Best AI tools for< Create Financial Reports >

Yseop offers Natural Language Generation (NLG) services that automate and translate data into actionable language, simplifying complex workflows. Its AI-based technologies generate core elements of specialist medical reports, including clinical study reports (CSR), patient narratives, and more. Yseop also automates the writing of financial reports, removing the risk of error in manual writing to ensure accuracy, consistency, and compliance. Additionally, Yseop provides bespoke NLG applications tailored to specific needs, helping streamline operations and empower workers with tailored information and insights.

LivePlan is a business plan software that offers performance tracking and financial forecasting tools to help small businesses plan, launch, and grow successfully. It provides a user-friendly interface with AI-powered features, such as the LivePlan Assistant, to guide users through creating comprehensive business plans and financial reports. LivePlan also offers interactive demos, integrations with accounting software like QuickBooks and Xero, and a range of solutions tailored for different business stages and needs. With over 1 million users, LivePlan has helped entrepreneurs and business owners achieve their goals by providing tools and resources to streamline the planning process and improve decision-making.

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.

Avanzai is a powerful workflow automation tool designed specifically for financial services. It leverages AI technology to uncover hidden market dynamics, generate interactive charts, and perform complex analysis in plain English. Users can easily build charts that would typically require advanced programming skills in Python or quant tools. Avanzai provides access to macroeconomic data, equity fundamentals, and real-time news, allowing users to customize charts based on their specific needs. The tool accelerates research reports, enhances alternative data analysis, and empowers asset managers to test market hypotheses efficiently.

Bricks is an AI-first spreadsheet application that simplifies the process of creating and sharing reports, presentations, charts, and visuals using your data. It eliminates the need for advanced spreadsheet expertise, allowing users to effortlessly generate various types of content. Bricks offers a wide range of pre-built templates and tools to enhance productivity and creativity in data analysis and visualization.

Flowtrail AI is a powerful data analytics platform that simplifies reporting and amplifies insights for businesses. It allows users to effortlessly create insightful reports and dashboards from multiple databases without the need for SQL expertise. With features like AI-driven query building, natural language processing, and text-to-SQL conversion, Flowtrail AI transforms data into actionable insights, making data-driven decision-making more efficient and effective.

ExcelDashboard Ai is an AI tool that allows users to instantly convert Excel data into interactive dashboards. The tool simplifies the process of creating visually appealing and insightful dashboards without the need for complex coding or design skills. Users can easily upload their Excel files, customize the dashboard layout, and visualize data in a user-friendly format. ExcelDashboard Ai streamlines the dashboard creation process, saving time and effort for individuals and businesses looking to present data in a more engaging way.

Inkwise is an AI-powered platform that helps users craft expert documents by extracting and integrating key information seamlessly from uploaded files. The platform offers features such as smart content extraction, predictive writing, document templates, and AI chat with files. Inkwise automates the document creation process by analyzing uploaded documents, extracting relevant data, and integrating it into customizable templates. It caters to various professions including academics, accounting, finance, corporate treasury, corporate tax, product management, procurement, legal, and marketing.

ReportPDF is an AI-powered tool that allows users to quickly and easily generate PDF reports from CSV files. With ReportPDF, you can turn your data into a professional-looking report in just a few clicks. ReportPDF is a valuable tool for anyone who needs to create reports on a regular basis, such as business professionals, students, and researchers.

Messari is an AI-powered platform that provides comprehensive crypto research, reports, AI news, live prices, token unlocks, and fundraising data. It offers a wide range of tools for users to explore and analyze the cryptocurrency market. With features like AI summaries, personalized watchlists, comparative charts, and AI recaps, Messari aims to organize and contextualize all crypto information at a global scale.

Sana AI is an advanced artificial intelligence tool designed to assist users in various tasks. It utilizes cutting-edge AI algorithms to provide accurate and efficient solutions. The tool is user-friendly and offers a wide range of features to enhance productivity and decision-making processes. Sana AI is suitable for individuals and businesses looking to streamline their operations and improve overall efficiency.

Slayed.ai is an AI-powered invoicing and payment platform designed to streamline financial processes for freelancers, independent contractors, and small businesses. It offers a suite of features including invoicing, estimates, payments, expense tracking, and reporting. Slayed.ai aims to simplify billing, accelerate cash flow, and provide valuable insights to help businesses grow faster.

OLY.AI is an AI-powered bookkeeping solution designed for QuickBooks Online users. It provides instant answers to metric business questions, real-time data analysis, and secure integration with QuickBooks Online. OLY.AI offers custom GPTs for company-specific insights, real-time charts for monitoring KPI data, and 24/7 availability for answering queries. The platform prioritizes data privacy and security by using advanced encryption technology to protect user data. OLY.AI aims to empower metric-driven company culture and facilitate data-driven decision-making.

Ajelix BI is a powerful yet easy-to-use data visualization platform that helps small business owners and non-technical teams create professional-looking reports with a dash of AI data analytics. With Ajelix BI, you can upload your spreadsheet files and create dashboards to share with colleagues, without the need for complex setups or database integrations. Ajelix BI also offers a suite of AI-powered tools for Excel, including an Excel formula generator, VBA & Google Apps code creator, Excel template builder, file translator, and Excel & Google Sheets add-on. These tools can help you automate tasks, improve productivity, and gain insights from your data.

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.

Lucia, the AI-powered management reporting software created by Board Intelligence, helps you craft brilliantly clever and beautiful management reports that spur your business to action. Lucia's AI-powered nudges ensure your team links to your organization's big picture, avoids blind spots in your analysis and plans, and delivers insights you can act on. Lucia's smart AI-powered editing tools help your team refine and land their message: Cut the word count and make reports easier to read with Lucia's Simplify and Make Concise tools. Auto-Summarization builds powerful executive summaries that put the key points up front. Build papers around Question Driven Insight™, a methodology proven to stimulate critical thinking that your business will act on. Guided by Lucia's smart templating system, your management team can focus their reports on the questions you want them to grapple with — the ones that shift the needle. Well-visualized and timely data can be powerful. Lucia, our management reporting platform, unlocks this with Tableau and PowerBI integrations that link real-time data dashboards directly into your papers. Papers created in Lucia are eye-catching, consistent, and easy-to-digest — no design skills required. Lucia also integrates video into reports, helping your management team to bring their messages to life.

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.

Equals is a next-generation analysis and reporting tool designed to help startups and businesses make better decisions with their data. It offers features such as live data connections, full-featured spreadsheets, and BI-grade dashboards. Equals bridges the gap between one-size-fits-all solutions and complex data platforms, providing users with a familiar and flexible environment for data exploration and reporting.

VisualizeAI is a powerful AI-powered platform that helps businesses visualize and analyze their data. With VisualizeAI, you can easily create stunning data visualizations, dashboards, and reports that will help you make better decisions. VisualizeAI is perfect for businesses of all sizes, from startups to large enterprises. It is easy to use and affordable, and it can help you save time and money while improving your decision-making.

Genius Sheets is a self-service data reporting tool that allows users to connect to data in Excel and Google Sheets and generate reports without the need for SQL or Python. It is designed to be easy to use and provides enterprise-grade security. Genius Sheets is trusted by over 100 companies and has been featured in publications such as Forbes and TechCrunch.

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.

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.

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.

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.

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.

ai-collective-tools is an open-source community dedicated to creating a comprehensive collection of AI tools for developers, researchers, and enthusiasts. The repository provides a curated selection of AI tools and resources across various categories such as 3D, Agriculture, Art, Audio Editing, Avatars, Chatbots, Code Assistant, Cooking, Copywriting, Crypto, Customer Support, Dating, Design Assistant, Design Generator, Developer, E-Commerce, Education, Email Assistant, Experiments, Fashion, Finance, Fitness, Fun Tools, Gaming, General Writing, Gift Ideas, HealthCare, Human Resources, Image Classification, Image Editing, Image Generator, Interior Designing, Legal Assistant, Logo Generator, Low Code, Models, Music, Paraphraser, Personal Assistant, Presentations, Productivity, Prompt Generator, Psychology, Real Estate, Religion, Research, Resume, Sales, Search Engine, SEO, Shopping, Social Media, Spreadsheets, SQL, Startup Tools, Story Teller, Summarizer, Testing, Text to Speech, Text to Image, Transcriber, Travel, Video Editing, Video Generator, Weather, Writing Generator, and Other Resources.

NVIDIA Generative AI Examples are state-of-the-art examples that are easy to deploy, test, and extend. All examples run on the high performance NVIDIA CUDA-X software stack and NVIDIA GPUs. These examples showcase the capabilities of NVIDIA's Generative AI platform, which includes tools, frameworks, and models for building and deploying generative AI applications.

Awesome-LLM is a curated list of resources related to large language models, focusing on papers, projects, frameworks, tools, tutorials, courses, opinions, and other useful resources in the field. It covers trending LLM projects, milestone papers, other papers, open LLM projects, LLM training frameworks, LLM evaluation frameworks, tools for deploying LLM, prompting libraries & tools, tutorials, courses, books, and opinions. The repository provides a comprehensive overview of the latest advancements and resources in the field of large language models.

agentUniverse is a multi-agent framework based on large language models, providing flexible capabilities for building individual agents. It focuses on multi-agent collaborative patterns, integrating domain experience to help agents solve problems in various fields. The framework includes pattern components like PEER and DOE for event interpretation, industry analysis, and financial report generation. It offers features for agent construction, multi-agent collaboration, and domain expertise integration, aiming to create intelligent applications with professional know-how.

The Azure-Analytics-and-AI-Engagement repository provides packaged Industry Scenario DREAM Demos with ARM templates (Containing a demo web application, Power BI reports, Synapse resources, AML Notebooks etc.) that can be deployed in a customer’s subscription using the CAPE tool within a matter of few hours. Partners can also deploy DREAM Demos in their own subscriptions using DPoC.

LangChain is an amazing framework to get LLM projects done in a matter of no time, and the ecosystem is growing fast. Here is an attempt to keep track of the initiatives around LangChain. Subscribe to the newsletter to stay informed about the Awesome LangChain. We send a couple of emails per month about the articles, videos, projects, and tools that grabbed our attention Contributions welcome. Add links through pull requests or create an issue to start a discussion. Please read the contribution guidelines before contributing.

The LLM course is divided into three parts: 1. 🧩 **LLM Fundamentals** covers essential knowledge about mathematics, Python, and neural networks. 2. 🧑‍🔬 **The LLM Scientist** focuses on building the best possible LLMs using the latest techniques. 3. 👷 **The LLM Engineer** focuses on creating LLM-based applications and deploying them. For an interactive version of this course, I created two **LLM assistants** that will answer questions and test your knowledge in a personalized way: * 🤗 **HuggingChat Assistant**: Free version using Mixtral-8x7B. * 🤖 **ChatGPT Assistant**: Requires a premium account. ## 📝 Notebooks A list of notebooks and articles related to large language models. ### Tools | Notebook | Description | Notebook | |----------|-------------|----------| | 🧐 LLM AutoEval | Automatically evaluate your LLMs using RunPod |  | | 🥱 LazyMergekit | Easily merge models using MergeKit in one click. |  | | 🦎 LazyAxolotl | Fine-tune models in the cloud using Axolotl in one click. |  | | ⚡ AutoQuant | Quantize LLMs in GGUF, GPTQ, EXL2, AWQ, and HQQ formats in one click. |  | | 🌳 Model Family Tree | Visualize the family tree of merged models. |  | | 🚀 ZeroSpace | Automatically create a Gradio chat interface using a free ZeroGPU. |  |

TTS Generation WebUI is a comprehensive tool that provides a user-friendly interface for text-to-speech and voice cloning tasks. It integrates various AI models such as Bark, MusicGen, AudioGen, Tortoise, RVC, Vocos, Demucs, SeamlessM4T, and MAGNeT. The tool offers one-click installers, Google Colab demo, videos for guidance, and extra voices for Bark. Users can generate audio outputs, manage models, caches, and system space for AI projects. The project is open-source and emphasizes ethical and responsible use of AI technology.

Qlib is an open-source, AI-oriented quantitative investment platform that supports diverse machine learning modeling paradigms, including supervised learning, market dynamics modeling, and reinforcement learning. It covers the entire chain of quantitative investment, from alpha seeking to order execution. The platform empowers researchers to explore ideas and implement productions using AI technologies in quantitative investment. Qlib collaboratively solves key challenges in quantitative investment by releasing state-of-the-art research works in various paradigms. It provides a full ML pipeline for data processing, model training, and back-testing, enabling users to perform tasks such as forecasting market patterns, adapting to market dynamics, and modeling continuous investment decisions.

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.

A curated list of 50+ resources to help you become a Generative AI Data Scientist. This repository includes resources on building GenAI applications with Large Language Models (LLMs), and deploying LLMs and GenAI with Cloud-based solutions.

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.

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.

Expert in simplified financial rule engines.

Unique, current financial insights with a no-generic approach.

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

2023 to 2027 budget for Saanich British Columbia

Creates full DOCX data analysis reports with integrated visualizations

I create pivot tables in Excel as per instructions.

Assists with chart analysis and data report creation for financial tasks.

FinWiz-GPT is designed for finance professionals. It assists in market analysis, financial modeling, and understanding complex financial instruments. It's a great tool for financial analysts, investment bankers, and accountants.

Summarizes Indian companies, excluding financial performance in news.

Fornisco risposte aggiornate a tutte le tue domande in materia contabile e di analisi finanziaria

Expert in Anaplan, informed by Solution Architect

Friendly guide for learning Power BI in finance with task-based learning.

GPT tranined Oracle PBCS manuals

Master the art of Google Sheets with an assistant who can do everything from answer questions about basic features, explain functions in an eloquent and succinct manner, simplify the most complex formulas into easy steps, and help you identify techniques to effectively visualize your data.

Expert in Google Sheets, offering detailed assistance and modifications.

Expert in Excel functions, guiding with clarity and friendliness.

Excel spreadsheet data analysis expert

Presents Excel sheets in ordered parts as requested.