AI For Finance 677

Self-hosted personal finance dashboard with European bank connectivity and AI features. Syllogic is a free, open-source, and self-hosted personal finance dashboard featuring European bank connectivity. It allows users to connect household accounts and investment portfolios to track balances, cash flows, recurring charges, and spending habits by category. It offers optional OpenAI-powered AI categorization and merchant enrichment, while providing a native Model Context Protocol (MCP) server that lets users query and manage their financial data through Claude or other compatible LLMs using natural language.

AI financial simulator for portfolio planning and Monte Carlo projections Killion Labs is an AI-powered personal financial planning and simulation platform that connects to your real brokerage, bank, and crypto accounts, then models your net worth, retirement runway, FI date, and investment strategies across thousands of market scenarios. It offers live account reconciliation, Monte Carlo projections, historical backtesting, and an AI assistant aware of your full financial picture.

Pre-analyzed financial news over REST and MCP. Every story carries per-ticker impact, a category and a 1 to 10 relevance score, plus structured SEC filing data for insider trades and corporate events. AlphaAI turns the financial news firehose into machine-readable signal. It collects from GDELT, publisher RSS and SEC EDGAR, then scores and tags every article at ingest: per-ticker impact analysis, a category, and a relevance score from 1 to 10. Your client filters on those fields instead of running its own NLP. SEC filings arrive as structured events, not documents. A Form 4 insider filing becomes a scored event with the transaction values already parsed, about 6 minutes after it hits EDGAR. 8-K corporate events and 6-K earnings releases from foreign issuers come through the same pipe. Two surfaces, same data: a REST API with a public OpenAPI 3.1 spec, and an MCP server with OAuth 2.1 that Claude Desktop, Cursor or your own agent connects to without glue code. Stories can also reach you as email alerts or, on Pro, HMAC-signed webhooks. The free tier is built for real evaluation rather than a teaser. You get 20 requests a minute and 100 a day on both surfaces, and it doesn't ask for a card.

AI platform simplifying fundraising, fund management, and investor relations. Fassport is an AI platform designed to simplify fundraising and fund management. It connects users with qualified investors (LPs) and streamlines capital raising and investor verification. The platform offers tools for promoting new offerings, managing investor relationships, handling applications, and managing offerings for 506(c) and 506(b) offerings. It also provides a comprehensive investor portal for exploring and managing investment opportunities.

AI-powered financial search for earnings reports of US-listed companies. BeatandRaise is a financial search engine built for AI, designed to provide answers about earnings reports of companies listed on US exchanges. It allows users to ask questions about income statements, balance sheets, guidance, CEO comments, and other information contained in these reports.

AI-powered no-code platform for intelligent automation and digital transformation. JIFFY.ai is an AI-powered intelligent automation platform that accelerates digital transformation with its no-code solutions. It helps businesses drive revenue, productivity, and operational efficiencies by leveraging AI innovations and a no-code platform. JIFFY.ai offers solutions for various industries, including wealth management, banking, finance, and media, enabling them to streamline workflows, automate processes, and enhance client experiences.

Datrics AI: Create custom AI analysts for conversational data analytics without coding. Datrics AI enables teams to create custom AI analysts without coding. These analysts answer data questions via a chat interface like ChatGPT. Tailored to specific business processes and data, it ensures accurate results and avoids hallucination. It delivers automated conversational analytics to users, transforming complex data into intelligent insights through full-stack data processing, AI analytics, and chat capabilities. The platform supports taking ideas to production in weeks with expert support.

Democratizing access to advanced financial data with live market and off-market event views. Toyon.Live aims to democratize access to advanced financial data through up-to-date joined views on both market and off-market events, by combining the power of state-of-the-art streaming data processing technologies with the latest advances in LLM. It provides live spectrums of finance, including trending and fading stocks and currencies, along with related scores and metrics.

AI-powered financial analysis chatbot for investment insights. Castello.ai is an AI-powered financial analysis chatbot designed to provide deep insights from financial and economic data. It offers comprehensive analysis backed by a sophisticated system, enabling users to make informed investment decisions. The platform provides access to information from sources like 10-K forms, stock performance data, and economic trends, catering to both retail and institutional investors.

Finroo.ai: AI-powered investment app democratizing access to advanced investment tools for individuals. Finroo.ai is a fintech app that democratizes investment strategies by providing individuals with AI-driven tools to compete with larger corporations. It offers a user-friendly platform for managing investments across various asset classes, including cryptocurrency, stocks, and real estate, simplifying complex investment processes and providing actionable insights.

AI-driven platform for cross-border procurement and global sourcing. E-ProcureAI is an AI-driven procurement platform focused on using zero-code AI platforms like GPTs to create mini-applications related to cross-border procurement and sourcing. It aims to explore the maximum potential of the next generation of AI in global sourcing, serving a diverse clientele with seamless procurement solutions.

AI-powered platform transforming earnings call transcripts into interactive dashboards for investment insights. Market Genius AI transforms earnings call transcripts into interactive dashboards. Our AI analyzes complex financial data, providing clear visualizations and actionable insights. Save time, spot trends, and make informed investment decisions with ease. It analyzes earnings transcripts using AI, charting CEO confidence, earnings sentiment, and more. It also allows users to create custom charts with an intuitive drag-and-drop interface and dive deep into financial statements with comprehensive analysis tools. An AI model tailored to market data is coming soon for unparalleled insights.

Centrox AI provides tailored AI solutions and full-cycle Gen AI development services for businesses. Centrox AI delivers tailored AI solutions to help businesses unlock their potential. From generative AI and chatbots to MLOps and custom models, they provide cutting-edge technology that optimizes operations, drives growth, and empowers businesses to innovate. Centrox AI offers full-cycle Gen AI and custom LLM development services, including custom LLM development, custom chatbot development, fine-tuning & optimization, agentic AI, annotation & labeling, data validation & quality assurance, deployment & scaling, and evaluation. They also provide solutions like Snap & Measure, Real-estate Chatbot, Mental Health Chatbot, and Labeling Dresses with AI. Centrox AI serves industries such as Health, Fintech, Retail, and Real-estate.

AI-driven platform for personalized financial guidance and improved financial habits. Finance Rants is an AI-driven platform designed to enhance financial stability and overall well-being by transforming spending, saving, and investing habits. It integrates Artificial Intelligence (AI) with insights from financial psychology to help individuals discover their financial personality and provides personalized advice and guidance. Finance Rants offers tailored financial education, interactive tools, and personalized content to empower users to make smarter financial decisions that align with their unique financial behaviors and goals.

Financial data automation platform streamlining finance tasks with AI and integrations. Patterns is a financial data automation platform that helps finance teams eliminate costly inefficiencies by automating data reconciliation, cleaning, and analysis. It connects AI like ChatGPT to real business data and drives actions. With Patterns, users can build Slack bots to answer customer questions using existing documentation, add AI assist features to products, and more. Vega, Patterns' AI-powered finance partner, integrates with existing finance stacks like Excel, SQL, Quickbooks, Brex, Stripe, and operational systems (CRM, product analytics) to deliver investor-ready reports, clear explanations for fluctuating metrics, automated transaction reconciliation, and robust data trails for audit preparation.

AI-powered finance platform for automation, analysis, and insights. Proco AI Finance Team is an AI-powered finance department that provides a modern operating system for finance teams. It offers a platform to manage invoicing, forecasting, spending, and reporting, all synchronized. Proco AI generates original, informative, and actionable content to delight visitors and increase organic rankings of e-commerce websites with a focus on SEO.

AI-powered financial statement analysis tool for key metrics and valuation. FinCheck by Trezy is an AI-powered tool designed to analyze annual financial statements. By uploading an annual statement, users receive a thorough analysis, including a clear breakdown of key financial health metrics, company valuation, and an assessment of bankruptcy likelihood. This service aims to provide businesses with insights into their financial pulse.

AI-powered spend management suite for midsize companies and global enterprises. Yokoy’s AI-powered suite transforms spend management for midsize companies and global enterprises – so you can save while spending and drive growth. Yokoy has a fresh new look! Learn more about our rebrand here. Simpler, smarter spend management. Control, optimise, and streamline your finance operations with the AI-powered platform for every expense, card payment, and invoice across the company.

AI-powered SEC platform for seamless reading and personalized alerts for financial filings. Unlevered is the AI-powered SEC platform that enables seamless reading and personalized alerts for filings, IR updates, and earnings transcripts. It saves equity researchers hundreds of hours monthly by providing easy access to any filing, anytime.

AI-powered financial news analysis for faster investment decisions. FinNews.AI is an AI-powered news subscription and analysis platform that provides real-time analysis of US stocks, cryptocurrencies, forex, and finance sector news. It offers bullish or bearish insights with one click, aiming to make decision-making faster and more convenient. The platform leverages quantitative analysis and predictive modeling of financial datasets, integrating real-time market insights through algorithmic models to assist analysts and investors in forecasting market trends and equity price fluctuations. It also offers automated harvesting of financial data, predictive analysis, financial risk control through anomaly detection, and push notifications for timely information acquisition.

Real-time prospecting software for finding startups, local businesses, and investor leads. SalesMirror.ai is a real-time prospecting software that provides a simple and affordable tool to find startups and local business leads. It offers features like email finder & verifier, local & SaaS lead finder, and investor finder. The platform boasts over 250 million data points on companies and decision-makers, providing unlimited, real-time search capabilities.

SQL platform for unstructured risk data workflows with built-in AI agents. Roe AI is a data platform specializing in unstructured data workflows for risk and compliance. It provides a SQL platform to build these workflows for e-commerce, fintech, and banks. Roe AI uses AI Agents to gather and synthesize regulatory intelligence from online sources, identify restricted products, and map a seller’s entire digital footprint. It transforms dense financial filings into structured datasets and allows users to analyze unstructured data using SQL and AI Agents.

AI-powered public equities copilot for investment analysis and tracking. Calypso Copilot is an AI-first public equities copilot that combines all public data with AI and training from buy-side professionals. It helps users track their coverage, solve public markets, level up analysis, test theses, and stay updated with earnings previews and updates. It offers features like AI-powered insights, transcript search, and integration with various data sources to make informed decisions.

AI-powered real estate investment analysis software. DealWorthIt is an AI-powered software designed for real estate investors to find, underwrite, and analyze deals in less time and with more accuracy. It provides access to on-market and off-market properties, automates deal analysis, and offers key market data to help investors make better decisions.