Levelup Intelligence

Levelup Intelligence is an advanced financial reporting tool designed for SMB portfolios. It provides a comprehensive dashboard to view and analyze financial data, offering real-time insights and customizable KPIs. The tool integrates with major accounting platforms, such as Quickbooks and Xero, to streamline data organization and analysis. With AI-powered standardization, Levelup ensures financial transparency and accuracy, making it a valuable resource for accounting firms and financial institutions.

Fama.one is an AI-powered platform that helps businesses automate their financial processes. It uses machine learning to analyze financial data and identify patterns, which can then be used to automate tasks such as invoice processing, expense management, and financial reporting. Fama.one also provides businesses with insights into their financial performance, which can help them make better decisions.

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.

Datarails is a financial planning and analysis platform for Excel users. It automates data consolidation, reporting, and planning while enabling finance teams to continue using their spreadsheets and financial models. With Datarails, finance teams can save time on repetitive tasks and focus on strategic insights that drive business growth.

Hebbia is an AI platform designed for finance professionals to add the power of generative AI to their firms. It allows users to explore thousands of use cases in legal, credit advisory, corporate consulting, real estate, and asset management. Hebbia synthesizes information into actionable insights, systematizes research workflows, automates tasks like quarterly earnings review and legal document analysis, and is trusted by large global institutions for its enterprise security features.

Drivetrain is a Strategic Finance Platform designed for modern businesses. It offers real-time tracking and reporting, continuous planning and forecasting, and a single source of truth by combining accounting and business data effortlessly. The platform empowers finance teams globally with AI-powered FP&A software, enabling users to accelerate planning, tracking, and forecasting. Drivetrain provides integrations with ERP, CRM, HRIS, and other systems, along with over 200 pre-built connectors. The platform is praised for its collaborative features, user-friendly interface, and ability to make data-driven decisions quickly.

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.

Vianai's Conversational Finance is an AI application that revolutionizes financial analysis by providing real-time insights through generative AI. It empowers finance teams to make informed decisions swiftly and confidently by scanning vast amounts of data, generating accurate responses, and streamlining processes. The platform offers unparalleled speed, precision, and user experience, making it easier to navigate complex financial landscapes and accomplish more in less time.

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.

Sentieo is a market intelligence tool that provides financial insights tailored for the investment management industry. It offers best-in-class AI search, monitoring, extraction, and summarization capabilities. With features like Table Explorer and advanced workflow tools, Sentieo helps users uncover key insights for making informed decisions. Recently acquired by AlphaSense, Sentieo now operates as part of the AlphaSense platform, offering expanded content offerings and exclusive insights to over 1,000 customers, including 800 institutional investment firms.

AllMind AI is an AI-powered financial markets research terminal designed for institutional investors. It offers a petabyte-scale financial data pipeline, enabling users to access investment-grade research, automate workflows, and save significant time in conducting financial research. The platform combines AI-powered research capabilities with unified data access, workflow automation, and enterprise-grade security features to cater to the needs of leading financial institutions. AllMind AI is built by a team of finance executives, quants, PhDs, and AI researchers, ensuring institutional-grade accuracy and efficiency in financial analysis.

Rillet is an AI-native ERP application that automates accounting processes for complex revenue models, multi-entity setups, and monthly book closings. It offers features such as automated general ledger, accounts receivable, accounts payable, bank reconciliation, and flexible GAAP reporting. Rillet is designed to provide a source of truth for both GAAP financials and investor metrics, with advanced functionalities like multi-entity consolidation and AI-powered accounting. The application caters to various industries and company sizes, offering tailored solutions for businesses to streamline financial operations and improve efficiency.

Flavor is an AI-powered accounting automation tool that revolutionizes the month-end close process. It automates tasks such as book closure management, general ledger reconciliations, consolidation & reporting, financial analysis, and accruals management. Flavor combines AI technology with human validation to ensure accurate, compliant, and audit-ready financial records. The tool offers customizable checklists, real-time insights, and dynamic reports for faster decision-making. With Flavor, users can reduce manual workload, eliminate errors, and focus on strategic growth initiatives.

Comparables.ai is an AI-powered company and market intelligence platform designed for M&A professionals. It offers comprehensive data insights, valuation multiples, and market analysis to help users make informed decisions in investment banking, private equity, and corporate finance. The platform leverages AI technology to provide relevant company information, financial data, and M&A transaction history, enabling users to identify new investment targets, benchmark companies, and conduct market analysis efficiently.

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.

VantedgeAI is an AI application that offers fine-tuned AI models for credit funds, revolutionizing credit investing workflows with faster, smarter, and cost-effective solutions. The application transforms manual processes into scalable, automated workflows tailored for Private Credit and Hedge Funds. VantedgeAI is trusted by market leaders to provide unique AI-driven insights, accelerate analysis, enhance accuracy, and ensure data security and privacy through SOC 2 compliance. The application automates investment memo generation, data extraction for Excel models, portfolio monitoring, loan reconciliation, smart bond screening, and real-time data querying with AI bots.

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.

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.

Quill is an AI-powered SEC filing platform that allows users to extract key information from filings, answer questions about public investor materials, access historical financial data, and receive real-time SEC filings and earnings call transcripts. The platform leverages financially-tuned AI to provide accurate and up-to-date information, making it a valuable tool for analysts and professionals in the finance industry.

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.

Novus Writer is a customizable, on-premise AI and LLM solution designed to enhance efficiency in various business functions, including sales, finance, customer support, and more. It offers a range of features such as plagiarism detection, long-form generation, proofreading, fact checking, and custom AI agents. Novus Writer is trusted by enterprises for its streamlined processes, advanced data analysis capabilities, and compliance with industry standards.

Fama.one is an AI-powered platform that helps businesses automate their financial processes. It uses machine learning to analyze financial data and identify patterns, which can then be used to automate tasks such as invoice processing, expense management, and financial reporting. Fama.one also provides businesses with insights into their financial performance, which can help them make better decisions.

Investiment.io is a financial news and data platform that uses AI to help investors make better decisions. The platform provides access to real-time news, earnings transcripts, and financial data, as well as AI-powered insights and analysis. Investiment.io is designed to help investors of all levels, from beginners to experienced professionals.

Castello.ai is a financial analysis tool that uses artificial intelligence to help businesses make better decisions. It provides users with real-time insights into their financial data, helping them to identify trends, risks, and opportunities. Castello.ai is designed to be easy to use, even for those with no financial background.

PrometAI is an AI-powered business plan generator that helps entrepreneurs and businesses create comprehensive and professional business plans. It offers a range of features and tools to guide users through each step of the planning process, including strategy development, financial analysis, and valuation. PrometAI's platform is designed to simplify and streamline the business planning process, making it accessible to users of all levels of experience.

CityFALCON is a financial and business due diligence platform that provides a range of solutions for the needs of a wide audience, including retail investors, retail traders, daily business news readers, brokers, students, professors, academia, wealth managers, financial advisors, P2P crowdfunding, VC, PE, institutional investors, treasury, consultancy, legal, accounting, central banks, and regulatory agencies. The platform offers a variety of features and content, including a CityFALCON Score, watchlists, similar stories, grouping news on charts, key headlines, sentiment content translation, content news premium publications, insider transactions, official company filings, investor relations, ESG content, and languages.

Thomson Reuters is a leading provider of business information services. The company provides a wide range of products and services to professionals in the legal, tax, accounting, and risk management industries. Thomson Reuters' products and services include news and information, research and analysis, software and technology, and education and training. The company has a global presence with operations in over 100 countries.

Datafitai is a community platform for ChatGPT prompting, where users can find and share top-rated prompts for various topics such as marketing, coding, finance, writing, gaming, and art. The platform aims to improve the accuracy of ChatGPT responses by providing high-quality prompts. Users can explore, share, and contribute to a wide range of prompts to enhance their ChatGPT experience.

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.

Flavor is an AI-powered accounting automation tool that revolutionizes the month-end close process. It automates tasks such as book closure management, general ledger reconciliations, consolidation & reporting, financial analysis, and accruals management. Flavor combines AI technology with human validation to ensure accurate, compliant, and audit-ready financial records. The tool offers customizable checklists, real-time insights, and dynamic reports for faster decision-making. With Flavor, users can reduce manual workload, eliminate errors, and focus on strategic growth initiatives.

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.

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.

Meysey is an AI fraud protection application designed for accountants and IT managed service providers. It offers automated fraud scanning using financial and operational data to help organizations prosper against the evolving fraud landscape. Meysey provides scalable solutions with seamless deployment and tailored pricing, enabling users to gain visibility of bribery and corruption risk, identify conflicts of interest, baseline financial patterns, and comply with fraud legislation. The application integrates with finance and business operations tools to analyze data across the commercial landscape, providing actionable insights to enhance business resilience and reduce fraud risk.

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.

The website is an AI tool designed to assist Small and Medium Businesses (SMBs) in various aspects of their operations. It utilizes AI agents to provide intelligent solutions and support to SMBs, helping them streamline processes, make data-driven decisions, and enhance overall efficiency. The tool aims to empower SMBs with advanced technology typically available to larger enterprises, enabling them to compete effectively in the market.

Levelup Intelligence is an advanced financial reporting tool designed for SMB portfolios. It provides a comprehensive dashboard to view and analyze financial data, offering real-time insights and customizable KPIs. The tool integrates with major accounting platforms, such as Quickbooks and Xero, to streamline data organization and analysis. With AI-powered standardization, Levelup ensures financial transparency and accuracy, making it a valuable resource for accounting firms and financial institutions.

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 artificial intelligence to streamline the process of managing receipts and invoices. It finds, extracts, categorizes, and syncs data from various sources like emails, WhatsApp, and manual uploads to accounting software such as Xero and QuickBooks. The tool aims to save time, money, and reduce stress by automating tedious bookkeeping tasks, making financial records always complete and audit-ready. With features like automatic extraction, retroactive email analysis, real-time expense analytics, and smart AI categorization, Receiptor AI offers a novel approach to accounting that simplifies the workflow for individuals, businesses, and accountants.

AITax.com is a website that appears to be related to tax services, but due to a privacy error, the connection is not secure. The site seems to have an expired security certificate, which may pose a risk to users' information security. The site prompts users to proceed at their own risk, indicating potential security vulnerabilities.

Taxly is a user-friendly online platform designed to automate UAE corporate tax filing for small and medium-sized enterprises (SMEs), free zone entities, and accountants. It simplifies the tax compliance process by allowing users to upload their financial data and receive FTA-ready tax returns. With real-time tax insights, built-in compliance assistance, and instant tax projections, Taxly aims to make tax filing smart, simple, and stress-free for businesses in the UAE.

Ramp is a comprehensive platform offering Spend Management, Corporate Cards, and Accounts Payable Solutions. It provides easy-to-use corporate cards, bill payments, accounting, and more in one place. With features like Ramp Intelligence, Corporate Cards, Expense Management, Accounts Payable, Travel solutions, and Procurement tools, Ramp aims to streamline finance operations for businesses of all sizes. The platform is designed to save time and money for finance teams by automating processes and providing efficient solutions.

Humanlike is an AI-powered AP/AR tool that helps businesses cut AP/AR costs by 80%. It is a better alternative to outsourcing accounts payable and receivable, using human-like AI to process invoices more efficiently and accurately than traditional methods. The tool is built by fintech veterans from Stripe and Modern Treasury, offering a risk-free trial period and SOC 2 compliance. Humanlike enables businesses to scale sub-linearly, grow without increasing headcount, and reduce reliance on outsourcing. It boasts 24/7 availability, a 4-week implementation time, and an average cost reduction of 80% by shortening cycle time, automating exception handling, and reducing 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.

SparkReceipt is an AI-powered receipt scanner, expense tracker, and document manager application that streamlines pre-accounting tasks by reducing manual data entry up to 95%. It allows users to scan receipts, invoices, and bank statements, track expenses and income with AI-powered scanning and automatic categorization. The application works in any language and supports 150 currencies. SparkReceipt offers features like automatic data extraction (OCR), forwarding e-receipts from email, managing finances across borders, separating business and personal expenses, real-time profit/loss monitoring, and lightning-fast expense tracking.

ChatNRA is an innovative platform dedicated to assisting non-US residents in various aspects of launching and managing a US company. Their comprehensive suite of services is designed to streamline the process of establishing a US business presence and navigating the complexities of the American market. They offer services such as LLC and INC formation, tax filing, annual compliance, bookkeeping, and beneficial ownership information. ChatNRA aims to simplify the process for individuals looking to start and manage a US-based business, providing expert guidance and support throughout the journey.

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.

Booke AI is an AI-driven bookkeeping software that automates tasks, reduces errors, and improves communication. It uses AI to categorize transactions, extract data from invoices and receipts, and provide expert reconciliation assistance. Booke AI integrates with Xero, QuickBooks, and Zoho Books, and offers a user-friendly client portal for seamless collaboration. With Booke AI, businesses can save time, reduce stress, and improve the accuracy of their bookkeeping.