Best AI tools for< Finance Analyst >
Infographic
20 - AI tool Sites
DocuBridge
DocuBridge is a financial data automation software product designed to accelerate audit and financial tasks with its AI Excel Add-In, offering 10x faster data entry and structuring for maximum efficiency. It is built for finance and audit professionals to streamline Excel workflows and bridge documents for more efficient data workflows from entry to analysis. The platform also offers versatile integrations, data privacy, and SOC-2 compliance to ensure complete data protection.
Paro
Paro is a professional business finance and accounting solutions platform that matches businesses and accounting firms with skilled finance experts. It offers a wide range of services including accounting, bookkeeping, financial planning, budgeting, business analysis, data visualization, strategic advisory, growth strategy consulting, startup and fundraising consulting, transaction advisory, tax and compliance services, AI consulting services, and more. Paro aims to help businesses optimize faster by providing expert solutions to bridge gaps in finance and accounting operations. The platform also offers staff augmentation services, talent acquisition, and custom solutions to enhance operational efficiency and maximize ROI.
Glean.ai
Glean.ai is an AI-powered software designed to enhance accounts payable (AP) processes, making them faster, easier, and smarter. It offers a range of features to streamline AP tasks, including automated data extraction, GL coding, bill approvals and payments, accruals, prepaid amortizations, and more. Glean.ai also provides valuable insights into spending patterns, helping businesses identify areas of overspending and uncover opportunities for cost savings. With its user-friendly interface and robust data benchmarking capabilities, Glean.ai empowers accounting and FP&A teams to collaborate seamlessly, plan effectively, and make informed decisions regarding vendor spend.
Navan
Navan is a business travel and expense management application that offers a comprehensive solution for all travel needs and expense management. It provides tools for travel managers, travelers, finance & accounting teams, and office admins to streamline travel booking, expense tracking, and corporate card management. Navan aims to simplify the travel and expense process, enhance visibility and control, and optimize savings for businesses of all sizes.
Moveworks
Moveworks is an AI-powered employee support platform that automates tasks, provides information, and creates content across various business applications. It offers features such as task automation, ticket automation, enterprise search, data lookups, knowledge management, employee notifications, approval workflows, and internal communication. Moveworks integrates with numerous business applications and is trusted by over 5 million employees at 300+ companies.
NewWord
NewWord is an AI-powered language learning tool designed to help users memorize and expand their vocabulary efficiently. It offers innovative features such as personalized word management solutions, AI-powered insights, and a unique traceability system. The application aims to make language learning more convenient and enjoyable by providing diversified review strategies and daily reminders. NewWord is suitable for individuals looking to enhance their linguistic skills through practical exercises and scenario-based learning modules.
Finance Wizard
Finance Wizard is an AI-powered financial analytics tool that provides users with advanced stock predictions and market insights. By leveraging cutting-edge AI technology, Finance Wizard automates data analysis, allowing investors to focus on strategic decision-making rather than spending hours on market research. The tool is designed to empower users with accurate predictions and real-time insights to optimize trading strategies and enhance market understanding.
Finance Brain
Finance Brain is an AI-powered assistant that provides instant answers for finance and accounting questions. It offers unlimited access for a monthly fee of $20 and allows new users to ask 3 free questions. The platform is available 24/7 to assist users with their financial queries.
Conversational Finance
Vianai's Conversational Finance is an AI application that revolutionizes financial analysis by providing real-time insights through generative AI. It empowers finance teams to make informed decisions swiftly and confidently by scanning vast amounts of data, generating accurate responses, and streamlining processes. The platform offers unparalleled speed, precision, and user experience, making it easier to navigate complex financial landscapes and accomplish more in less time.
AI in Finance Summit
The AI in Finance Summit is a leading conference that brings together experts in artificial intelligence and finance to discuss the latest trends and developments in the field. The summit features a variety of speakers, including researchers, practitioners, and investors, who share their insights on how AI is being used to transform the financial industry. The summit also provides a platform for attendees to network and learn from each other.
ArkiFi
ArkiFi is a revolutionary finance workflow automation tool powered by Generative AI, designed to streamline financial analysis processes and empower finance professionals to focus on strategic decision-making. The application ensures deterministic output without 'hallucination,' enabling enterprises to trust results with unparalleled reliability. With cross-platform functionality, ArkiFi saves time by automating grind work such as formatting and debugging, allowing users to concentrate on critical thinking and innovation. The tool is reshaping the finance industry by disintermediating human labor in advanced finance sectors like investment banking and private equity.
Telescope
Telescope is an AI application designed to power AI solutions for finance. It leverages data and foundation models to co-pilot investors with AI, reducing investor paralysis and enhancing discovery. The application simplifies investment discovery for retail investors, discovers stocks in innovative ways, and transforms official company announcements into polished articles. Telescope also provides chart pattern analysis, compliance guardrails, and personalized investment recommendations to engage users and boost customer retention.
Global Fintech Series
Global Fintech Series is a comprehensive platform that covers top finance technology news, editorial insights, and digital marketing trends from around the world. It provides relevant updates on modern Fintech adoption through Fintech interviews, tech articles, and events.
Drivetrain
Drivetrain is a Strategic Finance Platform designed for modern businesses. It offers real-time tracking and reporting, continuous planning and forecasting, and a single source of truth by combining accounting and business data effortlessly. The platform empowers finance teams globally with AI-powered FP&A software, enabling users to accelerate planning, tracking, and forecasting. Drivetrain provides integrations with ERP, CRM, HRIS, and other systems, along with over 200 pre-built connectors. The platform is praised for its collaborative features, user-friendly interface, and ability to make data-driven decisions quickly.
Blue Dot
Blue Dot is a leading AI tax compliance platform that offers solutions for global tax management and VAT recovery. The platform provides a comprehensive view of employee-driven transactions, ensuring tax compliance and reducing vulnerabilities. Blue Dot's technology leverages AI and ML to optimize VAT outcomes and automate the review process for taxable employee benefits. The platform is fully integrated with expense management systems, helping organizations streamline compliance efforts and improve data integrity.
Tamarack
Tamarack is a technology company specializing in equipment finance, offering AI-powered applications and data-centric technologies to enhance operational efficiency and business performance. They provide a range of solutions, from business intelligence to professional services, tailored for the equipment finance industry. Tamarack's AI Predictors and DataConsole are designed to streamline workflows and improve outcomes for stakeholders. With a focus on innovation and customer experience, Tamarack aims to empower clients with online functionality and predictive analytics. Their expertise spans from origination to portfolio management, delivering industry-specific solutions for better performance.
Streetbeat
Streetbeat is an innovative investment platform that simplifies and automates investing activities. It serves as a solution for navigating the complexity of financial markets and deriving actionable insights. Streetbeat offers AI Agents for businesses to automate tasks and enhance client services, while individuals can access an AI-powered financial advisor to manage investments. The platform aims to make investing more accessible and efficient for users.
Susterra
Susterra is an advanced analytics platform for Public Finance stakeholders, aiming to catalyze urban development by providing powerful insights. The platform integrates leading practices from academia, leverages public data growth, and utilizes technology innovations like ML and AI to enable issuers to make suitable choices for accelerating the development of Smart Cities across the United States. Susterra offers state-of-the-art analytics, including TerraScore, TerraVision, TerraView, and Impact IQ, with a focus on public program evaluation and data visualization tools for various sectors such as Utilities, Education, Healthcare, and more.
AskJimmy
AskJimmy is a platform for AI agents focused on finance and trading. It offers exposure to a diverse range of strategies managed by top-notch AI Agents. The platform allows users to compose autonomous agents and trading strategies with extreme customization. It aims to create a decentralized multi-strategy collaborative hedge-fund powered by AI agents. AskJimmy is designed to aggregate non-correlated autonomous agent strategies into a diversified subnet, shaping the future of multi-strategies decentralized hedge-fund.
Eilla AI
Eilla AI is an AI platform designed to power the M&A, VC, and PE deal workflow by mirroring the expertise of industry professionals to automate repetitive tasks and assist in making complex decisions. The platform aims to streamline the deal process and provide early access to users, offering features such as automation, decision support, and access to executive and engineering teams for selected companies.
20 - Open Source Tools
MISSING-PERSONS-DATABASE-2024-KENYA-FINANCE-BILL-PROTESTS-
The Missing Persons 2024 Antifinance Bill Demonstrations Kenya database is an AI-powered platform designed to track and identify individuals who have gone missing during the ongoing protests. It aims to assist in reuniting families by providing a centralized online resource for all Kenyans. The platform allows for crowdsourced information upload, monitoring disappearances, and tracking unidentified bodies to create a comprehensive database. Key features include a user-friendly interface, AI-powered search, real-time updates, secure handling of data, and detailed reporting.
LLMs-in-Finance
This repository focuses on the application of Large Language Models (LLMs) in the field of finance. It provides insights and knowledge about how LLMs can be utilized in various scenarios within the finance industry, particularly in generating AI agents. The repository aims to explore the potential of LLMs to enhance financial processes and decision-making through the use of advanced natural language processing techniques.
MISSING-PERSONS-DATABASE-2024-KENYA-FINANCE-BILL-PROTESTS-
This repository contains a tool for managing a missing persons database in Kenya. It provides instructions for setting up a PostgreSQL database and a Flask application using Docker containers. Users can access the UI through a web browser to interact with the database and perform various tasks related to missing persons.
openagi
OpenAGI is a framework designed to make the development of autonomous human-like agents accessible to all. It aims to pave the way towards open agents and eventually AGI for everyone. The initiative strongly believes in the transformative power of AI and offers developers a platform to create autonomous human-like agents. OpenAGI features a flexible agent architecture, streamlined integration and configuration processes, and automated/manual agent configuration generation. It can be used in education for personalized learning experiences, in finance and banking for fraud detection and personalized banking advice, and in healthcare for patient monitoring and disease diagnosis.
nixtla
Nixtla is a production-ready generative pretrained transformer for time series forecasting and anomaly detection. It can accurately predict various domains such as retail, electricity, finance, and IoT with just a few lines of code. TimeGPT introduces a paradigm shift with its standout performance, efficiency, and simplicity, making it accessible even to users with minimal coding experience. The model is based on self-attention and is independently trained on a vast time series dataset to minimize forecasting error. It offers features like zero-shot inference, fine-tuning, API access, adding exogenous variables, multiple series forecasting, custom loss function, cross-validation, prediction intervals, and handling irregular timestamps.
PromptChains
ChatGPT Queue Prompts is a collection of prompt chains designed to enhance interactions with large language models like ChatGPT. These prompt chains help build context for the AI before performing specific tasks, improving performance. Users can copy and paste prompt chains into the ChatGPT Queue extension to process prompts in sequence. The repository includes example prompt chains for tasks like conducting AI company research, building SEO optimized blog posts, creating courses, revising resumes, enriching leads for CRM, personal finance document creation, workout and nutrition plans, marketing plans, and more.
py-vectara-agentic
The `vectara-agentic` Python library is designed for developing powerful AI assistants using Vectara and Agentic-RAG. It supports various agent types, includes pre-built tools for domains like finance and legal, and enables easy creation of custom AI assistants and agents. The library provides tools for summarizing text, rephrasing text, legal tasks like summarizing legal text and critiquing as a judge, financial tasks like analyzing balance sheets and income statements, and database tools for inspecting and querying databases. It also supports observability via LlamaIndex and Arize Phoenix integration.
FinVeda
FinVeda is a dynamic financial literacy app that aims to solve the problem of low financial literacy rates in India by providing a platform for financial education. It features an AI chatbot, finance blogs, market trends analysis, SIP calculator, and finance quiz to help users learn finance with finesse. The app is free and open-source, licensed under the GNU General Public License v3.0. FinVeda was developed at IIT Jammu's Udyamitsav'24 Hackathon, where it won first place in the GenAI track and third place overall.
zillionare
This repository contains a collection of articles and tutorials on quantitative finance, including topics such as machine learning, statistical arbitrage, and risk management. The articles are written in a clear and concise style, and they are suitable for both beginners and experienced practitioners. The repository also includes a number of Jupyter notebooks that demonstrate how to use Python for quantitative finance.
ain
DeFiChain is a blockchain platform dedicated to enabling decentralized finance with Bitcoin-grade security, strength, and immutability. It offers fast, intelligent, and transparent financial services accessible to everyone. DeFiChain has made significant modifications from Bitcoin Core, including moving to Proof-of-Stake, introducing a masternode model, supporting a community fund, anchoring to the Bitcoin blockchain, and enhancing decentralized financial transaction and opcode support. The platform is under active development with regular releases and contributions are welcomed.
autoscraper
AutoScraper is a smart, automatic, fast, and lightweight web scraping tool for Python. It simplifies the process of web scraping by learning scraping rules based on sample data provided by the user. The tool can extract text, URLs, or HTML tag values from web pages and return similar elements. Users can utilize the learned object to scrape similar content or exact elements from new pages. AutoScraper is compatible with Python 3 and offers easy installation from various sources. It provides functionalities for fetching similar and exact results from web pages, such as extracting post titles from Stack Overflow or live stock prices from Yahoo Finance. The tool allows customization with custom requests module parameters like proxies or headers. Users can save and load models for future use and explore advanced usages through tutorials and examples.
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.
interpret
InterpretML is an open-source package that incorporates state-of-the-art machine learning interpretability techniques under one roof. With this package, you can train interpretable glassbox models and explain blackbox systems. InterpretML helps you understand your model's global behavior, or understand the reasons behind individual predictions. Interpretability is essential for: - Model debugging - Why did my model make this mistake? - Feature Engineering - How can I improve my model? - Detecting fairness issues - Does my model discriminate? - Human-AI cooperation - How can I understand and trust the model's decisions? - Regulatory compliance - Does my model satisfy legal requirements? - High-risk applications - Healthcare, finance, judicial, ...
AIF360
The AI Fairness 360 toolkit is an open-source library designed to detect and mitigate bias in machine learning models. It provides a comprehensive set of metrics, explanations, and algorithms for bias mitigation in various domains such as finance, healthcare, and education. The toolkit supports multiple bias mitigation algorithms and fairness metrics, and is available in both Python and R. Users can leverage the toolkit to ensure fairness in AI applications and contribute to its development for extensibility.
LLMs4TS
LLMs4TS is a repository focused on the application of cutting-edge AI technologies for time-series analysis. It covers advanced topics such as self-supervised learning, Graph Neural Networks for Time Series, Large Language Models for Time Series, Diffusion models, Mixture-of-Experts architectures, and Mamba models. The resources in this repository span various domains like healthcare, finance, and traffic, offering tutorials, courses, and workshops from prestigious conferences. Whether you're a professional, data scientist, or researcher, the tools and techniques in this repository can enhance your time-series data analysis capabilities.
awesome-llm-apps
Awesome LLM Apps is a curated collection of applications that leverage RAG with OpenAI, Anthropic, Gemini, and open-source models. The repository contains projects such as Local Llama-3 with RAG for chatting with webpages locally, Chat with Gmail for interacting with Gmail using natural language, Chat with Substack Newsletter for conversing with Substack newsletters using GPT-4, Chat with PDF for intelligent conversation based on PDF documents, and Chat with YouTube Videos for engaging with YouTube video content through natural language. Users can clone the repository, navigate to specific project directories, install dependencies, and follow project-specific instructions to set up and run the apps. Contributions are encouraged, and new app ideas or improvements can be submitted via pull requests.
phidata
Phidata is a framework for building AI Assistants with memory, knowledge, and tools. It enables LLMs to have long-term conversations by storing chat history in a database, provides them with business context by storing information in a vector database, and enables them to take actions like pulling data from an API, sending emails, or querying a database. Memory and knowledge make LLMs smarter, while tools make them autonomous.
GenAI-Showcase
The Generative AI Use Cases Repository showcases a wide range of applications in generative AI, including Retrieval-Augmented Generation (RAG), AI Agents, and industry-specific use cases. It provides practical notebooks and guidance on utilizing frameworks such as LlamaIndex and LangChain, and demonstrates how to integrate models from leading AI research companies like Anthropic and OpenAI.
20 - OpenAI Gpts
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.
FinWiz
FinWiz-GPT is designed for finance professionals. It assists in market analysis, financial modeling, and understanding complex financial instruments. It's a great tool for financial analysts, investment bankers, and accountants.
Anything Finance Guru Advance
Advanced financial advisor for business and personal finance, with a focus on New Zealand.
🔵 Finance Advisor for startups | AI Edany
Tailored financial strategies, guidance, and resources for startups | ver. 001
Finance Guide
Multilingual advisor on microfinance, focusing on clarity and educational content.
Finance Generalist
Provides financial advice to steer organizational growth and sustainability.
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
Corporate Finance GPT
Specialist in corporate finance, offering strategic insights and best practices.