Best AI tools for< Finance Assistant >
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20 - AI tool Sites
Finance Brain
Finance Brain is an AI-powered assistant that provides instant answers for finance and accounting questions. It offers unlimited access for $20 per month and allows new users to ask 3 free questions. The platform is available 24/7 to assist users with their financial queries.
Wally
Wally is the world's first AI-powered personal finance app. It helps you track your spending, create budgets, and plan for the future. Wally is available on iOS and Android devices.
cc:Monet
cc:Monet is an AI Finance Assistant designed to streamline financial operations for businesses. It automates invoice processing, employee claim submissions, and provides actionable insights to help make smarter business decisions. With advanced AI technology, cc:Monet offers features like AI-powered invoice recognition, streamlined employee claim processing, intelligent AI assistance, and actionable business insights. The application simplifies finance workflows, saves time and costs, and transforms financial management for businesses of all sizes.
Capital Companion
Capital Companion is an AI-powered trading and investing platform designed to provide users with a competitive edge in the markets. The platform offers a range of features including 24/7 AI assistant support, intelligent trading recommendations, risk analysis tools, real-time stock analytics, market sentiment analysis, and pattern recognition for technical analysis. By leveraging artificial intelligence, Capital Companion aims to help traders make well-informed decisions and protect their investments in a dynamic market environment.
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.
InnovateX
InnovateX is a customizable HR AI software designed to streamline human resources processes through automation and data-driven insights. It offers a range of features to enhance recruitment, employee management, performance evaluation, and more. With InnovateX, organizations can optimize their HR operations, improve decision-making, and boost overall efficiency. The software is user-friendly, scalable, and tailored to meet the unique needs of each organization, making it a valuable tool for modern businesses looking to leverage AI technology in their HR practices.
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.
Fix My Life AI
Fix My Life AI is an All-in-one AI solution designed to help users solve everyday problems related to health, nutrition, personal finance, legal issues, and business challenges. The platform offers personalized guidance and tips on various topics to enhance users' well-being and address common life struggles. Users can access a wide range of resources and strategies to improve different aspects of their lives, from managing stress and improving relationships to boosting financial health and career advancement.
JobtitlesAI
JobtitlesAI is a machine-learning API that sorts job titles into two categories: field (sales, finance, I.T...) and position (executive, management, assistant...). It can be used in spreadsheets, Hubspot, or via API. JobtitlesAI is multilingual and GDPR compliant.
Transcript.LOL
Transcript.LOL is a transcription tool designed to save time and enhance productivity for creators and small to medium-sized businesses. It offers a platform to transcribe audio, video, and meeting recordings, supporting over 1500 platforms. The tool provides summaries, categorizes key themes, and offers contextual Q&A based on the transcriptions. With speaker identification and readable transcripts, users can easily navigate and understand the content. Transcript.LOL aims to streamline the transcription process and provide valuable insights faster than ever before.
TeamCreate AI
TeamCreate AI is an AI tool that allows users to build their dream AI team in minutes. It offers AI co-workers that can be customized for various roles in Sales, Marketing, Finance, Product, Support, Operations, and more. Users can assign tasks, connect AI workers to 200+ apps and tools, and communicate via Slack and email. TeamCreate AI aims to help businesses scale rapidly without financial constraints and time-consuming recruitment processes.
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.
FileAI
The FileAI website offers an AI-powered file reading assistant that specializes in data extraction from structured documents like financial statements, legal documents, and research papers. It automates tasks related to legal and compliance review, finance and accounting report preparation, and research and academia support. The tool aims to streamline document processing, enhance learning processes, and improve research efficiency. With features like summarizing complex texts, extracting key information, and detecting plagiarism, FileAI caters to users in various industries and educational fields. The platform prioritizes data security and user privacy, ensuring that data is used solely for its intended purpose and deleted after 7 days of non-use.
Robo Rat
Robo Rat is an AI-powered tool designed for business document digitization. It offers a smart and affordable resume parsing API that supports over 50 languages, enabling quick conversion of resumes into actionable data. The tool aims to simplify the hiring process by providing speed and accuracy in parsing resumes. With advanced AI capabilities, Robo Rat delivers highly accurate and intelligent resume parsing solutions, making it a valuable asset for businesses of all sizes.
Kudra
Kudra is an AI-powered data extraction tool that offers dedicated solutions for finance, human resources, logistics, legal, and more. It effortlessly extracts critical data fields, tables, relationships, and summaries from various documents, transforming unstructured data into actionable insights. Kudra provides customizable AI models, seamless integrations, and secure document processing while supporting over 20 languages. With features like custom workflows, model training, API integration, and workflow builder, Kudra aims to streamline document processing for businesses of all sizes.
Reconcile
Reconcile is a finance app designed specifically for multipreneurs, individuals with multiple businesses or income streams. It automates bookkeeping, connects users with tax professionals, and provides financial insights to help users focus on growth. Reconcile's AI assistant tracks expenses, maximizes write-offs, and provides personalized recommendations to help users make more profitable decisions.
WonsultingAI
WonsultingAI is an AI-powered job search platform that offers a suite of tools to simplify the job search process. It includes features such as ResumeAI for creating professional resumes, CoverLetterAI for generating cover letters, NetworkAI for networking, InterviewAI for interview practice, and AutoApplyAI for automatically applying to jobs. The platform aims to help job seekers from diverse backgrounds by leveraging the power of AI to enhance their job search experience.
Navan
Navan is a comprehensive business travel and expense management solution that helps companies streamline their travel programs and expense management processes. With Navan, businesses can create company travel programs, manage company cards and expenses, arrange team offsites, book trips for employees and executives, and more. The platform offers unrivaled visibility, control, and savings, empowering employees to achieve business goals while staying within spending limits. Navan also provides AI-powered insights to streamline expense management and optimize savings. Trusted by thousands of companies, Navan is the go-to destination for all travel and expense needs, offering special rates, spend guardrails, rewards programs, and 24/7 support.
AnalyStock.ai
AnalyStock.ai is a financial application leveraging AI to provide users with a next-generation investment toolbox. It helps users better understand businesses, risks, and make informed investment decisions. The platform offers direct access to the stock market, powerful data-driven tools to build top-ranking portfolios, and insights into company valuations and growth prospects. AnalyStock.ai aims to optimize the investment process, offering a reliable strategy with factors like A-Score, factor investing scores for value, growth, quality, volatility, momentum, and yield. Users can discover hidden gems, fine-tune filters, access company scorecards, perform activity analysis, understand industry dynamics, evaluate capital structure, profitability, and peers' valuation. The application also provides adjustable DCF valuation, portfolio management tools, net asset value computation, monthly commentary, and an AI assistant for personalized insights and assistance.
Azoo
Azoo is an AI-powered platform that offers a wide range of services in various categories such as logistics, animal, consumer commerce, real estate, law, and finance. It provides tools for data analysis, event management, and guides for users. The platform is designed to streamline processes, enhance decision-making, and improve efficiency in different industries. Azoo is developed by Cubig Corp., a company based in Seoul, South Korea, and aims to revolutionize the way businesses operate through innovative AI solutions.
20 - Open Source Tools
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.
sorrentum
Sorrentum is an open-source project that aims to combine open-source development, startups, and brilliant students to build machine learning, AI, and Web3 / DeFi protocols geared towards finance and economics. The project provides opportunities for internships, research assistantships, and development grants, as well as the chance to work on cutting-edge problems, learn about startups, write academic papers, and get internships and full-time positions at companies working on Sorrentum applications.
llms-tools
The 'llms-tools' repository is a comprehensive collection of AI tools, open-source projects, and research related to Large Language Models (LLMs) and Chatbots. It covers a wide range of topics such as AI in various domains, open-source models, chats & assistants, visual language models, evaluation tools, libraries, devices, income models, text-to-image, computer vision, audio & speech, code & math, games, robotics, typography, bio & med, military, climate, finance, and presentation. The repository provides valuable resources for researchers, developers, and enthusiasts interested in exploring the capabilities of LLMs and related technologies.
ai-collective-tools
ai-collective-tools is an open-source community dedicated to creating a comprehensive collection of AI tools for developers, researchers, and enthusiasts. The repository provides a curated selection of AI tools and resources across various categories such as 3D, Agriculture, Art, Audio Editing, Avatars, Chatbots, Code Assistant, Cooking, Copywriting, Crypto, Customer Support, Dating, Design Assistant, Design Generator, Developer, E-Commerce, Education, Email Assistant, Experiments, Fashion, Finance, Fitness, Fun Tools, Gaming, General Writing, Gift Ideas, HealthCare, Human Resources, Image Classification, Image Editing, Image Generator, Interior Designing, Legal Assistant, Logo Generator, Low Code, Models, Music, Paraphraser, Personal Assistant, Presentations, Productivity, Prompt Generator, Psychology, Real Estate, Religion, Research, Resume, Sales, Search Engine, SEO, Shopping, Social Media, Spreadsheets, SQL, Startup Tools, Story Teller, Summarizer, Testing, Text to Speech, Text to Image, Transcriber, Travel, Video Editing, Video Generator, Weather, Writing Generator, and Other Resources.
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.
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-Knowledge-Distillation-of-LLMs
A collection of papers related to knowledge distillation of large language models (LLMs). The repository focuses on techniques to transfer advanced capabilities from proprietary LLMs to smaller models, compress open-source LLMs, and refine their performance. It covers various aspects of knowledge distillation, including algorithms, skill distillation, verticalization distillation in fields like law, medical & healthcare, finance, science, and miscellaneous domains. The repository provides a comprehensive overview of the research in the area of knowledge distillation of LLMs.
Linguflex
Linguflex is a project that aims to simulate engaging, authentic, human-like interaction with AI personalities. It offers voice-based conversation with custom characters, alongside an array of practical features such as controlling smart home devices, playing music, searching the internet, fetching emails, displaying current weather information and news, assisting in scheduling, and searching or generating images.
allchat
ALLCHAT is a Node.js backend and React MUI frontend for an application that interacts with the Gemini Pro 1.5 (and others), with history, image generating/recognition, PDF/Word/Excel upload, code run, model function calls and markdown support. It is a comprehensive tool that allows users to connect models to the world with Web Tools, run locally, deploy using Docker, configure Nginx, and monitor the application using a dockerized monitoring solution (Loki+Grafana).
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.
lobe-chat
Lobe Chat is an open-source, modern-design ChatGPT/LLMs UI/Framework. Supports speech-synthesis, multi-modal, and extensible ([function call][docs-functionc-call]) plugin system. One-click **FREE** deployment of your private OpenAI ChatGPT/Claude/Gemini/Groq/Ollama chat application.
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.
Awesome-LLM-RAG
This repository, Awesome-LLM-RAG, aims to record advanced papers on Retrieval Augmented Generation (RAG) in Large Language Models (LLMs). It serves as a resource hub for researchers interested in promoting their work related to LLM RAG by updating paper information through pull requests. The repository covers various topics such as workshops, tutorials, papers, surveys, benchmarks, retrieval-enhanced LLMs, RAG instruction tuning, RAG in-context learning, RAG embeddings, RAG simulators, RAG search, RAG long-text and memory, RAG evaluation, RAG optimization, and RAG applications.
AI-PhD-S24
AI-PhD-S24 is a mono-repo for the PhD course 'AI for Business Research' at CUHK Business School in Spring 2024. The course aims to provide a basic understanding of machine learning and artificial intelligence concepts/methods used in business research, showcase how ML/AI is utilized in business research, and introduce state-of-the-art AI/ML technologies. The course includes scribed lecture notes, class recordings, and covers topics like AI/ML fundamentals, DL, NLP, CV, unsupervised learning, and diffusion models.
awesome-mcp-servers
A curated list of awesome Model Context Protocol (MCP) servers that enable AI models to securely interact with local and remote resources through standardized server implementations. The list focuses on production-ready and experimental servers extending AI capabilities through file access, database connections, API integrations, and other contextual services.
AiTreasureBox
AiTreasureBox is a versatile AI tool that provides a collection of pre-trained models and algorithms for various machine learning tasks. It simplifies the process of implementing AI solutions by offering ready-to-use components that can be easily integrated into projects. With AiTreasureBox, users can quickly prototype and deploy AI applications without the need for extensive knowledge in machine learning or deep learning. The tool covers a wide range of tasks such as image classification, text generation, sentiment analysis, object detection, and more. It is designed to be user-friendly and accessible to both beginners and experienced developers, making AI development more efficient and accessible to a wider audience.
Top-AI-Tools
Top AI Tools is a comprehensive, community-curated directory that aims to catalog and showcase the most outstanding AI-powered products. This index is not exhaustive, but rather a compilation of our research and contributions from the community.
20 - OpenAI Gpts
CONSULTOR FINANCEIRO
é um assistente virtual inteligente projetado para esclarecer e orientar usuários sobre práticas finanças pessoais e educação financeira.
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.
Business Owner Useful AI Assistant Searcher
Find the perfect AI Assistant for your business needs. Strategy coach, Pricing, Profit Growth, Finance.
Accounting Assistant GPT
An expert in accounting, providing clear and accurate information.
UNICORN Binance Suite Assistant
Elegant assistance and expertise for integrating the Unicorn Binance Suite.
Currency and Data Wizard
Professional yet approachable AI for finance and tech assistance.
Accounting News Tutor
Learn about accounting and related fields with today's top business & finance news.
AI Accounting Advisor (AAA)
Expert in financial and accounting advice, specializing in personal, business, and non-profit sectors.