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. It provides easy-to-use corporate cards, bill payments, accounting, and more, all in one place. With features like Frictionless expenses, AP Automation, Smarter spend controls, and seamless automation for accounting, Ramp aims to make finance teams faster and happier. The platform is designed to save time and money for businesses by automating financial operations and streamlining processes.

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.

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.

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.

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.

Scopey is an AI-powered scope management tool designed to help businesses manage shifting client demands and prevent scope creep. It offers real-time tracking of project changes, detailed scopes of work creation, seamless integration with team workflows, and upselling opportunities. Scopey aims to save time, increase revenue, ensure transparency, stop scope creep, and boost project success effortlessly.

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.

Harver is a talent assessment platform that helps businesses make better hiring decisions faster. It offers a suite of solutions, including assessments, video interviews, scheduling, and reference checking, that can be used to optimize the hiring process and reduce time to hire. Harver's assessments are based on data and scientific insights, and they help businesses identify the right people for the right roles. Harver also offers support for the full talent lifecycle, including talent management, mobility, and development.

Tango is an automated platform for managing contracts and payments, designed to streamline client management, billing, and payment collection. It offers features such as clear scope definition, self-service contracts, highlighted key terms, automated billing, and easy payment options. Tango caters to small and medium professional services practices and consultancies, helping them save time and improve efficiency in their business operations.

Lemon Squeezy is an all-in-one platform designed for software companies to handle payments, subscriptions, global tax compliance, fraud prevention, and more. It offers features like global tax compliance, borderless SaaS payments, instant payment methods, local currency support, AI fraud prevention, and failed payment recovery. The platform also provides tools for ecommerce, marketing, reporting, and developer integration. Lemon Squeezy aims to simplify running a software business by offering a comprehensive solution for various business needs.

We360.ai is an award-winning employee monitoring software that helps businesses track employee productivity, attendance, and time. It offers a range of features such as real-time screenshots, app usage tracking, and detailed reports. We360.ai is designed to help businesses improve efficiency, streamline processes, and make informed decisions.

Quandri is a digital workforce solution that automates repetitive tasks for insurance brokerages and agencies. By leveraging advanced automation and AI, Quandri's digital workers can help businesses save time, reduce errors, and increase efficiency. Quandri's out-of-the-box digital workers can be deployed seamlessly into any agency or brokerage, and can be trained to perform a variety of tasks, including EDI processing, closing broker activities, eDoc processing, inbound lead management, and renewal reviews. With Quandri, businesses can free up their team's time to focus on more value-producing activities, such as building relationships with clients and growing their business.

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.

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.

Potato.trade was a service that has been closed down as the company has transitioned into an AI Finance solutions company called Telescope. The website now offers AI-powered financial solutions under the new brand. For more information, visit 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.

Zapro is a comprehensive Vendor Relationship Management (VRM) and Procurement system that integrates seamlessly with existing ERP or payment modules. The cloud-based SaaS platform automates the entire procurement process, from vendor onboarding and contract management to purchase orders and invoicing. Zapro enhances supplier relationships with advanced performance tracking, risk assessment, and analytics, driving efficiency and strategic growth for businesses.

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 an automated platform for managing contracts and payments, designed to streamline client management, billing, and payment collection. It offers features such as clear scope definition, self-service contracts, highlighted key terms, automated billing, and easy payment options. Tango caters to small and medium professional services practices and consultancies, helping them save time and improve efficiency in their business operations.

Nanonets is an AI-powered document processing and workflow automation platform that offers data capture and workflow solutions for various industries and functions. It automates tasks such as invoice processing, data extraction, document approvals, and accounts payable reconciliation using AI-powered workflows. Nanonets helps businesses extract valuable insights from unstructured data, optimize processes, and make faster, more informed decisions.

Jon AI is a one-time payment invoicing software designed for teams, offering a long-term solution without the need for subscriptions. The software provides features such as managing invoices, quotes, receipts, stock, sales, inventory, and customer information. With a focus on durability, Jon AI aims to be a cost-effective and reliable tool for businesses. Users can test the software for free and purchase it for a one-time fee of 299 USD for 5 years. Jon AI emphasizes the importance of software as a tool that lasts, similar to equipment like a car for a company.

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 solution for inventory management. It allows users to easily track, manage, and organize their assets using features like AI recognition, barcode scanning, and location display. With affordable subscription plans and intuitive interfaces, Itemery streamlines inventory accounting processes for various industries.

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, all in one place. With features like Frictionless expenses, AP Automation, Smarter spend controls, and seamless automation for accounting, Ramp aims to make finance teams faster and happier. The platform is designed to save time and money for businesses by automating financial operations and streamlining processes.

Kintsugi is an AI-powered sales tax automation tool designed to help companies globally automate their sales tax compliance in a simple and efficient manner. The tool offers comprehensive features such as automated compliance in 3 steps, exposure monitoring, VDAs and back taxes handling, and hundreds of no-code integrations. Kintsugi provides clarity and confidence in filing and remitting sales tax, ensuring businesses scale with confidence and avoid penalties. The tool is user-friendly, with no long-term contracts and transparent pricing, making it a valuable asset for businesses of all sizes.

Humanlike is an AI-powered AP/AR tool that helps businesses cut costs by 80% compared to outsourcing accounts payable and receivable. It uses 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 SOC 2 compliance. Humanlike enables businesses to scale sub-linearly, reducing the need to increase team size with transaction volume. It allows for 24/7 availability, a quick 4-week implementation time, and an average cost reduction of 80%. By shortening cycle time, automating exception handling, and reducing processing costs, Humanlike helps businesses grow without expanding headcount.

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 people in making informed financial choices by leveraging artificial intelligence technology.

WellyBox is an AI-powered platform designed to help users organize receipts and invoices efficiently. With the power of AI, WellyBox automatically collects, analyzes, and integrates receipts from various sources, simplifying financial operations for businesses. The platform offers features like expense tracking, receipt scanning, and seamless integration with accounting tools. Trusted by over 70,000 businesses, WellyBox is a modern CRM solution that saves time, streamlines administrative tasks, and enhances productivity.

Finance Brain is an AI-powered assistant that provides instant answers for finance and accounting questions. It offers unlimited access for $20 per month and allows new users to ask 3 free questions. The platform is available 24/7 to assist users with their financial queries.

Navan is a comprehensive business travel and expense management solution that helps companies streamline their travel programs and expense management processes. With Navan, businesses can create company travel programs, manage company cards and expenses, arrange team offsites, book trips for employees and executives, and more. The platform offers unrivaled visibility, control, and savings, empowering employees to achieve business goals while staying within spending limits. Navan also provides AI-powered insights to streamline expense management and optimize savings. Trusted by thousands of companies, Navan is the go-to destination for all travel and expense needs, offering special rates, spend guardrails, rewards programs, and 24/7 support.

Procys is a document processing platform powered by AI that offers solutions for various document-related tasks. It features a self-learning engine for efficient document processing, seamless integration with over 260 apps, OCR API powered by AI for optical character recognition, customized data extraction capabilities, and AI autosplit for automatic document splitting. Procys caters to different use cases such as invoice OCR, ID card OCR, receipt OCR, and account payable automation. The platform ensures data security as a top priority and provides enterprise-grade security and compliance solutions.

AI Bank Statement Converter is an industry-leading tool designed for accountants and bookkeepers to extract data from financial documents using artificial intelligence technology. The tool offers modernized bookkeeping solutions by automating financial document processing, ensuring accuracy, security, and efficiency. It revolutionizes how accounting businesses handle financial documents by providing multi-format conversion, AI-powered accuracy, tailored solutions for accounting, data security, and integration with popular accounting software.

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

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.