Best AI tools for< Create A Financial Model >

PitchBob is an AI-powered platform that helps entrepreneurs and startups create professional pitch decks, business plans, and other essential documents. It offers a range of features, including AI-generated content, customizable templates, and expert guidance, to help users present their ideas effectively to investors and other stakeholders. PitchBob also provides access to a network of investors, accelerators, and other resources to support startups in their growth journey.

Datarails is a financial planning and analysis platform for Excel users. It automates data consolidation, reporting, and planning while enabling finance teams to continue using their spreadsheets and financial models. With Datarails, finance teams can save time on repetitive tasks and focus on strategic insights that drive business growth.

Slidebean is an all-in-one pitch deck software that helps startups create professional and visually appealing pitch decks to raise funds from investors. It offers a range of features including an AI-powered pitch deck builder, collaboration tools, automated design, and analytics. Slidebean also provides pitch deck services where a team of experts helps founders with writing, design, financial modeling, and go-to-market strategy.

Venturekit is an AI-powered business plan generator that helps entrepreneurs and small business owners create comprehensive business plans. It uses advanced AI technology to analyze user input and generate tailored business plans that include market research, financial projections, and marketing strategies. Venturekit's plans are designed to help businesses make better decisions, operate with confidence, and get a clear path forward.

Avanzai is a workflow automation tool designed for financial services. It utilizes AI agents to transform financial datasets into actionable insights, simplifying financial data analysis. Users can build charts with public data, connect their own data pipelines, and leverage the platform to perform tasks such as macro analysis, instrument screening, and risk analytics. Avanzai offers a comprehensive suite of tools for financial institutions to optimize their portfolios, screen assets, and analyze risks efficiently.

Julius AI is an advanced AI data analyst tool that allows users to analyze data with computational AI, chat with files to get expert-level insights, create sleek data visualizations, perform modeling and predictive forecasting, solve math, physics, and chemistry problems, generate polished analyses and summaries, save time by automating data work, and unlock statistical modeling without complexity. It offers features like generating visualizations, asking data questions, effortless cleaning, instant data export, creating animations, and supercharging data analysis. Julius AI is loved by over 1,200,000 users worldwide and is designed to help knowledge workers make the most out of their data.

Imandra is a company that provides automated logical reasoning for Large Language Models (LLMs). Imandra's technology allows LLMs to build mental models and reason about them, unlocking the potential of generative AI for industries where correctness and compliance matter. Imandra's platform is used by leading financial firms, the US Air Force, and DARPA.

Alphakek AI is an AI lab that offers an alternative to big tech AI platforms like OpenAI and Anthropic. They have redesigned and re-engineered every layer of AI for crypto developers, traders, and creators. Alphakek provides uncensored AI models fine-tuned on crypto data, available via Telegram, Discord, Web App, and API. Their proprietary data engine, codenamed 'Fractal,' processes 2-5x more information sources simultaneously than conventional models, encompassing onchain data, mainstream financial news, niche crypto forums, and more.

Realflow.ai is an AI-powered platform that offers GPT & AI capabilities for Citizen Developers. It provides a unique Visual Data Pathways Builder, 185 File, Database and SaaS Connectors, and Excel Formula Transforms for data manipulation. The platform simplifies data integration and transformation processes by eliminating the need for scripting languages and SQL queries. Realflow.ai aims to empower users with no-code solutions to build integrations and streamline data workflows across various platforms.

PandasAI is an open-source AI tool designed for conversational data analysis. It allows users to ask questions in natural language to their enterprise data and receive real-time data insights. The tool is integrated with various data sources and offers enhanced analytics, actionable insights, detailed reports, and visual data representation. PandasAI aims to democratize data analysis for better decision-making, offering enterprise solutions for stable and scalable internal data analysis. Users can also fine-tune models, ingest universal data, structure data automatically, augment datasets, extract data from websites, and forecast trends using AI.

Wavel is the #1 AI marketplace offering a comprehensive directory of AI tools for professionals and business owners. With over 5000 AI tools in various categories like marketing, business, finance, and code, Wavel aims to elevate users' professional edge by providing access to cutting-edge AI technology. Users can find both free and paid tools on the platform, catering to a wide range of needs from logo design to 3D modeling and text-to-speech services.

Telescope is a generative intelligence application designed for the finance industry. It leverages data and foundation models to co-pilot investors with AI, reducing investor paralysis and enhancing discovery. The application simplifies investment discovery for retail investors, enables the construction of investment baskets across factor and thematic investing, transforms official company announcements into articles, identifies technical trading patterns, and ensures compliance within ethical frameworks. Telescope offers customizable AI-powered investment tools that integrate directly with trading platforms, aiming to improve investment discovery, increase engagement, and boost customer retention.

The AI Yellow Page is a comprehensive directory of AI tools and applications across various categories such as Accounting & Finance, Animation & 3D Modeling, Art & Image Generation, and more. It features over 1000 AI tools curated by ChatGPT, offering users a platform to discover, submit, and explore their favorite AI websites and tools. From music creation to content optimization and lead qualification, the platform showcases a diverse range of AI-powered solutions designed to enhance productivity and creativity.

Avian is a generative BI platform that uses AI to help businesses uncover insights, create reports, and take transformative action. It is used by professionals at companies such as Google, Salesforce, and Boeing. Avian's AI agents are trained on large language models and can analyze data from a variety of sources, including spreadsheets, Shopify, LinkedIn Ads, BigQuery, Google Analytics 4, Google Ads, Google Search Console, Facebook Ads, and Facebook Insights. Avian is committed to protecting user privacy and operates with secure, SOC/2 approved Open Source Foundation language models on Microsoft Azure.

MindStudio is an AI application that allows users to create AI Workers for various tasks without the need for a PhD. It offers a simple and fast solution for building AI solutions, enabling users to automate tasks such as content translation, customer message enrichment, comment moderation, and more. With over 100,000 AI Workers in use, MindStudio provides a user-friendly platform to experiment with different AI models, optimize workflows, and connect to various applications seamlessly.

InterviewPlus is an AI-powered platform designed to help users prepare for interviews by offering mock interviews, questions, and answers tailored to various professions. Users can create customized interviews, receive interview-specific tips, and access useful information to enhance their interview performance. The platform covers a wide range of professions, including Information Technology, Business & System Analyst, Database Administration, Network Administration, Product & Project Management, Testing & Quality Assurance, Cyber Security & Compliance, Management & Leadership, and many others. InterviewPlus also provides real-time feedback from AI models, allowing users to practice and refine their interview skills effectively.

Rerun is an SDK, time-series database, and visualizer for temporal and multimodal data. It is used in fields like robotics, spatial computing, 2D/3D simulation, and finance to verify, debug, and explain data. Rerun allows users to log data like tensors, point clouds, and text to create streams, visualize and interact with live and recorded streams, build layouts, customize visualizations, and extend data and UI functionalities. The application provides a composable data model, dynamic schemas, and custom views for enhanced data visualization and analysis.

Persado is a leading provider of Generative AI (GenAI) solutions for marketing and customer engagement. Its Motivation AI platform leverages advanced AI, deep learning models, and a vast knowledge base of marketing communications to generate personalized language that motivates customers to engage and act. Persado's AI-powered solutions have been proven to drive significant revenue growth and conversion rate improvements for its customers across various industries, including retail, financial services, travel, and telecommunications.

Monarch Money is an all-in-one money management platform that helps you track your finances, collaborate with your partner or financial advisor, and achieve your financial goals. It offers a variety of features, including budgeting, investment tracking, transaction categorization, and financial planning. Monarch Money is available on the web, iOS, and Android.

SplitMyExpenses is an AI-powered application designed to simplify shared expenses with friends. It allows users to create groups, split bills effortlessly, track debts, and settle up using integrated payment apps. The app offers modern design, AI receipt itemization, friend data powered by payment apps, and beautiful spending charts to help users manage their expenses efficiently. With over 150 supported currencies and secure handling of data, SplitMyExpenses revolutionizes the age-old problem of bill splitting, providing users with a stress-free experience.

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.

LABO is a time series forecasting and analysis framework that integrates pre-trained and fine-tuned LLMs with multi-domain agent-based systems. It allows users to create and tune agents easily for various scenarios, such as stock market trend prediction and web public opinion analysis. LABO requires a specific runtime environment setup, including system requirements, Python environment, dependency installations, and configurations. Users can fine-tune their own models using LABO's Low-Rank Adaptation (LoRA) for computational efficiency and continuous model updates. Additionally, LABO provides a Python library for building model training pipelines and customizing agents for specific tasks.

Parsee AI is a high-level open source data extraction and structuring framework specialized for the extraction of data from a financial domain, but can be used for other use-cases as well. It aims to make the structuring of data from unstructured sources like PDFs, HTML files, and images as easy as possible. Parsee can be used locally in Python environments or through a hosted version for cloud-based jobs. It supports the extraction of tables, numbers, and other data elements, with the ability to create custom extraction templates and run jobs using different models.

Chat with your data using OpenAI and AI Search. This solution accelerator uses an Azure OpenAI GPT model and an Azure AI Search index generated from your data, which is integrated into a web application to provide a natural language interface, including speech-to-text functionality, for search queries. Users can drag and drop files, point to storage, and take care of technical setup to transform documents. There is a web app that users can create in their own subscription with security and authentication.

ChatGPT Queue Prompts is a collection of prompt chains designed to enhance interactions with large language models like ChatGPT. These prompt chains help build context for the AI before performing specific tasks, improving performance. Users can copy and paste prompt chains into the ChatGPT Queue extension to process prompts in sequence. The repository includes example prompt chains for tasks like conducting AI company research, building SEO optimized blog posts, creating courses, revising resumes, enriching leads for CRM, personal finance document creation, workout and nutrition plans, marketing plans, and more.

FinAnGPT-Pro is a financial data downloader and AI query system that downloads quarterly and annual financial data for stocks from EOD Historical Data, storing it in MongoDB and Google BigQuery. It includes an AI-powered natural language interface for querying financial data. Users can set up the tool by following the prerequisites and setup instructions provided in the README. The tool allows users to download financial data for all stocks in a watchlist or for a single stock, query financial data using a natural language interface, and receive responses in a structured format. Important considerations include error handling, rate limiting, data validation, BigQuery costs, MongoDB connection, and security measures for API keys and credentials.

QuantaLogic is a ReAct framework for building advanced AI agents that seamlessly integrates large language models with a robust tool system. It aims to bridge the gap between advanced AI models and practical implementation in business processes by enabling agents to understand, reason about, and execute complex tasks through natural language interaction. The framework includes features such as ReAct Framework, Universal LLM Support, Secure Tool System, Real-time Monitoring, Memory Management, and Enterprise Ready components.

The `vectara-agentic` Python library is designed for developing powerful AI assistants using Vectara and Agentic-RAG. It supports various agent types, includes pre-built tools for domains like finance and legal, and enables easy creation of custom AI assistants and agents. The library provides tools for summarizing text, rephrasing text, legal tasks like summarizing legal text and critiquing as a judge, financial tasks like analyzing balance sheets and income statements, and database tools for inspecting and querying databases. It also supports observability via LlamaIndex and Arize Phoenix integration.

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.

Jupyter Quant is a dockerized environment tailored for quantitative research, equipped with essential tools like statsmodels, pymc, arch, py_vollib, zipline-reloaded, PyPortfolioOpt, numpy, pandas, sci-py, scikit-learn, yellowbricks, shap, optuna, ib_insync, Cython, Numba, bottleneck, numexpr, jedi language server, jupyterlab-lsp, black, isort, and more. It does not include conda/mamba and relies on pip for package installation. The image is optimized for size, includes common command line utilities, supports apt cache, and allows for the installation of additional packages. It is designed for ephemeral containers, ensuring data persistence, and offers volumes for data, configuration, and notebooks. Common tasks include setting up the server, managing configurations, setting passwords, listing installed packages, passing parameters to jupyter-lab, running commands in the container, building wheels outside the container, installing dotfiles and SSH keys, and creating SSH tunnels.

Jupyter Quant is a dockerized environment tailored for quantitative research, equipped with essential tools like statsmodels, pymc, arch, py_vollib, zipline-reloaded, PyPortfolioOpt, numpy, pandas, sci-py, scikit-learn, yellowbricks, shap, optuna, and more. It provides Interactive Broker connectivity via ib_async and includes major Python packages for statistical and time series analysis. The image is optimized for size, includes jedi language server, jupyterlab-lsp, and common command line utilities. Users can install new packages with sudo, leverage apt cache, and bring their own dot files and SSH keys. The tool is designed for ephemeral containers, ensuring data persistence and flexibility for quantitative analysis tasks.

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.

Phidata is a framework for building AI Assistants with memory, knowledge, and tools. It enables LLMs to have long-term conversations by storing chat history in a database, provides them with business context by storing information in a vector database, and enables them to take actions like pulling data from an API, sending emails, or querying a database. Memory and knowledge make LLMs smarter, while tools make them autonomous.

AI Financial Agent is a proof of concept project exploring the use of AI for investment research. It provides an AI SDK with a unified API for generating text and structured objects, along with access to real-time and historical stock market data optimized for AI financial agents. The project includes features like dynamic chat interfaces, support for multiple model providers, and styling with Tailwind CSS. Users can deploy their own version of the AI Financial Agent using Vercel and GitHub integration.

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.

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