Best AI tools for< Organize Financial Data >

Daloopa is an AI financial modeling tool designed to automate fundamental data updates for financial analysts working in Excel. It helps analysts build and update financial models efficiently by eliminating manual work and providing accurate, auditable data points sourced from thousands of companies. Daloopa leverages AI technology to deliver complete and comprehensive data sets faster than humanly possible, enabling analysts to focus on analysis, insight generation, and idea development to drive better investment decisions.

Rocket Statement is a leading bank statement conversion tool that helps users convert their PDF bank statements into Excel, CSV, or JSON formats quickly, securely, and easily. It supports over 100 major banks worldwide and can handle multilingual statements. The tool is trusted by professionals worldwide and offers a range of features, including bulk processing, clean data formatting, multiple export options, and an AI Copilot for smooth and flawless conversions.

Keep AI is an innovative platform that enables businesses to automate data entry and receipt storage by leveraging AI technology. By sending receipts to Keep AI via email, organizations can eliminate manual data entry tasks and benefit from reliable automation, human-assisted accuracy, seamless data output, secure cloud storage, and efficient integration. The platform has received positive reviews from various businesses, highlighting its efficiency and time-saving capabilities.

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.

The website offers an AI-powered tool for easy data visualization through natural language commands. Users can transform CSV data into various charts without the need for complex coding. The platform provides a wide range of chart types, smart AI support, and prioritizes data security and privacy. It simplifies data visualization tasks, making it intuitive and versatile for users to create visual insights effortlessly.

AI Receipt Tracker is an intelligent tool designed for efficient receipt management and expense tracking. It utilizes artificial intelligence technology to automate the process of organizing and storing receipts, making it easier for users to track their expenses and manage their finances. With AI Receipt Tracker, users can easily capture, categorize, and store receipts digitally, eliminating the need for manual entry and paper clutter. The application offers a user-friendly interface and robust features to streamline the receipt management process, saving time and improving accuracy.

Inner AI is an innovative AI tool designed to help users with various tasks using artificial intelligence technology. The application offers a user-friendly interface and a wide range of features to enhance productivity and efficiency. With Inner AI, users can automate repetitive tasks, analyze data, generate insights, and streamline workflows. Whether you are a business professional, student, or researcher, Inner AI can assist you in achieving your goals faster and more effectively.

Kleene.ai is an AI application that offers easy data management solutions to transform businesses. It provides Decision Intelligence and Data Management Platform with various AI Applications and Data Consulting services. Kleene.ai helps organizations organize and analyze their data to drive real commercial impact in weeks with the help of AI. The platform offers features like Data Integrations, ELT, Data Ops Management, and Data Visualisation, and is suitable for various departments including Finance, Marketing, and Supply Chain. Kleene.ai is known for its fast deployment, full support along the data journey, unified data organization, and focus on delivering business value through advanced analytics.

WellyBox is a modern 'CRM for your receipts' that offers a customized receipt management solution for small businesses. With over 70 million documents processed and 45,000+ happy customers from 51 countries, WellyBox specializes in collecting receipts, extracting data, and automating data entry from receipts and invoices. The AI & OCR-driven platform seamlessly finds, organizes, and stores receipts from email accounts, converts them into Excel spreadsheets for analysis, and integrates with accounting software like QuickBooks, Xero, and FreshBooks.

Excel Bot is an AI assistant designed to help users work more efficiently with Excel and Google Sheets. It offers features such as converting formulas to text, saving time, and providing personalized assistance. Trusted by over 5000 happy customers, Excel Bot is a reliable tool for automating tasks and improving productivity in various business sectors. With Zigment AI technology at its core, Excel Bot ensures accuracy and effectiveness in handling data-related tasks.

Adept is an AI tool that aims to provide useful general intelligence by building a machine learning model that can interact with everything on your computer. It takes your goals in plain language and turns them into actions on the software you use every day. Adept's model, ACT-1, is designed and trained specifically for taking actions on computers in response to natural language commands. The application focuses on collaborating and creating with users at the center, enabling more informed decisions and giving users more time for the work they love.

Array Assistant is an AI-driven tool designed to supercharge spreadsheet productivity. It offers a wide range of features such as creating formulas, cleaning data, summarizing text, explaining problems, and designing automations. Whether you are a professional, student, or spreadsheet user, Array Assistant can help you enhance your workflow and save time. With a user-friendly interface and innovative AI technology, Array Assistant revolutionizes the way you work with spreadsheets.

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.

Messari is an AI-powered platform that provides comprehensive crypto research, reports, AI news, live prices, token unlocks, and fundraising data. It offers a wide range of tools for users to explore and analyze the cryptocurrency market. With features like AI summaries, personalized watchlists, comparative charts, and AI recaps, Messari aims to organize and contextualize all crypto information at a global scale.

Botkeeper is an AI-powered bookkeeping platform designed specifically for accounting firms. It automates manual and time-consuming bookkeeping tasks using machine learning and workflow tools, allowing accounting professionals to save time, increase efficiency, and focus on serving their clients. With features like Smart Connect, Transaction Manager, Auto Bank Rec, and more, Botkeeper offers a comprehensive solution to streamline bookkeeping processes. The platform is built to be secure, scalable, and user-friendly, providing a seamless experience for accounting firms of all sizes.

Clerkie is a powerful debt repayment and optimization platform that offers a full-service automation solution powered by machine learning and human expertise. It helps lenders, both big and small, to manage and optimize their loan portfolios efficiently. With features like smart payment experience, AI-driven repayment strategies, real-time reporting, and easy integration, Clerkie ensures a seamless and secure experience for lenders and borrowers alike.

OrangeBot AI is an AI tool designed to match job seekers with suitable job opportunities. It utilizes artificial intelligence to analyze job data and provide users with relevant job listings and news. The platform aims to streamline the job search process by organizing and presenting information in a user-friendly manner. OrangeBot AI is a comprehensive tool that caters to both job seekers and employers, offering a seamless experience for finding and posting job opportunities.

Febi.ai is a cloud-based AI accounting and automated bookkeeping software that redefines the accounting and finance experience by streamlining, automating, and optimizing complex financial operations. It offers automated tax compliances, real-time business insights, and dedicated personal accountant services. With cutting-edge AI/ML technology and a team of domain experts, Febi ensures seamless management of accounting, tax compliance, and finance operations in real-time, allowing users to focus on their core business.

Cushion is an AI-powered tool designed to simplify bill management and credit building. It securely connects to your accounts, organizes bills, and offers insights to help you budget better. With features like automatic bill tracking, virtual Cushion card payments, and credit history building, Cushion aims to make bill payments painless and credit building seamless.

Akeeva is a user-friendly online platform that simplifies end-of-life planning. It offers tools and resources to help individuals organize their affairs and communicate their wishes to loved ones. Akeeva aims to alleviate the stress and burden associated with end-of-life decisions by providing a comprehensive and easy-to-use solution.

Pathway's LLM (Large Language Model) Apps provide a platform to quickly deploy AI applications using the latest knowledge from data sources. The Python application examples in this repository are Docker-ready, exposing an HTTP API to the frontend. These apps utilize the Pathway framework for data synchronization, API serving, and low-latency data processing without the need for additional infrastructure dependencies. They connect to document data sources like S3, Google Drive, and Sharepoint, offering features like real-time data syncing, easy alert setup, scalability, monitoring, security, and unification of application logic.

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.

ChatGPT is a large language model that can generate human-like text, translate languages, write different kinds of creative content, and answer your questions in a conversational way. It is trained on a massive amount of text data, and it is able to understand and respond to a wide range of natural language prompts. Here are 5 jobs suitable for this tool, in lowercase letters: 1. content writer 2. chatbot assistant 3. language translator 4. creative writer 5. researcher

LLMWare is a framework for quickly developing LLM-based applications including Retrieval Augmented Generation (RAG) and Multi-Step Orchestration of Agent Workflows. This project provides a comprehensive set of tools that anyone can use - from a beginner to the most sophisticated AI developer - to rapidly build industrial-grade, knowledge-based enterprise LLM applications. Our specific focus is on making it easy to integrate open source small specialized models and connecting enterprise knowledge safely and securely.

ai-collective-tools is an open-source community dedicated to creating a comprehensive collection of AI tools for developers, researchers, and enthusiasts. The repository provides a curated selection of AI tools and resources across various categories such as 3D, Agriculture, Art, Audio Editing, Avatars, Chatbots, Code Assistant, Cooking, Copywriting, Crypto, Customer Support, Dating, Design Assistant, Design Generator, Developer, E-Commerce, Education, Email Assistant, Experiments, Fashion, Finance, Fitness, Fun Tools, Gaming, General Writing, Gift Ideas, HealthCare, Human Resources, Image Classification, Image Editing, Image Generator, Interior Designing, Legal Assistant, Logo Generator, Low Code, Models, Music, Paraphraser, Personal Assistant, Presentations, Productivity, Prompt Generator, Psychology, Real Estate, Religion, Research, Resume, Sales, Search Engine, SEO, Shopping, Social Media, Spreadsheets, SQL, Startup Tools, Story Teller, Summarizer, Testing, Text to Speech, Text to Image, Transcriber, Travel, Video Editing, Video Generator, Weather, Writing Generator, and Other Resources.

A curated list of Generative AI projects, tools, artworks, and models

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.

LoLLMs WebUI (Lord of Large Language Multimodal Systems: One tool to rule them all) is a user-friendly interface to access and utilize various LLM (Large Language Models) and other AI models for a wide range of tasks. With over 500 AI expert conditionings across diverse domains and more than 2500 fine tuned models over multiple domains, LoLLMs WebUI provides an immediate resource for any problem, from car repair to coding assistance, legal matters, medical diagnosis, entertainment, and more. The easy-to-use UI with light and dark mode options, integration with GitHub repository, support for different personalities, and features like thumb up/down rating, copy, edit, and remove messages, local database storage, search, export, and delete multiple discussions, make LoLLMs WebUI a powerful and versatile tool.

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.

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.

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.

Deep Lake is a Database for AI powered by a storage format optimized for deep-learning applications. Deep Lake can be used for: 1. Storing data and vectors while building LLM applications 2. Managing datasets while training deep learning models Deep Lake simplifies the deployment of enterprise-grade LLM-based products by offering storage for all data types (embeddings, audio, text, videos, images, pdfs, annotations, etc.), querying and vector search, data streaming while training models at scale, data versioning and lineage, and integrations with popular tools such as LangChain, LlamaIndex, Weights & Biases, and many more. Deep Lake works with data of any size, it is serverless, and it enables you to store all of your data in your own cloud and in one place. Deep Lake is used by Intel, Bayer Radiology, Matterport, ZERO Systems, Red Cross, Yale, & Oxford.

Dwata is a desktop application that allows users to chat with any AI model and gain insights from their data. Chats are organized into threads, similar to Discord, with each thread connecting to a different AI model. Dwata can connect to databases, APIs (such as Stripe), or CSV files and send structured data as prompts when needed. The AI's response will often include SQL or Python code, which can be used to extract the desired insights. Dwata can validate AI-generated SQL to ensure that the tables and columns referenced are correct and can execute queries against the database from within the application. Python code (typically using Pandas) can also be executed from within Dwata, although this feature is still in development. Dwata supports a range of AI models, including OpenAI's GPT-4, GPT-4 Turbo, and GPT-3.5 Turbo; Groq's LLaMA2-70b and Mixtral-8x7b; Phind's Phind-34B and Phind-70B; Anthropic's Claude; and Ollama's Llama 2, Mistral, and Phi-2 Gemma. Dwata can compare chats from different models, allowing users to see the responses of multiple models to the same prompts. Dwata can connect to various data sources, including databases (PostgreSQL, MySQL, MongoDB), SaaS products (Stripe, Shopify), CSV files/folders, and email (IMAP). The desktop application does not collect any private or business data without the user's explicit consent.

This repository contains a collection of papers related to tool learning with large language models (LLMs). The papers are organized according to the survey paper 'Tool Learning with Large Language Models: A Survey'. The survey focuses on the benefits and implementation of tool learning with LLMs, covering aspects such as task planning, tool selection, tool calling, response generation, benchmarks, evaluation, challenges, and future directions in the field. It aims to provide a comprehensive understanding of tool learning with LLMs and inspire further exploration in this emerging area.

Helps with sorting data on Excel sheets

Presents Excel sheets in ordered parts as requested.

Extract from receipts to CSV: Date of Purchase, Item Purchased, Quantity Purchased, Units

An Excel tutor offering guidance, tips, and solutions for Excel.

Provide the information about each receipt from your shopping.

Turns company financial documents into structured income statements.

DAD is a digital personification of the quintessential father figure. This virtual dad offers a wide range of advice from home improvement to financial management, while maintaining a friendly, humorous personality.

Friendly AI travel companion for personalized trip planning.

Organize and develop ideas, respecting privacy and copyright laws.

Organize, Journal, and Achieve: Your All-in-One App for Masterful Task Management and Reflection

Analyzes and categorizes perfume data from Excel, or lists. Upload a file with your perfume names or just the names of your perfumes and this GPT will help you organize the information.

Helps you organize any text into a Jira ticket!

I organize my thoughts using ontology matrices, for detailed CWP advice.

I help organize your feelings when you're feeling unclear or frustrated etc and aware of important matters. It's also great for sharing happy moments. I support your emotional well-being and self-understanding.

I brainstorm and organize story ideas into structured events, world facts, and character outlines. Elevate your storytelling craft with Fiction Flow's GhostWriter series; learn more at fictionflow.io.

I help plan and organize RAM Rallies. A RAM Rally is a unique type of rally geared toward adventure motorcycle and dual sport riders of all skill levels.

I help declutter your space by analyzing room photos and suggesting what to organize.

Align, organize, and enhance design assets effortlessly.