Best AI tools for< Improve Financial Management >

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.

Serina is an AI-powered Invoice Automation Software designed to streamline the invoice processing workflow for accounts payable teams. By leveraging advanced technologies such as machine learning and artificial intelligence, Serina automates data capture, validation, and workflow management, saving time and reducing errors in the invoicing process. The software offers features such as data entry automation, payment processing integration, invoice generation and management, machine learning-driven enhancements, workflow automation, reporting and analytics. Serina is suitable for small businesses, scaling organizations, and large enterprises looking to improve efficiency and accuracy in their financial processes.

LivePlan is a business plan software that offers performance tracking and financial forecasting tools to help small businesses plan, launch, and grow successfully. It provides a user-friendly interface with AI-powered features, such as the LivePlan Assistant, to guide users through creating comprehensive business plans and financial reports. LivePlan also offers interactive demos, integrations with accounting software like QuickBooks and Xero, and a range of solutions tailored for different business stages and needs. With over 1 million users, LivePlan has helped entrepreneurs and business owners achieve their goals by providing tools and resources to streamline the planning process and improve decision-making.

Thoughtful is an AI-powered revenue cycle automation platform that offers efficiency reports, eligibility verification, patient intake automation, claims processing, and more. It deploys AI across healthcare organizations to maximize profitability, reduce errors, and enhance operational excellence. Thoughtful's AI agents work tirelessly, 10x more efficiently than humans, and never get tired. The platform helps providers improve revenue cycle management, financial health, HR processes, and healthcare IT operations through seamless integration, reduced overhead, and significant performance improvements. Thoughtful offers a white-glove service, custom-built platform, seamless integration with all healthcare applications, and performance-based contracting with refund and value guarantees.

Forescribe AI is a spend management platform that uses artificial intelligence (AI) to help businesses streamline their spending and fuel growth. The platform provides real-time visibility into spending, automates invoice processing, and identifies opportunities for cost savings. Forescribe AI is designed to help businesses of all sizes improve their financial performance.

SanptoBook is a personal accounting software designed to help individuals manage their finances efficiently. It offers features such as invoice and receipt management, reimbursement facilitation, tax filing assistance, bill splitting, and project tracking. The application aims to simplify financial tasks and improve overall financial organization for users. With AI-powered efficiency, SnaptoBook provides state-of-the-art receipt recognition technology and secure cloud storage for all receipts.

SymphonyAI NetReveal Financial Services is an AI-powered platform that offers solutions for financial crime prevention in various industries such as banking, insurance, financial markets, and private banking. The platform utilizes predictive and generative AI applications to enhance efficiency, reduce fraud, streamline compliance, and maximize output. SymphonyAI provides a fundamentally different approach to AI by combining high-value AI capabilities with industry-leading predictive and generative AI technologies. The platform offers a range of solutions including transaction monitoring, customer due diligence, payment fraud detection, and enterprise investigation management. SymphonyAI aims to revolutionize financial crime prevention by leveraging AI to detect suspicious activity, expedite investigations, and improve compliance operations.

BotGPT is a 24/7 custom AI chatbot assistant for websites. It offers a data-driven ChatGPT that allows users to create virtual assistants from their own data. Users can easily upload files or crawl their website to start asking questions and deploy a custom chatbot on their website within minutes. The platform provides a simple and efficient way to enhance customer engagement through AI-powered chatbots.

Ramp is a comprehensive platform offering spend management, corporate cards, and accounts payable solutions to streamline financial processes for businesses. With a focus on saving time and money, Ramp provides easy-to-use tools for expense management, travel, accounts payable, and more, all in one centralized location. The platform is designed to enhance efficiency and productivity for finance teams by automating tasks and providing intelligent insights. Ramp aims to simplify financial operations for startups, global enterprises, and businesses of all sizes, offering customizable features and dedicated support to meet the unique needs of each user.

Skann AI is an advanced artificial intelligence tool designed to revolutionize document management and data extraction processes. The application leverages cutting-edge AI technology to automate the extraction of data from various documents, such as invoices, receipts, and contracts. Skann AI streamlines workflows, increases efficiency, and reduces manual errors by accurately extracting and organizing data in a fraction of the time it would take a human. With its intuitive interface and powerful features, Skann AI is the go-to solution for businesses looking to optimize their document processing workflows.

Weave.AI is an AI-powered decision management tool designed to adapt to diverse challenges, from compliance and risk management to investment and sustainability. It offers a comprehensive solution for automating risk management, compliance, and due diligence at various levels, such as document, company, industry, sector, portfolio, or supply chain. Weave.AI leverages advanced AI technologies to provide dynamic insights, real-time data integration, and tailored actionable guidance for proactive crisis prevention and smarter decision-making. The tool features a Knowledge Graph, Agentic AI with self-learning agents, context-aware neuro-symbolic AI, and insights-to-action capabilities. With a focus on governance, risk, compliance, and sustainability, Weave.AI aims to empower enterprises with high-agency AI that anticipates and adapts to complex workflows.

Karbon is an AI-powered practice management software designed for accounting firms to increase visibility, control, automation, efficiency, collaboration, and connectivity. It offers features such as team collaboration, workflow automation, project management, time & budgets tracking, billing & payments, reporting & analysis, artificial intelligence integration, email management, shared inbox, calendar integration, client management, client portal, eSignatures, document management, and enterprise-grade security. Karbon enables firms to automate tasks, work faster, strengthen connections, and drive productivity. It provides services like group onboarding, guided implementation, and enterprise resources including articles, ebooks, and videos for accounting firms. Karbon also offers live training, customer support, and a practice excellence scorecard for firms to assess their performance. The software is known for its AI and GPT integration, helping users save time and improve efficiency.

Canoe is a cloud-based platform that leverages machine learning technology to automate document collection, data extraction, and data science initiatives for alternative investments. It transforms complex documents into actionable intelligence within seconds, empowering allocators with tools to unlock new efficiencies for their business. Canoe is trusted by thousands of alternative investors, allocators, wealth management, and asset servicers to improve efficiency, accuracy, and completeness of investment data.

FloQast is an AI-powered accounting workflow and close management software platform that offers solutions for reconciliation automation, connected compliance, and accounting operations. The platform aims to empower accountants by leveraging technology, specifically AI, to shift from preparers to reviewers. It unifies accounting teams, provides visibility, improves efficiency, and simplifies managing the close process. FloQast was built by CPAs for accountants, ensuring a user-friendly experience without the need for heavy IT involvement or constant troubleshooting. The platform also offers free CPE through FloQademy, featuring exclusive content and on-demand learning opportunities.

Tamarack is a technology company specializing in equipment finance, offering AI-powered applications and data-centric technologies to enhance operational efficiency and business performance. They provide a range of solutions, from business intelligence to professional services, tailored for the equipment finance industry. Tamarack's AI Predictors and DataConsole are designed to streamline workflows and improve outcomes for stakeholders. With a focus on innovation and customer experience, Tamarack aims to empower clients with online functionality and predictive analytics. Their expertise spans from origination to portfolio management, delivering industry-specific solutions for better performance.

Cape is an AI tool designed for financial institutions to enhance productivity and efficiency through domain-specific AI solutions. It offers features such as personalized marketing, KYC improvement, third-party risk management, and AI-powered knowledge retrieval. Cape's AI workflows combine data and AI to automate business processes, while ensuring data security through comprehensive permissions. The application aims to revolutionize the financial industry by providing advanced AI solutions tailored to the sector's needs.

coeo is a technology-based debt collection company that utilizes cutting-edge AI processes and behavioral research insights to harmonize customer relationships. They offer tailored debt collection solutions with a focus on customer satisfaction and efficiency. With an international presence in seven European countries, coeo combines the capacity and competence of a large corporation with the flexibility of a medium-sized company and the spirit of a fintech start-up. Their success is driven by a robust tech stack, extensive data pool, and continuous performance management.

Birdeye is a leading AI-powered social media and reputation management platform for local brands. It helps businesses generate, monitor, manage, and share reviews on various sites, create and schedule social posts, get discovered in local search, collect feedback, analyze sentiment with AI, and measure sentiment, reputation, and online presence. Birdeye offers a range of solutions for small businesses and enterprises across different industries, such as automotive, dental, financial services, healthcare, home services, legal, property management, self storage, real estate, retail, and wellness. The platform also provides insights, analytics, integrations with over 3,000 apps, and a Google partnership for local businesses.

KGiSL is a BFSI-centric multiproduct enterprise software company focused on insurance, capital markets, and wealth management segments, delivering AI and ML-driven products for a transformative edge. The company offers a wide range of solutions for various industries, including digital transformation, automation, analytics, and IT infrastructure management. KGiSL aims to empower its clients through innovative technologies such as Machine Learning, Artificial Intelligence, Analytics, and Cloud services to enhance productivity and deliver exceptional customer experiences.

Univw is an AI-powered sales CRM designed for start-ups and small businesses. It offers custom dashboards, reports, and analytics, along with features like automated call quality assurance, external automations, agent coaching using AI, and intelligent summarization of notes. Univw aims to enhance business efficiency by providing powerful features that streamline sales processes, improve data access control, integrate cloud telephony, bring data from external sources, offer a flexible workflow engine, and enable data visualization for better decision-making.

CIA is a powerful open-source tool designed for data analysis and visualization. It provides a user-friendly interface for processing large datasets and generating insightful reports. With CIA, users can easily explore data, perform statistical analysis, and create interactive visualizations to communicate findings effectively. Whether you are a data scientist, analyst, or researcher, CIA offers a comprehensive set of features to streamline your data analysis workflow and uncover valuable insights.

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.

A toolkit for agent autonomy, evolution, and governance enabling agents to learn from experience, collaborate, communicate, and build new tools within governance guardrails. It focuses on autonomous evolution, agent self-discovery, governance firmware, self-building systems, and agent-centric architecture. The toolkit leverages existing frameworks to enable agent autonomy and self-governance, moving towards truly autonomous AI systems.

Agno is a lightweight library for building multi-modal Agents. It is designed with core principles of simplicity, uncompromising performance, and agnosticism, allowing users to create blazing fast agents with minimal memory footprint. Agno supports any model, any provider, and any modality, making it a versatile container for AGI. Users can build agents with lightning-fast agent creation, model agnostic capabilities, native support for text, image, audio, and video inputs and outputs, memory management, knowledge stores, structured outputs, and real-time monitoring. The library enables users to create autonomous programs that use language models to solve problems, improve responses, and achieve tasks with varying levels of agency and autonomy.

SheetCopilot is an assistant agent that manipulates spreadsheets by following user commands. It leverages Large Language Models (LLMs) to interact with spreadsheets like a human expert, enabling non-expert users to complete tasks on complex software such as Google Sheets and Excel via a language interface. The tool observes spreadsheet states, polishes generated solutions based on external action documents and error feedback, and aims to improve success rate and efficiency. SheetCopilot offers a dataset with diverse task categories and operations, supporting operations like entry & manipulation, management, formatting, charts, and pivot tables. Users can interact with SheetCopilot in Excel or Google Sheets, executing tasks like calculating revenue, creating pivot tables, and plotting charts. The tool's evaluation includes performance comparisons with leading LLMs and VBA-based methods on specific datasets, showcasing its capabilities in controlling various aspects of a spreadsheet.

PIXIU is a project designed to support the development, fine-tuning, and evaluation of Large Language Models (LLMs) in the financial domain. It includes components like FinBen, a Financial Language Understanding and Prediction Evaluation Benchmark, FIT, a Financial Instruction Dataset, and FinMA, a Financial Large Language Model. The project provides open resources, multi-task and multi-modal financial data, and diverse financial tasks for training and evaluation. It aims to encourage open research and transparency in the financial NLP field.

The Conversational Azure OpenAI Accelerator is a tool designed to provide rapid, no-cost custom demos tailored to customer use cases, from internal HR/IT to external contact centers. It focuses on top use cases of GenAI conversation and summarization, plus live backend data integration. The tool automates conversations across voice and text channels, providing a valuable way to save money and improve customer and employee experience. By combining Azure OpenAI + Cognitive Search, users can efficiently deploy a ChatGPT experience using web pages, knowledge base articles, and data sources. The tool enables simultaneous deployment of conversational content to chatbots, IVR, voice assistants, and more in one click, eliminating the need for in-depth IT involvement. It leverages Microsoft's advanced AI technologies, resulting in a conversational experience that can converse in human-like dialogue, respond intelligently, and capture content for omni-channel unified analytics.

AixLib is a Modelica model library for building performance simulations developed at RWTH Aachen University, E.ON Energy Research Center, Institute for Energy Efficient Buildings and Indoor Climate (EBC) in Aachen, Germany. It contains models of HVAC systems as well as high and reduced order building models. The name AixLib is derived from the city's French name Aix-la-Chapelle, following a local tradition. The library is continuously improved and offers citable papers for reference. Contributions to the development can be made via Issues section or Pull Requests, following the workflow described in the Wiki. AixLib is released under a 3-clause BSD-license with acknowledgements to public funded projects and financial support by BMWi (German Federal Ministry for Economic Affairs and Energy).

AIlice is a fully autonomous, general-purpose AI agent that aims to create a standalone artificial intelligence assistant, similar to JARVIS, based on the open-source LLM. AIlice achieves this goal by building a "text computer" that uses a Large Language Model (LLM) as its core processor. Currently, AIlice demonstrates proficiency in a range of tasks, including thematic research, coding, system management, literature reviews, and complex hybrid tasks that go beyond these basic capabilities. AIlice has reached near-perfect performance in everyday tasks using GPT-4 and is making strides towards practical application with the latest open-source models. We will ultimately achieve self-evolution of AI agents. That is, AI agents will autonomously build their own feature expansions and new types of agents, unleashing LLM's knowledge and reasoning capabilities into the real world seamlessly.

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.

agentUniverse is a multi-agent framework based on large language models, providing flexible capabilities for building individual agents. It focuses on collaborative pattern components to solve problems in various fields and integrates domain experience. The framework supports LLM model integration and offers various pattern components like PEER and DOE. Users can easily configure models and set up agents for tasks. agentUniverse aims to assist developers and enterprises in constructing domain-expert-level intelligent agents for seamless collaboration.

QodeAssist is an AI-powered coding assistant plugin for Qt Creator, offering intelligent code completion and suggestions for C++ and QML. It leverages large language models like Ollama to enhance coding productivity with context-aware AI assistance directly in the Qt development environment. The plugin supports multiple LLM providers, extensive model-specific templates, and easy configuration for enhanced coding experience.

AirdropsBot2024 is an efficient and secure solution for automated trading and sniping of coins on the Solana blockchain. It supports multiple chain networks such as Solana, BTC, and Ethereum. The bot utilizes premium APIs and Chromedriver to automate trading operations through web interfaces of popular exchanges. It offers high-speed data analysis, in-depth market analysis, support for major exchanges, complete security and control, data visualization, advanced notification options, flexibility and adaptability in trading strategies, and profile management.

AirdropsBot2024 is an efficient and secure solution for automated trading and sniping of coins on the Solana blockchain. It supports multiple chain networks such as Solana, BTC, and Ethereum. The bot utilizes premium APIs and Chromedriver to automate trading operations through web interfaces of popular exchanges. It offers high-speed data analysis, in-depth market analysis, support for major exchanges, complete security and control, data visualization, advanced notification options, flexibility and adaptability in trading strategies, and profile management for saving and loading different trading strategies.

AirdropsBot2024 is an efficient and secure solution for automated trading and sniping of coins on the Solana blockchain. It supports multiple chain networks such as Solana, BTC, and Ethereum. The bot utilizes premium APIs and Chromedriver to automate trading operations through web interfaces of popular exchanges. It offers high-speed data analysis, in-depth market analysis, support for major exchanges, complete security and control, data visualization, advanced notification options, flexibility and adaptability in trading strategies, and profile management for saving and loading different trading strategies.

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.

The llms.txt hub is a centralized repository for llms.txt implementations and resources, facilitating interactions between LLM-powered tools and services with documentation and codebases. It standardizes documentation access, enhances AI model interpretation, improves AI response accuracy, and sets boundaries for AI content interaction across various projects and platforms.

Awesome-TimeSeries-SpatioTemporal-LM-LLM is a curated list of Large (Language) Models and Foundation Models for Temporal Data, including Time Series, Spatio-temporal, and Event Data. The repository aims to summarize recent advances in Large Models and Foundation Models for Time Series and Spatio-Temporal Data with resources such as papers, code, and data. It covers various applications like General Time Series Analysis, Transportation, Finance, Healthcare, Event Analysis, Climate, Video Data, and more. The repository also includes related resources, surveys, and papers on Large Language Models, Foundation Models, and their applications in AIOps.

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.

agentUniverse is a framework for developing applications powered by multi-agent based on large language model. It provides essential components for building single agent and multi-agent collaboration mechanism for customizing collaboration patterns. Developers can easily construct multi-agent applications and share pattern practices from different fields. The framework includes pre-installed collaboration patterns like PEER and DOE for complex task breakdown and data-intensive tasks.

Guiding CFOs in financial strategy and management

MPESA statement analyzer

Advises on debt management strategies to improve financial stability.

Drives financial performance improvement via strategic analysis and advice.

Guru for wealth creation advice, tailored for a Chinese audience.

Advisor specialized in enterprise costs cut

Optimizes financial performance through strategic analysis and planning.

Practical advice on adulting skills, from budgeting to time management.

This Open AI tool analyzes your financial data, budgets and cashflow and suggests areas of improvement and quick insights. Drop an XLS file here or copy/paste your financial data and get insights! (Your data remains private and creator of this ChatGPT has no access to it).

Improves financial accuracy by conducting internal audits.

Find optimal solution to any problem

INTJ life coach for personal growth and productivity.

Expert option trader with market insight.

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

Balanced guidance on credit cards for young people, with a mix of formal and casual tones

Expert on South African debt counselling and related legal matters

Consultant on digital assets in financial services, using a pricing study for insights.

用大众化语言讲授《资治通鉴》智慧的股票销售讲师。

MungerGPT focusing on investment, business strategy, and life lessons.