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AI Finance Tools

Portfolio analysis, expense tracking, financial forecasting, and automated bookkeeping. AI bringing institutional-grade financial analysis to individuals and small businesses.

What to look for: Never blindly trust AI financial advice. The best tools augment your decision-making with data, not replace it. Check regulatory compliance and how the tool handles sensitive financial data.
13 tools in this category
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R
Free

Ramp Intelligence

AI-first corporate finance platform that finds savings, automates accounting, and provides real-time spend visibility.

4.5
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R
Free

Ramp

AI-powered corporate card and expense management platform that automatically categorizes spending and finds savings.

4.5
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A
Paid

AlphaSense

AI-powered market intelligence platform that searches and analyzes financial documents, earnings calls, and research.

4.4
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Q
Paid

Quicken Simplifi

AI-powered personal finance app that automatically categorizes spending and provides smart savings recommendations.

4.3
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C
Free

Credit Karma

Free AI-powered personal finance platform offering credit scores, financial recommendations, and tax filing.

4.3
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P
Freemium

Plaid

Financial data infrastructure platform that connects apps to bank accounts with AI-powered transaction analysis.

4.3
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B
Freemium

Brex AI

AI-powered corporate card and spend management platform that automates expense reporting and enforces policies.

4.2
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C
Freemium

Cleo

AI financial assistant chatbot that helps with budgeting, saving, and understanding spending habits.

4.1
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S
Paid

Stampli

AI-powered accounts payable automation that processes invoices and manages approvals intelligently.

4.1
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V
Paid

Vena

AI-powered financial planning and analysis platform built on top of Excel for enterprise FP&A teams.

4.0
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D
Paid

Domo

AI-powered business intelligence platform that connects, transforms, and visualizes data from hundreds of sources.

4.0
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T
Paid

Truewind

AI-powered bookkeeping and financial operations platform for startups and growing businesses.

3.9
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C
Paid

Canopy

AI-powered practice management platform for tax and accounting firms with automated workflows.

3.9
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