Finance Brain

Finance Brain is an AI-powered assistant that provides instant answers for finance and accounting questions. It offers unlimited access for a monthly fee of $20 and allows new users to ask 3 free questions. The platform also supports uploading video files for analysis.

Pluto.fi is an AI investing application that provides users with research, insights, and trading capabilities in one platform. It offers personalized AI assistance for making informed investment decisions, analyzing real-time market data, and optimizing investment portfolios. With access to over 40 data sources, Pluto ensures users stay informed and empowered to make prompt decisions. The application is trusted by individuals taking control of their finances and offers features like scheduled prompts, portfolio optimization, attachments & charts, and syncing of financial accounts.

Origin is a financial management platform that provides users with a holistic view of their finances, personalized recommendations, and guidance from AI-powered planners and Certified Financial Planners. It offers features such as net worth tracking, budgeting, saving, investing, and tax assistance, all in one place for a monthly fee of $12.99.

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.

Digits is an automated accounting platform that offers tax-ready books starting at $250 per month. It provides AI bookkeeping with instant and accurate categorization, AI bill pay feature, live dashboards and reports, bank-grade security, and self-driving accounting for startups. The platform is backed by expert human CPAs and is trusted by top startup founders for its efficiency and time-saving capabilities. Digits ensures seamless connectivity and flow within a single platform, eliminating the need for cluttered spreadsheets and outdated tools. It offers real-time categorization, 24/7 AI bookkeeping, and financials verified and reviewed by accountants. Digits also provides tax-ready solutions, ongoing document collection, and tax preparation services.

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.

PortfolioGPT is an AI-powered platform that enables users to generate smart investment portfolios in seconds. It leverages OpenAI's advanced algorithms to automatically create personalized portfolios based on user input, including risk tolerance, investment amount, and financial goals. With features like personalized risk profiling, instant portfolio suggestions, and simple user input, PortfolioGPT aims to simplify the investment process for both novice and experienced investors. The platform offers subscription plans for users to access unlimited queries per day and receive tailored investment recommendations.

Blue Dot is a leading AI tax compliance platform that offers solutions for global tax management and VAT recovery. The platform provides a comprehensive view of employee-driven transactions, ensuring tax compliance and reducing vulnerabilities. Blue Dot's technology leverages AI and ML to optimize VAT outcomes and automate the review process for taxable employee benefits. The platform is fully integrated with expense management systems, helping organizations streamline compliance efforts and improve data integrity.

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.

Prudent AI is an AI-powered Income Intelligence Platform designed for lenders, offering fast data extraction, proactive fraud prevention, and in-depth insights on borrower income. The platform simplifies complex income calculations, streamlines the lending process, and enables lenders to make confident loan decisions quickly. Prudent AI is trusted by various lending institutions and has been proven to increase productivity, save time, and improve submission accuracy.

KLapper is a private and secure GenAI solution designed for law firms, integrating with Microsoft 365 Copilot to provide intelligence from various applications. It offers deep integration with Microsoft Teams and Word, ensuring seamless access within Microsoft 365. KLapper enforces robust security through mirrored DMS role-based access control and allows firms to deploy it securely within their own Microsoft Azure environment. Its Agentic AI capabilities automate administrative tasks, streamlining operations and reducing manual workload. The application assists in legal research, litigation support, document review and analysis, transactional skills, personalized legal support, and billing support.

Reconcile is a finance app designed specifically for multipreneurs, individuals with multiple businesses or income streams. It automates bookkeeping, connects users with tax professionals, and provides financial insights to help users focus on growth. Reconcile's AI assistant tracks expenses, maximizes write-offs, and provides personalized recommendations to help users make more profitable decisions.

EarningsCall.ai is an AI-powered tool that provides stock earnings call summaries and insights, saving users hours of reading transcripts. It allows users to compare competitors, analyze trends, and generate their own insights. The tool is designed for business leaders, financial professionals, consultants, and advisors to track competitor earnings, assess market trends, and optimize investment strategies.

Ghostwriter is a revolutionary writing assistant add-in for Microsoft Office that leverages AI technology to help users brainstorm, plan, and create content faster and more efficiently. With over 2 million installs, Ghostwriter offers different editions tailored for various user needs, from students to professionals, providing quick action prompts, creative settings, response length control, and language translation capabilities. The application prioritizes user privacy and security, offering a secure and private experience while recommending users to get their own OpenAI API key for complete privacy.

Wolters Kluwer is a global provider of professional information, software solutions, and services for various industries, including healthcare, tax and accounting, ESG, finance, compliance, and legal. The company's solutions combine domain expertise with advanced technology to help professionals make informed decisions, optimize processes, and achieve better outcomes. Wolters Kluwer's offerings include clinical decision support tools, tax and accounting software, ESG reporting solutions, regulatory compliance solutions, and legal research databases.

AI Automation Agency is a powerful AI automation tool that helps businesses cut costs, scale revenue, and stay ahead of the competition by automating sales, marketing, customer support, and operations. It offers real-time data analysis, document management, business process emulation, and chat-based interactions to assist with various business tasks. The tool is customizable, integrates with other platforms, works 24x7, and learns from interactions to provide a comprehensive business management solution.

Finance Brain is an AI-powered assistant that provides instant answers for finance and accounting questions. It offers unlimited access for a monthly fee of $20 and allows new users to ask 3 free questions. The platform also supports uploading video files for analysis.

Masraff is a leading expense management platform in Turkey that helps businesses automate and digitize their expense processes using artificial intelligence. With Masraff, companies can gain efficiency in their expense processes, control expenses with real-time reports, and ensure compliance with company expense policies. Key features of Masraff include automatic and fast expense entry, real-time management reports, mobile approval flow, compliance with expense policies and audits, and ERP and accounting integrations.

Wally is the world's first AI-powered personal finance app. It helps you track your spending, create budgets, and plan for the future. Wally is available on iOS and Android devices.

Intuit Assist is a generative AI-powered financial assistant designed to help you achieve financial confidence. It is a comprehensive platform that offers a wide range of financial tools and services, including TurboTax, Credit Karma, QuickBooks, and Mailchimp. Intuit Assist can help you with a variety of financial tasks, such as filing your taxes, managing your credit, tracking your expenses, and invoicing your clients. It is a valuable tool for anyone who wants to take control of their finances and achieve financial success.

Realistics is an AI-powered chatbot app that provides users with access to a variety of virtual assistants, each with their own unique personality and expertise. Users can chat with these assistants on a wide range of topics, from fashion and beauty to career advice and financial planning. Realistics is currently available for iOS devices, with plans to expand to Android and web browsers in the future.

Origin is a financial management platform that provides users with a holistic view of their finances, personalized recommendations, and guidance from AI-powered planners and Certified Financial Planners. It offers features such as net worth tracking, budgeting, saving, investing, and tax assistance, all in one place for a monthly fee of $12.99.

Cleo is an AI-powered financial management tool that helps users with budgeting, saving, building credit, and managing their finances. It offers features like cash advances, budgeting tips, credit building tools, and personalized financial advice. Cleo uses AI technology to provide users with insights and recommendations to improve their financial health. The application aims to make money management easy and accessible for everyone, without the need for credit checks or complex financial jargon.

STRATxAI is an AI-powered quantitative investment platform that offers custom AI model portfolios tailored to clients' investment philosophy, risk tolerance, and objectives. The platform harnesses machine learning to deliver data-driven insights for security analysis, portfolio construction, and management. Powered by the proprietary investment engine Alana, STRATxAI processes over 8 billion financial data points daily to uncover hidden alpha beyond traditional methods. Clients benefit from smarter decision-making, better risk-adjusted returns, optimized portfolio management, and savings on resources. The platform is designed to enhance investment decisions for forward-thinking investors by leveraging AI technology.

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.

KGiSL is a BFSI-centric multiproduct enterprise software company focused on insurance, capital markets, and wealth management segments, delivering AI and ML-driven products for a transformative edge. The company offers a wide range of solutions for various industries, including digital transformation, automation, analytics, and IT infrastructure management. KGiSL aims to empower its clients through innovative technologies such as Machine Learning, Artificial Intelligence, Analytics, and Cloud services to enhance productivity and deliver exceptional customer experiences.

Pluto.fi is an AI investing application that provides users with research, insights, and trading capabilities in one platform. It offers personalized AI assistance for making informed investment decisions, analyzing real-time market data, and optimizing investment portfolios. With access to over 40 data sources, Pluto ensures users stay informed and empowered to make prompt decisions. The application is trusted by individuals taking control of their finances and offers features like scheduled prompts, portfolio optimization, attachments & charts, and syncing of financial accounts.

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.

Ailtra's AI Crypto Bot is a revolutionary trading tool that leverages artificial intelligence to maximize profits and minimize losses in the cryptocurrency market. With its advanced algorithms, smart fund management, and risk-free trading experience, Ailtra empowers traders of all levels to achieve consistent profitability. The AI Crypto Bot's 13 levels of holding capacity and intelligent trading strategies ensure that your investments are in capable hands, guiding you through the complexities of the crypto market.

Surmount AI is an automated investing platform designed to make investing accessible to everyone. It utilizes advanced algorithms to provide users with personalized investment strategies based on their financial goals and risk tolerance. With Surmount AI, users can easily create and manage their investment portfolios, track performance, and receive real-time insights to make informed decisions. The platform aims to democratize investing by removing barriers to entry and empowering individuals to grow their wealth through intelligent automation.

Bhavv is India's first and most powerful AI platform for Nifty and Bank Nifty Options buying. The platform offers automated trade management, personalized risk management, integrated stop loss, and a user-friendly interface. Bhavv's AI algorithms continuously analyze market data to create and manage a diversified trading portfolio tailored to individual goals and risk tolerance. The platform aims to revolutionize trading by simplifying the process and making it more accessible and enjoyable for traders.

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.

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.

AskJimmy is a platform for AI agents focused on finance and trading. It offers exposure to a diverse range of strategies managed by top-notch AI Agents. The platform allows users to compose autonomous agents and trading strategies with extreme customization. It aims to create a decentralized multi-strategy collaborative hedge-fund powered by AI agents. AskJimmy is designed to aggregate non-correlated autonomous agent strategies into a diversified subnet, shaping the future of multi-strategies decentralized hedge-fund.

Jobs Originalis is an Intelligent Composable OS designed for the Private Capital Markets. It aims to help users save time and focus on the creative aspects of their work. The platform offers a range of tools and features to streamline processes and enhance productivity in the private capital market sector.

RockFlow is an AI-powered fintech platform that simplifies investing by offering AI-first trading experiences. The platform, powered by Bobby AI, allows users to build AI portfolios, execute trades, manage portfolios, and receive real-time trading opportunities. With features like Copy Trading, simplified options trading, and access to a wide range of investment products, RockFlow aims to empower users to make informed investment decisions effortlessly. The platform also prioritizes customer service and security, ensuring a safe and reliable trading environment for users.

Nuvio is an AI-powered financial management application that acts as a personal CFO for startups and small businesses. It provides insights, predictions, and real-time financial analytics to help users manage income, expenses, and cash flow efficiently. Nuvio simplifies complex financial calculations, offers ready-made charts for key metrics analysis, and enables users to track all bank accounts on a single dashboard. The application also allows users to predict future cash flow, customize finance reports, and benefit from dedicated customer support and bank-level security measures.

Digits is an automated accounting platform that offers tax-ready books starting at $250 per month. It provides AI bookkeeping with instant and accurate categorization, AI bill pay feature, live dashboards and reports, bank-grade security, and self-driving accounting for startups. The platform is backed by expert human CPAs and is trusted by top startup founders for its efficiency and time-saving capabilities. Digits ensures seamless connectivity and flow within a single platform, eliminating the need for cluttered spreadsheets and outdated tools. It offers real-time categorization, 24/7 AI bookkeeping, and financials verified and reviewed by accountants. Digits also provides tax-ready solutions, ongoing document collection, and tax preparation services.

Tango is a comprehensive platform designed to automate and streamline contract management, billing, and payment processes for small and medium professional services practices and consultancies. It offers clear scope definition, transparent contracts, automated billing, and easy payment options to help businesses save time, reduce administrative tasks, and improve client relationships. With features like self-service contracts, key term highlighting, automated invoicing, and multiple payment methods, Tango aims to simplify the entire workflow from client engagement to payment collection. Trusted by over 600 practices, studios, and agencies, Tango is a trusted solution for businesses looking to enhance efficiency and profitability.

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.

Nanonets is an AI-powered intelligent document processing and workflow automation platform that offers data capture for various documents like invoices, bills of lading, purchase orders, passports, ID cards, bank statements, and receipts. It provides document and email workflows, AP automation, financial reconciliation, and AI agents across different functions such as finance & accounting, supply chain & operations, human resources, customer support, and legal, catering to industries like banking & finance, insurance, healthcare, logistics, and commercial real estate. Nanonets helps automate complex business processes with AI, extract valuable information from unstructured data, and make faster, more informed decisions.

Jon AI is an AI tool designed for invoicing and document management. It provides users with a seamless experience in creating and managing invoices, as well as organizing and storing important documents. With its advanced AI capabilities, Jon AI streamlines the invoicing process, reduces errors, and enhances productivity for businesses of all sizes. Whether you are a freelancer, small business owner, or a large corporation, Jon AI offers a user-friendly platform to simplify your invoicing and document management tasks.

AiTax is an AI-based tax-preparation software that leverages Artificial Intelligence and Machine Learning to help individuals and entrepreneurs prepare and file their taxes accurately and efficiently. The software eliminates the risk of human error, ensures the lowest possible tax amount, prioritizes data security, and offers free audit and legal defense support. AiTax aims to simplify the tax-filing process, maximize potential refunds, and minimize the chances of an audit, providing users with a reliable and secure solution for their tax needs.

Taxly is a user-friendly online platform designed to automate the process of UAE corporate tax filing for small and medium enterprises (SMEs), free zone entities, and accountants. The application simplifies tax compliance by allowing users to upload their financial data and receive FTA-ready tax returns. Taxly provides real-time tax insights, instant tax projections, and built-in compliance assistance to help users navigate the complexities of UAE tax regulations. With a focus on simplicity and efficiency, Taxly aims to streamline the tax filing process for businesses in the UAE.

Itemery is an Office Inventory Software designed for small and medium businesses, offering an AI-based Inventory Management Solution. It allows users to easily manage and control their property inventory using AI technology. With features like integration with Excel and Google Threads, importing existing property databases, AI item recognition through the mobile app, and easy inventory tracking, Itemery simplifies the process of asset management for companies of all sizes. The application offers different subscription plans catering to varying needs and budgets, making it a versatile solution for businesses looking to streamline their inventory processes.

Ramp is a comprehensive financial management platform that offers Spend Management, Corporate Cards, and Accounts Payable Solutions. It provides easy-to-use corporate cards, bill payments, accounting, and more, all in one place. With Ramp, finance teams can save time and money by streamlining processes and automating tasks. The platform is designed to make finance teams faster and happier, with features like expense management, travel control, accounts payable processing, and accounting automation. Ramp is trusted by over 40,000 finance teams worldwide to save millions of hours and improve efficiency in financial operations.

Kintsugi Vertex is an AI-powered sales tax automation tool designed to help companies globally in monitoring, filing, and optimizing sales tax. It automates compliance in three simple steps: connecting and monitoring billing, payment, and HR systems; registering and collecting the right tax with precise rules; and remitting and filing taxes seamlessly. The tool eliminates manual tax calculations, compliance headaches, and unexpected fees, making tax reporting and filing a breeze. It offers white glove support and accurate Nexus tracking to ensure compliance without the complexity of tax requirements. Kintsugi Vertex is trusted by leading businesses worldwide for its end-to-end tax compliance solutions.

Humanlike is an AI-powered AP/AR tool that helps businesses cut AP/AR costs by 80%. It offers a better alternative to outsourcing accounts payable and receivable by using human-like AI to process invoices efficiently and accurately. Developed by fintech veterans from Stripe and Modern Treasury, Humanlike streamlines cashflow management processes, allowing businesses to scale sub-linearly and grow without increasing headcount. The tool provides a risk-free trial period, is SOC 2 compliant, and boasts features such as 24/7 availability, 4-week implementation time, and an average cost reduction of 80%. With Humanlike, businesses can shorten cycle time, automate exception handling, and significantly reduce AP/AR processing costs.

wallet.AI is an AI application that provides smart machines to inform users about their financial behavior and help them make better daily financial decisions. Founded in San Francisco in 2012, wallet.AI builds intelligent engines that analyze millions of pieces of data to offer personalized insights and recommendations to users. The application aims to empower individuals to manage their finances more effectively by leveraging artificial intelligence technology.

WellyBox is an AI-powered platform designed to help individuals and businesses organize receipts and invoices efficiently. With advanced AI technology, WellyBox automates the collection, analysis, and integration of financial documents from various sources, streamlining the process of managing expenses and improving overall financial operations. The platform offers features such as receipt scanning, automatic data extraction, integration with accounting software, and secure storage of receipts. WellyBox is a comprehensive solution for businesses looking to simplify their receipt management and enhance productivity.

Finance Brain is an AI-powered assistant that provides instant answers for finance and accounting questions. It offers unlimited access for a monthly fee of $20 and allows new users to ask 3 free questions. The platform also supports uploading video files for analysis.

Procys is a document processing platform powered by AI solutions. It offers a self-learning engine for document processing, seamless integration with over 260 apps, OCR API powered by AI for optical character recognition, customized data extraction capabilities, and AI autosplit feature for automatic document splitting. Procys caters to various industries such as accounting firms, travel & hospitality, and restaurants, providing solutions for invoice OCR, purchase order OCR, ID card OCR, and receipt OCR. The platform aims to automate and streamline document workflows, saving time, reducing errors, and ensuring compliance for businesses.

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.

The AI Bank Statement Converter is an industry-leading tool designed for accountants and bookkeepers to extract data from financial documents using artificial intelligence technology. It offers features such as automated data extraction, integration with accounting software, enhanced security, streamlined workflow, and multi-format conversion capabilities. The tool revolutionizes financial document processing by providing high-precision data extraction, tailored for accounting businesses, and ensuring data security through bank-level encryption. It also offers Intelligent Document Processing (IDP) using AI and machine learning techniques to process structured, semi-structured, and unstructured documents.

SplitMyExpenses is an AI-powered application designed to simplify shared expenses with friends. It allows users to create groups, split bills effortlessly, track debts, and settle up using integrated payment apps. The app offers modern design, AI receipt itemization, friend data powered by payment apps, and beautiful spending charts to help users manage their expenses efficiently. With over 150 supported currencies and secure handling of data, SplitMyExpenses revolutionizes the age-old problem of bill splitting, providing users with a stress-free experience.

Receipt OCR API by ReceiptUp is an advanced tool that leverages OCR and AI technology to extract structured data from receipt and invoice images. The API offers high accuracy and multilingual support, making it ideal for businesses worldwide to streamline financial operations. With features like multilingual support, high accuracy, support for multiple formats, accounting downloads, and affordability, Receipt OCR API is a powerful tool for efficient receipt management and data extraction.

Bitskout is an AI Front Office platform designed for CPAs and professional services firms to enhance productivity and efficiency. It helps in managing client requests, customer onboarding, and information intake, allowing firms to double their bandwidth without the need for additional headcount. The platform leverages AI technology to streamline workflows, reduce manual tasks, and improve client interactions, ultimately leading to increased profitability and client satisfaction.

CanTax.ai is an AI-powered platform offering instant tax help for Canadians. It provides personalized tax advice tailored to individual financial needs, ensuring privacy and security with industry-leading encryption protocols. The platform's artificial intelligence is proficiently trained on federal and provincial tax legislation, offering comprehensive knowledge and 24/7 availability. CanTax aims to simplify the tax filing process and empower Canadians with expert-level tax guidance.

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.

Respaid is a B2B collections tool that focuses on respectful and efficient debt recovery. It utilizes AI-powered precision messaging to optimize communication with debtors, resulting in a 50% collection rate and 30x faster performance than traditional methods. The tool offers features such as direct payments, database cleaning, and insights into why customers aren't paying. Respaid aims to protect your brand reputation while helping you recover unpaid invoices in a respectful manner.

Expense Sorted is an AI-powered tool designed to automate the categorization of expenses, eliminating the manual effort required every month. By integrating with Google Sheets, users can streamline their workflow and benefit from accurate transaction identification. The tool offers customizable categories to suit personal or business needs, ensuring a seamless user experience.

Airparser is an AI-powered email and document parser tool that revolutionizes data extraction by utilizing the GPT parser engine. It allows users to automate the extraction of structured data from various sources such as emails, PDFs, documents, and handwritten texts. With features like automatic extraction, export to multiple platforms, and support for multiple languages, Airparser simplifies data extraction processes for individuals and businesses. The tool ensures data security and offers seamless integration with other applications through APIs and webhooks.