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. It provides easy-to-use corporate cards, bill payments, accounting, and more in one place. With a focus on saving time and money, Ramp streamlines expense management, AP automation, spend controls, and procurement processes. The platform is designed to make finance teams faster and happier by automating tasks, matching receipts to transactions, and simplifying accounting processes. Ramp caters to startups, global enterprises, and businesses of all sizes with features like seamless integration, global payment capabilities, customization options, and dedicated support.

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.

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.

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.

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.

Davis-Stirling AI is an AI-powered platform designed for homeowners and HOA boards. It leverages artificial intelligence to streamline and enhance the management of homeowner associations. The platform offers a range of features to simplify communication, streamline administrative tasks, and improve decision-making processes for both homeowners and HOA boards.

Finbots.ai is a trusted AI credit risk platform that offers AI credit scoring to boost lending profits and reduce non-performing loans. The platform provides the highest accuracy in the market, allowing users to build scorecards in a day without the need for coding. It helps financial institutions make instant decisions, increase revenue, decrease loss rates, and reduce operating costs. Finbots.ai is used by various banks and financial institutions globally to enhance credit risk management, improve profitability, and drive digital transformation.

Mosaic is a modern, automated, and AI-powered resource planning, management, and forecasting software designed to maximize profitability by providing a fast, easy, and visual way to plan resource allocation, assemble project teams, and understand workload capacity. It offers features such as AI team building, workload forecasting, headcount planning, and capacity planning. Mosaic helps organizations improve planning efficiency, drive profitability, and reduce burnout by visualizing workload, managing people together, and building project schedules around actual capacity. The software provides real-time reports, out-of-the-box reporting, and dashboard analytics for better decision-making. Mosaic is collaborative, intuitive, and automated, making complex processes visual and easy to use.

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.

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.

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.

Data-Juicer is a one-stop data processing system to make data higher-quality, juicier, and more digestible for LLMs. It is a systematic & reusable library of 80+ core OPs, 20+ reusable config recipes, and 20+ feature-rich dedicated toolkits, designed to function independently of specific LLM datasets and processing pipelines. Data-Juicer allows detailed data analyses with an automated report generation feature for a deeper understanding of your dataset. Coupled with multi-dimension automatic evaluation capabilities, it supports a timely feedback loop at multiple stages in the LLM development process. Data-Juicer offers tens of pre-built data processing recipes for pre-training, fine-tuning, en, zh, and more scenarios. It provides a speedy data processing pipeline requiring less memory and CPU usage, optimized for maximum productivity. Data-Juicer is flexible & extensible, accommodating most types of data formats and allowing flexible combinations of OPs. It is designed for simplicity, with comprehensive documentation, easy start guides and demo configs, and intuitive configuration with simple adding/removing OPs from existing configs.

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 ⭐

LetMeDoIt AI is a virtual assistant designed to revolutionize the way you work. It goes beyond being a mere chatbot by offering a unique and powerful capability - the ability to execute commands and perform computing tasks on your behalf. With LetMeDoIt AI, you can access OpenAI ChatGPT-4, Google Gemini Pro, and Microsoft AutoGen, local LLMs, all in one place, to enhance your productivity.

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.

AiTreasureBox is a versatile AI tool that provides a collection of pre-trained models and algorithms for various machine learning tasks. It simplifies the process of implementing AI solutions by offering ready-to-use components that can be easily integrated into projects. With AiTreasureBox, users can quickly prototype and deploy AI applications without the need for extensive knowledge in machine learning or deep learning. The tool covers a wide range of tasks such as image classification, text generation, sentiment analysis, object detection, and more. It is designed to be user-friendly and accessible to both beginners and experienced developers, making AI development more efficient and accessible to a wider audience.

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.