Best AI tools for< Organize Financial Data >
20 - AI tool Sites
Daloopa
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
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
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
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.
Chat2CSV
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
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.
Kleene.ai
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.
Excel Bot
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
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
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.
Clerkie
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.
SplitMyExpenses
SplitMyExpenses is an AI-powered application designed to simplify shared expenses with friends. It allows users to create groups, split bills, track debts, and settle up seamlessly. The app offers modern design, AI receipt itemization, friend data integration from payment apps, spending visualization, secure payment handling, and intelligent debt shuffling. With over 150 supported currencies and no limits on expenses, SplitMyExpenses revolutionizes the age-old problem of bill splitting, providing users with a stress-free and efficient solution.
Febi.ai
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.
Dokkio
Dokkio is an AI-powered platform that helps users find, organize, and understand all of their online files. By utilizing AI technology, Dokkio enables users to work with their cloud files seamlessly, regardless of where they are stored. The platform offers tools for team collaboration, content organization, document search, web content tagging, and file integration. Dokkio aims to streamline file management and enhance productivity for individuals and teams.
Cushion
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.
interviewprep.AI
interviewprep.AI is an AI-powered dashboard designed to enhance interview preparation by providing personalized coaching. The platform aims to boost job prospects by offering AI-enhanced guidance to users. By utilizing interviewprep.AI, individuals can experience improved organization, confidence in their answers, and an increased likelihood of receiving final job offers. The tool is tailored to refine interview skills and help users excel in their job search.
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.
Empathy
Empathy is a comprehensive support system for loss, designed to help families navigate life's most challenging moments. The platform offers personalized Care Plans, time-saving tools, grief support resources, and assistance with probate processes. Empathy aims to reduce stress and financial burden for families dealing with loss by providing emotional and logistical support. The application is trusted by leading organizations and offers a range of solutions for employers, consultants, and life insurance carriers.
Front
Front is an AI-powered platform designed to enhance customer service and operational efficiency. It offers a comprehensive suite of tools for managing shared inboxes, live chat support, team collaboration, AI chatbots, knowledge base management, workflow automation, integrations, and analytics. Front caters to various industries such as technology, financial services, logistics, manufacturing, professional services, and travel, providing solutions for customer service, operations, inbound sales, account management, and success. The platform aims to deliver exceptional customer experiences at scale by leveraging real-time collaboration, automation, and AI capabilities.
Playbook
Playbook is an AI-powered file manager for creatives, by creatives. It is the world's first collaborative creative space that combines the features of Dropbox and Pinterest, with 4TB of starter space. Playbook helps users organize, share, and collaborate on creative files and projects with their clients and team. It uses AI to organize work in a way that makes sense, and allows users to find files 10x faster than traditional cloud storage. Playbook also has a beautiful gallery feature that makes it easy to share work with clients and gather feedback.
20 - Open Source AI Tools
llm-app
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
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-universe
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
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.
awesome-generative-ai
A curated list of Generative AI projects, tools, artworks, and models
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.
lollms-webui
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
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
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
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.
deeplake
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
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.
LLM-Tool-Survey
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.
LLM4IR-Survey
LLM4IR-Survey is a collection of papers related to large language models for information retrieval, organized according to the survey paper 'Large Language Models for Information Retrieval: A Survey'. It covers various aspects such as query rewriting, retrievers, rerankers, readers, search agents, and more, providing insights into the integration of large language models with information retrieval systems.
20 - OpenAI Gpts
Receipt CSV Formatter
Extract from receipts to CSV: Date of Purchase, Item Purchased, Quantity Purchased, Units
Year-End Tax Organizer
Turns company financial documents into structured income statements.
DAD
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.
Voyager | Organize & Budget your Trip ✈️🌴
Friendly AI travel companion for personalized trip planning.
AI Assistant for Writers and Creatives
Organize and develop ideas, respecting privacy and copyright laws.
Quest Journaling App
Organize, Journal, and Achieve: Your All-in-One App for Masterful Task Management and Reflection
Categorize your perfumes
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.
EnggBott (Construction Work Package Assistant)
I organize my thoughts using ontology matrices, for detailed CWP advice.
Emotional Well-being Coach AI
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.
GhostWriter | BrainDump
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.
RAM Rally Planner
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.
Clean My Room
I help declutter your space by analyzing room photos and suggesting what to organize.