Best AI tools for< Handle Financial Data >

Colossal is a global directory of AI agents that allows users to effortlessly integrate tool-using agents for various tasks. Users can connect to AI agents that can perform API calls, skip writing their own tools, and integrate agents with a single fetch. The platform offers agents for support tickets, SMS and email handling, Slack messages, order and catalog operations, financial data management, and more.

AI Bank Statement Converter is an industry-leading tool designed for accountants and bookkeepers to extract data from financial documents using artificial intelligence technology. The tool offers modernized bookkeeping solutions by automating financial document processing, ensuring accuracy, security, and efficiency. It revolutionizes how accounting businesses handle financial documents by providing multi-format conversion, AI-powered accuracy, tailored solutions for accounting, data security, and integration with popular accounting software.

Rocket Statement is a leading bank statement conversion tool that helps users convert their PDF bank statements into Excel, CSV, or JSON formats quickly, securely, and easily. It supports over 100 major banks worldwide and can handle multilingual statements. The tool is trusted by professionals worldwide and offers a range of features, including bulk processing, clean data formatting, multiple export options, and an AI Copilot for smooth and flawless conversions.

Bom.Ai is an AI-powered electronic components procurement and trading platform that offers a wide range of services for the electronic components distribution industry. It provides services such as large-scale procurement, ERP, supply chain management, import customs clearance, Hong Kong warehousing, data services, and financial services. The platform also features tools for efficient inquiry and quotation, open platform for e-commerce and data APIs, and a comprehensive database of component prices. Bom.Ai caters to traders of all sizes with versions tailored for small, medium, and large enterprises. The platform aims to streamline the procurement process, enhance business efficiency, and provide a one-stop solution for electronic components sourcing and trading.

Tipis AI is an AI assistant for data processing that uses Large Language Models (LLMs) to quickly read and analyze mainstream documents with enhanced precision. It can also generate charts, integrate with a wide range of mainstream databases and data sources, and facilitate seamless collaboration with other team members. Tipis AI is easy to use and requires no configuration.

Hebbia is an AI tool designed to help users collaborate with AI agents more confidently over all the documents that matter. It offers Matrix agents that can handle questions about millions of documents at a time, executing workflows with hundreds of steps. Hebbia is known for its Trustworthy AI approach, showing its work at each step to build user trust. The tool is used by top enterprises, financial institutions, governments, and law firms worldwide, saving users time and making them more efficient in their work.

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.

PDFMerse is an AI-powered data extraction tool that revolutionizes how users handle document data. It allows users to effortlessly extract information from PDFs with precision, saving time and enhancing workflow. With cutting-edge AI technology, PDFMerse automates data extraction, ensures data accuracy, and offers versatile output formats like CSV, JSON, and Excel. The tool is designed to dramatically reduce processing time and operational costs, enabling users to focus on higher-value tasks.

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.

Onnix AI is a personalized AI co-pilot designed specifically for bankers, aiming to save teams time by providing accurate answers and deliverables quickly. It brings AI and powerful data science tools to the banking sector, offering features such as creating personalized slide decks, conducting Excel analysis, and querying data sources. Onnix AI caters to both senior and junior teams, enabling them to generate deeper insights and streamline their workflow efficiently.

Smart Desktop AI is an AI tool designed to assist users with various tasks related to commission, refund, and test transactions. Users can contact the support team via email for assistance and updates on their accounts. The tool also provides information on upcoming features like DFY email marketing AI funnel. Smart Desktop AI emphasizes official communication channels and warns against unofficial groups or requests for money.

Freeday AI is a revolutionary platform that leverages Generative AI Technology to transform workflows and automate tasks in various departments such as Customer Service, Finance, and KYC. The platform offers specialized AI assistants that work alongside human teams, providing real-time support and valuable insights. By seamlessly integrating with existing infrastructure, Freeday AI helps organizations cut costs by at least 50% and free up resources for more critical work. With the ability to handle up to 70% of all interactions across mail, chat, and voice, Freeday AI empowers teams to focus on strategic initiatives and decision-making.

SearchGPT is an AI tool that offers a Spreadsheet Generator feature. Users can enter a prompt and generate a spreadsheet based on the given instructions. The tool can handle complicated spreadsheets, although they may take some time to generate. SearchGPT is designed to assist users in creating spreadsheets efficiently and accurately.

SheetAI is an AI application that integrates with Google Sheets to provide users with a suite of AI-driven functions to automate tasks, generate insights, and simplify copywriting. Users can describe tasks in plain English and let the AI handle repetitive tasks, create lists, tables, and more. The application is trusted by universities, companies, and professionals, offering a seamless experience for enhancing productivity and efficiency within Google Sheets.

VBA Code Generator is an AI-powered tool that allows users to generate VBA code quickly and efficiently. By inputting requirements, users can instantly generate complex VBA code using simple text instructions with the help of AI. The tool is designed for both beginners and experienced users, offering a versatile application that can handle various VBA tasks, from Excel automation to Access database management. With a focus on saving time and streamlining workflows, VBA Code Generator simplifies the coding process and provides accurate formulas for users' specific needs.

The AI PDF redaction tool App is a powerful application designed to assist users in redacting sensitive information from PDF documents with ease and efficiency. By leveraging artificial intelligence technology, this tool automates the process of identifying and removing confidential data, ensuring data privacy and security. With a user-friendly interface, users can quickly upload PDF files, select the information to redact, and generate secure, sanitized documents for sharing or storage. The tool is ideal for individuals and organizations that handle sensitive information and require a reliable solution for data redaction.

spektr is an AI application that offers hyper-configurable compliance and onboarding solutions. It provides automated KYC/AML checks, continuous compliance monitoring, case management, alert automation, and AI-powered platform features to streamline compliance processes for enterprises. The platform is designed to handle routine tasks, enrich client data, and integrate various compliance tools and data sources. spektr is certified for ISO/IEC 27001:2022 and GDPR compliance, ensuring data security and privacy. It offers no-code and API integration options for flexible customization and seamless integration with existing systems.

TrueAccord is an industry-leading recovery and collections platform powered by machine learning and a consumer-friendly digital experience. It offers third-party collection services for better relationships and faster recoveries through engagement, commitment, and resolution. TrueAccord's platform can handle delinquency needs from one day past due through charge off, with features like HeartBeat for better results, self-serve digital experience for consumers, scalability in delinquency infrastructure, and end-to-end personalization. The platform is trusted by market leaders and loved by consumers, providing a full-service digital-first debt collection agency.

Super.AI provides Intelligent Document Processing (IDP) solutions powered by Large Language Models (LLMs) and human-in-the-loop (HITL) capabilities. It automates document processing tasks such as data extraction, classification, and redaction, enabling businesses to streamline their workflows and improve accuracy. Super.AI's platform leverages cutting-edge AI models from providers like Amazon, Google, and OpenAI to handle complex documents, ensuring high-quality outputs. With its focus on accuracy, flexibility, and scalability, Super.AI caters to various industries, including financial services, insurance, logistics, and healthcare.

Novo AI is an AI application that empowers financial institutions by leveraging Generative AI and Large Language Models to streamline operations, maximize insights, and automate processes like claims processing and customer support traditionally handled by humans. The application helps insurance companies understand claim documents, automate claims processing, optimize pricing strategies, and improve customer satisfaction. For banks, Novo AI automates document processing across multiple languages and simplifies adverse media screenings through efficient research on live internet data.

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.

This repository contains a comprehensive collection of 63 must-know Large Language Models (LLMs) interview questions. It covers topics such as the architecture of LLMs, transformer models, attention mechanisms, training processes, encoder-decoder frameworks, differences between LLMs and traditional statistical language models, handling context and long-term dependencies, transformers for parallelization, applications of LLMs, sentiment analysis, language translation, conversation AI, chatbots, and more. The readme provides detailed explanations, code examples, and insights into utilizing LLMs for various tasks.

Agno is a lightweight library for building multi-modal Agents. It is designed with core principles of simplicity, uncompromising performance, and agnosticism, allowing users to create blazing fast agents with minimal memory footprint. Agno supports any model, any provider, and any modality, making it a versatile container for AGI. Users can build agents with lightning-fast agent creation, model agnostic capabilities, native support for text, image, audio, and video inputs and outputs, memory management, knowledge stores, structured outputs, and real-time monitoring. The library enables users to create autonomous programs that use language models to solve problems, improve responses, and achieve tasks with varying levels of agency and autonomy.

Awesome GPT Prompt Engineering is a curated list of resources, tools, and shiny things for GPT prompt engineering. It includes roadmaps, guides, techniques, prompt collections, papers, books, communities, prompt generators, Auto-GPT related tools, prompt injection information, ChatGPT plug-ins, prompt engineering job offers, and AI links directories. The repository aims to provide a comprehensive guide for prompt engineering enthusiasts, covering various aspects of working with GPT models and improving communication with AI tools.

AIlice is a fully autonomous, general-purpose AI agent that aims to create a standalone artificial intelligence assistant, similar to JARVIS, based on the open-source LLM. AIlice achieves this goal by building a "text computer" that uses a Large Language Model (LLM) as its core processor. Currently, AIlice demonstrates proficiency in a range of tasks, including thematic research, coding, system management, literature reviews, and complex hybrid tasks that go beyond these basic capabilities. AIlice has reached near-perfect performance in everyday tasks using GPT-4 and is making strides towards practical application with the latest open-source models. We will ultimately achieve self-evolution of AI agents. That is, AI agents will autonomously build their own feature expansions and new types of agents, unleashing LLM's knowledge and reasoning capabilities into the real world seamlessly.

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.

Euler's Shield is a decentralized, AI-powered financial system designed to stabilize the value of Pi Coin at $314.159. It combines blockchain, machine learning, and cybersecurity to ensure the security, scalability, and decentralization of the Pi Coin ecosystem.

Moon Dev AI Agents for Trading is an experimental project exploring the potential of artificial financial intelligence for trading and investing research. The project aims to develop AI agents to complement and potentially replace human trading operations by addressing common trading challenges such as emotional reactions, ego-driven decisions, inconsistent execution, fatigue effects, impatience, and fear & greed cycles. The project focuses on research areas like risk control, exit timing, entry strategies, sentiment collection, and strategy execution. It is important to note that this project is not a profitable trading solution and involves substantial risk of loss.

Azure OpenAI demos is a repository showcasing various demos and use cases of Azure OpenAI services. It includes demos for tasks such as image comparisons, car damage copilot, video to checklist generation, automatic data visualization, text analytics, and more. The repository provides a wide range of examples on how to leverage Azure OpenAI for different applications and industries.

Gemini-Android is a mobile application that allows users to track their expenses and manage their finances on the go. The app provides a user-friendly interface for adding and categorizing expenses, setting budgets, and generating reports to help users make informed financial decisions. With Gemini-Android, users can easily monitor their spending habits, identify areas for saving, and stay on top of their financial goals.

This practical free hands-on course focuses on Large Language models and their applications, providing a hands-on experience using models from OpenAI and the Hugging Face library. The course is divided into three major sections: Techniques and Libraries, Projects, and Enterprise Solutions. It covers topics such as Chatbots, Code Generation, Vector databases, LangChain, Fine Tuning, PEFT Fine Tuning, Soft Prompt tuning, LoRA, QLoRA, Evaluate Models, Knowledge Distillation, and more. Each section contains chapters with lessons supported by notebooks and articles. The course aims to help users build projects and explore enterprise solutions using Large Language Models.

Obsei is an open-source, low-code, AI powered automation tool that consists of an Observer to collect unstructured data from various sources, an Analyzer to analyze the collected data with various AI tasks, and an Informer to send analyzed data to various destinations. The tool is suitable for scheduled jobs or serverless applications as all Observers can store their state in databases. Obsei is still in alpha stage, so caution is advised when using it in production. The tool can be used for social listening, alerting/notification, automatic customer issue creation, extraction of deeper insights from feedbacks, market research, dataset creation for various AI tasks, and more based on creativity.

The Multi-Agent -Custom Automation Engine Solution Accelerator is an AI-driven orchestration system that manages a group of AI agents to accomplish tasks based on user input. It uses a FastAPI backend to handle HTTP requests, processes them through various specialized agents, and stores stateful information using Azure Cosmos DB. The system allows users to focus on what matters by coordinating activities across an organization, enabling GenAI to scale, and is applicable to most industries. It is intended for developing and deploying custom AI solutions for specific customers, providing a foundation to accelerate building out multi-agent systems.

The 'gritlm' repository provides all materials for the paper Generative Representational Instruction Tuning. It includes code for inference, training, evaluation, and known issues related to the GritLM model. The repository also offers models for embedding and generation tasks, along with instructions on how to train and evaluate the models. Additionally, it contains visualizations, acknowledgements, and a citation for referencing the work.

This repository focuses on exploring tools that enhance the performance of language models for various tasks. It provides a structured list of literature relevant to tool-augmented language models, covering topics such as tool basics, tool use paradigm, scenarios, advanced methods, and evaluation. The repository includes papers, preprints, and books that discuss the use of tools in conjunction with language models for tasks like reasoning, question answering, mathematical calculations, accessing knowledge, interacting with the world, and handling non-textual modalities.

Julep is an advanced platform for creating stateful and functional AI apps powered by large language models. It offers features like statefulness by design, automatic function calling, production-ready deployment, cron-like asynchronous functions, 90+ built-in tools, and the ability to switch between different LLMs easily. Users can build AI applications without the need to write code for embedding, saving, and retrieving conversation history, and can connect to third-party applications using Composio. Julep simplifies the process of getting started with AI apps, whether they are conversational, functional, or agentic.

Infinity is a high-throughput, low-latency REST API for serving vector embeddings, supporting all sentence-transformer models and frameworks. It is developed under the MIT License and powers inference behind Gradient.ai. The API allows users to deploy models from SentenceTransformers, offers fast inference backends utilizing various accelerators, dynamic batching for efficient processing, correct and tested implementation, and easy-to-use API built on FastAPI with Swagger documentation. Users can embed text, rerank documents, and perform text classification tasks using the tool. Infinity supports various models from Huggingface and provides flexibility in deployment via CLI, Docker, Python API, and cloud services like dstack. The tool is suitable for tasks like embedding, reranking, and text classification.

This repository contains a collection of papers related to tool learning with large language models (LLMs). The papers are organized according to the survey paper 'Tool Learning with Large Language Models: A Survey'. The survey focuses on the benefits and implementation of tool learning with LLMs, covering aspects such as task planning, tool selection, tool calling, response generation, benchmarks, evaluation, challenges, and future directions in the field. It aims to provide a comprehensive understanding of tool learning with LLMs and inspire further exploration in this emerging area.

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.

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