Best AI tools for< Generate Financial Reports >
20 - AI tool Sites
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.
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.
Yseop
Yseop offers Natural Language Generation (NLG) services that automate and translate data into actionable language, simplifying complex workflows. Its AI-based technologies generate core elements of specialist medical reports, including clinical study reports (CSR), patient narratives, and more. Yseop also automates the writing of financial reports, removing the risk of error in manual writing to ensure accuracy, consistency, and compliance. Additionally, Yseop provides bespoke NLG applications tailored to specific needs, helping streamline operations and empower workers with tailored information and insights.
Strategic Intelligence
Strategic Intelligence is an AI-powered platform that helps businesses make better decisions by providing them with real-time insights into their data. The platform uses a variety of machine learning and artificial intelligence techniques to analyze data from a variety of sources, including social media, news articles, and financial reports. This data is then used to generate reports and insights that can help businesses identify opportunities, mitigate risks, and make better decisions.
Bookeeping.ai
Bookeeping.ai is an AI-powered accounting tool that automates 95% of financial tasks, offering stress-free solutions for businesses and individuals. It replaces traditional accounting software and manual processes by leveraging artificial intelligence to streamline tasks such as tax form filing, receipt matching, document creation, and more. Bookeeping.ai aims to save time, money, and reduce the complexities associated with financial management. Users can interact with the AI accountant through chat messages to complete various financial tasks efficiently.
VBA Code Generator
VBA Code Generator is an AI-powered tool that allows users to generate VBA code quickly and efficiently. By inputting requirements, users can instantly generate complex VBA code using simple text instructions with the help of AI. The tool is designed for both beginners and experienced users, offering a versatile application that can handle various VBA tasks, from Excel automation to Access database management. With a focus on saving time and streamlining workflows, VBA Code Generator simplifies the coding process and provides accurate formulas for users' specific needs.
ReportPDF
ReportPDF is an AI-powered tool that allows users to quickly and easily generate PDF reports from CSV files. With ReportPDF, you can turn your data into a professional-looking report in just a few clicks. ReportPDF is a valuable tool for anyone who needs to create reports on a regular basis, such as business professionals, students, and researchers.
SheetAI
SheetAI is an AI application that integrates with Google Sheets to provide users with a suite of AI-driven functions to automate tasks, generate insights, and simplify copywriting. Users can describe tasks in plain English and let the AI handle repetitive tasks, create lists, tables, and more. The application is trusted by universities, companies, and professionals, offering a seamless experience for enhancing productivity and efficiency within Google Sheets.
Avanzai
Avanzai is a powerful workflow automation tool designed specifically for financial services. It leverages AI technology to uncover hidden market dynamics, generate interactive charts, and perform complex analysis in plain English. Users can easily build charts that would typically require advanced programming skills in Python or quant tools. Avanzai provides access to macroeconomic data, equity fundamentals, and real-time news, allowing users to customize charts based on their specific needs. The tool accelerates research reports, enhances alternative data analysis, and empowers asset managers to test market hypotheses efficiently.
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.
Bricks
Bricks is an AI-first spreadsheet application that simplifies the process of creating and sharing reports, presentations, charts, and visuals using your data. It eliminates the need for advanced spreadsheet expertise, allowing users to effortlessly generate various types of content. Bricks offers a wide range of pre-built templates and tools to enhance productivity and creativity in data analysis and visualization.
Envistudios
Envistudios offers AI-powered solutions for business excellence through their innovative SaaS products 'Documente' and 'Infomente'. These platforms leverage artificial intelligence, natural language processing, and machine learning to provide intelligent document processing and generative business intelligence. Envistudios aims to empower businesses by unlocking insights from data, facilitating data-driven decision-making, and optimizing workflows.
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.
Digits
Digits is an automated accounting platform that offers tax-ready books starting at $250 per month. It provides AI bookkeeping with instant and accurate categorization, AI bill pay feature, live dashboards and reports, bank-grade security, and self-driving accounting for startups. The platform is backed by expert human CPAs and is trusted by top startup founders for its efficiency and time-saving capabilities. Digits ensures seamless connectivity and flow within a single platform, eliminating the need for cluttered spreadsheets and outdated tools. It offers real-time categorization, 24/7 AI bookkeeping, and financials verified and reviewed by accountants. Digits also provides tax-ready solutions, ongoing document collection, and tax preparation services.
VisualizeAI
VisualizeAI is a powerful AI-powered platform that helps businesses visualize and analyze their data. With VisualizeAI, you can easily create stunning data visualizations, dashboards, and reports that will help you make better decisions. VisualizeAI is perfect for businesses of all sizes, from startups to large enterprises. It is easy to use and affordable, and it can help you save time and money while improving your decision-making.
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.
Nume
Nume is an AI CFO application designed for startup founders to manage their finances efficiently. It offers features such as monitoring financial data, generating reports instantly, providing insights, drafting detailed updates, and answering financial questions. Nume aims to alleviate the financial worries of founders by automating financial tasks and providing valuable insights to help businesses grow.
Zeni
Zeni is an AI-powered bookkeeping platform that helps startups manage their finances. It offers a range of features including automated bookkeeping, real-time insights, and expert support. Zeni is designed to help startups save time and money, and make better financial decisions.
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.
Sensey.ai
Sensey.ai is a personal AI assistant designed to help startups with a variety of tasks, from scheduling meetings to managing finances. It uses natural language processing and machine learning to understand your needs and provide personalized recommendations.
20 - Open Source AI Tools
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.
py-vectara-agentic
The `vectara-agentic` Python library is designed for developing powerful AI assistants using Vectara and Agentic-RAG. It supports various agent types, includes pre-built tools for domains like finance and legal, and enables easy creation of custom AI assistants and agents. The library provides tools for summarizing text, rephrasing text, legal tasks like summarizing legal text and critiquing as a judge, financial tasks like analyzing balance sheets and income statements, and database tools for inspecting and querying databases. It also supports observability via LlamaIndex and Arize Phoenix integration.
swarms
Swarms provides simple, reliable, and agile tools to create your own Swarm tailored to your specific needs. Currently, Swarms is being used in production by RBC, John Deere, and many AI startups.
ai-collective-tools
ai-collective-tools is an open-source community dedicated to creating a comprehensive collection of AI tools for developers, researchers, and enthusiasts. The repository provides a curated selection of AI tools and resources across various categories such as 3D, Agriculture, Art, Audio Editing, Avatars, Chatbots, Code Assistant, Cooking, Copywriting, Crypto, Customer Support, Dating, Design Assistant, Design Generator, Developer, E-Commerce, Education, Email Assistant, Experiments, Fashion, Finance, Fitness, Fun Tools, Gaming, General Writing, Gift Ideas, HealthCare, Human Resources, Image Classification, Image Editing, Image Generator, Interior Designing, Legal Assistant, Logo Generator, Low Code, Models, Music, Paraphraser, Personal Assistant, Presentations, Productivity, Prompt Generator, Psychology, Real Estate, Religion, Research, Resume, Sales, Search Engine, SEO, Shopping, Social Media, Spreadsheets, SQL, Startup Tools, Story Teller, Summarizer, Testing, Text to Speech, Text to Image, Transcriber, Travel, Video Editing, Video Generator, Weather, Writing Generator, and Other Resources.
tts-generation-webui
TTS Generation WebUI is a comprehensive tool that provides a user-friendly interface for text-to-speech and voice cloning tasks. It integrates various AI models such as Bark, MusicGen, AudioGen, Tortoise, RVC, Vocos, Demucs, SeamlessM4T, and MAGNeT. The tool offers one-click installers, Google Colab demo, videos for guidance, and extra voices for Bark. Users can generate audio outputs, manage models, caches, and system space for AI projects. The project is open-source and emphasizes ethical and responsible use of AI technology.
chatgpt-universe
ChatGPT is a large language model that can generate human-like text, translate languages, write different kinds of creative content, and answer your questions in a conversational way. It is trained on a massive amount of text data, and it is able to understand and respond to a wide range of natural language prompts. Here are 5 jobs suitable for this tool, in lowercase letters: 1. content writer 2. chatbot assistant 3. language translator 4. creative writer 5. researcher
ClipboardConqueror
Clipboard Conqueror is a multi-platform omnipresent copilot alternative. Currently requiring a kobold united or openAI compatible back end, this software brings powerful LLM based tools to any text field, the universal copilot you deserve. It simply works anywhere. No need to sign in, no required key. Provided you are using local AI, CC is a data secure alternative integration provided you trust whatever backend you use. *Special thank you to the creators of KoboldAi, KoboldCPP, llamma, openAi, and the communities that made all this possible to figure out.
awesome-generative-ai
A curated list of Generative AI projects, tools, artworks, and models
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.
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.
AITreasureBox
AITreasureBox is a comprehensive collection of AI tools and resources designed to simplify and accelerate the development of AI projects. It provides a wide range of pre-trained models, datasets, and utilities that can be easily integrated into various AI applications. With AITreasureBox, developers can quickly prototype, test, and deploy AI solutions without having to build everything from scratch. Whether you are working on computer vision, natural language processing, or reinforcement learning projects, AITreasureBox has something to offer for everyone. The repository is regularly updated with new tools and resources to keep up with the latest advancements in the field of artificial intelligence.
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.
awesome-langchain
LangChain is an amazing framework to get LLM projects done in a matter of no time, and the ecosystem is growing fast. Here is an attempt to keep track of the initiatives around LangChain. Subscribe to the newsletter to stay informed about the Awesome LangChain. We send a couple of emails per month about the articles, videos, projects, and tools that grabbed our attention Contributions welcome. Add links through pull requests or create an issue to start a discussion. Please read the contribution guidelines before contributing.
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.
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.
guidellm
GuideLLM is a powerful tool for evaluating and optimizing the deployment of large language models (LLMs). By simulating real-world inference workloads, GuideLLM helps users gauge the performance, resource needs, and cost implications of deploying LLMs on various hardware configurations. This approach ensures efficient, scalable, and cost-effective LLM inference serving while maintaining high service quality. Key features include performance evaluation, resource optimization, cost estimation, and scalability testing.
llm-course
The LLM course is divided into three parts: 1. 🧩 **LLM Fundamentals** covers essential knowledge about mathematics, Python, and neural networks. 2. 🧑🔬 **The LLM Scientist** focuses on building the best possible LLMs using the latest techniques. 3. 👷 **The LLM Engineer** focuses on creating LLM-based applications and deploying them. For an interactive version of this course, I created two **LLM assistants** that will answer questions and test your knowledge in a personalized way: * 🤗 **HuggingChat Assistant**: Free version using Mixtral-8x7B. * 🤖 **ChatGPT Assistant**: Requires a premium account. ## 📝 Notebooks A list of notebooks and articles related to large language models. ### Tools | Notebook | Description | Notebook | |----------|-------------|----------| | 🧐 LLM AutoEval | Automatically evaluate your LLMs using RunPod | ![Open In Colab](img/colab.svg) | | 🥱 LazyMergekit | Easily merge models using MergeKit in one click. | ![Open In Colab](img/colab.svg) | | 🦎 LazyAxolotl | Fine-tune models in the cloud using Axolotl in one click. | ![Open In Colab](img/colab.svg) | | ⚡ AutoQuant | Quantize LLMs in GGUF, GPTQ, EXL2, AWQ, and HQQ formats in one click. | ![Open In Colab](img/colab.svg) | | 🌳 Model Family Tree | Visualize the family tree of merged models. | ![Open In Colab](img/colab.svg) | | 🚀 ZeroSpace | Automatically create a Gradio chat interface using a free ZeroGPU. | ![Open In Colab](img/colab.svg) |
20 - OpenAI Gpts
Financial Reporting Advisor
Enhances financial decision-making by analyzing, interpreting and reporting financial data.
Tech Stock Analyst
Analyzes tech stocks with in-depth, qualitative and quantitative analysis
Accountancy+
Your personal AI accountant. Crunches all the numbers for you in a matter of seconds. The days of getting and accountant are long gone! Just type the numbers you need processing into the chat or insert a file, alongside your country of residence, to get your results
Best Miami CPA Bookkeeping Services
At JG CPA & Advisory, we provide the top Miami CPA Bookkeeping services to businesses - clear financial reports, tax-ready books, and financial insights. Ask our AI chatbot about our services, experience, and how we can help you.
Best Fort Lauderdale CPA Bookkeeping Services
At JG CPA & Advisory, we provide the top Fort Lauderdale CPA Bookkeeping services to businesses - clear financial reports, tax-ready books, and financial insights. Ask our AI chatbot about our services, our experience, and how we can help you.
Best Boca Raton CPA Bookkeeping Services
At JG CPA & Advisory, we provide the top Boca Raton CPA Bookkeeping services to businesses - clear financial reports, tax-ready books, and financial insights. Ask our AI chatbot about our services, experience, and how we can help you.
Crypto Tax Calculator
Attach transaction reports from exchanges to calculate capital gains. It will even generate a file you can upload to turbo tax.
Statistics from ANY documents
Statistical analysis of text and image documents, providing detailed reports.
SEC Analyst
Specializes in analyzing SEC filings and industry trends for financial advice.