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Explore AI tools in Finance & Accounting for business workflows, including software that helps teams compare features, use cases, pricing signals, and practical fit.
Explore 685 AI tools for Finance & Accounting workflows. Compare options by use case, features, pricing model, integrations, and business fit.
Certifi is an insurance premium billing platform that automates billing and supports multi-source payment processing for complex transactions.
Insurance Companies, Health Insurance Exchanges, Benefits Administrators, Employers managing retiree populations
Centerprise provides integrated software for investment management and banking, covering order management, real time P&L, and risk compliance.
Investment Firms, Asset Management Companies, Hedge Funds, Private Equity Firms
CalcMaster is a free online platform providing over 500 calculators for finance, health, math, and business utilities.
Freelancers, Small business owners, Financial planners, Operations managers
Bookkeeper360 provides bookkeeping services and financial software for small and mid-market businesses.
Small business owners, SaaS startups, eCommerce companies, Mid-market companies
Billtrust is an AI-powered accounts receivable platform designed to automate the order-to-cash process, including invoicing, payments, and collections.
Small and Mid-market Businesses, Enterprise Companies, Finance Managers, Treasury Directors
Artivatic is an AI-native SaaS platform for insurance and healthcare that provides underwriting, claims processing, and a library of 400+ APIs.
Insurance Companies, Insurance Agencies, Brokers and Distributors, Third Party Administrators (TPAs)
Arch is a digital administration platform that aggregates investment documents and supports administrative tasks for private markets.
Family Offices, Investment Firms, Asset Management Companies, Private Equity Firms
amlyze is an AML/CFT compliance SaaS platform that provides transaction monitoring, customer risk scoring, and sanctions screening for financial institutions.
Banks, Fintech companies, Credit unions, Virtual asset service providers
Acounta is a cloud-based practice management platform for accounting firms that integrates document management, client portals, and workflow automation.
CPA firms, Enrolled Agents, Bookkeeping services, Small to medium accounting practices
AccountsIQ is a cloud accounting platform designed for mid-sized businesses, supporting multi-entity consolidation and real time financial reporting.
Mid-market companies, Multi-entity organizations, International businesses with multi-currency needs, Companies outgrowing entry-level accounting software
Zocks is an AI assistant for financial advisors that supports automated meeting notes, client email drafting, and form filling without recording conversations.
Solo financial advisors, Mid-size advisory practices, Enterprise financial firms, Compliance-conscious advisory teams
Tax Maverick is an AI tax planning tool designed to help tax professionals identify tax-saving strategies and manage advisory client portfolios.
CPAs, Tax Strategists, Tax Planning Firms, Financial Advisors
StockSageAI is an AI-powered analysis platform that provides stock forecasts, portfolio health assessments, and market sentiment tracking for investors.
Individual investors, Financial advisors, Day traders
StockNewsAPI provides a JSON API for accessing curated stock market news, ticker-specific updates, and sentiment analysis from over 50 sources.
Software Companies, Financial Advisors, FinTech Developers
Round Treasury is a finance command system that unifies banking, payments, and yield optimization using AI agents for business finance teams.
CFOs, Mid-market companies, Enterprise companies, Venture capital firms
Recurly provides automated recurring billing, subscription lifecycle management, and global payments orchestration.
Enterprise companies, Software companies, High-volume subscription businesses, Shopify merchants with recurring models
Receipts To Sheets extracts data from email receipts, PDFs, and images and organizes it into Google Sheets or local Excel files.
Small business owners, Mid-market companies, Individuals tracking HSA/FSA expenses, Users who prefer spreadsheet-based expense tracking
Range is a wealth management platform that combines AI-driven financial analysis with access to a team of Certified Financial Planners for high-income households.
High-income professionals, Tech executives with equity compensation, Entrepreneurs, Physicians
Praszo Practice is an on-premise practice management platform designed for audit and accounting firms to manage workflows and document security.
Audit firms, CPA firms, Mid-sized accounting practices, Large audit firms
Planto provides digital banking platforms, Open Banking API development, and AI-driven financial insights for financial institutions.
Retail banks, SME banks, Financial services enterprises
OttoApp is a mobile financial assistant that tracks income and expenses through receipt scanning and digital organization.
Freelancers, Small business owners, Small teams, Family budget managers
NextScenario is a financial platform that consolidates data from multiple sources to automate reporting and track business metrics in real time.
Small business owners, CFOs and controllers, FP&A teams, External CFOs
Metal is an AI-powered platform designed for private equity firms to aggregate deal data and deploy custom analysis workflows.
Private Equity Firms, Investment Firms, M&A Advisors, Enterprise-scale investment teams
MaryAI is an AI-powered tool that categorizes business expenses via CSV uploads to help freelancers and small business owners prepare reports.
Freelancers, Small business owners, Individuals
Getpaid is a B2B payments platform that uses AI to support accounts receivable, invoice matching, and payment collections for companies and marketplaces.
B2B Companies, B2B Marketplaces, SaaS Platforms, CFOs and Finance Managers
Finicom syncs bank transactions to Google Sheets, Notion, and Airtable, and extracts data from financial documents using AI-powered OCR.
Small business owners, Finance teams, Developers, Mid-market companies
Fathom is a financial reporting, analysis, and forecasting tool that integrates with accounting platforms to provide visual insights and report commentary.
Small and medium-sized businesses, Accountants and bookkeepers, Franchise groups, Business advisors
EZLynx is an insurance agency management system (AMS) that provides comparative rating, CRM tools, and agency website design for independent agencies.
Independent insurance agencies, New insurance agencies, Newly independent agents, Multi-location insurance agencies
Emerald Power is a carbon accounting platform that helps businesses track and monitor corporate carbon emissions for sustainability reporting.
Small businesses, Growing businesses, Enterprises, Sustainability consultants
Easy CapTable is an equity management platform providing ownership tracking, 409A valuations, and employee equity portals for growing companies.
Startups, Private Companies, Growth Companies, Fund Managers
EODHD APIs provide historical, fundamental, and real time financial data for global stocks, ETFs, Forex, and cryptocurrencies via JSON and CSV.
Software developers, Investment firms, Financial services companies, Academic researchers
Dynamo is a cloud-based platform for alternative asset management, featuring tools for CRM, deal flow, and investor relations.
Private equity firms, Venture capital funds, Hedge funds, Family offices
DualEntry is an AI-native ERP platform designed for mid-market companies to automate accounting workflows and financial management.
Mid-market companies, Finance teams managing multiple entities, Businesses with high transaction volumes, Companies requiring GAAP/IFRS compliance
Double is a month-end close management tool for accounting firms featuring ledger integrations and client communication portals.
Accounting firms, Bookkeepers, Internal finance teams
DoiT is an intent-aware FinOps platform that provides visibility and optimization for cloud spend across AWS, Google Cloud, and Azure.
Enterprise companies, Mid-market companies, Multi-cloud environments, Kubernetes-heavy infrastructures
Upflow is an accounts receivable and financial relationship management tool that helps B2B finance teams automate cash collection and payment processing.
B2B finance teams, Small businesses, Mid-market companies, Finance operations managers