Best AI tools for< financier >
20 - AI tool Sites
Dost
Dost is an AI-powered platform that automates the management of invoices and delivery notes. It offers solutions for creating, customizing, and managing supplier portals, capturing and collecting documents automatically, extracting necessary information, automating reconciliation of invoices, delivery notes, and orders, creating and modifying automatic approval workflows, and integrating data sources and ERPs. The platform also provides resources such as a blog, webinars, newsletters, success stories, and ebooks. Dost aims to streamline financial department processes by digitizing invoices and delivery notes, reducing administrative costs, eliminating human errors, and providing visibility and control through a single platform.
PDF AI
PDF AI is a powerful AI-powered PDF reader that allows you to chat with any PDF document. With PDF AI, you can quickly and easily get a concise summary of long PDF documents, find answers to your questions, and even have complex terms explained to you. PDF AI is perfect for anyone who needs to read and understand large documents, from students to professionals. It's also a great tool for translating documents, extracting content, and collaborating with others.
FinanceRants
FinanceRants is an AI-powered financial companion that helps individuals understand their financial personality and make informed decisions to achieve financial well-being. By analyzing users' spending, saving, and investing habits, the platform provides personalized insights and actionable strategies to empower users in managing their money and mindset. With a focus on combating financial stress and promoting financial stability, FinanceRants aims to break the cycle of living paycheck to paycheck and guide users towards a more secure financial future.
Financial Planning
The Financial Planning website is a comprehensive platform that offers insights and resources on various aspects of financial planning, including tax investing, wealth management, estate planning, retirement planning, practice management, regulation and compliance, technology, industry news, and opinion pieces. The site covers a wide range of topics relevant to financial advisors and professionals in the wealth management industry. It also features articles on emerging trends, investment strategies, industry updates, and expert opinions to help readers stay informed and make informed decisions.
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.
SymphonyAI NetReveal Financial Services
SymphonyAI NetReveal Financial Services is an AI-powered platform that offers solutions for financial crime prevention in various industries such as banking, insurance, financial markets, and private banking. The platform utilizes predictive and generative AI applications to enhance efficiency, reduce fraud, streamline compliance, and maximize output. SymphonyAI provides a fundamentally different approach to AI by combining high-value AI capabilities with industry-leading predictive and generative AI technologies. The platform offers a range of solutions including transaction monitoring, customer due diligence, payment fraud detection, and enterprise investigation management. SymphonyAI aims to revolutionize financial crime prevention by leveraging AI to detect suspicious activity, expedite investigations, and improve compliance operations.
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.
Intuit Assist
Intuit Assist is a generative AI-powered financial assistant designed to help you achieve financial confidence. It is a comprehensive platform that offers a wide range of financial tools and services, including TurboTax, Credit Karma, QuickBooks, and Mailchimp. Intuit Assist can help you with a variety of financial tasks, such as filing your taxes, managing your credit, tracking your expenses, and invoicing your clients. It is a valuable tool for anyone who wants to take control of their finances and achieve financial success.
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.
CityFALCON
CityFALCON is a financial and business due diligence platform that provides a range of solutions for the needs of a wide audience, including retail investors, retail traders, daily business news readers, brokers, students, professors, academia, wealth managers, financial advisors, P2P crowdfunding, VC, PE, institutional investors, treasury, consultancy, legal, accounting, central banks, and regulatory agencies. The platform offers a variety of features and content, including a CityFALCON Score, watchlists, similar stories, grouping news on charts, key headlines, sentiment content translation, content news premium publications, insider transactions, official company filings, investor relations, ESG content, and languages.
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.
MindBridge
MindBridge is a global leader in financial risk discovery and anomaly detection. The MindBridge AI Platform drives insights and assesses risks across critical business operations. It offers various products like General Ledger Analysis, Company Card Risk Analytics, Payroll Risk Analytics, Revenue Risk Analytics, and Vendor Invoice Risk Analytics. With over 250 unique machine learning control points, statistical methods, and traditional rules, MindBridge is deployed to over 27,000 accounting, finance, and audit professionals globally.
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.
Borea AI
Borea AI is an AI tool that empowers users to unlock intelligent financial mastery by providing stock price predictions and ratings based on past market behavior and historical stock performance. The tool aims to help users make informed investment decisions by leveraging AI technology to analyze and predict stock trends. Borea AI is designed to assist users in navigating the complex world of finance and investing, offering valuable insights and recommendations to optimize their investment strategies.
Ocrolus
Ocrolus is an intelligent document automation software that utilizes AI-driven document processing automation with Human-in-the-Loop. It offers capabilities such as Classify, Capture, Detect, and Analyze to streamline document processing tasks. The application caters to various industries like small business lending, mortgage, consumer, and multifamily, providing solutions for income verification, fraud detection, cash flow analysis, and business process automation. Ocrolus helps users manage risk, avoid fraud, and make faster and more accurate financial decisions by automating document analysis.
Capchair
Capchair is a personal finance application that leverages AI technology to provide users with a seamless and efficient way to manage their finances. The app offers instant analysis, on-demand insights, and a comprehensive view of all financial data. Users can set budgets, goals, and connect their accounts to track their financial progress. Capchair prioritizes security by implementing bank-level security measures to safeguard users' financial information.
wallet.AI
wallet.AI is an AI application that provides smart machines to inform users about their financial behavior and help them make better daily financial decisions. Founded in San Francisco in 2012, wallet.AI builds intelligent engines that analyze millions of data pieces to offer personalized financial insights. The application aims to empower users with AI-driven tools for managing their finances effectively and making informed decisions.
SW Stock
SW Stock is a website offering free AI financial tools, online financial calculators, and guides to help users navigate their finances effectively. The platform provides various calculators for equity investment, microeconomics, personal finance, tax and salary, Indian finance, mortgage, real estate, sales, retirement, general investment, debt investment, derivatives investment, business planning, and more. Users can also access AI-assisted financial calculators and an AI-based phishing detector. SW Stock aims to empower users with the tools and knowledge needed to make informed financial decisions.
AlphaWatch
The website offers a precision workflow tool for enterprises in the finance industry, combining AI technology with human oversight to empower financial decisions. It provides features such as accurate search citations, multilingual models, and complex human-in-loop automation. The tool integrates with existing platforms, uses specialized knowledge graphs for validation, and allows data to improve AI workflows over time. The site showcases case studies of workflow automation in financial data vendor transformation, private equity process optimization, and public sector intelligence enhancement.
Tendi
Tendi is an AI-powered personal financial advisor designed to make advanced, personalized financial guidance accessible to everyone. It helps users set financial goals, plan, budget, reduce debt, build savings, invest wisely, and ultimately retire. Tendi analyzes spending, saving, and investing behaviors to provide actionable insights and personalized money strategies. The platform aims to bridge the wealth gap by empowering users to navigate their financial journey with confidence.
20 - Open Source Tools
financial-datasets
Financial Datasets is an open-source Python library that allows users to create question and answer financial datasets using Large Language Models (LLMs). With this library, users can easily generate realistic financial datasets from 10-K, 10-Q, PDF, and other financial texts. The library provides three main methods for generating datasets: from any text, from a 10-K filing, or from a PDF URL. Financial Datasets can be used for a variety of tasks, including financial analysis, research, and education.
PIXIU
PIXIU is a project designed to support the development, fine-tuning, and evaluation of Large Language Models (LLMs) in the financial domain. It includes components like FinBen, a Financial Language Understanding and Prediction Evaluation Benchmark, FIT, a Financial Instruction Dataset, and FinMA, a Financial Large Language Model. The project provides open resources, multi-task and multi-modal financial data, and diverse financial tasks for training and evaluation. It aims to encourage open research and transparency in the financial NLP field.
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.
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.
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.
sec-parser
The `sec-parser` project simplifies extracting meaningful information from SEC EDGAR HTML documents by organizing them into semantic elements and a tree structure. It helps in parsing SEC filings for financial and regulatory analysis, analytics and data science, AI and machine learning, causal AI, and large language models. The tool is especially beneficial for AI, ML, and LLM applications by streamlining data pre-processing and feature extraction.
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.
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.
freegenius
FreeGenius AI is an ambitious project offering a comprehensive suite of AI solutions that mirror the capabilities of LetMeDoIt AI. It is designed to engage in intuitive conversations, execute codes, provide up-to-date information, and perform various tasks. The tool is free, customizable, and provides access to real-time data and device information. It aims to support offline and online backends, open-source large language models, and optional API keys. Users can use FreeGenius AI for tasks like generating tweets, analyzing audio, searching financial data, checking weather, and creating maps.
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.
DataFrame
DataFrame is a C++ analytical library designed for data analysis similar to libraries in Python and R. It allows you to slice, join, merge, group-by, and perform various statistical, summarization, financial, and ML algorithms on your data. DataFrame also includes a large collection of analytical algorithms in form of visitors, ranging from basic stats to more involved analysis. You can easily add your own algorithms as well. DataFrame employs extensive multithreading in almost all its APIs, making it suitable for analyzing large datasets. Key principles followed in the library include supporting any type without needing new code, avoiding pointer chasing, having all column data in contiguous memory space, minimizing space usage, avoiding data copying, using multi-threading judiciously, and not protecting the user against garbage in, garbage out.
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.
generative-ai-amazon-bedrock-langchain-agent-example
This repository provides a sample solution for building generative AI agents using Amazon Bedrock, Amazon DynamoDB, Amazon Kendra, Amazon Lex, and LangChain. The solution creates a generative AI financial services agent capable of assisting users with account information, loan applications, and answering natural language questions. It serves as a launchpad for developers to create personalized conversational agents for applications like chatbots and virtual assistants.
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.
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, ...
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.
data-scientist-roadmap2024
The Data Scientist Roadmap2024 provides a comprehensive guide to mastering essential tools for data science success. It includes programming languages, machine learning libraries, cloud platforms, and concepts categorized by difficulty. The roadmap covers a wide range of topics from programming languages to machine learning techniques, data visualization tools, and DevOps/MLOps tools. It also includes web development frameworks and specific concepts like supervised and unsupervised learning, NLP, deep learning, reinforcement learning, and statistics. Additionally, it delves into DevOps tools like Airflow and MLFlow, data visualization tools like Tableau and Matplotlib, and other topics such as ETL processes, optimization algorithms, and financial modeling.
AixLib
AixLib is a Modelica model library for building performance simulations developed at RWTH Aachen University, E.ON Energy Research Center, Institute for Energy Efficient Buildings and Indoor Climate (EBC) in Aachen, Germany. It contains models of HVAC systems as well as high and reduced order building models. The name AixLib is derived from the city's French name Aix-la-Chapelle, following a local tradition. The library is continuously improved and offers citable papers for reference. Contributions to the development can be made via Issues section or Pull Requests, following the workflow described in the Wiki. AixLib is released under a 3-clause BSD-license with acknowledgements to public funded projects and financial support by BMWi (German Federal Ministry for Economic Affairs and Energy).
honey
Bee is an ORM framework that provides easy and high-efficiency database operations, allowing developers to focus on business logic development. It supports various databases and features like automatic filtering, partial field queries, pagination, and JSON format results. Bee also offers advanced functionalities like sharding, transactions, complex queries, and MongoDB ORM. The tool is designed for rapid application development in Java, offering faster development for Java Web and Spring Cloud microservices. The Enterprise Edition provides additional features like financial computing support, automatic value insertion, desensitization, dictionary value conversion, multi-tenancy, and more.
mobius
Mobius is an AI infra platform including realtime computing and training. It is built on Ray, a distributed computing framework, and provides a number of features that make it well-suited for online machine learning tasks. These features include: * **Cross Language**: Mobius can run in multiple languages (only Python and Java are supported currently) with high efficiency. You can implement your operator in different languages and run them in one job. * **Single Node Failover**: Mobius has a special failover mechanism that only needs to rollback the failed node itself, in most cases, to recover the job. This is a huge benefit if your job is sensitive about failure recovery time. * **AutoScaling**: Mobius can generate a new graph with different configurations in runtime without stopping the job. * **Fusion Training**: Mobius can combine TensorFlow/Pytorch and streaming, then building an e2e online machine learning pipeline. Mobius is still under development, but it has already been used to power a number of real-world applications, including: * A real-time recommendation system for a major e-commerce company * A fraud detection system for a large financial institution * A personalized news feed for a major news organization If you are interested in using Mobius for your own online machine learning projects, you can find more information in the documentation.
20 - OpenAI Gpts
AI Entrepreneur
An adept financier overseeing a varied collection of investments, dedicated to recognizing and nurturing innovative business endeavors.
Prosperidade Virtus
Conselheiro financeiro que combina Neville Goddard e Napoleon Hill para orientações práticas e alinhamento de crenças.
Financial Cybersecurity Analyst - Lockley Cash v1
stunspot's advisor for all things Financial Cybersec
Finance Business Partnering Advisor
Adviser for finance business partnering, offering insights on bringing value through your work as a finance business professional.
Personal Finance Canada GPT
A GPT designed to provide everyday financial advice and tools to Canadians, primarily inspired by the subreddit Personal Finance Canada.
Finance Butler(ファイナンス・バトラー)
I manage finances securely with encryption and user authentication.
Financial Sentiment Analyst
A sentiment analysis tool for evaluating management-related texts.
Corporate Finance GPT
Specialist in corporate finance, offering strategic insights and best practices.
Financial Modeling GPT
Expert in financial modeling for valuation, budgeting, and forecasting.
Finance Coach Interview
Prepares students for competitive finance fields like Investment Banking and PE.