Best AI tools for< Get Financial Metrics >

OLY.AI is an AI-powered bookkeeping solution designed for QuickBooks Online users. It provides instant answers to metric business questions, real-time data analysis, and secure integration with QuickBooks Online. OLY.AI offers custom GPTs for company-specific insights, real-time charts for monitoring KPI data, and 24/7 availability for answering queries. The platform prioritizes data privacy and security by using advanced encryption technology to protect user data. OLY.AI aims to empower metric-driven company culture and facilitate data-driven decision-making.

Tabula is a visual data analytics tool that uses AI to help businesses get insights from their data. It is easy to use and can be used by anyone, regardless of their technical expertise. Tabula can be used to access and unify data from a variety of sources, standardize and blend datasets, add custom metrics, build stunning reports, and automate repetitive tasks. Tabula is integrated with a variety of data sources and platforms, making it easy to get started.

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.

Finance Brain is an AI-powered assistant that provides instant answers for finance and accounting questions. It offers unlimited access for $20 per month and allows new users to ask 3 free questions. The platform is available 24/7 to assist users with their financial queries.

Realistics is an AI-powered chatbot app that provides users with access to a variety of virtual assistants, each with their own unique personality and expertise. Users can chat with these assistants on a wide range of topics, from fashion and beauty to career advice and financial planning. Realistics is currently available for iOS devices, with plans to expand to Android and web browsers in the future.

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.

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.

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.

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.

MonAi is an AI-powered expense tracker that simplifies expense tracking by allowing users to input expenses in a conversational manner, similar to sending a voice message to a friend. The AI technology automatically categorizes and summarizes the expenses, making it easy for users to manage their finances. MonAi does not require a login and ensures secure storage of data in the user's private iCloud account. Users can also share and collaborate on expenses with others. MonAi aims to streamline the expense tracking process and provide a user-friendly experience for managing finances.

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.

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.

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.

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.

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.

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.

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.

ChatDOC is an AI-powered tool that allows users to chat with PDF documents and get instant answers with cited sources. It can summarize long documents, explain complex concepts, and find key information in seconds. ChatDOC is built for professionals and is used by over 500,000 global users.

TrendEdge is an AI-driven platform that revolutionizes investment strategies by providing comprehensive insights through the analysis of real-time social trends and alternative data sources. It offers exclusive data access, AI-powered stock signals, and personalized recommendations to help users make informed and confident investment decisions. The platform integrates diverse data sources, including social media sentiment, technical indicators, and fundamental analysis, to provide a nuanced market view and uncover hidden trends.

Wally is the world's first AI-powered personal finance app. It helps you track your spending, create budgets, and plan for the future. Wally is available on iOS and Android devices.

StockBot Powered by Groq is an AI-powered chatbot that provides lightning-fast responses with live interactive stock charts, financial data, news, screeners, and more. Leveraging Groq's speed and Vercel's AI SDK, StockBot offers real-time conversation with natural language processing, interactive TradingView charts, adaptive interfaces, and multi-asset market coverage. It is designed for entertainment and instructional use, not for investment advice.

Marly is a tool that allows users to search for and extract context-specific data from various types of documents such as PDFs, Word files, Powerpoints, and websites. It provides the ability to extract data in structured formats like JSON or Markdown, making it easy to integrate into workflows. Marly supports multi-schema and multi-document extraction, offers built-in caching for rapid repeat extractions, and ensures no vendor lock-in by allowing flexibility in choosing model providers.

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 Hedge Fund is a proof of concept for an AI-powered hedge fund that explores the use of AI to make trading decisions. The project is for educational purposes only and simulates trading decisions without actual trading. It employs agents like Market Data Analyst, Valuation Agent, Sentiment Agent, Fundamentals Agent, Technical Analyst, Risk Manager, and Portfolio Manager to gather and analyze data, calculate risk metrics, and make trading decisions.

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.

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.

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.

LABO is a time series forecasting and analysis framework that integrates pre-trained and fine-tuned LLMs with multi-domain agent-based systems. It allows users to create and tune agents easily for various scenarios, such as stock market trend prediction and web public opinion analysis. LABO requires a specific runtime environment setup, including system requirements, Python environment, dependency installations, and configurations. Users can fine-tune their own models using LABO's Low-Rank Adaptation (LoRA) for computational efficiency and continuous model updates. Additionally, LABO provides a Python library for building model training pipelines and customizing agents for specific tasks.

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.

RD-Agent is a tool designed to automate critical aspects of industrial R&D processes, focusing on data-driven scenarios to streamline model and data development. It aims to propose new ideas ('R') and implement them ('D') automatically, leading to solutions of significant industrial value. The tool supports scenarios like Automated Quantitative Trading, Data Mining Agent, Research Copilot, and more, with a framework to push the boundaries of research in data science. Users can create a Conda environment, install the RDAgent package from PyPI, configure GPT model, and run various applications for tasks like quantitative trading, model evolution, medical prediction, and more. The tool is intended to enhance R&D processes and boost productivity in industrial settings.

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.

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.

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

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.

SambaNova AI Starter Kits is a collection of open-source examples and guides designed to facilitate the deployment of AI-driven use cases for developers and enterprises. The kits cover various categories such as Data Ingestion & Preparation, Model Development & Optimization, Intelligent Information Retrieval, and Advanced AI Capabilities. Users can obtain a free API key using SambaNova Cloud or deploy models using SambaStudio. Most examples are written in Python but can be applied to any programming language. The kits provide resources for tasks like text extraction, fine-tuning embeddings, prompt engineering, question-answering, image search, post-call analysis, and more.

Discusses personal loans, payment methods, and financial options informatively.

An AI guide for financial advice and mental resilience tips.

Ask Naval Ravikant about on wealth, investing, and self-improvement.

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

Explains 'buy now, pay later' and recommends providers in a financial, informative tone.

Expert in business banking and financial advice.

Analyzes r/wallstreetbets for top topics, trends, and potential financial advice.

Your go-to source for synthesized financial news.

Expert AI for in-depth financial guidance and market research.

Expert in foreign markets, discussing currency, stocks, and bonds.

Create your path to wealth with advices from Naval.

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Adaptable coin and currency expert, tailors responses to user knowledge.

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A banking expert GPT offering advice on modern banking trends and queries.

Guide francophone pour stratégies d'investissement PEA et aperçus boursiers.

Engaging and addictive finance GPT using Varsity by Zerodha resources.

Expert on credit cards, offering advice on choosing and using them wisely.

Informative guide on ETFs, explaining complex concepts in simple terms.