Best AI tools for< Format Financial Data >
20 - AI tool Sites
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.
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.
SpeakStruct
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
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
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
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
Luminal is a powerful AI copilot that helps users clean, transform, and analyze spreadsheets 10x faster. It offers fast and efficient data analysis capabilities, enabling users to perform complex operations and run AI-enabled tasks using natural language. With Luminal, users can visualize data, ask complex questions, and clean and format spreadsheets effortlessly. The application supports multiple languages, provides secure data hosting with encryption, and offers simple pricing that scales with user needs.
Numberly
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
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
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.
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.
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.
Budgetfy Pro
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
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.
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.
RTutor
RTutor is an AI tool that leverages OpenAI's powerful large language models to translate natural language into R or Python code for data analysis. Users can upload data files in various formats and request analysis in plain English, receiving results in minutes. The tool is designed for traditional statistics data analysis, where rows represent observations and columns represent variables. RTutor offers a user-friendly interface for exploring data, generating basic plots, and refining analysis through natural language prompts.
Imandra
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
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.
Agentive
Agentive is an AI-powered audit software that simplifies and automates audits using machine learning and large language AI models. It helps users set up audit procedures templates, extract structured data from files, and match attributes to values with AI. The platform aims to make auditing easier and more efficient by eliminating manual procedures and providing support in various formats.
Yescribe.ai
Yescribe.ai is an AI-powered transcription tool that converts audio and video files into text with fast, accurate, and affordable transcription services. It supports 98 languages, ensuring global coverage and accessibility. Users can easily upload files, transcribe them within minutes, and export/share the transcripts in multiple formats. The tool is ideal for professionals in various industries such as healthcare, legal, financial services, hospitality, technology, and real estate, offering unparalleled efficiency and accuracy in transcription. Yescribe.ai also provides insightful summaries, private and secure data handling, and extended support for up to 5-hour uploads.
20 - Open Source AI Tools
finagg
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
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
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.
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.
qlib
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.
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.
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.
letmedoit
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.
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.
DecryptPrompt
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.
mlcontests.github.io
ML Contests is a platform that provides a sortable list of public machine learning/data science/AI contests, viewable on mlcontests.com. Users can submit pull requests for any changes or additions to the competitions list by editing the competitions.json file on the GitHub repository. The platform requires mandatory fields such as competition name, URL, type of ML, deadline for submissions, prize information, platform running the competition, and sponsorship details. Optional fields include conference affiliation, conference year, competition launch date, registration deadline, additional URLs, and tags relevant to the challenge type. The platform is transitioning towards assigning multiple tags to competitions for better categorization and searchability.
honey
Bee is an ORM framework that provides easy and high-efficiency database operations, allowing developers to focus on business logic development. It supports various databases and features like automatic filtering, partial field queries, pagination, and JSON format results. Bee also offers advanced functionalities like sharding, transactions, complex queries, and MongoDB ORM. The tool is designed for rapid application development in Java, offering faster development for Java Web and Spring Cloud microservices. The Enterprise Edition provides additional features like financial computing support, automatic value insertion, desensitization, dictionary value conversion, multi-tenancy, and more.
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.
Large-Language-Model-Notebooks-Course
This practical free hands-on course focuses on Large Language models and their applications, providing a hands-on experience using models from OpenAI and the Hugging Face library. The course is divided into three major sections: Techniques and Libraries, Projects, and Enterprise Solutions. It covers topics such as Chatbots, Code Generation, Vector databases, LangChain, Fine Tuning, PEFT Fine Tuning, Soft Prompt tuning, LoRA, QLoRA, Evaluate Models, Knowledge Distillation, and more. Each section contains chapters with lessons supported by notebooks and articles. The course aims to help users build projects and explore enterprise solutions using Large Language Models.
gemini-ai
Gemini AI is a Ruby Gem designed to provide low-level access to Google's generative AI services through Vertex AI, Generative Language API, or AI Studio. It allows users to interact with Gemini to build abstractions on top of it. The Gem provides functionalities for tasks such as generating content, embeddings, predictions, and more. It supports streaming capabilities, server-sent events, safety settings, system instructions, JSON format responses, and tools (functions) calling. The Gem also includes error handling, development setup, publishing to RubyGems, updating the README, and references to resources for further learning.
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
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.
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.
20 - OpenAI Gpts
Salary Guides
I provide monthly salary data in euros, using a structured format for global job roles.
Receipt CSV Formatter
Extract from receipts to CSV: Date of Purchase, Item Purchased, Quantity Purchased, Units
VbaMaster!
Excel vba Assistant,Press ALT + F11 to paste the code onto the active sheet, and press the triangle play button.
Credit Card Companion
Balanced guidance on credit cards for young people, with a mix of formal and casual tones
All Purpose Audio Format Converter
Expert in audio format conversion, guiding through simple steps.