Best AI tools for< Extract Financial Data >
20 - AI tool Sites
LedgerBox
LedgerBox is an AI tool that specializes in converting bank statements into digital formats. It simplifies the process of managing financial data by automatically extracting and organizing information from bank statements. With LedgerBox, users can easily convert paper-based bank statements into digital files, enabling quick and efficient financial analysis and reporting. The tool is designed to save time and reduce errors associated with manual data entry, making it a valuable asset for individuals and businesses looking to streamline their financial processes.
Kadoa
Kadoa is an AI web scraper tool that extracts unstructured web data at scale automatically, without the need for coding. It offers a fast and easy way to integrate web data into applications, providing high accuracy, scalability, and automation in data extraction and transformation. Kadoa is trusted by various industries for real-time monitoring, lead generation, media monitoring, and more, offering zero setup or maintenance effort and smart navigation capabilities.
DocuBridge
DocuBridge is a financial data automation software product designed to accelerate audit and financial tasks with its AI Excel Add-In, offering 10x faster data entry and structuring for maximum efficiency. It is built for finance and audit professionals to streamline Excel workflows and bridge documents for more efficient data workflows from entry to analysis. The platform also offers versatile integrations, data privacy, and SOC-2 compliance to ensure complete data protection.
Quill AI
Quill is an AI-powered SEC filing platform that allows users to extract key information from filings, answer questions about public investor materials, access historical financial data, and receive real-time SEC filings and earnings call transcripts. The platform leverages financially-tuned AI to provide accurate and up-to-date information, making it a valuable tool for analysts and professionals in the finance industry.
Rocket Statement
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.
Beatandraise
Beatandraise is an AI-powered platform that offers Equity Research services using AI and ChatGPT technology on SEC Edgar Chat history. The platform allows users to quickly gain insights into their investment process by leveraging AI to extract attributed sources and time series data from documents. Users can sign up for free to access the platform and perform in-depth searches and analyses on SEC filings. Beatandraise aims to streamline the research process for investors by providing accurate and timely information sourced from official documents.
Tablize
Tablize is a powerful data extraction tool that helps you turn unstructured data into structured, tabular format. With Tablize, you can easily extract data from PDFs, images, and websites, and export it to Excel, CSV, or JSON. Tablize uses artificial intelligence to automate the data extraction process, making it fast and easy to get the data you need.
Extracta.ai
Extracta.ai is an AI data extraction tool for documents and images that automates data extraction processes with easy integration. It allows users to define custom templates for extracting structured data without the need for training. The platform can extract data from various document types, including invoices, resumes, contracts, receipts, and more, providing accurate and efficient results. Extracta.ai ensures data security, encryption, and GDPR compliance, making it a reliable solution for businesses looking to streamline document processing.
Dataku.ai
Dataku.ai is an advanced data extraction and analysis tool powered by AI technology. It offers seamless extraction of valuable insights from documents and texts, transforming unstructured data into structured, actionable information. The tool provides tailored data extraction solutions for various needs, such as resume extraction for streamlined recruitment processes, review insights for decoding customer sentiments, and leveraging customer data to personalize experiences. With features like market trend analysis and financial document analysis, Dataku.ai empowers users to make strategic decisions based on accurate data. The tool ensures precision, efficiency, and scalability in data processing, offering different pricing plans to cater to different user needs.
GetFlashInsights
GetFlashInsights is a website that provides valuable insights and analytics for businesses and individuals. It offers a range of tools and features to help users analyze data, track performance, and make informed decisions. With a user-friendly interface and powerful capabilities, GetFlashInsights is a go-to platform for data-driven decision-making.
AI Receipt Tracker
AI Receipt Tracker is an intelligent tool designed for efficient receipt management and expense tracking. It utilizes artificial intelligence technology to automate the process of organizing and storing receipts, making it easier for users to track their expenses and manage their finances. With AI Receipt Tracker, users can easily capture, categorize, and store receipts digitally, eliminating the need for manual entry and paper clutter. The application offers a user-friendly interface and robust features to streamline the receipt management process, saving time and improving accuracy.
Kudra
Kudra is an AI-powered data extraction tool that offers dedicated solutions for finance, human resources, logistics, legal, and more. It effortlessly extracts critical data fields, tables, relationships, and summaries from various documents, transforming unstructured data into actionable insights. Kudra provides customizable AI models, seamless integrations, and secure document processing while supporting over 20 languages. With features like custom workflows, model training, API integration, and workflow builder, Kudra aims to streamline document processing for businesses of all sizes.
dataset.macgence
dataset.macgence is an AI-powered data analysis tool that helps users extract valuable insights from their datasets. It offers a user-friendly interface for uploading, cleaning, and analyzing data, making it suitable for both beginners and experienced data analysts. With advanced algorithms and visualization capabilities, dataset.macgence enables users to uncover patterns, trends, and correlations in their data, leading to informed decision-making. Whether you're a business professional, researcher, or student, dataset.macgence can streamline your data analysis process and enhance your data-driven strategies.
DataSquirrel.ai
DataSquirrel.ai is an AI tool designed to provide data intelligence solutions for non-technical business managers. It offers both guided and fully automatic features to help users make data-driven decisions and optimize business performance. The tool simplifies complex data analysis processes and empowers users to extract valuable insights from their data without requiring advanced technical skills.
Receipt OCR API
Receipt OCR API by ReceiptUp is an advanced tool for precise data extraction from receipt and invoice images. The API leverages OCR and AI technology to accurately extract total amounts, taxes, dates, and merchant information, streamlining financial operations. It supports over 50 languages, multiple image formats, and offers affordable pricing. Users can easily integrate the API into their software systems for efficient receipt management and enhanced business analytics.
PDFMerse
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.
Greptile AI
Greptile AI is an advanced web scraping tool that utilizes artificial intelligence to extract data from websites efficiently and accurately. It offers users the ability to sign in with GitHub or other methods to access its powerful features. With Greptile AI, users can easily scrape and collect data from various websites for analysis, research, or any other purposes.
Airwiz
Airwiz is an AI data analyst tool designed to revolutionize data analysis experiences for users of Airtable. It offers seamless integration with Airtable, providing intuitive AI data analysis without the need for complex setups. Users can unlock Python-level data insights by simply asking questions, eliminating the requirement for coding skills. Airwiz delivers instant, actionable results, serving as an on-demand AI data analyst. The tool has received positive feedback from professionals, highlighting its transformative impact on data analysis processes across various roles.
Eigen Technologies
Eigen Technologies is an AI-powered data extraction platform designed for business users to automate the extraction of data from various documents. The platform offers solutions for intelligent document processing and automation, enabling users to streamline business processes, make informed decisions, and achieve significant efficiency gains. Eigen's platform is purpose-built to deliver real ROI by reducing manual processes, improving data accuracy, and accelerating decision-making across industries such as corporates, banks, financial services, insurance, law, and manufacturing. With features like generative insights, table extraction, pre-processing hub, and model governance, Eigen empowers users to automate data extraction workflows efficiently. The platform is known for its unmatched accuracy, speed, and capability, providing customers with a flexible and scalable solution that integrates seamlessly with existing systems.
ChartAI
ChartAI is an AI tool that allows users to customize bar charts from screenshots. Users can upload their chart images, and ChartAI's visual recognition technology extracts the data to recreate the chart. Users can adjust the style, add or remove data, and change the chart type effortlessly. The tool simplifies the process of creating charts and provides quick updates based on user requests.
20 - Open Source AI Tools
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.
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.
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.
Awesome-Tabular-LLMs
This repository is a collection of papers on Tabular Large Language Models (LLMs) specialized for processing tabular data. It includes surveys, models, and applications related to table understanding tasks such as Table Question Answering, Table-to-Text, Text-to-SQL, and more. The repository categorizes the papers based on key ideas and provides insights into the advancements in using LLMs for processing diverse tables and fulfilling various tabular tasks based on natural language instructions.
phidata
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.
llm-app
Pathway's LLM (Large Language Model) Apps provide a platform to quickly deploy AI applications using the latest knowledge from data sources. The Python application examples in this repository are Docker-ready, exposing an HTTP API to the frontend. These apps utilize the Pathway framework for data synchronization, API serving, and low-latency data processing without the need for additional infrastructure dependencies. They connect to document data sources like S3, Google Drive, and Sharepoint, offering features like real-time data syncing, easy alert setup, scalability, monitoring, security, and unification of application logic.
llms-interview-questions
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.
AIlice
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.
ai-starter-kit
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.
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.
Customer-Service-Conversational-Insights-with-Azure-OpenAI-Services
This solution accelerator is built on Azure Cognitive Search Service and Azure OpenAI Service to synthesize post-contact center transcripts for intelligent contact center scenarios. It converts raw transcripts into customer call summaries to extract insights around product and service performance. Key features include conversation summarization, key phrase extraction, speech-to-text transcription, sensitive information extraction, sentiment analysis, and opinion mining. The tool enables data professionals to quickly analyze call logs for improvement in contact center operations.
dwata
Dwata is a desktop application that allows users to chat with any AI model and gain insights from their data. Chats are organized into threads, similar to Discord, with each thread connecting to a different AI model. Dwata can connect to databases, APIs (such as Stripe), or CSV files and send structured data as prompts when needed. The AI's response will often include SQL or Python code, which can be used to extract the desired insights. Dwata can validate AI-generated SQL to ensure that the tables and columns referenced are correct and can execute queries against the database from within the application. Python code (typically using Pandas) can also be executed from within Dwata, although this feature is still in development. Dwata supports a range of AI models, including OpenAI's GPT-4, GPT-4 Turbo, and GPT-3.5 Turbo; Groq's LLaMA2-70b and Mixtral-8x7b; Phind's Phind-34B and Phind-70B; Anthropic's Claude; and Ollama's Llama 2, Mistral, and Phi-2 Gemma. Dwata can compare chats from different models, allowing users to see the responses of multiple models to the same prompts. Dwata can connect to various data sources, including databases (PostgreSQL, MySQL, MongoDB), SaaS products (Stripe, Shopify), CSV files/folders, and email (IMAP). The desktop application does not collect any private or business data without the user's explicit consent.
data-juicer
Data-Juicer is a one-stop data processing system to make data higher-quality, juicier, and more digestible for LLMs. It is a systematic & reusable library of 80+ core OPs, 20+ reusable config recipes, and 20+ feature-rich dedicated toolkits, designed to function independently of specific LLM datasets and processing pipelines. Data-Juicer allows detailed data analyses with an automated report generation feature for a deeper understanding of your dataset. Coupled with multi-dimension automatic evaluation capabilities, it supports a timely feedback loop at multiple stages in the LLM development process. Data-Juicer offers tens of pre-built data processing recipes for pre-training, fine-tuning, en, zh, and more scenarios. It provides a speedy data processing pipeline requiring less memory and CPU usage, optimized for maximum productivity. Data-Juicer is flexible & extensible, accommodating most types of data formats and allowing flexible combinations of OPs. It is designed for simplicity, with comprehensive documentation, easy start guides and demo configs, and intuitive configuration with simple adding/removing OPs from existing configs.
receipt-scanner
The receipt-scanner repository is an AI-Powered Receipt and Invoice Scanner for Laravel that allows users to easily extract structured receipt data from images, PDFs, and emails within their Laravel application using OpenAI. It provides a light wrapper around OpenAI Chat and Completion endpoints, supports various input formats, and integrates with Textract for OCR functionality. Users can install the package via composer, publish configuration files, and use it to extract data from plain text, PDFs, images, Word documents, and web content. The scanned receipt data is parsed into a DTO structure with main classes like Receipt, Merchant, and LineItem.
sparrow
Sparrow is an innovative open-source solution for efficient data extraction and processing from various documents and images. It seamlessly handles forms, invoices, receipts, and other unstructured data sources. Sparrow stands out with its modular architecture, offering independent services and pipelines all optimized for robust performance. One of the critical functionalities of Sparrow - pluggable architecture. You can easily integrate and run data extraction pipelines using tools and frameworks like LlamaIndex, Haystack, or Unstructured. Sparrow enables local LLM data extraction pipelines through Ollama or Apple MLX. With Sparrow solution you get API, which helps to process and transform your data into structured output, ready to be integrated with custom workflows. Sparrow Agents - with Sparrow you can build independent LLM agents, and use API to invoke them from your system. **List of available agents:** * **llamaindex** - RAG pipeline with LlamaIndex for PDF processing * **vllamaindex** - RAG pipeline with LLamaIndex multimodal for image processing * **vprocessor** - RAG pipeline with OCR and LlamaIndex for image processing * **haystack** - RAG pipeline with Haystack for PDF processing * **fcall** - Function call pipeline * **unstructured-light** - RAG pipeline with Unstructured and LangChain, supports PDF and image processing * **unstructured** - RAG pipeline with Weaviate vector DB query, Unstructured and LangChain, supports PDF and image processing * **instructor** - RAG pipeline with Unstructured and Instructor libraries, supports PDF and image processing. Works great for JSON response generation
RD-Agent
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.
awesome-LLM-resourses
A comprehensive repository of resources for Chinese large language models (LLMs), including data processing tools, fine-tuning frameworks, inference libraries, evaluation platforms, RAG engines, agent frameworks, books, courses, tutorials, and tips. The repository covers a wide range of tools and resources for working with LLMs, from data labeling and processing to model fine-tuning, inference, evaluation, and application development. It also includes resources for learning about LLMs through books, courses, and tutorials, as well as insights and strategies from building with LLMs.
obsei
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.
Azure-OpenAI-demos
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.
20 - OpenAI Gpts
Bank Statement Analyst
Multilingual financial expert for PDF bank statement analysis ->> Latest Update: Mar 12th, 2024
PDF Ninja
I extract data and tables from PDFs to CSV, focusing on data privacy and precision.
Receipt CSV Formatter
Extract from receipts to CSV: Date of Purchase, Item Purchased, Quantity Purchased, Units
Earnings Explorer
Analyzes and summarizes company earnings transcripts, asking and answering questions.
Financial Sentiment Analyst
A sentiment analysis tool for evaluating management-related texts.
Visual Storyteller
Extract the essence of the novel story according to the quantity requirements and generate corresponding images. The images can be used directly to create novel videos.小说推文图片自动批量生成,可自动生成风格一致性图片
PDF AI
PDFChat : Analyse 1000's of PDF's in seconds, extract and chat with PDFs in any language.
Watch Identification, Pricing, Sales Research Tool
Analyze watch images, extract text, and craft sales descriptions. Add 1 or more images for a single watch to get started.
The Enigmancer
Put your prompt engineering skills to the ultimate test! Embark on a journey to outwit a mythical guardian of ancient secrets. Try to extract the secret passphrase hidden in the system prompt and enter it in chat when you think you have it and claim your glory. Good luck!
Dissertation & Thesis GPT
An Ivy Leage Scholar GPT equipped to understand your research needs, formulate comprehensive literature review strategies, and extract pertinent information from a plethora of academic databases and journals. I'll then compose a peer review-quality paper with citations.