Monarch Money

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.

TheFinAdvisor.com is an AI financial advisor platform that offers personalized investment strategies and expert guidance tailored to individual financial goals. Users can receive assistance in managing student loans, credit cards, debt restructuring, home purchases, car/truck acquisitions, house market investments, early retirement planning, world travel, and business building. The platform also provides insights on financial topics, encourages user questions, and facilitates community connections with financial experts. Additionally, users can explore various financial services, share reviews, and monetize content as financial influencers.

Ramp is a comprehensive platform offering spend management, corporate cards, and accounts payable solutions to streamline financial processes for businesses. With a focus on saving time and money, Ramp provides easy-to-use tools for expense management, travel, accounts payable, and more, all in one centralized location. The platform is designed to enhance efficiency and productivity for finance teams by automating tasks and providing intelligent insights. Ramp aims to simplify financial operations for startups, global enterprises, and businesses of all sizes, offering customizable features and dedicated support to meet the unique needs of each user.

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.

Canopy is an all-in-one practice management software for accounting and tax firms. It helps firms manage their clients, documents, workflow, time and billing, and more. Canopy is designed to help firms work more efficiently and effectively, so they can focus on providing better client experiences.

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.

Principal is an AI-powered wealth platform that helps users manage their finances effectively. It offers a comprehensive view of your financial situation, personalized insights, and recommendations to grow your wealth. With bank-grade security, Principal ensures that your data is safe and secure. The platform is free to use with the option to upgrade for more advanced features and capabilities.

Moning is a platform designed to help users manage and boost their wealth easily. It provides tools for a global view of wealth, making better investment decisions, avoiding costly mistakes, and increasing performance. With features like AI Analysis, Dividends calendar, and Dividend and Growth Safety Scores, Moning offers a mix of Human & Artificial Intelligence to enhance investment knowledge and decision-making. Users can track and manage their wealth through a comprehensive dashboard, access detailed information on stocks, ETFs, and cryptos, and benefit from quick screeners to find the best investment opportunities.

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.

Tradingliteracy.com is a website focused on providing resources and information related to trading and investing. It aims to educate users on various aspects of trading, including strategies, market analysis, and risk management. The site offers articles, tutorials, and tools to help individuals enhance their trading skills and make informed investment decisions. With a user-friendly interface and valuable content, tradingliteracy.com serves as a valuable resource for both novice and experienced traders.

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.

AnalyStock.ai is a financial application leveraging AI to provide users with a next-generation investment toolbox. It helps users better understand businesses, risks, and make informed investment decisions. The platform offers direct access to the stock market, powerful data-driven tools to build top-ranking portfolios, and insights into company valuations and growth prospects. AnalyStock.ai aims to optimize the investment process, offering a reliable strategy with factors like A-Score, factor investing scores for value, growth, quality, volatility, momentum, and yield. Users can discover hidden gems, fine-tune filters, access company scorecards, perform activity analysis, understand industry dynamics, evaluate capital structure, profitability, and peers' valuation. The application also provides adjustable DCF valuation, portfolio management tools, net asset value computation, monthly commentary, and an AI assistant for personalized insights and assistance.

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.

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.

Glean.ai is an AI-powered software designed to enhance accounts payable (AP) processes, making them faster, easier, and smarter. It offers a range of features to streamline AP tasks, including automated data extraction, GL coding, bill approvals and payments, accruals, prepaid amortizations, and more. Glean.ai also provides valuable insights into spending patterns, helping businesses identify areas of overspending and uncover opportunities for cost savings. With its user-friendly interface and robust data benchmarking capabilities, Glean.ai empowers accounting and FP&A teams to collaborate seamlessly, plan effectively, and make informed decisions regarding vendor spend.

Opesway is an AI-powered financial planning platform that offers a comprehensive solution to help users achieve financial freedom and manage their wealth effectively. The platform provides tools for retirement planning, investment assessment, budget management, debt analysis, and various forecasting tools. Opesway uses AI technology to simplify financial management, make budgeting and investment decisions, and provide personalized insights. Users can connect to financial institutions, import spending data, customize budgets, forecast retirement, and compare financial plans. The platform also features a personalized AI chatbot powered by OpenAI's ChatGPT model.

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.

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

Forescribe AI is a spend management platform that uses artificial intelligence (AI) to help businesses streamline their spending and fuel growth. The platform provides real-time visibility into spending, automates invoice processing, and identifies opportunities for cost savings. Forescribe AI is designed to help businesses of all sizes improve their financial performance.

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.

wallet.AI is an AI application that provides smart machines to inform users about their financial behavior. Founded in San Francisco in 2012, wallet.AI builds intelligent engines that analyze millions of pieces of data to help users make better daily financial decisions. The application aims to assist people in making informed financial choices by leveraging artificial intelligence technology.

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.

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.

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.

Timmy is an AI spending buddy designed to help users save money faster and grow their wealth. It provides personalized spending suggestions, tracks spending in real-time, suggests budgets, and offers weekly tasks to achieve financial goals. Users can subscribe to the newsletter for product updates and releases, but should exercise caution and seek professional advice for financial decisions.

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.

Sensible Proforma is a free team invoicing software that offers a comprehensive solution for managing invoices, quotes, receipts, stock, sales, inventory, customer management, and taxes. The software provides cutting-edge tools to streamline organization and enhance productivity, such as simultaneous quotes, price quote history, smart product organization, sales tracking, quick quote-to-invoice conversion, client overview, client records, and sales & tax insights. It is suitable for various businesses including shops, restaurants, bars, laundries, pharmacies, taxi services, and more. Sensible Proforma offers a free plan with limited documents per day and various paid unlimited plans for companies with different needs.

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.

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 through features like AI item recognition, easy organization, and quick inventory taking. The application provides various subscription plans with different features to cater to the needs of different businesses.

Ramp is a comprehensive platform offering spend management, corporate cards, and accounts payable solutions to streamline financial processes for businesses. With a focus on saving time and money, Ramp provides easy-to-use tools for expense management, travel, accounts payable, and more, all in one centralized location. The platform is designed to enhance efficiency and productivity for finance teams by automating tasks and providing intelligent insights. Ramp aims to simplify financial operations for startups, global enterprises, and businesses of all sizes, offering customizable features and dedicated support to meet the unique needs of each user.

Kintsugi is a sales tax automation tool designed to help companies globally manage their sales tax obligations efficiently. The platform offers automation features to streamline compliance processes, monitor tax exposure, and facilitate accurate filing and remittance. Kintsugi provides comprehensive sales tax calculation, registration alerts, and back tax handling. The tool is trusted by leading businesses worldwide and offers no onboarding fees, implementation fees, or long-term contracts. With Kintsugi, users can automate compliance in three simple steps and access features like product categorization and address validations.

Humanlike is an AI-powered AP/AR tool designed to cut AP/AR costs by 80%. It serves as a better alternative to outsourcing accounts payable and receivable by using human-like AI to process invoices efficiently and accurately. The tool is built by fintech veterans from Stripe and Modern Treasury, offering a risk-free trial period and being SOC 2 compliant. Humanlike helps businesses scale sub-linearly, allowing them to grow without increasing headcount. It shortens cycle time, automates exception handling, and significantly reduces AP/AR processing costs.

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

WellyBox is an AI-powered platform designed to help users organize receipts and invoices effortlessly. With the power of AI, WellyBox automatically collects and analyzes receipts from various sources, integrates them with business tools and accountants, and simplifies financial operations for over 70,000 businesses worldwide. The platform offers a seamless solution for managing financial documents, saving time on administrative tasks, and ensuring efficient receipt organization.

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 tool is available 24/7 and aims to simplify financial decision-making by providing quick and accurate responses to queries.

Navan is a comprehensive corporate travel management platform that offers solutions for business travel and expense management. It provides tools for managing travel programs, company cards, expenses, team offsites, and booking trips for employees. With features like automated expense categorization, real-time expense visibility, and integration with ERP systems, Navan aims to streamline corporate travel processes and optimize savings. The platform caters to various industries and company sizes, offering unrivaled control, visibility, and savings for businesses of all scales.

Procys is a document processing platform powered by AI that offers automated document processing solutions. It provides features such as a self-learning engine, seamless integration with ERP systems, OCR API powered by AI, customized data extraction, and AI autosplit for automatic document splitting. Procys helps with tasks like invoice OCR, ID card OCR, receipt OCR, and account payable automation. The platform aims to streamline document workflows, eliminate manual processes, save time, reduce errors, and ensure 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.