AI For Finance

An actual investment team member with a work email.

Sourcetable connects directly to MySQL, PostgreSQL, and MongoDB databases

A day trader tracks tech stocks but misses a sudden shift in sentiment across Reddit forums that precedes a 12% drop

ChatGiraffe turns expense tracking into a conversation with an AI assistant shaped as a chatty giraffe character

Personal finance tracking through Telegram

Tell MiDash AI you want to buy Apple if it drops 3% before noon—it'll set up the execution plan while you grab coffee

Clint connects to Gmail and Google Drive to automatically extract invoice data from your email threads and stored documents

Angel investors don't have research teams

You connect Finma to your email accounts — Gmail, Yahoo, Outlook, or iCloud — and it starts scanning for bank and credit card statements

ProFormaGen starts free for basic models

Vossa lets you log expenses by talking to your phone, snapping a photo of a receipt, or typing them in manually

Traditional planning tools can't track your spending or predict your financial future

PrometAI is an online artificial intelligence tool that enables creation of detailed business plans. It is designed to assist users through each stage of business plan development, providing a compreh

Financial institutions open RiskInMind AI to a dashboard where Ava, the director agent, acts as the central hub

Founders get an actual readiness score before emailing investors

Pecunio AI is a finance intelligence workspace that connects to Xero and turns live accounting actuals into executive dashboards, forecasts and AI agents.

A homebuyer receives their loan estimate from a bank and sees $15,000 in closing costs, but the document runs eight pages with dozens of line items in dense mortgage terminology

You can start querying financial data within minutes

Shortcut is an AI agent for Excel that builds and edits spreadsheets and financial models.