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.

Trust Stamp is an AI-powered digital identity solution that focuses on mitigating fraud through biometrics, privacy, and cybersecurity. The platform offers secure authentication and multi-factor authentication using biometric data, along with features like KYC/AML compliance, tokenization, and age estimation. Trust Stamp helps financial institutions, healthcare providers, dating platforms, and other industries prevent identity theft and fraud by providing innovative solutions for account recovery and user security.

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.

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.

Opesway is an AI-powered financial planning platform that offers a comprehensive solution to help users achieve financial freedom and manage their wealth effectively. The platform provides tools for retirement planning, investment assessment, budget management, debt analysis, and various forecasting tools. Opesway uses AI technology to simplify financial management, make budgeting and investment decisions, and provide personalized insights. Users can connect to financial institutions, import spending data, customize budgets, forecast retirement, and compare financial plans. The platform also features a personalized AI chatbot powered by OpenAI's ChatGPT model.

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.

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:

StockNews.AI is a live financial news and AI insights platform designed for investors. It provides real-time monitoring and analysis of financial articles, offering users actionable insights and alerts ahead of the market. The AI-powered platform saves users time by summarizing news articles and providing personalized alerts and settings for tracking news related to their portfolio. StockNews.AI aims to help users make informed decisions and gain a market edge through its AI-driven analysis and event alerts.

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.

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

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 for individuals, freelancers, and self-employed professionals in Australia. It simplifies tax filing by automating estimations, identifying eligible deductions, and providing expert CPA support. The application offers real-time expense tracking, personalized tax advice, and secure electronic filing. With intuitive user interface and API integrations, Taxly.ai ensures efficient tax management and maximizes tax savings for users.

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.

Gemini-Android is a mobile application that allows users to track their expenses and manage their finances on the go. The app provides a user-friendly interface for adding and categorizing expenses, setting budgets, and generating reports to help users make informed financial decisions. With Gemini-Android, users can easily monitor their spending habits, identify areas for saving, and stay on top of their financial goals.

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

agentUniverse is a multi-agent framework based on large language models, providing flexible capabilities for building individual agents. It focuses on multi-agent collaborative patterns, integrating domain experience to help agents solve problems in various fields. The framework includes pattern components like PEER and DOE for event interpretation, industry analysis, and financial report generation. It offers features for agent construction, multi-agent collaboration, and domain expertise integration, aiming to create intelligent applications with professional know-how.

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

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

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.

Moon Dev AI Agents for Trading is an experimental project exploring the potential of artificial financial intelligence for trading and investing research. The project aims to develop AI agents to complement and potentially replace human trading operations by addressing common trading challenges such as emotional reactions, ego-driven decisions, inconsistent execution, fatigue effects, impatience, and fear & greed cycles. The project focuses on research areas like risk control, exit timing, entry strategies, sentiment collection, and strategy execution. It is important to note that this project is not a profitable trading solution and involves substantial risk of loss.

A curated list of 50+ resources to help you become a Generative AI Data Scientist. This repository includes resources on building GenAI applications with Large Language Models (LLMs), and deploying LLMs and GenAI with Cloud-based solutions.

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.

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.

RainbowGPT is a versatile tool that offers a range of functionalities, including Stock Analysis for financial decision-making, MySQL Management for database navigation, and integration of AI technologies like GPT-4 and ChatGlm3. It provides a user-friendly interface suitable for all skill levels, ensuring seamless information flow and continuous expansion of emerging technologies. The tool enhances adaptability, creativity, and insight, making it a valuable asset for various projects and tasks.

The Intelligence Toolkit is a suite of interactive workflows designed to help domain experts make sense of real-world data by identifying patterns, themes, relationships, and risks within complex datasets. It utilizes generative AI (GPT models) to create reports on findings of interest. The toolkit supports analysis of case, entity, and text data, providing various interactive workflows for different intelligence tasks. Users are expected to evaluate the quality of data insights and AI interpretations before taking action. The system is designed for moderate-sized datasets and responsible use of personal case data. It uses the GPT-4 model from OpenAI or Azure OpenAI APIs for generating reports and insights.

Parlant is a structured approach to building and guiding customer-facing AI agents. It allows developers to create and manage robust AI agents, providing specific feedback on agent behavior and helping understand user intentions better. With features like guidelines, glossary, coherence checks, dynamic context, and guided tool use, Parlant offers control over agent responses and behavior. Developer-friendly aspects include instant changes, Git integration, clean architecture, and type safety. It enables confident deployment with scalability, effective debugging, and validation before deployment. Parlant works with major LLM providers and offers client SDKs for Python and TypeScript. The tool facilitates natural customer interactions through asynchronous communication and provides a chat UI for testing new behaviors before deployment.

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.

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.

Your partner in scholarship search. Get customized guidance and insights to help you find scholarships that resonate with your academic journey.

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.

Using public SBA data to help you find the best fit lender for your small business

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Provides Finnish tax info and helps understand tax situations via calculations.

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