Best AI tools for< Automate Financial Tasks >

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.

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.

Fama.one is an AI-powered platform that helps businesses automate their financial processes. It uses machine learning to analyze financial data and identify patterns, which can then be used to automate tasks such as invoice processing, expense management, and financial reporting. Fama.one also provides businesses with insights into their financial performance, which can help them make better decisions.

Bika.ai is an AI Automation Database that helps users get their jobs done efficiently through proactive AI automations. It offers a wide range of templates and tools for various tasks such as email marketing, social media posting, project management, finance, and daily life activities. Users can create apps with AI integrations and benefit from features like automated email sending, scheduled notifications, AI-generated content, and more. Bika.ai aims to streamline workflows, enhance productivity, and improve collaboration across different domains.

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.

RecordMe is an AI-powered automated accounting and bookkeeping platform that offers fully automated data extraction, real-time access to business records, and streamlined invoice processing. The platform leverages OCR technology to extract and categorize accounting data efficiently, providing users with valuable data insights. RecordMe aims to maximize operational efficiency, eliminate manual data entry processes, and empower businesses to automate accounting and bookkeeping through a simple drag-and-drop process.

Sense Talent Engagement Platform is an AI-powered recruitment platform that offers a comprehensive suite of tools to streamline the hiring process. It provides automation workflows, database cleanup, interview scheduling, text messaging, mass texting, WhatsApp and SMS integration, mobile app support, candidate matching, AI chatbot, job matching, scheduling bot, smart FAQ, pre-screening, sourcing, live chat, instant apply, talent CRM, generative AI, voice AI, referrals, analytics, and more. The platform caters to various industries such as financial services, healthcare, logistics, manufacturing, retail, staffing, technology, and more, helping organizations attract, engage, and retain top talent efficiently.

ChartFast is an AI Data Analyzer tool that automates data visualization and analysis tasks, powered by GPT-4 technology. It allows users to generate precise and sleek graphs in seconds, process vast amounts of data, and provide interactive data queries and quick exports. With features like specialized internal libraries for complex graph generation, customizable visualization code, and instant data export, ChartFast aims to streamline data work and enhance data analysis efficiency.

BotGPT is a 24/7 custom AI chatbot assistant for websites. It offers a data-driven ChatGPT that allows users to create virtual assistants from their own data. Users can easily upload files or crawl their website to start asking questions and deploy a custom chatbot on their website within minutes. The platform provides a simple and efficient way to enhance customer engagement through AI-powered chatbots.

The website offers a precision workflow solution 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 application integrates seamlessly with existing platforms, uses advanced AI models, and offers meaningful time savings. Users can benefit from the application's ability to ingest unstructured data, improve over time, and avoid hallucinations.

Thoughtful is an AI-powered revenue cycle automation platform that offers efficiency reports, eligibility verification, patient intake automation, claims processing, and more. It deploys AI across healthcare organizations to maximize profitability, reduce errors, and enhance operational excellence. Thoughtful's AI agents work tirelessly, 10x more efficiently than humans, and never get tired. The platform helps providers improve revenue cycle management, financial health, HR processes, and healthcare IT operations through seamless integration, reduced overhead, and significant performance improvements. Thoughtful offers a white-glove service, custom-built platform, seamless integration with all healthcare applications, and performance-based contracting with refund and value guarantees.

Flavor is an AI-powered accounting automation tool that revolutionizes the month-end close process. It automates tasks such as book closure management, general ledger reconciliations, consolidation & reporting, financial analysis, and accruals management. Flavor combines AI technology with human validation to ensure accurate, compliant, and audit-ready financial records. The tool offers customizable checklists, real-time insights, and dynamic reports for faster decision-making. With Flavor, users can reduce manual workload, eliminate errors, and focus on strategic growth initiatives.

Tomat.AI is an AI-powered tool designed to help users open and explore large CSV files effortlessly. With features like automated data profiling, merging multiple files, and building reports, Tomat.AI simplifies the process of analyzing and automating Excel and CSV files without the need for coding skills. The tool ensures data security by operating entirely on the user's local machine, offering a user-friendly interface for seamless data manipulation and analysis.

Formula Wizard is an AI software designed to automate the process of writing Excel, Notion, and Airtable formulas. By leveraging artificial intelligence, users can save time and unlock insights from their data without the need for manual formula creation. The application simplifies the formula-writing process, allowing users to focus on their work while the AI handles the heavy lifting. With features such as automating tedious tasks, customizing templates, and running advanced calculations, Formula Wizard streamlines data analysis and enhances productivity.

TruePrep is an AI software designed for tax accounting firms and CPAs to streamline tax planning, projections, and research processes. The AI Assistant within TruePrep helps accountants and financial advisors to quickly identify clients affected by tax changes, create tax projections, and answer complex tax questions in real time. By leveraging AI technology, TruePrep aims to save time, increase accuracy, and improve revenue generation for tax professionals.

DataSpark AI Multi-Agent Platform is an advanced artificial intelligence tool developed by DataSpark, Inc. The platform leverages cutting-edge AI technology to provide users with a powerful solution for multi-agent systems. With DataSpark AI, users can access the first GenAI Super Agent, enabling them to discover new insights and make informed decisions. The platform is designed to streamline complex processes and enhance productivity across various industries.

Qdeck is an AI-powered platform designed to assist financial professionals, such as financial advisors and institutional asset managers, in streamlining and enhancing client communication, research, and marketing efforts. The platform leverages generative AI technology to provide real-time market insights, personalized communications, and hyper-personalized content creation. With access to over 50,000 data sources daily, Qdeck aims to revolutionize wealth management practices by analyzing extensive data from multiple sources and enhancing client service through seamless CRM integration.

WellyBox is an AI-powered receipt management application designed for businesses. It leverages the power of GPT and OCR to automate manual administrative tasks related to receipt tracking, organization, and management. With over 70 million documents processed, WellyBox is a leading solution for businesses worldwide, offering seamless integration with cloud storage solutions and accounting software.

SparkReceipt is an AI-powered receipt scanner, expense tracker, and document manager application that streamlines pre-accounting tasks by reducing manual data entry up to 95%. It allows users to scan receipts, invoices, and bank statements, track expenses and income with AI-powered scanning and automatic categorization. The application works in any language and supports 150 currencies. SparkReceipt offers features like automatic data extraction (OCR), forwarding e-receipts from email, managing finances across borders, separating business and personal expenses, real-time profit/loss monitoring, and lightning-fast expense tracking.

CloudMedx is a healthcare data platform that provides aggregation, automation, and AI solutions. It simplifies decision making for patients, providers, and payers with a single powerful platform. Clinical, operations, and financial results are coordinated and delivered like never before.

RD-Agent is a tool designed to automate critical aspects of industrial R&D processes, focusing on data-driven scenarios to streamline model and data development. It aims to propose new ideas ('R') and implement them ('D') automatically, leading to solutions of significant industrial value. The tool supports scenarios like Automated Quantitative Trading, Data Mining Agent, Research Copilot, and more, with a framework to push the boundaries of research in data science. Users can create a Conda environment, install the RDAgent package from PyPI, configure GPT model, and run various applications for tasks like quantitative trading, model evolution, medical prediction, and more. The tool is intended to enhance R&D processes and boost productivity in industrial settings.

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.

LetMeDoIt AI is a virtual assistant designed to revolutionize the way you work. It goes beyond being a mere chatbot by offering a unique and powerful capability - the ability to execute commands and perform computing tasks on your behalf. With LetMeDoIt AI, you can access OpenAI ChatGPT-4, Google Gemini Pro, and Microsoft AutoGen, local LLMs, all in one place, to enhance your productivity.

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.

SambaNova AI Starter Kits is a collection of open-source examples and guides designed to facilitate the deployment of AI-driven use cases for developers and enterprises. The kits cover various categories such as Data Ingestion & Preparation, Model Development & Optimization, Intelligent Information Retrieval, and Advanced AI Capabilities. Users can obtain a free API key using SambaNova Cloud or deploy models using SambaStudio. Most examples are written in Python but can be applied to any programming language. The kits provide resources for tasks like text extraction, fine-tuning embeddings, prompt engineering, question-answering, image search, post-call analysis, and more.

The Conversational Azure OpenAI Accelerator is a tool designed to provide rapid, no-cost custom demos tailored to customer use cases, from internal HR/IT to external contact centers. It focuses on top use cases of GenAI conversation and summarization, plus live backend data integration. The tool automates conversations across voice and text channels, providing a valuable way to save money and improve customer and employee experience. By combining Azure OpenAI + Cognitive Search, users can efficiently deploy a ChatGPT experience using web pages, knowledge base articles, and data sources. The tool enables simultaneous deployment of conversational content to chatbots, IVR, voice assistants, and more in one click, eliminating the need for in-depth IT involvement. It leverages Microsoft's advanced AI technologies, resulting in a conversational experience that can converse in human-like dialogue, respond intelligently, and capture content for omni-channel unified analytics.

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.

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.

ChatGPT is a large language model that can generate human-like text, translate languages, write different kinds of creative content, and answer your questions in a conversational way. It is trained on a massive amount of text data, and it is able to understand and respond to a wide range of natural language prompts. Here are 5 jobs suitable for this tool, in lowercase letters: 1. content writer 2. chatbot assistant 3. language translator 4. creative writer 5. researcher

Swarms provides simple, reliable, and agile tools to create your own Swarm tailored to your specific needs. Currently, Swarms is being used in production by RBC, John Deere, and many AI startups.

A curated list of Generative AI projects, tools, artworks, and models

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.

GPT-4-based assistant that remembers and saves conversations

Expert in enhancing Excel tasks with Python

Expert in Alteryx, Power BI, Power Automate, Python, MySQL, Salesforce, & Tableau

Notion template and integration advisor, avoiding legal/financial advice

Google Sheets tutor with a knack for automation and tutorials.

Versatile AI for business data analysis and automation.

Expert in Google Sheets, assisting with formulas, scripts, and more.

I generate custom Notion formulas and explain how to use them.

The ultimate VBA mentor for office automation and learning.

Un Asistente de Codigo en R

An adept financier overseeing a varied collection of investments, dedicated to recognizing and nurturing innovative business endeavors.

A GPT specialized in Notion formulas, emphasizing accuracy and iterative solutions.

Experto en fórmulas y medidas de Microsoft Excel y Power BI y códigos en VBA

Automates DCF Analysis with internet-sourced data and summary table.

Auto-analyzes business documents, then offers further actions.

Expert in Anaplan, informed by Solution Architect

Professional gold trading advisor.

Your Pine Script V5 guide.

Assists with daily trading activities, focusing on market trends and data analysis.

Creates trading bots and risk management tools