AI For Finance 677

API Pull is an API platform for financial and identity verification. Access endpoints covering identity, tax, social security, credit, and education records for Mexico, Chile, and Colombia—with documented coverage and limits.

StratVerra turns a plain-English options strategy into a no-code backtest on minute-level data with real costs, then trades it live through the same engine. Most options traders test ideas in one of two ways: a spreadsheet that can't really model how options behave, or a backtesting tool that needs you to write code. StratVerra sits in the gap between those. You tell it what you want to trade the way you'd explain it to another trader, and it builds the strategy for you. Here's how it actually works. You start by describing a strategy. Something like "sell a 30-delta put spread on SPY when IV rank is above 50, close at 50% profit or 21 days to expiration." The AI turns that into a structured strategy you can see and edit in the no-code builder. If the AI got a detail wrong, you fix it by clicking, not by debugging. Then you backtest it. This is where the data matters. StratVerra runs on hosted minute-level historical options data, so your fills reflect what the market actually looked like intraday rather than end-of-day snapshots that hide the moves you'd have traded through. The backtest models slippage and commissions too, because a strategy that looks great before costs often looks very different once you account for what you'd really pay to get in and out. Every backtest is reproducible. Run it today, run it in three months, same inputs give you the same result. That sounds obvious until you've used tools where it isn't true. The part that sets StratVerra apart is what happens after the backtest. The same engine that ran your simulation runs your live trades. A lot of platforms backtest in one system and trade in another, which means the behavior you validated isn't guaranteed to match what executes against real money. StratVerra uses one engine for both, so there's no translation gap between "what I tested" and "what my broker did." You can run a strategy in shadow mode to watch it make decisions without placing orders, move to paper trading to test the full execution path, and go live through a supported broker when you've seen enough. One thing worth being straight about: backtest results are simulated. They show how a strategy would have behaved on past data with modeled costs, and past behavior is not a promise about future trades. The value isn't a guarantee of profit. It's that you get to pressure-test your assumptions before any capital is on the line, and you do it with data and cost modeling that reflect how options actually trade.

A global platform for automating subscription billing and recurring revenue management Antom is an AI-driven global payments and digitalization platform from Ant International. Its subscription management solution helps businesses create products and pricing plans, automate recurring billing and renewals, recover failed payments, and let customers manage their subscriptions through a self-service portal. It supports flexible pricing models, global payment methods, and multi-currency settlement, and connects subscriptions with usage-based billing, invoicing, and tax management.

Mica is an Excel AI tool that does the work in your workbook. Free download, pay per use. Mica is an Excel AI tool and workbook agent that completes the task inside your open file instead of handing you a formula to paste elsewhere. In your own spreadsheet, Mica changes cells, formulas and structure directly and shows every step as it happens, so you can stop it mid-task. Free to download, Mica gives new users a trial battery allowance, then charges per battery - $18 for one, $80 for five - with no subscription or monthly minimum. On Windows, Mica runs alongside Excel desktop, Excel 2007 through Microsoft 365.

Timmy is an AI spending buddy that helps users improve spending habits and save money. Timmy is an AI spending buddy designed to help users grow their wealth by providing tailored suggestions to improve their spending habits as they make new transactions. It can also create monthly budgets and weekly tasks to help users save money. Timmy is not a traditional budgeting app but rather an AI assistant that tells you how to spend your money.

AI-powered platform for equity research and insights, automating financial workflows. Quantera.ai is an AI-powered platform designed for equity professionals, analysts, and asset managers. It provides comprehensive equity research and insights, leveraging verified data and instant analysis tools to evaluate financial health, risks, corporate governance, and market sentiment. The platform automates financial workflows, saving time and unlocking insights for investment banks, private equity firms, and management consultants.

AI-powered conversational search API providing real-time search results. Traversaal.ai offers ARES API, an AI-powered conversational search tool that provides real-time search results with URLs in 3-4 seconds. It is designed for online LLMs and offers fast, real-time search results. The API is initially free for the first 100 queries and then transitions to a top-up pricing model.

Cloud Hero modernizes businesses with digital solutions and AI-powered tools for individuals. Cloud Hero streamlines businesses by providing a modernized online presence and innovative solutions for boosting growth and productivity. They offer digital modernization and automation services, crafting tailored solutions including websites, apps, and digital experiences. They also provide SaaS solutions to help individuals overcome creative blocks and streamline day-to-day tasks.

RhinoWatchlist is a financial AI assistant for stock insights and watchlist analytics. RhinoWatchlist is a financial AI assistant designed to help users navigate the stock market with ease. It provides stock insights, personalized watchlist analytics, and information on global financial events. It allows users to research stocks on their watchlist faster and analyze stock market trends. The platform offers tailored analytics for watchlists, identifying stocks trading below their 52-week highs or with attractive P/E valuations. It also provides the latest stock information, including key metrics, financial scores, dividend histories, and earnings call summaries.

MAPLE is a digital financial advisor providing personalized financial planning and advice. MAPLE is a fully digital, micro-personalized financial planning platform designed to bring your financial world together. It acts as a next-gen financial advisor, providing personal advice to help users achieve their financial goals. MAPLE analyzes assets, tracks goals, and delivers personalized recommendations to optimize wealth. It offers features like financial checkups, exposure reviews, risk assessments, cash optimization, debt analysis, and retirement readiness assessments.

AI agent intake layer connecting founders and investors without traditional intros. Parley is an AI-powered agentic intake layer for private capital that revolutionizes fundraising by replacing traditional warm intros or cold emails. Investors deploy custom, thesis-driven AI agents that act as a gatekeeper to screen incoming startup pitches, ask follow-up questions, and qualify companies. Founders pitch these agents directly, and every single conversation is guaranteed to be resolved—resulting either in a scheduled intro call directly on the investor's calendar or honest, constructive feedback explaining why there isn't a fit.

AI-powered customer experience automation for regulated industries. Ushur is a Customer Experience Automation™ Company that leverages AI-powered automation to enhance customer engagement, streamline workflows, and improve service through personalized interactions and integrations. It offers an Agentic Experience Framework that transforms customer engagement from structured workflows to intelligent, autonomous orchestration, providing proactive self-service and frictionless journeys. Ushur's platform is designed for highly regulated industries like healthcare, insurance, and financial services, helping them meet service demands, modernize operations, and connect with millions of customers securely and compliantly across various channels.

AI-powered investor copilot for financial research and analysis. Quill AI is an AI-powered investor copilot designed to extract key information from investor materials, such as SEC filings and earnings calls. It helps users quickly find relevant information, screen stocks, view insider transactions, analyze trends, and upload their own PDFs for analysis. Quill AI aims to reduce the time spent reading filings and increase the time spent investing.

AI chatbot for banking and fintech, providing multilingual customer support. SermoAI is a cutting-edge AI chatbot tailored for the banking and fintech sector. It helps banks and fintech companies provide comprehensive customer support to their end clients in an easy-to-communicate way using clients’ native language. SermoAI transforms customer interactions and optimizes banking services with ease, offering multilingual support, personalized answers, and custom integrations.

Athena: AI-native analytics platform automating data tasks for strategic focus. Athena is a data science platform and an AI co-pilot/auto-pilot agent that connects to any database, allowing enterprise data teams to collaboratively build and run bespoke workflows. It now features multi-modal Claude-3. An API and Python SDK are available for early access. Athena is positioned as an AI-native analytics platform and an artificial employee, designed to automate time-consuming tasks so analysts can focus on strategic work.

AI-powered automated invoice collection and payment reminder solution. Billabex is an automated invoice collection and payment reminder solution that uses artificial intelligence to optimize invoice collections. It personalizes reminders and intelligently responds to customer questions with tact and diplomacy via email, phone, SMS, and mail. Billabex aims to simplify invoice collection, optimize reminders, and improve cash flow using AI technology.

CreditHQ is a financial AI platform with a free credit score simulator. CreditHQ is an all-in-one financial AI integration platform that allows individuals and startups to build and utilize AI-powered financial tools for free in less than 60 seconds. It offers a Credit Score Simulator AI, a free tool to find out what will happen to your credit score in different scenarios and prepare solutions.

AI platform for regulated sectors, boosting customer success with compliance and easy implementation. Unless is an AI-powered conversational search assistant designed for Europe's regulated sectors. It's a no-code AI platform that boosts customer success in compliance-driven markets within the European Union, offering almost trivial implementation. Unless provides AI Search, AI Assistance, and AI Agents to find, resolve, and automate tasks securely, adhering to strict EU regulations for privacy and security. It helps website visitors, clients, and support teams by delivering rapid and reliable information, resolving issues quickly, and automating common actions while keeping humans in the loop.

AI Copilot for bank ALCOs to test funding and liquidity strategies. MaverickFi is an AI Copilot for bank ALCOs (Asset-Liability Committees) designed to empower them to make optimal decisions. It allows banks to test funding and liquidity strategies in a risk-free environment before real-world implementation, ensuring optimal balance sheet decisions. MaverickFi leverages large language models trained on complex banking risk management tasks and fine-tuned by domain experts to provide ALCOs with the context they need. It connects with treasury systems, core banking engines, and financial reporting platforms to automatically keep forecasts up to date with new actuals.

No-code AI platform for businesses to build, deploy, and scale AI models. Autogon AI offers a no-code AI infrastructure for businesses, enabling them to build, deploy, scale, purchase, integrate, and visualize AI models. It aims to maximize business potential and drive growth by unlocking human-machine intelligence. The platform provides tools for Auto ML, MLOPS, data engineering, augmented intelligence, decision intelligence, data visualization, data labeling, and automated time series analysis.

NeonFin is a budget app with financial calculators and expense tracking. NeonFin is a budget book app and smart financial calculator suite designed to help users take control of their finances. It offers tools for tracking expenses, analyzing spending patterns, and making informed financial decisions. Features include AI-powered receipt scanning, expense tracking, income analysis, and a variety of financial calculators.

MediCodio is an AI-powered medical coding tool that automates and streamlines the coding process. MediCodio has developed an AI-powered medical coding tool that helps coders to choose and assign appropriate codes quickly and easily. It automates coding, enhances revenue, reduces denials, and increases productivity. MediCodio offers an AI-powered medical coding assistant and MCaaS services to healthcare and RCM companies.

AI assistant for financial research, providing access to company data and insights. AlphaWatch is an AI assistant used by hedge funds for financial research, now accessible to everyone. It provides access to over 3,000 companies' filings, transcripts, research, and news. AlphaWatch offers AI agents that help solve critical operational issues by analyzing complex enterprise data. It is designed for deep research, expanding accessibility with multilingual models, and automating tasks safely with human oversight.

A finance AI assistant trained on 'The Psychology of Money'. Kairos GPT is a finance AI assistant built by Kairos. It is trained on the NYT best-selling book, The Psychology of Money, and answers questions like Morgan Housel.