Best AI tools for< Financial Reporting >
20 - AI tool Sites

Jyotax.ai
Jyotax.ai is an AI-powered tax solution that revolutionizes tax compliance by simplifying the tax process with advanced AI solutions. It offers comprehensive bookkeeping, payroll processing, worldwide tax returns and filing automation, profit recovery, contract compliance, and financial modeling and budgeting services. The platform ensures accurate reporting, real-time compliance monitoring, global tax solutions, customizable tax tools, and seamless data integration. Jyotax.ai optimizes tax workflows, ensures compliance with precise AI tax calculations, and simplifies global tax operations through innovative AI solutions.

Fama.one
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.

Docyt
Docyt is an AI bookkeeping software designed for multiple businesses, offering a comprehensive platform for end-to-end bookkeeping automation. It includes features such as ExpenseFlow for expense management, RevFlow for revenue reconciliation, ClosingFlow for month-end closing, and InsightFlow for real-time financial reporting. The platform caters to various industries like accounting firms, hospitality, retail, and franchise management, providing industry-specific solutions and use cases. Docyt's AI capabilities streamline accounting workflows, enhance efficiency, and deliver accurate financial insights for business growth.

Faros AI
Faros AI is an AI-driven platform designed to enhance engineering productivity by providing personalized insights, guidance, and recommendations. It helps technology teams reduce bottlenecks, optimize software delivery, and improve speed and quality. The platform offers a comprehensive BI solution for software engineering, with features like AI guidance, customizable analytics, and high-security data ingestion. Faros AI is built by engineers for engineers, compatible with various data sources, and tailored to meet enterprise-scale requirements.

Trullion
Trullion is an AI-powered accounting software solution that helps businesses streamline their accounting processes, improve accuracy, and reduce risk. It offers a range of features for both accounting teams and auditors, including revenue recognition, lease accounting, and audit workflow automation. Trullion's platform leverages AI to automate and error-proof key accounting functions, from managing financial data to reporting to stakeholders.

Equals
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.

Lucia
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.

Drivetrain
Drivetrain is a Strategic Finance Platform designed for modern businesses. It offers real-time tracking and reporting, continuous planning and forecasting, and a single source of truth by combining accounting and business data effortlessly. The platform empowers finance teams globally with AI-powered FP&A software, enabling users to accelerate planning, tracking, and forecasting. Drivetrain provides integrations with ERP, CRM, HRIS, and other systems, along with over 200 pre-built connectors. The platform is praised for its collaborative features, user-friendly interface, and ability to make data-driven decisions quickly.

Lazy Admin
Lazy Admin is an AI-powered quick reporting and data analysis tool designed to revolutionize data engagement by providing real-time responses to human language queries. It enables smart reporting and faster decision-making by leveraging the power of AI. With features like data protection, AI-powered data analysis, export and share capabilities, and customizable options, Lazy Admin aims to streamline productivity and enhance data insights for businesses. The tool ensures data privacy and security while offering efficient search management and visualization of data through charts. Lazy Admin is suitable for Salesforce users and custom applications, offering a range of pricing plans to cater to different business needs.

iSEM.ai
iSEM.ai is an end-to-end AI-powered AML and Fraud Detection solution that empowers users to identify risks, investigate anomalies, and streamline reporting. The platform combines human intelligence with machine technology to adapt, reduce risks, and enhance efficiency in combating financial crimes. iSEM.ai offers tailored solutions to manage client data, onboard monitoring, client profile management, watchlist monitoring, transaction monitoring, transaction screening, and fraud monitoring. The application is designed to help businesses comply with regulations, detect suspicious activities, and ensure seamless protection at every step.

Sourcetable
Sourcetable is an AI-powered spreadsheet and data analysis tool that enables users to perform various tasks such as analyzing files, creating visualizations, writing formulas, researching, and cleaning data with the help of artificial intelligence. It offers features like AI Spreadsheet Assistant, AI Formula Generator, AI Chart Generator, AI Data Analysis, SQL Generator, and more to streamline data-related tasks efficiently.

Chat2CSV
The website offers an AI-powered tool for easy data visualization through natural language commands. Users can transform CSV data into various charts without the need for complex coding. The platform provides a wide range of chart types, smart AI support, and prioritizes data security and privacy. It simplifies data visualization tasks, making it intuitive and versatile for users to create visual insights effortlessly.

Thoughtful
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.

Superjoin
Superjoin is an AI-powered tool that allows users to automatically pull data from various tools into Google Sheets without the need for writing any code. It offers features like one-click connectors, auto-refresh schedules, data preview, and the ability to send report screenshots to Slack and Email. Superjoin is loved by thousands of users across hundreds of companies for its efficiency in automating workflows and data management.

Napier AI
Napier AI is an AI-powered Anti-Money Laundering platform designed to combat evolving threats in the financial industry. It offers a suite of intelligent compliance products that aim to transform organizations' attitudes towards compliance by focusing on efficiency and outcomes. The platform integrates multiple compliance solutions into one master dashboard, provides flexible deployment options, and offers AI-enhanced insights to empower compliance teams to make faster and more accurate decisions. Napier AI is trusted by leading data providers and financial organizations worldwide for its innovative approach to financial crime compliance.

Forecast
Forecast is an AI-powered resource and project management software that helps businesses optimize their resources, plan their projects, and manage their tasks more efficiently. It offers a range of features such as resource management, project management, financial management, artificial intelligence, business intelligence, and reporting, timesheets, and integrations. Forecast is trusted by businesses of all sizes, from small businesses to large enterprises, and has been recognized for its innovation and effectiveness by leading industry analysts.

Flavor
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.

Mako AI
Mako AI is an AI-powered associate designed to revolutionize the workflows of investment firms by streamlining research, analysis, and drafting processes. It offers essential tools to simplify data access, safeguard information, and provide actionable insights. With features like enterprise search, chat capabilities, and a knowledge base, Mako AI centralizes institutional knowledge and ensures data security with SOC 2 Type II certification. The application is easy to implement, prioritizes security, and enhances collaboration within firms.

Wolters Kluwer
Wolters Kluwer is a global provider of professional information, software solutions, and services for various industries, including healthcare, tax and accounting, ESG, finance, compliance, and legal. The company's solutions combine domain expertise with advanced technology to help professionals make informed decisions, optimize processes, and achieve better outcomes. Wolters Kluwer's offerings include clinical decision support tools, tax and accounting software, ESG reporting solutions, regulatory compliance solutions, and legal research databases.

Slayed.ai
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.
20 - Open Source AI Tools

FinAnGPT-Pro
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.

lyraios
LYRAIOS (LLM-based Your Reliable AI Operating System) is an advanced AI assistant platform built with FastAPI and Streamlit, designed to serve as an operating system for AI applications. It offers core features such as AI process management, memory system, and I/O system. The platform includes built-in tools like Calculator, Web Search, Financial Analysis, File Management, and Research Tools. It also provides specialized assistant teams for Python and research tasks. LYRAIOS is built on a technical architecture comprising FastAPI backend, Streamlit frontend, Vector Database, PostgreSQL storage, and Docker support. It offers features like knowledge management, process control, and security & access control. The roadmap includes enhancements in core platform, AI process management, memory system, tools & integrations, security & access control, open protocol architecture, multi-agent collaboration, and cross-platform support.

ai-data-science-team
The AI Data Science Team of Copilots is an AI-powered data science team that uses agents to help users perform common data science tasks 10X faster. It includes agents specializing in data cleaning, preparation, feature engineering, modeling, and interpretation of business problems. The project is a work in progress with new data science agents to be released soon. Disclaimer: This project is for educational purposes only and not intended to replace a company's data science team. No warranties or guarantees are provided, and the creator assumes no liability for financial loss.

mobius
Mobius is an AI infra platform including realtime computing and training. It is built on Ray, a distributed computing framework, and provides a number of features that make it well-suited for online machine learning tasks. These features include: * **Cross Language**: Mobius can run in multiple languages (only Python and Java are supported currently) with high efficiency. You can implement your operator in different languages and run them in one job. * **Single Node Failover**: Mobius has a special failover mechanism that only needs to rollback the failed node itself, in most cases, to recover the job. This is a huge benefit if your job is sensitive about failure recovery time. * **AutoScaling**: Mobius can generate a new graph with different configurations in runtime without stopping the job. * **Fusion Training**: Mobius can combine TensorFlow/Pytorch and streaming, then building an e2e online machine learning pipeline. Mobius is still under development, but it has already been used to power a number of real-world applications, including: * A real-time recommendation system for a major e-commerce company * A fraud detection system for a large financial institution * A personalized news feed for a major news organization If you are interested in using Mobius for your own online machine learning projects, you can find more information in the documentation.

LLMEvaluation
The LLMEvaluation repository is a comprehensive compendium of evaluation methods for Large Language Models (LLMs) and LLM-based systems. It aims to assist academics and industry professionals in creating effective evaluation suites tailored to their specific needs by reviewing industry practices for assessing LLMs and their applications. The repository covers a wide range of evaluation techniques, benchmarks, and studies related to LLMs, including areas such as embeddings, question answering, multi-turn dialogues, reasoning, multi-lingual tasks, ethical AI, biases, safe AI, code generation, summarization, software performance, agent LLM architectures, long text generation, graph understanding, and various unclassified tasks. It also includes evaluations for LLM systems in conversational systems, copilots, search and recommendation engines, task utility, and verticals like healthcare, law, science, financial, and others. The repository provides a wealth of resources for evaluating and understanding the capabilities of LLMs in different domains.

awesome-mcp-servers
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.

aip-community-registry
AIP Community Registry is a collection of community-built applications and projects leveraging Palantir's AIP Platform. It showcases real-world implementations from developers using AIP in production. The registry features various solutions demonstrating practical implementations and integration patterns across different use cases.

cia
CIA is a powerful open-source tool designed for data analysis and visualization. It provides a user-friendly interface for processing large datasets and generating insightful reports. With CIA, users can easily explore data, perform statistical analysis, and create interactive visualizations to communicate findings effectively. Whether you are a data scientist, analyst, or researcher, CIA offers a comprehensive set of features to streamline your data analysis workflow and uncover valuable insights.

ciso-assistant-community
CISO Assistant is a tool that helps organizations manage their cybersecurity posture and compliance. It provides a centralized platform for managing security controls, threats, and risks. CISO Assistant also includes a library of pre-built frameworks and tools to help organizations quickly and easily implement best practices.

LLM-Agents-Papers
A repository that lists papers related to Large Language Model (LLM) based agents. The repository covers various topics including survey, planning, feedback & reflection, memory mechanism, role playing, game playing, tool usage & human-agent interaction, benchmark & evaluation, environment & platform, agent framework, multi-agent system, and agent fine-tuning. It provides a comprehensive collection of research papers on LLM-based agents, exploring different aspects of AI agent architectures and applications.

Trace
Trace is a new AutoDiff-like tool for training AI systems end-to-end with general feedback. It generalizes the back-propagation algorithm by capturing and propagating an AI system's execution trace. Implemented as a PyTorch-like Python library, users can write Python code directly and use Trace primitives to optimize certain parts, similar to training neural networks.

AiTreasureBox
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.

llmware
LLMWare is a framework for quickly developing LLM-based applications including Retrieval Augmented Generation (RAG) and Multi-Step Orchestration of Agent Workflows. This project provides a comprehensive set of tools that anyone can use - from a beginner to the most sophisticated AI developer - to rapidly build industrial-grade, knowledge-based enterprise LLM applications. Our specific focus is on making it easy to integrate open source small specialized models and connecting enterprise knowledge safely and securely.

deeplake
Deep Lake is a Database for AI powered by a storage format optimized for deep-learning applications. Deep Lake can be used for: 1. Storing data and vectors while building LLM applications 2. Managing datasets while training deep learning models Deep Lake simplifies the deployment of enterprise-grade LLM-based products by offering storage for all data types (embeddings, audio, text, videos, images, pdfs, annotations, etc.), querying and vector search, data streaming while training models at scale, data versioning and lineage, and integrations with popular tools such as LangChain, LlamaIndex, Weights & Biases, and many more. Deep Lake works with data of any size, it is serverless, and it enables you to store all of your data in your own cloud and in one place. Deep Lake is used by Intel, Bayer Radiology, Matterport, ZERO Systems, Red Cross, Yale, & Oxford.

camel
CAMEL is an open-source library designed for the study of autonomous and communicative agents. We believe that studying these agents on a large scale offers valuable insights into their behaviors, capabilities, and potential risks. To facilitate research in this field, we implement and support various types of agents, tasks, prompts, models, and simulated environments.

PromptChains
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.

awesome-artificial-intelligence-guidelines
The 'Awesome AI Guidelines' repository aims to simplify the ecosystem of guidelines, principles, codes of ethics, standards, and regulations around artificial intelligence. It provides a comprehensive collection of resources addressing ethical and societal challenges in AI systems, including high-level frameworks, principles, processes, checklists, interactive tools, industry standards initiatives, online courses, research, and industry newsletters, as well as regulations and policies from various countries. The repository serves as a valuable reference for individuals and teams designing, building, and operating AI systems to navigate the complex landscape of AI ethics and governance.
20 - OpenAI Gpts

Financial Reporting Advisor
Enhances financial decision-making by analyzing, interpreting and reporting financial data.

Financial Reporting Advisor
Enhances financial decision-making by analyzing, interpreting and presenting financial data.

StockTrends
A Stock analyst who finds daily most active gainers and losers, reporting the reasons behind their price fluctuation

Data Analysis & Report AI
Your expert in limitless, detailed scientific data analysis and reporting

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

Internal Auditor Advisor 👩💼
Expert on internal audit standards, 📝 specializing in IFACI norms and IIA resources. Norms, procedures, practices, compliance, ...Powered by Breebs (www.breebs.com)

Dynamics 365 Business Central Genius
Microsoft Dynamics 365 Business Central Genius powered by ANEGIS

Statistics from ANY documents
Statistical analysis of text and image documents, providing detailed reports.

Financial Cybersecurity Analyst - Lockley Cash v1
stunspot's advisor for all things Financial Cybersec

Financial Sentiment Analyst
A sentiment analysis tool for evaluating management-related texts.