Best AI tools for< Track Financial Data >

Roic AI is an AI tool designed to provide users with essential financial data for analyzing companies. It offers comprehensive company summaries, 30+ years of financial statements, and earnings call transcripts in a single location. Users can access crucial information about popular companies like Apple Inc. and Microsoft Corporation through this platform.

Potato.trade was a service that has been closed down as the company evolved into an AI Finance solutions company called Telescope. The website is no longer active, and users are encouraged to explore the new direction in AI-powered financial solutions at telescope.co.

Capchair is a personal finance application that leverages AI technology to provide users with a seamless and efficient way to manage their finances. The app offers instant analysis, on-demand insights, and a comprehensive view of all financial data. Users can set budgets, goals, and connect their accounts to track their financial progress. Capchair prioritizes security by implementing bank-level security measures to safeguard users' financial information.

WeFIRE is an AI-empowered personal finance copilot that offers personalized financial services 24/7. It helps users gain insights into their financial status, balance spending and earning, prioritize tasks, establish a sustainable mindset for wealth, and track progress towards financial independence. The platform provides personalized solutions based on financial data, comprehensive cashflow overviews, timely alerts, progress tracking tools, educational resources, and top-notch security measures.

Calypso is an AI-first public equities copilot platform that combines the power of AI with financials, transcripts, headlines, and case studies by professionals to provide effortless analysis and superior returns. It offers features such as AI-powered insights, personalized theses, earnings previews, and updates, as well as the ability to ask any question with AI chats. Trusted by professionals, Calypso helps users stay up to date with key debates, financials, and valuation setups, making it a valuable tool for individuals in the finance industry.

Affluense is an AI-powered tool designed to empower users to identify, conduct deep research, and connect with High Net worth Individuals (HNIs). It provides smart data insights for prospecting and acquiring HNIs, offering features like deep research, live feed tracking, affluent discovery, network graph exploration, and verified profile data. Affluense significantly reduces research time and provides actionable insights quickly, transforming prospecting workflows into smart prospecting. The tool seamlessly integrates with various systems via APIs and webhooks, ensuring real-time data synchronization and enterprise-grade security and compliance.

Reportify is an AI platform for investment research that provides detailed analysis and insights on various companies, filings, transcripts, reports, and news. Users can explore financial data, performance metrics, and market trends to make informed investment decisions. The platform offers a comprehensive view of the investment landscape, including company histories, financial reports, and industry analysis.

FinChat.io is a comprehensive AI-powered stock research platform that provides institutional-quality data and insights to investors. With FinChat.io, you can access accurate financial data on over 100,000 global public companies, as well as company revenue and profit segments, KPIs, analyst estimates, price targets, and ratings. FinChat.io also utilizes cutting-edge AI to build summaries, models, and visualizations, making it easy to understand complex financial data. Additionally, FinChat.io offers a customizable terminal, allowing you to track what matters most to you and auto-save your research. With FinChat.io, you can work faster than ever and make better investment decisions.

AltIndex is an AI-powered investment analysis platform that provides unique AI stock picks, stock alerts, and alternative insights to help users make better investment decisions. The platform goes beyond traditional financial data by integrating various alternative data points such as job postings, website traffic, customer satisfaction, app downloads, and social media trends. AltIndex offers impactful insights and alerts, cutting-edge solutions to stay informed about companies in your portfolio, and advanced algorithms for real-time investment decision-making.

MyInvestment-AI is an AI-powered personal investment platform that offers tailored investment plans to help users achieve their financial goals. By leveraging advanced algorithms, the platform analyzes users' financial data, goals, and risk tolerance to craft personalized investment strategies. With a user-friendly interface and detailed investment breakdown, MyInvestment-AI simplifies the investment process, providing cost-saving and time-saving benefits. The platform ensures data security and confidentiality, offering a fast, personalized, and data-driven approach to investment planning.

HighRadius is an AI-powered platform that offers Autonomous Finance solutions for Order to Cash (O2C), Treasury, and Record-to-Report (R2R) processes. It provides a single platform for various financial functions such as Accounts Payable, B2B Payments, Cash Management, and Financial Reporting. HighRadius leverages Generative AI and a No-Code AI Platform to automate data analysis and streamline financial operations for the Office of the CFO. The platform aims to enhance productivity, reduce manual work, and improve financial decision-making through advanced AI capabilities.

Monexa is a professional-grade financial analysis platform that offers institutional-grade market insights, news, and data analysis in one powerful platform. It provides comprehensive market analysis, AI-powered insights, rich data visualizations, research and analysis tools, advanced screener, rich financial history, automated SWOT analysis, comprehensive reports, interactive performance analytics, institutional investment tracking, company intelligence, dividend analysis, earnings call analysis, portfolio analytics, strategy explorer, real-time market intelligence, and more. Monexa is designed to help users make data-driven investment decisions with a comprehensive suite of analytical capabilities.

Bigdata.com is a platform that powers AI agents for finance, offering instant insights, accelerating research, automating workflows, and enhancing returns. It provides a complete data ecosystem, including a content store with web, paywalled, and internal data, and offers features like intelligent chat, market briefs, smart watchlists, and automated workflows. The platform is designed for investors, analysts, tech & innovation leaders, developers, and engineers in the finance industry, providing access to premium data, reliable search, and enterprise-grade governance.

COUNT is a modern accounting software designed for ambitious businesses, offering automation of bookkeeping and providing actionable insights to help businesses grow. The platform equips users with tools for invoicing, bill management, employee task streamlining, and automated workflows powered by AI. COUNT aims to help businesses operate smarter, scale faster, and stay ahead of the competition by simplifying financial tasks and providing real-time insights.

Baselinemag is an AI tool that provides news and insights on software, business, finance, and project management. It covers a wide range of topics related to technology and business, offering valuable information to professionals and enthusiasts in the industry.

Receiptor AI is an automated bookkeeping tool that leverages AI technology to streamline the process of managing receipts and expenses. The application finds and extracts data from receipts past and present, auto-categorizes expenses, and syncs with accounting software like Xero and QuickBooks. With features like smart categorization, audit-ready reports, retroactive extraction, and real-time processing, Receiptor AI aims to save time, money, and reduce stress for businesses of all sizes. The tool is designed to work with receipts in any language, making it ideal for international businesses. Receiptor AI offers a 14-day free trial and has processed millions of emails, receipts, and invoices, freeing up hours of manual work for users.

Accountancy Age is an AI-powered platform that offers cutting-edge accounting solutions and insights for businesses. It provides a wide range of resources, news articles, and rankings related to accounting firms, audit, consulting, tax, and business recovery. With a focus on AI and cloud-centric strategies, Accountancy Age helps businesses navigate complex financial landscapes and regulatory environments. The platform aims to redefine accounting practices by leveraging advanced technologies to enhance efficiency and accuracy in financial management.

Budgetfy Pro is an AI-powered financial analysis tool designed to simplify and streamline your financial management. With advanced artificial intelligence capabilities, it effortlessly categorizes and analyzes your financial statements with high accuracy. The tool ensures complete privacy by encrypting your financial data and never sharing it with third parties. Users can create custom categories to tailor the tool to their unique financial needs and benefit from multi-currency support for handling transactions in various currencies. Gain detailed insights into your spending habits and financial trends, and easily integrate data from different sources like CSV, PDF, and Excel formats. Take control of your finances and join thousands of users who have optimized their financial management with Budgetfy Pro.

AKASA is a healthcare revenue cycle management company that uses generative AI (GenAI) to improve the revenue cycle for healthcare providers. AKASA's GenAI-powered platform and solutions help healthcare providers reduce denials, improve margins, and increase revenue. AKASA's platform includes solutions for authorization management, claim status, and claim attachment. AKASA's GenAI is trained on clinical and financial data and is optimized for healthcare. AKASA's clients include over 475 hospitals and 6,500 outpatient facilities across all 50 states.

MonAi is an AI-powered expense tracker that simplifies the process of tracking expenses by allowing users to input expenses in a conversational manner, similar to sending a voice message to a friend. The AI technology automatically categorizes the expenses, generates a short description, and records the amount. Users can easily confirm and save the information without the need for logging in. The data is securely stored in the user's private iCloud account, ensuring privacy and security. Additionally, MonAi enables users to share and collaborate on expense tracking. Overall, MonAi streamlines expense management through intuitive AI capabilities.

Great help for financial success

This Open AI tool analyzes your financial data, budgets and cashflow and suggests areas of improvement and quick insights. Drop an XLS file here or copy/paste your financial data and get insights! (Your data remains private and creator of this ChatGPT has no access to it).

Investment Co-Pilot: Portfolio backtesting and access to in-depth financial data and historical closing prices of US-listed companies. (Pulse formerly)

I assist you in understanding the details of a company's financial results based on provided earnings data. If you have an earnings report you'd like me to analyze, feel free to share it, and I'll provide detailed insights and interpretations!

Analyzes r/wallstreetbets for top topics, trends, and potential financial advice.

Analyzes annual reports, focusing on specific user-provided data

Simple stock insights. Not financial advice.

The Sign of Money: A SherLockian Quest for Decoding the Financial Market’s Mysteries

Expert on Chevron Corp, provides detailed insights in a professional tone.

Excel wizard for finance pros

Your accounting expert.

2023 to 2027 budget for Saanich British Columbia

Your personal AI accountant. Crunches all the numbers for you in a matter of seconds. The days of getting and accountant are long gone! Just type the numbers you need processing into the chat or insert a file, alongside your country of residence, to get your results

Theo dõi thị trường

I am packed with every Bitcoin price from 2014-2023. I quickly analyze Bitcoin data to help you make smart investment decisions, plot trends, and find interesting correlations! *Warning: This is not financial advice.

Friendly Excel and Google Sheets guide, making complex concepts easy.

Your finance and data analytics coach!

Optimizes financial performance through strategic analysis and planning.

Retrieve data on DeFi protocols and blockchains

Specialist in analyzing Ratings data with visual insights