Best AI tools for< Manage Financing >
20 - AI tool Sites

Proxy
Proxy is an AI-powered platform that focuses on utility scale renewables projects. It aims to automate renewable energy projects to power communities, businesses, and homes. Proxy provides intelligent financing solutions, project coordination services, and energy market integrations to streamline the process of generating renewable power. As an innovation partner with the U.S. Department of Energy, Proxy is committed to offsetting carbon emissions and making a significant impact on the environment.

Gynger
Gynger is an AI-powered payments platform with embedded financing designed for buyers and sellers of technology. It provides a line of credit and debt financing to help businesses pay their software and technology bills upfront while paying back later. Gynger simplifies the procurement process, improves cash flow, and offers flexible payment plans for tech expenses.

Cimphony
Cimphony is a legal champion AI tool designed for startups and small businesses. It offers services such as legal counsel, employment/HR support, drafting and reviewing business contracts, and upcoming features like fundraise management. The platform leverages AI to address corporate needs, equity financing, contracts, and blockchain-specific issues with transparency and fair pricing. Cimphony aims to bring corporate legal services into the 21st century by providing a transparent view into legal work, faster delivery of legal advice, and flat-rate pricing for better planning.

RapidREI
RapidREI is an AI-powered platform revolutionizing the real estate industry by simplifying and accelerating the real estate investment process. It offers comprehensive property insights, accurate comparables, and exclusive off-market listings. With features like the RapidOfferAI tool, RapidREI empowers real estate professionals to make more offers, close more deals, and save time and effort. The platform provides a seamless integration, triple offer generation, and cost-efficient solutions, making it a valuable tool for wholesalers, investors, and agents.

xZactly.ai
xZactly.ai is an AI tool that works with Artificial Intelligence start-up businesses and high growth companies to deliver accelerated revenue growth, AI specific sales, business development, and marketing expertise, seed and venture capital financing, business scale, and global expansion fund. The tool helps in connecting businesses and investors, providing go-to-market strategies, and offering triage, transformation, and turnaround solutions for AI and ML companies. With over 25 years of experience in sales, marketing, and business development, xZactly.ai aims to accelerate sales and boost revenue for AI-driven businesses by delivering expertise, strategy, and execution.

Wunderschild
Schwarzthal Tech's Wunderschild is an AI-driven platform for financial crime intelligence that revolutionizes compliance and investigation techniques. It provides intelligence solutions based on network assessment, data linkage, flow aggregation, and machine learning. The platform offers insights on strategic risks related to Politically Exposed Persons, Serious Organised Crime, Terrorism Financing, and more. Wunderschild's data backbone is a global business registry enriched with information extracted using advanced machine learning techniques, enabling deep dives into complex transnational crime cases.

WellyBox
WellyBox is an AI-powered platform designed to help users organize receipts and invoices effortlessly. With the power of AI, WellyBox automatically collects and analyzes receipts from various sources, integrates them with business tools and accountants, and simplifies financial operations for over 70,000 businesses worldwide. The platform offers a seamless solution for managing financial documents, saving time on administrative tasks, and ensuring efficient receipt organization.

ZENfra.ai
ZENfra.ai is an AI-powered platform that offers innovative solutions for InfraOps, SecOps, FinOps, and more. It provides cutting-edge technologies and industry expertise to help organizations achieve unparalleled success in the digital landscape. The platform features solutions for cybersecurity risk management, financial management, IT infrastructure oversight, migration insights, and observability. ZENfra.ai is committed to excellence, providing comprehensive services to transform the way businesses operate, secure, and optimize their digital assets.

AI Transactions
AI Transactions is an innovative AI tool designed to streamline and automate financial transactions. It leverages advanced artificial intelligence algorithms to analyze and process transactions efficiently, reducing manual errors and saving time. With AI Transactions, users can securely manage their financial transactions with ease, ensuring accuracy and compliance. The tool offers a user-friendly interface and robust features to enhance the overall transaction experience.

ComPilot
ComPilot is an AI-powered platform designed for digital asset businesses to streamline AML compliance processes. It offers an all-in-one compliance solution, including customer onboarding, monitoring, wallet screening, and automated case management. The platform is web3 compatible and provides insightful compliance analytics to help businesses make informed decisions. ComPilot aims to make AML compliance easy and accessible for web3 players by automating critical compliance tasks and offering features like smart contract gating and privacy-preserving KYC.

Receiptor AI
Receiptor AI is an automated tool that extracts and categorizes receipts and invoices from emails and WhatsApp messages. It saves time by generating accountant-ready reports or forwarding the documents to other systems. The tool supports multiple currencies and languages, offers smart categorization, audit-ready reports, retroactive extraction, real-time processing, and WhatsApp support. It integrates with various email accounts, provides real-time expense analytics, and allows for easy export in multiple formats. Receiptor AI is designed to streamline accounting processes and help users manage their financial transactions efficiently.

Fraud.net
Fraud.net is an AI-powered fraud detection and prevention platform designed for enterprises. It offers a comprehensive and customizable solution to manage and prevent financial fraud and risks. The platform utilizes AI and machine learning technologies to provide real-time monitoring, analytics, and reporting, helping businesses in various industries to combat fraud effectively. Fraud.net's solutions are trusted by CEOs, directors, technology and security officers, fraud managers, and analysts to ensure trust and beat fraud at every step of the customer lifecycle.

Monarch Money
Monarch Money is an all-in-one money management platform that helps you track your finances, collaborate with your partner or financial advisor, and achieve your financial goals. It offers a variety of features, including budgeting, investment tracking, transaction categorization, and financial planning. Monarch Money is available on the web, iOS, and Android.

Financial Planning
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.

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.

Moning
Moning is a platform designed to help users manage and boost their wealth easily. It provides tools for a global view of wealth, making better investment decisions, avoiding costly mistakes, and increasing performance. With features like AI Analysis, Dividends calendar, and Dividend and Growth Safety Scores, Moning offers a mix of Human & Artificial Intelligence to enhance investment knowledge and decision-making. Users can track and manage their wealth through a comprehensive dashboard, access detailed information on stocks, ETFs, and cryptos, and benefit from quick screeners to find the best investment opportunities.

TheFinAdvisor
TheFinAdvisor.com is an AI financial advisor platform that offers personalized investment strategies and expert guidance tailored to individual financial goals. Users can receive assistance in managing student loans, credit cards, debt restructuring, home purchases, car/truck acquisitions, house market investments, early retirement planning, world travel, and business building. The platform also provides insights on financial topics, encourages user questions, and facilitates community connections with financial experts. Additionally, users can explore various financial services, share reviews, and monetize content as financial influencers.

Envestnet | Yodlee
Envestnet | Yodlee is an AI-powered Conversational Banking platform that provides financial institutions and FinTech innovators with powerful data solutions. It offers a range of products and APIs for data aggregation, account verification, transaction data enrichment, financial wellness, and conversational AI. The platform enables personalized financial advice, secure account verification, and deep insights into customer needs, driving meaningful interactions. Envestnet | Yodlee revolutionizes the digital customer experience by leveraging natural language processing and machine learning to create seamless, personalized banking experiences across various channels.

FinanceRants
FinanceRants is an AI-powered financial companion that helps individuals understand their financial personality and make informed decisions to achieve financial well-being. By analyzing users' spending, saving, and investing habits, the platform provides personalized insights and actionable strategies to empower users in managing their money and mindset. With a focus on combating financial stress and promoting financial stability, FinanceRants aims to break the cycle of living paycheck to paycheck and guide users towards a more secure financial future.

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.
20 - Open Source AI Tools

LangGraph-Expense-Tracker
LangGraph Expense tracker is a small project that explores the possibilities of LangGraph. It allows users to send pictures of invoices, which are then structured and categorized into expenses and stored in a database. The project includes functionalities for invoice extraction, database setup, and API configuration. It consists of various modules for categorizing expenses, creating database tables, and running the API. The database schema includes tables for categories, payment methods, and expenses, each with specific columns to track transaction details. The API documentation is available for reference, and the project utilizes LangChain for processing expense data.

gemini-android
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.

wealth-tracker
Wealth Tracker is a personal finance management tool designed to help users track their income, expenses, and investments in one place. With intuitive features and customizable categories, users can easily monitor their financial health and make informed decisions. The tool provides detailed reports and visualizations to analyze spending patterns and set financial goals. Whether you are budgeting, saving for a big purchase, or planning for retirement, Wealth Tracker offers a comprehensive solution to manage your money effectively.

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

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.

FinRobot
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.

languine
Languine is a CLI tool that helps developers streamline the localization process by providing AI-powered translations, automation features, and developer-centric design. It allows users to easily manage translation files, maintain consistency in tone and style, and save time by automating tasks. With support for over 100 languages and smart detection capabilities, Languine simplifies the localization workflow for developers.

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

Panora
Panora is an open-source unified API tool that allows users to easily integrate and interact with various software platforms. It provides features like Magic Links for data access, Custom Fields for specific data points, Passthrough Requests for interacting with other platforms, and Webhooks for receiving normalized data. The tool supports integrations with CRM, Ticketing, ATS, HRIS, File Storage, Ecommerce, and more. Users can easily manage contacts, deals, notes, engagements, tasks, users, companies, and other data across different platforms. Panora aims to simplify data management and streamline workflows for businesses.

tts-generation-webui
TTS Generation WebUI is a comprehensive tool that provides a user-friendly interface for text-to-speech and voice cloning tasks. It integrates various AI models such as Bark, MusicGen, AudioGen, Tortoise, RVC, Vocos, Demucs, SeamlessM4T, and MAGNeT. The tool offers one-click installers, Google Colab demo, videos for guidance, and extra voices for Bark. Users can generate audio outputs, manage models, caches, and system space for AI projects. The project is open-source and emphasizes ethical and responsible use of AI technology.

home-gallery
Home-Gallery.org is a self-hosted open-source web gallery for browsing personal photos and videos with tagging, mobile-friendly interface, and AI-powered image and face discovery. It aims to provide a fast user experience on mobile phones and help users browse and rediscover memories from their media archive. The tool allows users to serve their local data without relying on cloud services, view photos and videos from mobile phones, and manage images from multiple media source directories. Features include endless photo stream, video transcoding, reverse image lookup, face detection, GEO location reverse lookups, tagging, and more. The tool runs on NodeJS and supports various platforms like Linux, Mac, and Windows.

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

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.

awesome-mcp-servers
A curated list of awesome Model Context Protocol (MCP) servers that enable AI models to securely interact with local and remote resources through standardized server implementations. The list focuses on production-ready and experimental servers extending AI capabilities through file access, database connections, API integrations, and other contextual services.

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.

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.

aip-community-registry
AIP Community Registry is a collection of community-built applications and projects leveraging Palantir's AIP Platform. It showcases real-world implementations from developers using AIP in production. The registry features various solutions demonstrating practical implementations and integration patterns across different use cases.

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.

aiocryptopay
The aiocryptopay repository is an asynchronous API wrapper for interacting with the @cryptobot and @CryptoTestnetBot APIs. It provides methods for creating, getting, and deleting invoices and checks, as well as handling webhooks for invoice payments. Users can easily integrate this tool into their applications to manage cryptocurrency payments and transactions.

languine
Languine is a CLI tool powered by AI that helps developers streamline the localization process by providing AI-powered translations, automation features, consistent localization, developer-centric design, and time-saving workflows. It automates the identification of translation keys, supports multiple file formats, delivers accurate translations in over 100 languages, aligns translations with the original text's tone and intent, extracts translation keys from codebase, and supports hooks for content formatting with Biome or Prettier. Languine is designed to simplify and enhance the localization experience for developers.
20 - OpenAI Gpts

Filming in Croatia
Expert advisor on Filming in Croatia. Cash rebate incentive programme, minority co-productions financing and regulations.

Conseiller en Investissement Immobilier
Assistant pour investissement et financement immobilier

REI Mentor | Your Real Estate Investing Guide 🏦
A Mentor in Real Estate Investing. Check www.2060.us for more details.

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

AML/CFT Expert
Specializes in Anti-Money Laundering/Counter-Financing of Terrorism compliance and analysis.

Deal Architect
Designing Strategic M&A Blueprints for Success in buying, selling or merging companies. Use this GPT to simplify, speed up and improve the quality of the M&A process. With custom data - 100s of creative options in deal flow, deal structuring, financing and more. **Version 2.2 - 28012024**

Accountant FRS102 - FinShift
A specialist in FRS102, providing detailed accounting guidance.

Couples Financial Planner
Aids couples in managing joint finances, budgeting for future goals, and navigating financial challenges together.

World Class Financial Expert
All things money. Feature in testing: Reports with memory system. ZERO SHOT REPORTS V0.3 (BETA)