Best AI tools for< Get Financial Help >

Origin is a financial management platform that provides users with a holistic view of their finances, personalized recommendations, and guidance from AI-powered planners and Certified Financial Planners. It offers features such as net worth tracking, budgeting, saving, investing, and tax assistance, all in one place for a monthly fee of $12.99.

Reconcile is a finance app designed specifically for multipreneurs, individuals with multiple businesses or income streams. It automates bookkeeping, connects users with tax professionals, and provides financial insights to help users focus on growth. Reconcile's AI assistant tracks expenses, maximizes write-offs, and provides personalized recommendations to help users make more profitable decisions.

The Financial Planning website is a comprehensive platform that offers insights and resources on various aspects of financial planning, including tax investing, wealth management, estate planning, retirement planning, practice management, regulation and compliance, technology, industry news, and opinion pieces. The site covers a wide range of topics relevant to financial advisors and professionals in the wealth management industry. It also features articles on emerging trends, investment strategies, industry updates, and expert opinions to help readers stay informed and make informed decisions.

Cleo is an AI-powered financial management tool that helps users with budgeting, saving, building credit, and managing their finances. It offers features like cash advances, budgeting tips, credit building tools, and personalized financial advice. Cleo uses AI technology to provide users with insights and recommendations to improve their financial health. The application aims to make money management easy and accessible for everyone, without the need for credit checks or complex financial jargon.

Intuit Assist is a generative AI-powered financial assistant designed to help you achieve financial confidence. It is a comprehensive platform that offers a wide range of financial tools and services, including TurboTax, Credit Karma, QuickBooks, and Mailchimp. Intuit Assist can help you with a variety of financial tasks, such as filing your taxes, managing your credit, tracking your expenses, and invoicing your clients. It is a valuable tool for anyone who wants to take control of their finances and achieve financial success.

AskRobert is a user-friendly online platform that provides personalized financial advice to help individuals make informed decisions about their money. The platform offers a wide range of financial planning tools and resources, including budgeting tools, investment calculators, retirement planning guides, and more. Users can ask specific financial questions and receive tailored advice from certified financial experts. AskRobert aims to empower users to take control of their finances and achieve their financial goals.

Kanaries is an augmented analytics platform that uses AI to automate the process of data exploration and visualization. It offers a variety of features to help users quickly and easily find insights in their data, including: * **RATH:** An AI-powered engine that can automatically generate insights and recommendations based on your data. * **Graphic Walker:** A visual analytics tool that allows you to explore your data in a variety of ways, including charts, graphs, and maps. * **Data Painter:** A data cleaning and transformation tool that makes it easy to prepare your data for analysis. * **Causal Analysis:** A tool that helps you identify and understand the causal relationships between variables in your data. Kanaries is designed to be easy to use, even for users with no prior experience with data analysis. It is also highly scalable, so it can be used to analyze large datasets. Kanaries is a valuable tool for anyone who wants to quickly and easily find insights in their data. It can be used by businesses of all sizes, and it is particularly well-suited for organizations that are looking to improve their data-driven decision-making.

MonAi is an AI-powered expense tracker that simplifies the process of tracking expenses by allowing users to input their expenses through voice messages. The AI technology automatically categorizes the expenses and generates a short description and amount. Users can easily confirm and save the details without the need for logging in. The data is securely stored in the user's private iCloud account. MonAi also enables users to share and collaborate on expense tracking. It offers a convenient and efficient way to manage expenses with the help of AI technology.

Wealthy Tent is a platform dedicated to helping users choose the right AI tools for maximum financial productivity. The website provides daily expert tips for productivity and offers a range of AI tools for creatives, content creators, and professionals. Users can access free AI tools for content creation, AI video editing software, and learn about AI content generation. Wealthy Tent aims to streamline workflows, enhance creativity, and improve productivity through the use of AI technology.

Castello.ai is a financial analysis tool that uses artificial intelligence to help businesses make better decisions. It provides users with real-time insights into their financial data, helping them to identify trends, risks, and opportunities. Castello.ai is designed to be easy to use, even for those with no financial background.

AI Credit Repair is an AI-powered application designed to help users improve their credit score by providing tools such as credit card utilization builder, public records remover, dispute letter generator, and SMS alerts. The application assists users in managing their credit card payments, disputing collections, and staying on top of their credit-related activities. By leveraging artificial intelligence technology, AI Credit Repair aims to simplify the credit repair process and empower users to build a better financial future.

MyInvestment-AI is an AI-powered personal investment platform that offers tailored investment plans to help users achieve their financial goals. By leveraging advanced algorithms, the platform analyzes users' financial data, goals, and risk tolerance to craft personalized investment strategies. With a user-friendly interface and detailed investment breakdown, MyInvestment-AI simplifies the investment process, providing cost-saving and time-saving benefits. The platform ensures data security and confidentiality, offering a fast, personalized, and data-driven approach to investment planning.

WiseData is an AI Assistant for Python Data Analytics designed to help Data Analysts and Data Scientists be 2X more productive. It offers features like data transformation with natural language, data visualization with natural language, and data transformation with SQL. WiseData ensures privacy by not sending analyzed data to its server and protects transmitted prompts and suggestions through encryption. It is a valuable tool for simplifying complex data analytics tasks and enhancing productivity.

RoboFin is an AI-powered investment analyst that helps you make better investment decisions. It analyzes mountains of data - news, financials, trends - faster than any human could. You get clear, actionable information about each stock you are interested in such as positive things, concerns and a forecast of how the price might move based on the data analysis. Data-driven decisions replace gut feelings.

Octavia is a cryptocurrency assistant that helps you track your portfolio, get real-time market data, and make informed trading decisions. With Octavia, you can:

Clerkie is a powerful debt repayment and optimization platform that offers a full-service automation solution powered by machine learning and human expertise. It helps lenders, both big and small, to manage and optimize their loan portfolios efficiently. With features like smart payment experience, AI-driven repayment strategies, real-time reporting, and easy integration, Clerkie ensures a seamless and secure experience for lenders and borrowers alike.

Dotbee.ai is a private AI analyst tool designed for traders in the financial markets, offering analysis on CFD, Forex, Crypto, and Stocks Exchange. The tool provides over 35,000 indexes, 150 indicators, pattern and candle analysis, support and resistance levels, as well as fundamental, technical, and sentimental analysis. Powered by AI, Dotbee.ai delivers real-time insights to help users make informed decisions in the dynamic and complex markets.

Chargezoom is an AI-powered accounts receivable (AR) solution that helps businesses get paid faster. It automates many of the tasks associated with AR, such as invoicing, payment reminders, and reconciliation. Chargezoom also provides businesses with insights into their AR performance, so they can make better decisions about how to manage their cash flow. Chargezoom is a cloud-based solution that is easy to use and integrates with a variety of accounting software programs.

Taxly.ai is an advanced AI-powered tax application designed to streamline tax filing for individuals, freelancers, and self-employed professionals in Australia. The application offers automated estimations, expert CPA support, and real-time expense tracking to ensure accurate deductions and compliance with ATO guidelines. With a user-friendly interface and intuitive features, Taxly.ai simplifies tax management and maximizes tax savings for users.

Respaid is a B2B collections tool that focuses on respectful and efficient debt recovery. It utilizes AI-powered precision messaging to optimize communication with debtors, resulting in a 50% collection rate and 30x faster performance than traditional methods. The tool offers features such as direct payments, database cleaning, and insights into why customers aren't paying. Respaid aims to protect your brand reputation while helping you recover unpaid invoices in a respectful manner.

FinVeda is a dynamic financial literacy app that aims to solve the problem of low financial literacy rates in India by providing a platform for financial education. It features an AI chatbot, finance blogs, market trends analysis, SIP calculator, and finance quiz to help users learn finance with finesse. The app is free and open-source, licensed under the GNU General Public License v3.0. FinVeda was developed at IIT Jammu's Udyamitsav'24 Hackathon, where it won first place in the GenAI track and third place overall.

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.

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.

The `sec-parser` project simplifies extracting meaningful information from SEC EDGAR HTML documents by organizing them into semantic elements and a tree structure. It helps in parsing SEC filings for financial and regulatory analysis, analytics and data science, AI and machine learning, causal AI, and large language models. The tool is especially beneficial for AI, ML, and LLM applications by streamlining data pre-processing and feature extraction.

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

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.

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.

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.

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.

Sorrentum is an open-source project that aims to combine open-source development, startups, and brilliant students to build machine learning, AI, and Web3 / DeFi protocols geared towards finance and economics. The project provides opportunities for internships, research assistantships, and development grants, as well as the chance to work on cutting-edge problems, learn about startups, write academic papers, and get internships and full-time positions at companies working on Sorrentum applications.

The 'END TO END GENERATIVE AI PROJECTS' repository is a collection of awesome industry projects utilizing Large Language Models (LLM) for various tasks such as chat applications with PDFs, image to speech generation, video transcribing and summarizing, resume tracking, text to SQL conversion, invoice extraction, medical chatbot, financial stock analysis, and more. The projects showcase the deployment of LLM models like Google Gemini Pro, HuggingFace Models, OpenAI GPT, and technologies such as Langchain, Streamlit, LLaMA2, LLaMAindex, and more. The repository aims to provide end-to-end solutions for different AI applications.

LLM-PowerHouse is a comprehensive and curated guide designed to empower developers, researchers, and enthusiasts to harness the true capabilities of Large Language Models (LLMs) and build intelligent applications that push the boundaries of natural language understanding. This GitHub repository provides in-depth articles, codebase mastery, LLM PlayLab, and resources for cost analysis and network visualization. It covers various aspects of LLMs, including NLP, models, training, evaluation metrics, open LLMs, and more. The repository also includes a collection of code examples and tutorials to help users build and deploy LLM-based applications.

HuixiangDou is a **group chat** assistant based on LLM (Large Language Model). Advantages: 1. Design a two-stage pipeline of rejection and response to cope with group chat scenario, answer user questions without message flooding, see arxiv2401.08772 2. Low cost, requiring only 1.5GB memory and no need for training 3. Offers a complete suite of Web, Android, and pipeline source code, which is industrial-grade and commercially viable Check out the scenes in which HuixiangDou are running and join WeChat Group to try AI assistant inside. If this helps you, please give it a star ⭐

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.

OpenAGI is a framework designed to make the development of autonomous human-like agents accessible to all. It aims to pave the way towards open agents and eventually AGI for everyone. The initiative strongly believes in the transformative power of AI and offers developers a platform to create autonomous human-like agents. OpenAGI features a flexible agent architecture, streamlined integration and configuration processes, and automated/manual agent configuration generation. It can be used in education for personalized learning experiences, in finance and banking for fraud detection and personalized banking advice, and in healthcare for patient monitoring and disease diagnosis.

Leon is an open-source personal assistant who can live on your server. He does stuff when you ask him to. You can talk to him and he can talk to you. You can also text him and he can also text you. If you want to, Leon can communicate with you by being offline to protect your privacy.

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.

NVIDIA Generative AI Examples are state-of-the-art examples that are easy to deploy, test, and extend. All examples run on the high performance NVIDIA CUDA-X software stack and NVIDIA GPUs. These examples showcase the capabilities of NVIDIA's Generative AI platform, which includes tools, frameworks, and models for building and deploying generative AI applications.

TornadoVM is a plug-in to OpenJDK and GraalVM that allows programmers to automatically run Java programs on heterogeneous hardware. TornadoVM targets OpenCL, PTX and SPIR-V compatible devices which include multi-core CPUs, dedicated GPUs (Intel, NVIDIA, AMD), integrated GPUs (Intel HD Graphics and ARM Mali), and FPGAs (Intel and Xilinx).

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.

Assistance in understanding and filling out the Borrower's Defense to Repayment Form provided by the United States Department of Education.

Aids in finding prescription financial aid and provides detailed medication info.

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Whether business or personal, this GPT assists in providing custom-fit tax saving tips for tax year 2023. The goal is provide insights to help you minimize tax. How can I help?

CardGuru helps find you find the best credit card for you

Helpful AI Loan Advisor offering appointment scheduling for AGS.

A guide to help choose the right Medicare coverage.

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I help simplify and realistically calculate how much house you can buy. Real Estate , Personal Finance, Mortgages, & more.

A co pilot to help small businesses apply for loans

Expert in guiding clients through the Bitcoin Adviser's process, offering clear, detailed, and helpful support.

Helps with German tax returns and offers tailored tips.

Help Finding Mortgage Rates & Services.

Expert QSBS(Qualifying Small Business Stock) advisor, Helping you save millions in Tax$.

Swapzone is a non-custodial instant crypto exchange aggregator that helps users scan the network of registered exchanges globally and gives them a comprehensive list of those that support a particular trading or swap pair.

An interactive mentor for aspiring consultants, offering insightful career tips and helpful advice.

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AI Resource Navigator efficiently guides users to educational, financial, healthcare, and legal resources in the USA