-stop platform for discovering, learning, and empowering individuals with the potential of AI for both personal and professional growth.

Inpulse.ai
Inpulse.ai is an AI platform that revolutionizes inventory management and supplier ordering for restaurant chains. It assists managers in making informed decisions by accurately forecasting sales, anticipating production needs, and optimizing food supplies. The platform provides real-time performance monitoring, automated production planning, and centralized data management to help restaurants improve their margins and reduce waste. Inpulse.ai is used by over 3,000 restaurants, food kiosks, and bakeries on a daily basis, offering a comprehensive solution to streamline operations and boost profitability.

Ninja AI
Ninja AI is an all-in-one AI platform designed for unlimited productivity. It offers a wide range of AI agents and models to assist users in tasks such as research, writing, coding, image generation, and file analysis. Ninja's compound AI system orchestrates across various AI models to deliver outstanding results. The platform is cost-efficient, user-friendly, and powered by next-gen hardware from AWS, ensuring high performance and adaptability.

Recall.ai
Recall.ai is an AI tool that provides an API for meeting recording. It offers solutions for getting transcripts, recordings, and metadata from meetings. The platform is used by over 1000 customers and processes billions of minutes annually. Recall.ai helps in saving engineering time, integrating with meeting platforms, and building AI applications like Notetaker. It offers meeting bot API, desktop recording SDK, and mobile recording SDK for seamless recording experiences.
0 - Open Source Tools
20 - OpenAI Gpts

Finance Business Partnering Advisor
Adviser for finance business partnering, offering insights on bringing value through your work as a finance business professional.

Finance Butler(ファイナンス・バトラー)
I manage finances securely with encryption and user authentication.

Finance Coach Interview
Prepares students for competitive finance fields like Investment Banking and PE.

🔵 Finance Advisor for startups | AI Edany
Tailored financial strategies, guidance, and resources for startups | ver. 001

Finance Wizard
I predict future stock market prices. AI analyst. Your trading analysis assistant. Press H to bring up prompt hot key menu. Not financial advice.

Finance Guide
Multilingual advisor on microfinance, focusing on clarity and educational content.

Finance Generalist
Provides financial advice to steer organizational growth and sustainability.

Anything Finance Guru Advance
Advanced financial advisor for business and personal finance, with a focus on New Zealand.

FinVIX | Finance Pro for College Courses
Expert in undergraduate financial math, using multiple in-depth trainings.

Quant Finance
Market data, news, PhD level knowledge in Quant Finance, and advanced browsing

Personal Finance Canada GPT
A GPT designed to provide everyday financial advice and tools to Canadians, primarily inspired by the subreddit Personal Finance Canada.