Tools tagged with "Finance"

mixus is an email-based and Word-native assistant that handles legal redlines, contract analysis, and financial modeling with firm-level oversight.

DealSize provides conversational market analysis, portfolio tracking, and asset insights for traders through specialized chat interfaces.

BeeBee helps investors evaluate corporate earnings calls, financial reports, and market news quickly using advanced question-answering capabilities.

Addy AI helps mortgage companies check loans, review conditions, sync data with their LOS, and request missing documents from clients automatically.

Alpha is an AI-powered investing watchlist and research tool that helps you analyze stocks, review earnings call summaries, and track market movements.

Accounts Draft automates routine accounting tasks with AI, turning bank statements into Excel tables, generating client onboarding packs, and drafting reports.

Zocks automates meeting notes, form filling, and CRM updates for financial advisors while keeping client conversations entirely confidential.

Magical deploys autonomous AI agents to automate repetitive operational workflows, execute data processing, and handle complex processes.

Quadratic combines formulas, Python, and SQL with natural language capabilities to analyze massive datasets and connect live databases in a grid.

Numra is workflow software that automates complex operational tasks, connecting business data, rules, and human approvals across your existing tech stack.

FloQast is an accounting workflow automation platform that unifies close management, reconciliations, and compliance with audit-ready AI capabilities.

Numeric is a financial operations workspace that automates account reconciliations, cash matching, revenue recognition, and month-end close workflows.

DataSnipper provides automated verification and financial audit workflows for accounting, tax, and finance teams, handling repetitive document reviews.

Transform spreadsheets, PDFs, and images into interactive dashboards, reports, and charts using plain language queries and automated workflows.

GPTExcel translates plain English questions into spreadsheet formulas, pivot tables, charts, and slide decks from your uploaded data files.

AltIndex evaluates your stock portfolio using alternative data like web traffic, social sentiment, and hiring trends to surface early market signals.

Clarity AI is an intelligence platform utilizing machine learning to deliver sustainability, climate risk, and compliance insights for financial markets.

Finpilot helps investment firms, allocators, and wealth managers automate financial document analysis, research organization, and portfolio tracking.

BridgeWise delivers compliant financial analysis, market insights, and conversational agents built specifically for wealth advisors and trading platforms.

Venturekit helps entrepreneurs build comprehensive business plans, financial forecasts, and pitch decks using AI, alongside LLC formation services.

GNOMI monitors live global events from over 180 countries, delivering personalized context, financial data, and interactive summaries in multiple languages.

TrendSpider is a trading platform featuring automated technical analysis, AI market assistants, backtesting tools, and custom indicator development.

Danelfin helps investors find top-performing stocks and exchange-traded funds using predictive ratings calculated from thousands of daily data points.

BigShort provides institutional-grade order flow analytics, dark pool tracking, and options data directly on live charts for traders.

Rose AI is an agentic financial data platform that connects to millions of time series datasets, enabling natural language querying and visualization.

Smart Clerk provides automated AI-driven bookkeeping for small businesses, turning bank statements into organized financial reports within minutes.

Parthean is a dedicated platform for financial advisors that accelerates client onboarding, research, and planning tasks using built-in AI assistance.

Deduction combines an assistant named Taylor with real CPAs to organize documents, surface deductions, plan strategies, and file taxes.

PortfolioGPT generates personalized investment portfolios for stocks, ETFs, real estate, and crypto based on your unique financial goals and risk profile.

Ledger IQ imports client trial balances, suggests tax line mappings, posts adjusting journal entries, and exports directly to popular tax software.

FinChat.io is an investment research assistant that uses conversational prompts to retrieve company metrics, financial data, and earnings call transcripts.

Transform spreadsheets, PDF tables, and images into interactive dashboards, visual charts, and executive reports using natural language prompts.