AI For Finance 677

AI-powered platform for finding and applying for grants. Granter.ai is an AI-powered platform designed to streamline the process of finding and applying for grants. It combines artificial intelligence with experienced experts to help businesses identify relevant grant opportunities and prepare successful applications. The platform offers features such as AI-driven grant matching, AI-generated application drafts, and expert review services, aiming to make grant access more efficient and democratic.

Connect financial accounts to AI and spreadsheets for automated money tracking and analysis. OpenBudget is a personal finance platform that securely connects bank, credit card, brokerage, and retirement accounts to AI assistants such as Claude and ChatGPT, as well as Google Sheets and Excel. It lets users ask natural-language questions about transactions, balances, spending, budgets, debts, investments, dividends, and trades. OpenBudget uses Plaid for bank connections, supports more than 10,000 U.S. financial institutions, automatically categorizes transactions, synchronizes financial data with spreadsheets, and provides tools for budgeting and investment tracking.

AI-powered SaaS management platform for cost optimization and control. Forescribe AI is a SaaS management platform that helps businesses discover, optimize, and regulate their digital infrastructure spend. It provides AI-powered insights to optimize costs, ensure visibility, and gain control over SaaSOps effortlessly. Forescribe offers solutions for CIOs, COOs, CFOs, and SAM Strategists, enabling them to manage and govern SaaS effectively.

AI-driven financial news and business due diligence platform. CityFALCON is a personalized financial and business due diligence platform that provides real-time news, financial news, financial tweets, breaking news, and trending news. It uses AI to power decisions in business and finance, covering stocks, companies, asset classes, sectors, events, people, and over 300k topics.

Merchanto eliminates chargebacks through merchant-issuer collaboration with an all-in-one solution. Merchanto is an all-in-one solution designed to eliminate chargebacks through seamless merchant-issuer collaboration. It offers an easy-to-use platform with in-house solutions, a dashboard, and API connections with VISA and MasterCard to fight chargebacks and stop fraud.

RizeTrade fixes the real reason accounts blow up: discipline, not strategy. It flags overtrading, revenge and boredom trades, and enforces daily max-loss/max-trade limits on a color-coded compliance heat map. Playbooks become checklists with a compliance % per strategy, and win rates are compared when rules are followed vs. broken. Emotion tags (FOMO, tilt, revenge) reveal the dollar cost of each pattern—plus a simulation of your account without them. Risk tools track R-multiples, MAE/MFE, and stop/target adherence, while an exit efficiency score builds confidence to hold winners longer. Mentor AI coaches you after each session and auto-fills tags, scores, and journal entries. Behind it: 50+ auto-built reports (time-of-day, symbol, strategy, duration, fees) in dollar, %, R, tick, or privacy view—no formulas. Structured journaling, premarket if/then planning, missed-trade tracking, voice notes, and per-trade attachments round it out. What RizeTrade Solves: Overtrading — Most blown accounts are a discipline problem, not a strategy problem. RizeTrade tracks trades per session, flags boredom trades and revenge entries in the calendar, enforces daily max-loss and max-trade limits, and visualizes rule adherence on a color-coded compliance heat map. The data shows exactly when "one more trade" turns a green day red. Lack of Discipline — Most traders have rules. Most traders break them and can't prove which breaks cost money. RizeTrade converts playbooks into checklists, calculates a compliance percentage per strategy, and compares win rate when rules are followed versus when they are broken. Emotional Trading — Emotion tags (revenge, FOMO, tilt, boredom, chasing, impatience) attach to individual trades. RizeTrade generates a tag-based P&L report showing the exact dollar cost of each pattern. A P&L simulation with emotional trades removed shows precisely what the account would look like without the behavioral drag. Risk Management — RizeTrade tracks R-multiples per trade — planned versus realized — so a stop-loss violation shows up in the numbers immediately. MAE/MFE analysis reveals whether trades are held too long or cut too short. Stop-loss and take-profit adherence are tracked per trade. Cutting Winners Early — The exit efficiency score expresses actual profit captured as a percentage of maximum available profit. Best Exit P&L compares the actual exit to the best achievable exit across all trades. The score builds evidence-based confidence to hold winners longer. Features Mentor AI Mentor AI is RizeTrade's AI-powered post-trade coaching tool. After each session it walks the trader through a guided review — structured questions on decisions, emotions, and rule adherence. Mentor AI automatically extracts emotions experienced, rule adherence per trade, setup quality, and key takeaways. It auto-populates tags, compliance scores, and journal entries — eliminating manual tagging and the blank-page problem that kills journaling habits. --- Analytics and Reports 50+ auto-built reports. No formulas, no pivot tables. - Time-of-Day — P&L by day of week and 15-minute block. Pinpoints which hours make money and which drain the account. - Symbol and Instrument — Win rate and P&L by ticker. Reveals where the trader actually has edge. - Strategy — Side-by-side playbook comparison with real performance data. Stops strategy-hopping. - Tag-Based — Auto-generated report per custom tag. Shows the dollar cost of revenge trading, poor sleep, or any tracked variable. - Risk and Position Size — How sizing affects win rate and P&L. Finds the sweet spot before scaling up blindly. - Trade Duration — Performance by hold time. Reveals whether trades are held too long or cut too short. - MAE/MFE — Maximum adverse and favorable excursion per trade. - Exit Efficiency — Actual profit captured vs. maximum available. - Commission and Fee Tracking — True net P&L after all costs. Display modes: Dollar · Percentage · R-Multiple · Ticks · Privacy Mode. --- Journaling and Daily Structure Daily Journal — Structured templates with pre-built prompts. Captures trade reasoning in seconds, removes the blank-page problem. Premarket Prep — If/then scenario planning templates replace reactive trading with a structured session plan. Notebook — Folders for weekly recaps, monthly reviews, trading plans, goals, and watchlists. Missed Trade Tracking — Log setups seen but not taken. Processes phantom trades constructively instead of letting them trigger FOMO entries. Voice Notes — Audio recordings attached to trades for in-the-moment reflections. Attachments — Screenshots, videos, and chart annotations per trade, in one place. --- RizeTrade starts at $24/month. 7-day free trial. 30-day money-back guarantee. Cancel anytime.

Wallet-native monetization engine for AI with real-time, usage-based billing. Credyt is a wallet-native monetization engine built specifically for AI. It enables AI businesses to define pricing in any currency and charge for usage in real-time from pre-funded credit accounts. Credyt aims to provide an OpenAI-like billing experience, including features like top-ups, auto recharge, and usage reporting, allowing AI startups to implement real-time, usage-based pricing models efficiently.

AI-powered platform for risk and spend control, ensuring compliance and automating audits. Oversight provides an AI-powered platform for risk and spend control. It uses financial analytics to uncover risk, ensure compliance, and automate audits for smarter, more efficient financial governance. The platform helps organizations identify hidden spend process breakdowns, detect fraud, and improve compliance across various functions.

Financial statement analysis tool with visualizations for non-experts. Papermoney is an application designed to guide non-experts through financial statements, helping them distinguish between thriving and unprofitable businesses. It offers clear, comparative insights and free financial report visualizations. Users can access over 5,000 companies' earnings data for free and create their own visualizations to compare and analyze financial reports easily.

Enterprise AI orchestration platform for rapid AI transformation and business outcomes. Vue.ai is an Enterprise AI Orchestration Platform designed to accelerate AI transformation and deliver business outcomes obsessively. It offers a composable, modular, AI-native architecture that integrates seamlessly into existing systems, aiming to uncomplicate AI transformation at a fraction of the cost and 5X the speed. The platform provides solutions across Data Hub, Customer Hub, Automation Hub, and Optimization Hub, enabling businesses to clean and organize data, personalize customer experiences, automate workflows, and improve growth across various industries.

AI financial advisor providing personalized investment strategies and expert guidance. TheFinAdvisor is an AI-powered financial advisor designed to help users achieve their financial goals through personalized investment strategies and expert guidance. It offers tools and resources for managing debt, saving for the future, and making informed financial decisions. The platform also provides access to financial communities, courses, and opportunities to connect with financial experts.

AI-powered personal finance platform for spending, property, budgets, and wealth tracking Kleev is an Australian personal finance platform that acts like an AI CFO. Users upload bank, credit card, mortgage, and property statements without connecting a bank login. Kleev categorises transactions, tracks spending and recurring payments, supports budgets and goals, monitors net worth, and provides property investment analysis. Property tools include rental yield, cashflow, equity, offset projections, loan tracking, depreciation, statement grids, and EOFY tax reporting. Kleev AI analyses uploaded financial data, highlights trends, answers questions, models scenarios, and generates monthly CFO reports for general educational purposes only.

AI-powered platform for personalized financial insights and smarter financial decisions. Wealthaire harnesses AI to offer personalized financial insights, empowering users to make smarter decisions. It provides tailored recommendations, interactive learning, and a community forum, all designed to elevate financial well-being and confidence. Wealthaire helps users understand their money better and make smarter decisions through AI-powered insights, financial forecasting, customized recommendations, and more.

AI-powered financial auditor providing insights and expense management. Finjy is an AI-powered financial auditor that connects to your bank via Teller, allowing you to ask AI about your credit or debit transactions. It provides smarter money insights powered by AI and offers a free tier for life. Finjy also helps manage shared expenses with friends.

AI accounting firm with CPA supervision for automated finance. Cranston AI is a full-stack AI accounting firm that replaces traditional accounting labor with autonomous AI systems, supervised by licensed CPAs. Unlike tools that sell software or layer chatbots, Cranston built the accounting firm itself end-to-end to automate work directly and guarantee accuracy. It offers AI-powered accounting services to get books done faster and cheaper, pairing generative AI with expert CPAs for top-notch service. Cranston integrates with existing systems like QuickBooks, NetSuite, and SAP, providing purpose-built AI for accounting workflows, real-time financial intelligence, and full-service bookkeeping, payroll, and tax preparation.

AI-powered financial planning platform for advisors and their clients. Parthean AI is a financial coach that provides personalized advice and solutions. It uses AI to answer questions and helps users build financial plans for specific goals, while also integrating with financial management tools. It accelerates client onboarding, planning, research, and data extraction with AI, offering features like tax-efficient strategy optimization, investment research, portfolio analysis, and automated financial plan generation.

Cash flow management system with AI insights and integrated sales tools for small businesses. Rupease is a cash flow management system designed to empower small businesses. It offers AI insights for real-time analysis, an integrated WhatsApp store for easy sales, and features like accounting, inventory management, advanced dashboards, multi-lingual support, tax compliance, and payment gateways. It helps businesses manage invoicing, track sales, and organize expenses in one place.

AI Invoicer is an invoicing platform that helps streamline the invoicing process. AI Invoicer is an intuitive invoicing platform designed for business owners and entrepreneurs who want to streamline their invoicing process. It helps you create, manage, and send professional invoices effortlessly, automate payment follow-ups, and track earnings in real time. With tax management, and expense tracking you stay in control. Get paid faster and focus on your work with AI Invoicer!

AI platform automating financial journalism tasks, enhancing productivity and reporting quality. Journo AI is a Financial Journalist AI Platform that automates time-consuming tasks in researching, drafting, reviewing, and editing. It helps financial journalists by automating high-energy, low-return tasks, unlocking more time for great reporting. The platform offers tools for article outline creation, draft creation, fact-checking, SEO optimization, and more, all designed to work in under 20 seconds without requiring AI knowledge.

Institutional-grade analytics via natural language interface. Reflexivity is an institutional-grade analytic tool that allows users to ask questions in natural language to bring data to life. It offers a suite of award-winning analytic tools wrapped in an accessible, natural language-based UX, ensuring strategic decisions are backed by robust data analytics. Reflexivity provides a personal laboratory to test hypotheses using simple language, explore hidden relationships between organizations, and access actionable AI-derived insights across thousands of assets.

Apixio offers AI-powered healthcare solutions for accurate payments and quality patient care. Apixio provides healthcare AI solutions for plans and providers, powering accurate payments and high-quality patient care. Their platform unifies health data with AI insights, offering solutions for health data management, risk adjustment, payment integrity, and AI-as-a-Service. Apixio's AI-powered solutions aim to enhance health plan and provider outcomes by providing actionable insights to ensure appropriate reimbursements, uncover cost savings, and deliver quality care.

AI solution for oral hygiene, appointments, fraud detection, and risk management. StrAIberry is an AI solution for the Patient, Insurance, Dentist triangle that can organize and solve the issues of personal oral hygiene, appointment setting, second eye opinion with the highest precision for dentists, insurance fraud, and risk management for insurance while saving cost, time and paper waste.

Tokeny — 你的AI全能搭子。多模型自由切换、Skill技能一键安装、MCP插件无限扩展，覆盖搜索、设计、数据分析、文档生成全场景。数据本地存储，隐私零收集，安全可控。 产品简介 Tokeny 是一款本地运行的 AI Agent 桌面应用，不只是聊天，更能真正执行操作——调用工具、读写文件、执行命令、多步规划与决策。所有数据完全存储在本地，隐私零采集，安全可控。 主要功能 多模型支持： 接入 DeepSeek、Kimi、通义千问、智谱 GLM、MiniMax、豆包、硅基流动等 7 家服务商、50+ 模型，一个入口自由切换。 Skill 技能系统： 内置联网搜索、深度研究、代码审查、视觉设计、PPT 生成、数据分析、Word/Excel/PDF 文档生成等 12 项技能，遵循开放标准，支持社区一键安装。 MCP 插件生态： 开放协议接入浏览器操作、数据库、邮件、云存储、音视频处理等外部工具，能力随需扩展。 内置工具集： 文件操作、Shell 命令执行、内容搜索、对话协作，AI 智能调用。 安全审批机制： 高风险操作自动暂停，双层安全审核（规则引擎 + AI 语义分析），批准/编辑/拒绝三选一，你拥有最终控制权。 更多亮点： 智能记忆、工作空间文件管理、定时任务自动化、深色/浅色主题切换。 应用场景 覆盖编程开发（代码审查、重构、调试）、内容创作（PPT、文档、设计稿）、数据分析（CSV/Excel 可视化报告）、学术研究（深度调研、论文辅助）、办公自动化（邮件、日程、批量处理）等日常工作全场景。 目标人群 面向开发者、数据分析师、内容创作者、研究人员及所有希望用 AI 提升效率的知识工作者。无论你是技术小白还是资深工程师，都能快速上手。 定价方式 软件本身完全免费。 用户自行承担所选 AI 模型的 API 调用费用，按各服务商标准计费。入门可选智谱 GLM Flash 系列（免费）或 DeepSeek V3.2（极低价），日常使用成本几乎为零。

AI Agents for Contract-to-Cash Exante is an AI agent platform built for modern finance teams — starting with contract-to-cash. We help B2B companies streamline and automate revenue operations by turning messy, manual workflows into intelligent, end-to-end processes. From structuring contract data and generating billing schedules, to sending invoices and tracking collections, Exante uses AI agents to coordinate complex, cross-functional workflows — faster, more accurately, and with less effort. Unlike static tools, our agents adapt to context, learn over time, and act autonomously across systems — unlocking a new level of automation and visibility for finance teams.