Best AI tools for< Manage Finance Tasks >
20 - AI tool Sites

TeamCreate AI
TeamCreate AI is an AI tool that allows users to build their dream AI team in minutes. It offers AI co-workers that can be customized for various roles in Sales, Marketing, Finance, Product, Support, Operations, and more. Users can assign tasks, connect AI workers to 200+ apps and tools, and communicate via Slack and email. TeamCreate AI aims to help businesses scale rapidly without financial constraints and time-consuming recruitment processes.

Auditoria.AI
Auditoria.AI is a leading provider of agentic AI solutions for Accounts Payable, Receivable, and Procurement processes. The platform offers SmartBots and RPA technology to automate mundane finance tasks, streamline workflows, and provide real-time insights for improved cash flow. Auditoria.AI's AI-driven applications integrate seamlessly into finance teams, transforming operations and enhancing efficiency and accuracy.

Streetbeat
Streetbeat is an innovative investment platform that simplifies and automates investing activities. It serves as a solution for navigating the complexity of financial markets and deriving actionable insights. Streetbeat offers AI Agents for businesses to automate tasks and enhance client services, while individuals can access an AI-powered financial advisor to manage investments. The platform aims to make investing more accessible and efficient for users.

Nume
Nume is an AI CFO application designed for startup founders to manage their finances efficiently. It offers features such as monitoring financial data, generating reports instantly, providing insights, drafting detailed updates, and answering financial questions. Nume aims to alleviate the financial worries of founders by automating financial tasks and providing valuable insights to help businesses grow.

Bika.ai
Bika.ai is an AI Automation Database that helps users get their jobs done efficiently through proactive AI automations. It offers a wide range of templates and tools for various tasks such as email marketing, social media posting, project management, finance, and daily life activities. Users can create apps with AI integrations and benefit from features like automated email sending, scheduled notifications, AI-generated content, and more. Bika.ai aims to streamline workflows, enhance productivity, and improve collaboration across different domains.

Outlit
Outlit is a contract management software that uses AI to help companies reduce overhead costs and streamline workflows. It automates manual, tedious, and costly tasks such as risk analysis, negotiation, and contract knowledge base creation.

SnaptoBook
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.

Ramp
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.

ASSIST
ASSIST is an AI-driven document management software designed to streamline financial paperwork processing and data entry tasks. The application offers features such as SmartDoc Entry for extracting information from invoices and receipts, Polyglot Processing for multilingual support, One-Tap Integration with accounting platforms, ExportEase for data export in CSV format, and AutoFlow Revolution for automated workflows. ASSIST aims to simplify document management, enhance efficiency, and drive digital transformation in businesses by leveraging AI technology.

Truewind
Truewind is a next-generation AI-powered accounting solution that brings generative AI to automate accounting tasks for accounting firms, startups, and SMBs. It offers end-to-end services, core AI platform, and month-end close powered by AI. Truewind helps accountants close their books faster, provides AI-powered bookkeeping services, and offers CFO services for strategic scaling. The platform ensures enterprise-grade data security and privacy, and integrates with various accounting systems. Truewind is SOC 2 certified and adheres to strict data privacy policies.

Wexa.ai
Wexa.ai is an AI automation platform that offers AI Coworkers to enhance productivity in various business functions such as HR, marketing, sales, finance, and project management. These AI-powered virtual assistants automate tasks, workflows, and processes, allowing teams to focus on strategic and creative work. Wexa.ai provides seamless integration with over 400 apps, customizable workflows, and real-time monitoring of AI Coworkers' activities. The platform prioritizes privacy and security, adhering to GDPR standards and SOC2 compliance. With features like dashboard control, task management, and AI Coworker customization, Wexa.ai empowers organizations to streamline operations and drive efficiency.

Activepieces
Activepieces is an open-source no-code business automation tool that allows users to securely deploy automation for various departments such as marketing, sales, operations, HR, finance, and IT teams. It offers a customizable and self-hosted solution, enabling users to put their work on autopilot. Activepieces stands out for its user experience, ease of integration, and control over hosting. The tool leverages AI automation to streamline tasks like content strategy, security compliance, sales outreach, and customer support. With a community-driven approach, Activepieces aims to make the automation world more open and accessible.

Forma.ai
Forma.ai is an AI-powered sales performance management software designed to optimize and run sales compensation processes efficiently. The platform offers features such as AI-powered plan configuration, connected modeling for optimization, end-to-end automation of sales comp management, flexible data integrations, and next-gen automation. Forma.ai provides advantages such as faster decision-making, revenue capture, cost reduction, flexibility, and scalability. However, some disadvantages include the need for AI skills, potential data security concerns, and initial learning curve. The application is suitable for jobs in sales operations, finance, human resources, sales compensation planning, and sales performance data management. Users can find Forma.ai using keywords like sales comp, AI-powered software, sales performance management, sales incentives, and sales compensation. The tool can be used for tasks like design with AI, plan and model, deploy and manage, optimize comp plans, and automate sales comp.

Flavor
Flavor is an AI-powered accounting automation tool that revolutionizes the month-end close process. It automates tasks such as book closure management, general ledger reconciliations, consolidation & reporting, financial analysis, and accruals management. Flavor combines AI technology with human validation to ensure accurate, compliant, and audit-ready financial records. The tool offers customizable checklists, real-time insights, and dynamic reports for faster decision-making. With Flavor, users can reduce manual workload, eliminate errors, and focus on strategic growth initiatives.

Evisort
Evisort is an AI-powered contract management software that simplifies contract management at every stage. It offers a complete, AI-native platform for end-to-end contract lifecycle management, including the first large language model built specifically for contracts. Evisort's AI capabilities enable users to ask questions about their contracts in simple, natural language and get clear, reasoned answers. It can also track terms of interest across all contracts and related documents, and generate data points that matter for sales, procurement, risk, and finance teams. Additionally, Evisort's AI-powered workflows automate tasks such as redlining, clause generation, and contract approvals, saving time and reducing risk.

cc:Monet
cc:Monet is an AI Finance Assistant designed to streamline financial operations for businesses. It automates invoice processing, employee claim submissions, and provides actionable insights to help make smarter business decisions. With advanced AI technology, cc:Monet offers features like AI-powered invoice recognition, streamlined employee claim processing, intelligent AI assistance, and actionable business insights. The application simplifies finance workflows, saves time and costs, and transforms financial management for businesses of all sizes.

Spreadsheet.com
Spreadsheet.com is an online spreadsheet that allows users to build no-code solutions for project management, CRM, and other tasks. It offers features such as sheet views, Gantt charts, Kanban boards, form views, calendar views, attachments, related rows, charts, reports, dashboards, automations, integrations, and Spreadsheet AI. Spreadsheet.com also provides a variety of templates for specific use cases, such as project management, sales and CRM, product development, finance and accounting, lists and checklists, HR and recruiting, small business, personal, team collaboration, marketing, IT and support, construction, education, real estate, startups, and nonprofits.

Rozetta AI Translation
Rozetta is a leading company in Japan specializing in AI automatic translation services. They offer a wide range of AI products tailored to specific purposes and challenges, such as document management, file translation, multilingual chat, and more. With a focus on industrial translation, Rozetta's AI technology, developed through experience in the field, aims to support business growth by providing high-quality and efficient translation solutions. Their services cater to various industries, including pharmaceuticals, manufacturing, legal, patents, and finance, offering features like automatic document generation, high-precision AI translation with strong domain-specific terminology support, and real-time transcription and translation of audio content. Rozetta's AI translation tools are designed to streamline foreign language tasks, reduce translation costs, and enhance business efficiency in a secure environment.

Timmy
Timmy is an AI spending buddy designed to help users save money faster and grow their wealth. It provides personalized spending suggestions, tracks spending in real-time, suggests budgets, and offers weekly tasks to achieve financial goals. Users can subscribe to the newsletter for product updates and releases, but should exercise caution and seek professional advice for financial decisions.

Bookeeping.ai
Bookeeping.ai is an AI-powered accounting tool that automates 95% of financial tasks, offering stress-free solutions for businesses and individuals. It replaces traditional accounting software and manual processes by leveraging artificial intelligence to streamline tasks such as tax form filing, receipt matching, document creation, and more. Bookeeping.ai aims to save time, money, and reduce the complexities associated with financial management. Users can interact with the AI accountant through chat messages to complete various financial tasks efficiently.
20 - Open Source AI Tools

HAMi
HAMi is a Heterogeneous AI Computing Virtualization Middleware designed to manage Heterogeneous AI Computing Devices in a Kubernetes cluster. It allows for device sharing, device memory control, device type specification, and device UUID specification. The tool is easy to use and does not require modifying task YAML files. It includes features like hard limits on device memory, partial device allocation, streaming multiprocessor limits, and core usage specification. HAMi consists of components like a mutating webhook, scheduler extender, device plugins, and in-container virtualization techniques. It is suitable for scenarios requiring device sharing, specific device memory allocation, GPU balancing, low utilization optimization, and scenarios needing multiple small GPUs. The tool requires prerequisites like NVIDIA drivers, CUDA version, nvidia-docker, Kubernetes version, glibc version, and helm. Users can install, upgrade, and uninstall HAMi, submit tasks, and monitor cluster information. The tool's roadmap includes supporting additional AI computing devices, video codec processing, and Multi-Instance GPUs (MIG).

dwata
dwata is an open source desktop app designed to manage all your private data on your laptop, providing offline access, fast search capabilities, and organization features for emails, files, contacts, events, and tasks. It aims to reduce cognitive overhead in daily digital life by offering a centralized platform for personal data management. The tool prioritizes user privacy, with no data being sent outside the user's computer without explicit permission. dwata is still in early development stages and offers integration with AI providers for advanced functionalities.

MISSING-PERSONS-DATABASE-2024-KENYA-FINANCE-BILL-PROTESTS-
This repository contains a tool for managing a missing persons database in Kenya. It provides instructions for setting up a PostgreSQL database and a Flask application using Docker containers. Users can access the UI through a web browser to interact with the database and perform various tasks related to missing persons.

lyraios
LYRAIOS (LLM-based Your Reliable AI Operating System) is an advanced AI assistant platform built with FastAPI and Streamlit, designed to serve as an operating system for AI applications. It offers core features such as AI process management, memory system, and I/O system. The platform includes built-in tools like Calculator, Web Search, Financial Analysis, File Management, and Research Tools. It also provides specialized assistant teams for Python and research tasks. LYRAIOS is built on a technical architecture comprising FastAPI backend, Streamlit frontend, Vector Database, PostgreSQL storage, and Docker support. It offers features like knowledge management, process control, and security & access control. The roadmap includes enhancements in core platform, AI process management, memory system, tools & integrations, security & access control, open protocol architecture, multi-agent collaboration, and cross-platform support.

vlmrun-hub
VLMRun Hub is a versatile tool for managing and running virtual machines in a centralized manner. It provides a user-friendly interface to easily create, start, stop, and monitor virtual machines across multiple hosts. With VLMRun Hub, users can efficiently manage their virtualized environments and streamline their workflow. The tool offers flexibility and scalability, making it suitable for both small-scale personal projects and large-scale enterprise deployments.

AiTreasureBox
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.

tribe
Tribe AI is a low code tool designed to rapidly build and coordinate multi-agent teams. It leverages the langgraph framework to customize and coordinate teams of agents, allowing tasks to be split among agents with different strengths for faster and better problem-solving. The tool supports persistent conversations, observability, tool calling, human-in-the-loop functionality, easy deployment with Docker, and multi-tenancy for managing multiple users and teams.

agno
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.

Fueling-Ambitions-Via-Book-Discoveries
Fueling-Ambitions-Via-Book-Discoveries is an Advanced Machine Learning & AI Course designed for students, professionals, and AI researchers. The course integrates rigorous theoretical foundations with practical coding exercises, ensuring learners develop a deep understanding of AI algorithms and their applications in finance, healthcare, robotics, NLP, cybersecurity, and more. Inspired by MIT, Stanford, and Harvard’s AI programs, it combines academic research rigor with industry-standard practices used by AI engineers at companies like Google, OpenAI, Facebook AI, DeepMind, and Tesla. Learners can learn 50+ AI techniques from top Machine Learning & Deep Learning books, code from scratch with real-world datasets, projects, and case studies, and focus on ML Engineering & AI Deployment using Django & Streamlit. The course also offers industry-relevant projects to build a strong AI portfolio.

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

agentUniverse
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.

llms-tools
The 'llms-tools' repository is a comprehensive collection of AI tools, open-source projects, and research related to Large Language Models (LLMs) and Chatbots. It covers a wide range of topics such as AI in various domains, open-source models, chats & assistants, visual language models, evaluation tools, libraries, devices, income models, text-to-image, computer vision, audio & speech, code & math, games, robotics, typography, bio & med, military, climate, finance, and presentation. The repository provides valuable resources for researchers, developers, and enthusiasts interested in exploring the capabilities of LLMs and related technologies.

awesome-mcp-servers
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.

AwesomeResponsibleAI
Awesome Responsible AI is a curated list of academic research, books, code of ethics, courses, data sets, frameworks, institutes, newsletters, principles, podcasts, reports, tools, regulations, and standards related to Responsible, Trustworthy, and Human-Centered AI. It covers various concepts such as Responsible AI, Trustworthy AI, Human-Centered AI, Responsible AI frameworks, AI Governance, and more. The repository provides a comprehensive collection of resources for individuals interested in ethical, transparent, and accountable AI development and deployment.

gorilla
Gorilla is a tool that enables LLMs to use tools by invoking APIs. Given a natural language query, Gorilla comes up with the semantically- and syntactically- correct API to invoke. With Gorilla, you can use LLMs to invoke 1,600+ (and growing) API calls accurately while reducing hallucination. Gorilla also releases APIBench, the largest collection of APIs, curated and easy to be trained on!

agentUniverse
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.

lobe-chat
Lobe Chat is an open-source, modern-design ChatGPT/LLMs UI/Framework. Supports speech-synthesis, multi-modal, and extensible ([function call][docs-functionc-call]) plugin system. One-click **FREE** deployment of your private OpenAI ChatGPT/Claude/Gemini/Groq/Ollama chat application.
20 - OpenAI Gpts

Finance Butler(ファイナンス・バトラー)
I manage finances securely with encryption and user authentication.

Anything Finance Guru Advance
Advanced financial advisor for business and personal finance, with a focus on New Zealand.

Finance Guide
Multilingual advisor on microfinance, focusing on clarity and educational content.

Finance Generalist
Provides financial advice to steer organizational growth and sustainability.

Personal Finance Canada GPT
A GPT designed to provide everyday financial advice and tools to Canadians, primarily inspired by the subreddit Personal Finance Canada.

🔵 Finance Advisor for startups | AI Edany
Tailored financial strategies, guidance, and resources for startups | ver. 001

Corporate Finance GPT
Specialist in corporate finance, offering strategic insights and best practices.

Corporate Finance Advisor
Guides financial decisions by monitoring and enforcing policies and procedures.

Decentralized Finance Insighter
A dual-focused GPT on DeFi innovations and risks, providing updates, risk analysis, and educational content. #Crypto #DEFI #Blockchain. Powered by Breebs (www.breebs.com)

Clinical Impact and Finance Guru
Expert in healthcare data analysis, coding, and clinical trials.