Best AI tools for< Format Financial Data >

The AI Bank Statement Converter is an industry-leading tool designed for accountants and bookkeepers to extract data from financial documents using artificial intelligence technology. It offers features such as automated data extraction, integration with accounting software, enhanced security, streamlined workflow, and multi-format conversion capabilities. The tool revolutionizes financial document processing by providing high-precision data extraction, tailored for accounting businesses, and ensuring data security through bank-level encryption. It also offers Intelligent Document Processing (IDP) using AI and machine learning techniques to process structured, semi-structured, and unstructured documents.

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.

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.

SpeakStruct is an AI-powered application that enables professionals, businesses, and developers to effortlessly convert voice input into structured formats using customizable templates. The platform leverages advanced AI and natural language processing to ensure high accuracy in voice transcription and data structuring, making it ideal for various industries such as sales & marketing, customer support, product & engineering, financial/mortgage advisors, and healthcare professionals. SpeakStruct's flexible template builder allows users to tailor the application to their specific needs, capturing voice input from any channel and transforming it into a consistent, structured format.

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.

Sheet Copilot is a Google Sheets add-on that uses AI to automate tasks and improve productivity. With Sheet Copilot, you can quickly and easily complete tasks such as data entry, formatting, and analysis. Sheet Copilot is free to use in beta.

Sheet Copilot is a Google Sheets add-on that uses AI to automate tasks and improve productivity. With Sheet Copilot, you can quickly and easily complete tasks such as data entry, formatting, and analysis. Sheet Copilot is free to use in beta.

Luminal is a powerful AI copilot that enables users to clean, transform, and analyze spreadsheets 10x faster. It offers fast and efficient data analysis capabilities, allowing users to perform editing operations, answer complex questions, and run AI-enabled operations using natural language. Luminal simplifies data processing tasks, saving users time and effort. The application supports multiple languages, ensures secure data hosting with encryption, and offers flexible pricing plans to cater to different user needs.

Autopilot is an AI tool that mimics human thinking and learning processes to assist users in their work tasks. It leverages cutting-edge research and a context engine to provide novel insights, accurate answers, and seamless integrations with various data sources. Autopilot streamlines tasks such as creating presentations, generating documents, analyzing spreadsheets, and visualizing data without the need for extensive coding knowledge. With a focus on trustworthiness and efficiency, Autopilot aims to enhance productivity and decision-making in various professional settings.

Formula Wizard is an AI-powered software designed to assist users in writing Excel, Airtable, and Notion formulas effortlessly. By leveraging artificial intelligence, the application automates the process of formula creation, allowing users to save time and focus on more critical tasks. With features like automating tedious tasks, unlocking insights from data, and customizing templates, Formula Wizard streamlines the formula-writing process for various spreadsheet applications.

Numberly is a free online math assistant that helps you solve equations, perform conversions, and check your calculations as you type. It integrates with your favorite websites and apps, so you can use it anywhere you need to do math. Numberly is perfect for students, professionals, and anyone who wants to make math easier.

ASSIST is an AI-driven document management software designed to streamline financial paperwork processing and data entry tasks. The application offers features such as SmartDoc Entry for extracting information from invoices and receipts, Polyglot Processing for multilingual support, One-Tap Integration with accounting platforms, ExportEase for data export in CSV format, and AutoFlow Revolution for automated workflows. ASSIST aims to simplify document management, enhance efficiency, and drive digital transformation in businesses by leveraging AI technology.

Nuclia is an AI-powered search engine that helps businesses unlock the value of their unstructured data. With Nuclia, businesses can quickly and easily search, analyze, and extract insights from their data, regardless of its format or location. Nuclia's AI capabilities include natural language processing, machine learning, and deep learning, which allow it to understand the context and meaning of data, and to generate human-like text and code. Nuclia is used by businesses of all sizes across a variety of industries, including financial services, healthcare, manufacturing, and retail.

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.

Receipt OCR API by ReceiptUp is an advanced tool that leverages OCR and AI technology to extract structured data from receipt and invoice images. The API offers high accuracy and multilingual support, making it ideal for businesses worldwide to streamline financial operations. With features like multilingual support, high accuracy, support for multiple formats, accounting downloads, and affordability, Receipt OCR API is a powerful tool for efficient receipt management and data extraction.

Budgetfy Pro is an AI-powered financial analysis tool designed to simplify and streamline your financial management. With advanced artificial intelligence capabilities, it effortlessly categorizes and analyzes your financial statements with high accuracy. The tool ensures complete privacy by encrypting your financial data and never sharing it with third parties. Users can create custom categories to tailor the tool to their unique financial needs and benefit from multi-currency support for handling transactions in various currencies. Gain detailed insights into your spending habits and financial trends, and easily integrate data from different sources like CSV, PDF, and Excel formats. Take control of your finances and join thousands of users who have optimized their financial management with Budgetfy Pro.

Vizly is an AI-powered data analysis tool that empowers users to make the most of their data. It allows users to chat with their data, visualize insights, and perform complex analysis. Vizly supports various file formats like CSV, Excel, and JSON, making it versatile for different data sources. The tool is free to use for up to 10 messages per month and offers a student discount of 50%. Vizly is suitable for individuals, students, academics, and organizations looking to gain actionable insights from 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.

Tablepad is an AI-powered data analytics tool that allows users to upload, view, and query data effortlessly. With Tablepad, users can generate insights and create charts without the need for coding skills. The tool supports various file formats and offers automated visual insights by generating graphs and charts based on plain English questions. Tablepad simplifies data exploration and visualization, making it easy for users to uncover valuable insights from their data.

HerculesAI is an AI-powered platform that offers AI-workers for complex enterprise workflows, enabling quick, accurate, and scalable handling of processes. The platform integrates effortlessly with existing systems, providing fast and secure deployment in weeks. HerculesAI empowers organizations to automate operations, increase revenue, and achieve greater efficiency through AI-powered solutions.

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.

finagg is a Python package that provides implementations of popular and free financial APIs, tools for aggregating historical data from those APIs into SQL databases, and tools for transforming aggregated data into features useful for analysis and AI/ML. It offers documentation, installation instructions, and basic usage examples for exploring various financial APIs and features. Users can install recommended datasets from 3rd party APIs into a local SQL database, access Bureau of Economic Analysis (BEA) data, Federal Reserve Economic Data (FRED), Securities and Exchange Commission (SEC) filings, and more. The package also allows users to explore raw data features, install refined data features, and perform refined aggregations of raw data. Configuration options for API keys, user agents, and data locations are provided, along with information on dependencies and related projects.

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.

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.

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.

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.

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.

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.

Sarvadnya is a repository focused on interfacing custom data using Large Language Models (LLMs) through Proof-of-Concepts (PoCs) like Retrieval Augmented Generation (RAG) and Fine-Tuning. It aims to enable domain adaptation for LLMs to answer on user-specific corpora. The repository also covers topics such as Indic-languages models, 3D World Simulations, Knowledge Graphs Generation, Signal Processing, Drones, UAV Image Processing, and Floor Plan Segmentation. It provides insights into building chatbots of various modalities, preparing videos, and creating content for different platforms like Medium, LinkedIn, and YouTube. The tech stacks involved range from enterprise solutions like Google Doc AI and Microsoft Azure Language AI Services to open-source tools like Langchain and HuggingFace.

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.

A curated list of awesome Model Context Protocol (MCP) servers that enable AI models to securely interact with local and remote resources through standardized server implementations. The list focuses on production-ready and experimental servers extending AI capabilities through file access, database connections, API integrations, and other contextual services.

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.

Agno is a lightweight library for building multi-modal Agents. It is designed with core principles of simplicity, uncompromising performance, and agnosticism, allowing users to create blazing fast agents with minimal memory footprint. Agno supports any model, any provider, and any modality, making it a versatile container for AGI. Users can build agents with lightning-fast agent creation, model agnostic capabilities, native support for text, image, audio, and video inputs and outputs, memory management, knowledge stores, structured outputs, and real-time monitoring. The library enables users to create autonomous programs that use language models to solve problems, improve responses, and achieve tasks with varying levels of agency and autonomy.

The llms.txt hub is a centralized repository for llms.txt implementations and resources, facilitating interactions between LLM-powered tools and services with documentation and codebases. It standardizes documentation access, enhances AI model interpretation, improves AI response accuracy, and sets boundaries for AI content interaction across various projects and platforms.

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.

This repository does not provide a tool, but rather a collection of resources and strategies for academics in the field of artificial intelligence who are feeling depressed or overwhelmed by the rapid advancements in the field. The resources include articles, blog posts, and other materials that offer advice on how to cope with the challenges of working in a fast-paced and competitive environment.

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

Excel wizard for finance pros

I provide monthly salary data in euros, using a structured format for global job roles.

Extract from receipts to CSV: Date of Purchase, Item Purchased, Quantity Purchased, Units

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