Best AI tools for< Financial Operations Manager >
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20 - AI tool Sites
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.
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.
Vic.ai
Vic.ai is an AI-powered accounting software designed to streamline invoice processing, purchase order matching, approval flows, payments, analytics, and insights. The platform offers autonomous finance solutions that optimize accounts payable processes, achieve lasting ROI, and enable informed decision-making. Vic.ai leverages AI technology to enhance productivity, accuracy, and efficiency in accounting workflows, reducing manual tasks and improving overall financial operations.
Nory
Nory is an AI-powered operating system designed for successful restaurants, offering business intelligence, inventory management, workforce optimization, payroll services, and growth funding. It helps restaurant businesses achieve consistency in operational standards and profitability across multiple venues by leveraging AI to forecast sales, plan labor deployment, and manage inventory effectively. Nory streamlines supply chain management, workforce operations, and payroll processing, ultimately leading to reduced costs, increased efficiency, and improved employee satisfaction. The platform serves as a comprehensive solution for restaurant groups looking to grow their brand and margins.
Klarity
Klarity is an AI-powered platform that automates accounting and compliance workflows traditionally offshored. It leverages AI to streamline documentation processes, enhance compliance, and drive real-world impact and sustainable scaling. Klarity helps businesses evolve into Exponential Organizations by optimizing functions, scaling efficiently, and driving innovation with AI-powered automation.
Ramp
Ramp is a comprehensive platform offering Spend Management, Corporate Cards, and Accounts Payable Solutions. It provides easy-to-use corporate cards, bill payments, accounting, and more, all in one place. With features like Frictionless expenses, AP Automation, Smarter spend controls, and seamless automation for accounting, Ramp aims to make finance teams faster and happier. The platform is designed to save time and money for businesses by automating financial operations and streamlining processes.
interface.ai
interface.ai is an AI platform that offers generative AI solutions and intelligent virtual assistant services tailored for banks and credit unions. The platform aims to optimize call center operations, automate processes, enhance customer and employee experience, and increase revenue for financial institutions. With a focus on conversational AI, voice-based biometrics, and caller-id authentication, interface.ai provides advanced solutions to improve operational efficiency and deliver personalized recommendations to prospects and customers. The platform is designed to handle call volumes, reduce wait times, and provide 24/7 member support, ultimately transforming call centers into revenue centers.
SynPlan
SynPlan is an AI solution designed to optimize healthcare workforce planning by predicting sick-leave absence and budget expenses. By utilizing advanced AI technology, SynPlan assists healthcare organizations in creating efficient plans, controlling budgets, and ensuring compliance with regulations. The application streamlines the staff planning process, enhances employee involvement, and increases continuity for patients. SynPlan is a product from Chiron Predictive Technologies AS, offering a comprehensive solution for workforce optimization in the healthcare sector.
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.
SayData
SayData is an AI application designed to provide an AI workforce for businesses. It leverages artificial intelligence to streamline and enhance various business processes. SayData offers a range of AI-powered solutions to help businesses optimize their operations, improve efficiency, and make data-driven decisions. With its innovative technology, SayData aims to revolutionize how businesses leverage AI capabilities to stay competitive in the digital age.
Trudo.ai
Trudo.ai is an AI-powered workflow automation platform that allows users to build complex workflows using simple English language commands. The platform is backed by Python code and features interactive UI components. Users can create and customize nodes, handle dynamic routing, and benefit from flexible memory allocation. Trudo.ai also offers AI Copilot functionality for non-technical users to generate logic and user interfaces. With support for various data types and no extra frameworks required, Trudo.ai covers a wide range of use cases and provides versions to track workflow changes.
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.
Mosaic
Mosaic is a modern, automated, and AI-powered resource planning, management, and forecasting software designed to maximize profitability by providing a fast, easy, and visual way to plan resource allocation, assemble project teams, and understand workload capacity. It offers features such as AI team building, workload forecasting, headcount planning, and capacity planning. Mosaic helps organizations improve planning efficiency, drive profitability, and reduce burnout by visualizing workload, managing people together, and building project schedules around actual capacity. The software provides real-time reports, out-of-the-box reporting, and dashboard analytics for better decision-making. Mosaic is collaborative, intuitive, and automated, making complex processes visual and easy to use.
ORO
ORO is a GenAI procurement orchestration platform that simplifies procurement processes from request to payment by providing AI-driven guidance. It optimizes supplier onboarding, risk identification, and compliance management. ORO aims to enhance user experience, scale compliance, and adapt to changing laws and business strategies with its no-code platform. The platform offers features such as intake management, supplier onboarding, risk & compliance automation, resource center, and news updates.
PrimeOrbit
PrimeOrbit is an AI-driven cloud cost optimization platform designed to empower operations and boost ROI for enterprises. The platform focuses on streamlining operations and simplifying cost management by delivering quality-centric solutions. It offers AI-driven optimization recommendations, automated cost allocation, and tailored FinOps for optimal efficiency and control. PrimeOrbit stands out by providing user-centric approach, superior AI recommendations, customization, and flexible enterprise workflow. It supports major cloud providers including AWS, Azure, and GCP, with full support for GCP and Kubernetes coming soon. The platform ensures complete cost allocation across cloud resources, empowering decision-makers to optimize cloud spending efficiently and effectively.
A.I Automation Agency
A.I Automation Agency is a leading automation service provider based in Montreal, specializing in delivering personalized automation solutions to streamline business processes and maximize efficiency. The agency offers consultation, customized automation solutions, and ongoing support to help businesses accelerate processes, save costs, and scale operations. With a focus on understanding unique business needs, A.I Automation Agency aims to drive productivity and success through tailored automation workflows.
Cykel AI
Cykel AI is an AI co-pilot designed to assist users in automating various digital tasks. It interacts with any website to complete complex tasks based on user instructions, allowing users to offload 50% of their to-do list to AI. From sending emails to updating spreadsheets, Cykel offers a seamless way to streamline digital workflows and boost productivity. With features like autonomous learning, scalable parallel tasking, and the ability to create and share shortcuts, Cykel aims to revolutionize task automation for individuals and teams across different industries.
Humanlike
Humanlike is an AI-powered AP/AR tool that helps businesses cut costs by 80% compared to outsourcing accounts payable and receivable. It uses human-like AI to process invoices efficiently and accurately. The tool is built by fintech veterans from Stripe and Modern Treasury, offering a risk-free trial period and SOC 2 compliance. Humanlike enables businesses to scale sub-linearly, reducing the need to increase team size with transaction volume. It allows for 24/7 availability, a quick 4-week implementation time, and an average cost reduction of 80%. By shortening cycle time, automating exception handling, and reducing processing costs, Humanlike helps businesses grow without expanding headcount.
Canoe
Canoe is a cloud-based platform that leverages machine learning technology to automate document collection, data extraction, and data science initiatives for alternative investments. It transforms complex documents into actionable intelligence within seconds, empowering allocators with tools to unlock new efficiencies for their business. Canoe is trusted by thousands of alternative investors, allocators, wealth management, and asset servicers to improve efficiency, accuracy, and completeness of investment data.
Hanooman.AI
Hanooman.AI is an advanced artificial intelligence tool that leverages machine learning algorithms to provide intelligent solutions for various industries. The application offers a wide range of features such as natural language processing, image recognition, predictive analytics, and personalized recommendations. With Hanooman.AI, users can automate repetitive tasks, gain valuable insights from data, and enhance decision-making processes. The platform is designed to be user-friendly and scalable, making it suitable for both individuals and businesses looking to harness the power of AI technology.
20 - Open Source Tools
SheetCopilot
SheetCopilot is an assistant agent that manipulates spreadsheets by following user commands. It leverages Large Language Models (LLMs) to interact with spreadsheets like a human expert, enabling non-expert users to complete tasks on complex software such as Google Sheets and Excel via a language interface. The tool observes spreadsheet states, polishes generated solutions based on external action documents and error feedback, and aims to improve success rate and efficiency. SheetCopilot offers a dataset with diverse task categories and operations, supporting operations like entry & manipulation, management, formatting, charts, and pivot tables. Users can interact with SheetCopilot in Excel or Google Sheets, executing tasks like calculating revenue, creating pivot tables, and plotting charts. The tool's evaluation includes performance comparisons with leading LLMs and VBA-based methods on specific datasets, showcasing its capabilities in controlling various aspects of a spreadsheet.
FinRobot
FinRobot is an open-source AI agent platform designed for financial applications using large language models. It transcends the scope of FinGPT, offering a comprehensive solution that integrates a diverse array of AI technologies. The platform's versatility and adaptability cater to the multifaceted needs of the financial industry. FinRobot's ecosystem is organized into four layers, including Financial AI Agents Layer, Financial LLMs Algorithms Layer, LLMOps and DataOps Layers, and Multi-source LLM Foundation Models Layer. The platform's agent workflow involves Perception, Brain, and Action modules to capture, process, and execute financial data and insights. The Smart Scheduler optimizes model diversity and selection for tasks, managed by components like Director Agent, Agent Registration, Agent Adaptor, and Task Manager. The tool provides a structured file organization with subfolders for agents, data sources, and functional modules, along with installation instructions and hands-on tutorials.
Customer-Service-Conversational-Insights-with-Azure-OpenAI-Services
This solution accelerator is built on Azure Cognitive Search Service and Azure OpenAI Service to synthesize post-contact center transcripts for intelligent contact center scenarios. It converts raw transcripts into customer call summaries to extract insights around product and service performance. Key features include conversation summarization, key phrase extraction, speech-to-text transcription, sensitive information extraction, sentiment analysis, and opinion mining. The tool enables data professionals to quickly analyze call logs for improvement in contact center operations.
solana-agent-kit
Solana Agent Kit is an open-source toolkit designed for connecting AI agents to Solana protocols. It enables agents, regardless of the model used, to autonomously perform various Solana actions such as trading tokens, launching new tokens, lending assets, sending compressed airdrops, executing blinks, and more. The toolkit integrates core blockchain features like token operations, NFT management via Metaplex, DeFi integration, Solana blinks, AI integration features with LangChain, autonomous modes, and AI tools. It provides ready-to-use tools for blockchain operations, supports autonomous agent actions, and offers features like memory management, real-time feedback, and error handling. Solana Agent Kit facilitates tasks such as deploying tokens, creating NFT collections, swapping tokens, lending tokens, staking SOL, and sending SPL token airdrops via ZK compression. It also includes functionalities for fetching price data from Pyth and relies on key Solana and Metaplex libraries for its operations.
finagg
finagg is a Python package that provides implementations of popular and free financial APIs, tools for aggregating historical data from those APIs into SQL databases, and tools for transforming aggregated data into features useful for analysis and AI/ML. It offers documentation, installation instructions, and basic usage examples for exploring various financial APIs and features. Users can install recommended datasets from 3rd party APIs into a local SQL database, access Bureau of Economic Analysis (BEA) data, Federal Reserve Economic Data (FRED), Securities and Exchange Commission (SEC) filings, and more. The package also allows users to explore raw data features, install refined data features, and perform refined aggregations of raw data. Configuration options for API keys, user agents, and data locations are provided, along with information on dependencies and related projects.
awesome-mcp-servers
Awesome MCP Servers is a curated list of Model Context Protocol (MCP) servers that enable AI models to securely interact with local and remote resources through standardized server implementations. The list includes production-ready and experimental servers that extend AI capabilities through file access, database connections, API integrations, and other contextual services.
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.
bittensor
Bittensor is an internet-scale neural network that incentivizes computers to provide access to machine learning models in a decentralized and censorship-resistant manner. It operates through a token-based mechanism where miners host, train, and procure machine learning systems to fulfill verification problems defined by validators. The network rewards miners and validators for their contributions, ensuring continuous improvement in knowledge output. Bittensor allows anyone to participate, extract value, and govern the network without centralized control. It supports tasks such as generating text, audio, images, and extracting numerical representations.
awesome-ai
Awesome AI is a curated list of artificial intelligence resources including courses, tools, apps, and open-source projects. It covers a wide range of topics such as machine learning, deep learning, natural language processing, robotics, conversational interfaces, data science, and more. The repository serves as a comprehensive guide for individuals interested in exploring the field of artificial intelligence and its applications across various domains.
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.
awesome-generative-ai
A curated list of Generative AI projects, tools, artworks, and models
AITreasureBox
AITreasureBox is a comprehensive collection of AI tools and resources designed to simplify and accelerate the development of AI projects. It provides a wide range of pre-trained models, datasets, and utilities that can be easily integrated into various AI applications. With AITreasureBox, developers can quickly prototype, test, and deploy AI solutions without having to build everything from scratch. Whether you are working on computer vision, natural language processing, or reinforcement learning projects, AITreasureBox has something to offer for everyone. The repository is regularly updated with new tools and resources to keep up with the latest advancements in the field of artificial intelligence.
Webscout
WebScout is a versatile tool that allows users to search for anything using Google, DuckDuckGo, and phind.com. It contains AI models, can transcribe YouTube videos, generate temporary email and phone numbers, has TTS support, webai (terminal GPT and open interpreter), and offline LLMs. It also supports features like weather forecasting, YT video downloading, temp mail and number generation, text-to-speech, advanced web searches, and more.
20 - OpenAI Gpts
Production Controlling Advisor
Guides financial planning and cost management in production.
Dynamics 365 Business Central Genius
Microsoft Dynamics 365 Business Central Genius powered by ANEGIS
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Liquidity Management Advisor
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