AI finance 17

AI wealth platform for tracking investments and growing wealth with personalized insights.
Principal is an AI wealth platform designed to help users see all their money in one place, track investments, and get personalized insights to grow their wealth. It allows users to connect all their accounts, monitor their net worth, and make informed financial decisions. Principal supports linking over 11,000 banks and brokerages, offers AI-powered financial updates, and provides multi-currency support.
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 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 investment research platform simplifying complex analysis for all investors.
Norn combines LLMs with quantitative analysis to simplify investment research. It allows users to perform complex investment tasks with simple prompts, such as 'How is MSFT doing?' or 'Help me build a portfolio with MSFT, NVDA, and LLY'. Norn aims to make investment research accessible to new and everyday investors by providing AI-driven insights and suggestions tailored to their goals and experience level. Users can connect their brokerage accounts to view their portfolio in a single dashboard and receive easy-to-understand updates and tips.

AI-powered tools for finance, investing, sales, and lead generation.
Onesta.ai offers AI-powered tools for finance and sales. It allows users to ask AI questions about finance, investing, budgeting, and taxes. It also provides information about financial professionals and an advisor database. Additionally, Onesta.ai provides end-to-end AI sales tools, including LinkedIn Lead Generation and AI-assisted Zoom call analysis, to boost client acquisition.

Intelligent personal finance platform for investment tracking and budget management.
Money Owl is an intelligent personal finance platform designed to help users take control of their financial future. It offers tools to track investments, manage budgets, and achieve financial goals. The platform provides features such as a wealth dashboard, expense tracking, portfolio management, and bank integrations. It also offers AI-powered financial assistance and customized financial insights.

All-in-one financial platform for US businesses, offering accounting, tax, and bookkeeping solutions.
mesha is an all-in-one financial platform designed for US businesses. It offers solutions for finance, taxes, accounting, bookkeeping, and payroll. It aims to simplify financial management by providing a centralized dashboard, expert accounting consultation, and AI-powered search for financial data.

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.

AI-powered tool for effortless money tracking and financial analysis.
Genkin is an AI-powered financial tracking tool designed to help users understand their spending habits and manage cash flows effortlessly. It utilizes a chat-based system for entering transactions and provides in-depth analysis through clear, interactive charts. Genkin aims to replace traditional money tracking methods like excel sheets by offering a modern, AI-driven approach to personal finance.

Financial intelligence platform with AI insights for investors.
Monexa AI is a financial intelligence platform that empowers investing with institutional-grade equity research, global financial data, and AI-driven insights. It offers tools to analyze fundamentals, track holdings, and discover opportunities. The platform provides comprehensive financial analysis with advanced AI insights, real-time data, sophisticated charts, and in-depth company analysis.

AI-powered expense tracking and financial insights app for easy money management.
Spendtally is an AI-powered expense tracking and financial insights app. It allows users to easily track spending, save money by snapping photos of receipts, automatically categorizing expenses, and providing financial insights. It aims to simplify money management for everyone.

AI platform to automate trading strategies using plain English, no code required.
Archaide is an AI agent that allows users to automate their trading strategies by converting plain English descriptions into fully automated trading bots without requiring any coding. It enables users to manage, monitor, and scale their trading across various assets, brokers, and accounts from a single platform. Archaide TradeLab streamlines deployment, allowing users to focus on trading while the AI executes strategies seamlessly.

AI-powered personal finance copilot for financial freedom and FIRE planning.
WeFIRE is an AI-powered personal finance copilot designed to help users achieve financial freedom. It analyzes user accounts, provides personalized financial insights, and offers tools for budgeting, investment, and FIRE (Financial Independence, Retire Early) planning. WeFIRE aims to simplify financial management and empower users to make informed decisions.

AI-powered personal finance platform for saving, investing, and financial advice in Latin America.
Zumma is a personal finance platform that uses AI to help users in Mexico and Latin America make better financial decisions. It offers a personal finance and investment platform providing recommendations, advice, and rewards based on individual financial situations, enabling users to save, invest, and achieve their financial goals.

AI-powered financial tool for startups, SMEs, and freelancers.
EvryThink is a financial planning tool designed for startups, SMEs, and freelancers. It helps users manage their business finances by providing essential planning features. It covers planning, accounting, invoicing, expense planning, talent planning, forecasting, and budgeting. It is AI-powered, multi-currency, and multilingual.

AI-driven money management platform for tax savings and wealth building.
Mezzi is a modern money management platform that uses AI to help users build wealth without the need for an expensive advisor. It offers features like tax-loss harvesting, real-time AI prompts, consolidated account views, and insights to reduce investment tax and fees. Mezzi is available for iOS users in the US with investment/brokerage accounts and also has a web app in beta.

AI-driven bookkeeping for self-employed, automating expenses and tax reports.
Tabby is an AI-driven bookkeeping tool designed for small businesses, solopreneurs, freelancers, and 1099 workers. It automates expense tracking, categorizes transactions, and generates tax-ready reports, eliminating the need for a bookkeeper. Leveraging advanced AI and machine learning, Tabby intelligently categorizes transactions, detects patterns, and optimizes deductions, becoming smarter with continued use. It offers mobile-first convenience for on-the-go finance management, secure bank connections for real-time transaction syncing, and automates up to 80% of bookkeeping tasks, saving users significant time.