Best AI tools for< Financial Analysts >
Infographic
20 - AI tool Sites

Bookeeping.ai
Bookeeping.ai is an AI-powered accounting tool that automates 95% of financial tasks, offering stress-free solutions for businesses and individuals. It replaces traditional accounting software and manual processes by leveraging artificial intelligence to streamline tasks such as tax form filing, receipt matching, document creation, and more. Bookeeping.ai aims to save time, money, and reduce the complexities associated with financial management. Users can interact with the AI accountant through chat messages to complete various financial tasks efficiently.

SoundHound AI
SoundHound AI is a global leader in conversational intelligence, providing voice AI solutions for businesses to offer exceptional conversational experiences to their customers. Their proprietary technology enables best-in-class speed and accuracy in multiple languages across automotive, TV, IoT, and customer service industries. SoundHound offers innovative AI-driven products like Smart Answering, Smart Ordering, and Dynamic Interaction™, a real-time customer service interface. With SoundHound Chat AI, a powerful voice assistant integrated with Generative AI, the company powers millions of products and services, handling billions of interactions annually for top-tier businesses.

Daloopa
Daloopa is an AI financial modeling tool designed to automate fundamental data updates for financial analysts working in Excel. It helps analysts build and update financial models efficiently by eliminating manual work and providing accurate, auditable data points sourced from thousands of companies. Daloopa leverages AI technology to deliver complete and comprehensive data sets faster than humanly possible, enabling analysts to focus on analysis, insight generation, and idea development to drive better investment decisions.

Yescribe.ai
Yescribe.ai is an AI-powered transcription tool that converts audio and video files into text with fast, accurate, and affordable transcription services. It supports 98 languages, ensuring global coverage and accessibility. Users can easily upload files, transcribe them within minutes, and export/share the transcripts in multiple formats. The tool is ideal for professionals in various industries such as healthcare, legal, financial services, hospitality, technology, and real estate, offering unparalleled efficiency and accuracy in transcription. Yescribe.ai also provides insightful summaries, private and secure data handling, and extended support for up to 5-hour uploads.

Quill AI
Quill is an AI-powered SEC filing platform that allows users to extract key information from filings, answer questions about public investor materials, access historical financial data, and receive real-time SEC filings and earnings call transcripts. The platform leverages financially-tuned AI to provide accurate and up-to-date information, making it a valuable tool for analysts and professionals in the finance industry.

Super AI
Super AI is a generative AI tool designed as a copilot for data analysts. It is trained by top-tier product company experts and domain experts to provide unparalleled expertise in research, visualization, and data delivery. The tool goes beyond data processing by generating a comprehensive Business Decision Canvas tailored to specific challenges. Super AI offers guided insights, data modeling suggestions, and effortless integration with legacy BI systems. It is designed to convert business requirements into concrete objectives and is supported by a team of domain experts to mentor the AI. With applications in various industries, Super AI accelerates the process of finding business KPIs and generating data stories with expert intelligence.

Forecast
Forecast is an AI-powered resource and project management software that helps businesses optimize their resources, plan their projects, and manage their tasks more efficiently. It offers a range of features such as resource management, project management, financial management, artificial intelligence, business intelligence, and reporting, timesheets, and integrations. Forecast is trusted by businesses of all sizes, from small businesses to large enterprises, and has been recognized for its innovation and effectiveness by leading industry analysts.

Eilla
Eilla is an AI platform designed to streamline the workflow for Venture Capital (VC), Private Equity (PE), and Mergers & Acquisitions (M&A) professionals. It offers AI Analysts that support human experts in various tasks such as company research, valuation, market research, and scouting. The platform aims to elevate productivity by providing in-depth insights, identifying competitors, valuations, and potential buyers, all while saving time and enhancing decision-making processes.

Mito
Mito is a low-code data app infrastructure that allows users to edit spreadsheets and automatically generate Python code. It is designed to help analysts automate their repetitive Excel work and take automation into their own hands. Mito is a Jupyter extension and Streamlit component, so users don't need to set up any new infrastructure. It is easy to get started with Mito, simply install it using pip and start using it in Jupyter or Streamlit.

ElliSense
ElliSense is an AI-powered global market sentiment analysis tool that provides real-time insights into the sentiment of various financial assets, including stocks, cryptocurrencies, and forex currencies. It analyzes thousands of data points per second from various sources, including social media, news outlets, and industry analysts, to provide accurate and up-to-date market sentiment. The tool is designed to help traders and investors make informed decisions by providing clear and easy-to-understand market insights.

dataset.macgence
dataset.macgence is an AI-powered data analysis tool that helps users extract valuable insights from their datasets. It offers a user-friendly interface for uploading, cleaning, and analyzing data, making it suitable for both beginners and experienced data analysts. With advanced algorithms and visualization capabilities, dataset.macgence enables users to uncover patterns, trends, and correlations in their data, leading to informed decision-making. Whether you're a business professional, researcher, or student, dataset.macgence can streamline your data analysis process and enhance your data-driven strategies.

Fraud.net
Fraud.net is an AI-powered fraud detection and prevention platform designed for enterprises. It offers a comprehensive and customizable solution to manage and prevent financial fraud and risks. The platform utilizes AI and machine learning technologies to provide real-time monitoring, analytics, and reporting, helping businesses in various industries to combat fraud effectively. Fraud.net's solutions are trusted by CEOs, directors, technology and security officers, fraud managers, and analysts to ensure trust and beat fraud at every step of the customer lifecycle.

Roic AI
Roic AI is an AI tool designed to provide users with essential financial data for analyzing companies. It offers comprehensive company summaries, 30+ years of financial statements, and earnings call transcripts in a single location. Users can access crucial information about popular companies like Apple Inc. and Microsoft Corporation through this platform.

Rize Capital
Rize Capital is an AI-powered investment chatbot designed to provide fast, accurate answers to complex financial and investment questions. It offers real-time data on stocks, cryptocurrencies, ETFs, and more, leveraging institutional investment data and large language models. The chatbot aims to simplify the journey through financial markets by providing personalized insights, portfolio analysis, and alternative data access.

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.

Castello.ai
Castello.ai is a financial analysis tool that uses artificial intelligence to help businesses make better decisions. It provides users with real-time insights into their financial data, helping them to identify trends, risks, and opportunities. Castello.ai is designed to be easy to use, even for those with no financial background.

SymphonyAI Financial Crime Prevention AI SaaS Solutions
SymphonyAI offers AI SaaS solutions for financial crime prevention, helping organizations detect fraud, conduct customer due diligence, and prevent payment fraud. Their solutions leverage generative and predictive AI to enhance efficiency and effectiveness in investigating financial crimes. SymphonyAI's products cater to industries like banking, insurance, financial markets, and private banking, providing rapid deployment, scalability, and seamless integration to meet regulatory compliance requirements.

Ocrolus
Ocrolus is an intelligent document automation software that leverages AI-driven document processing automation with Human-in-the-Loop. It offers capabilities such as classifying, capturing, detecting, and analyzing documents, with use cases in cash flow, income, address, employment, and identity verification. Ocrolus caters to various industries like small business lending, mortgage, consumer finance, and multifamily housing. The platform provides resources for developers, including guides on income verification, fraud detection, and business process automation. Users can explore the API to build innovative customer experiences and make faster and more accurate financial decisions.

Fintwit
Fintwit is an AI-powered stock market analysis tool that provides users with stock market quotes, free screener, AI top picks, AI stock analysis, market news, and trading signals. The platform leverages artificial intelligence to offer valuable insights and recommendations to investors and traders. With Fintwit, users can access real-time data, make informed investment decisions, and stay updated on the latest market trends.

Tradepost.ai
Tradepost.ai is an AI-powered news analysis platform that helps investors make smarter trading decisions. It provides AI-generated summaries and trading idea generation, real-time SEC filings analysis, and customizable AI to support your investment strategy. With Tradepost.ai, you can streamline your market analysis, stay ahead with real-time alerts, and access AI-powered summaries in multiple languages.
0 - Open Source Tools
20 - OpenAI Gpts

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.

Financial Cybersecurity Analyst - Lockley Cash v1
stunspot's advisor for all things Financial Cybersec

Financial Sentiment Analyst
A sentiment analysis tool for evaluating management-related texts.

Safaricom Financial Analyst
Analyzes Safaricom's HY and FY financials, with detailed insights on different years.

Financial Report Analysis
Your decipher in financial report analysis, translating reports easy and apprehensible.

Trader GPT - Real Time - Market Technical Analysis
Technical analyst backed with 1W-1D-4H refreshed financial market data. For more timeframes and granularity please check our website.

SEC Analyst
Specializes in analyzing SEC filings and industry trends for financial advice.

Credit Analyst
Analyzes financial data to assess creditworthiness, aiding in lending decisions and solutions.

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

Capital Companion
A savvy guide for financial insights and strategies, including fundamental, technical, and sentiment analysis for investing and trading.

1 Main Insight Summary for Cash Flow Statement
Comprehensive analysis of cash flow statements, covering a wide array of financial metrics.

Strategic Planning Advisor
Guides financial strategy through data analysis and forecasting.

Performance Controlling Advisor
Drives financial performance improvement via strategic analysis and advice.