Browse 173 Best Finance Tools

SignalsHQ is an AI-driven tax automation platform designed specifically for small and mid-sized CPA and tax firms. The tool leverages artificial intelligence to streamline time-consuming tax processes including research, document intake, compliance workflows, and preparation of working papers. Its AI engine automatically extracts data from financial documents, provides legally sound tax information, and ensures compliance with current regulations while maintaining robust security standards. Tax professionals use SignalsHQ to reduce manual workload, minimize errors, increase productivity, and shift their focus from repetitive tasks to high-value advisory services. By automating the mundane aspects of tax preparation through AI, firms can handle more clients efficiently while improving accuracy and offering enhanced client experiences.

Riskova is an AI-powered risk management platform that simplifies how organizations identify assess and monitor business risks. The tool leverages artificial intelligence to analyze risk patterns automatically create customized risk matrices and generate predictive insights that help companies anticipate potential threats before they materialize. Users benefit from Riskovas intelligent automation which eliminates manual spreadsheet work while its machine learning capabilities continuously improve risk assessments based on historical data and emerging patterns. The platform stands out for its AI-driven recommendations that suggest optimal mitigation strategies and its natural language processing features that can extract risk information from unstructured documents policies and regulations. Ideal for compliance professionals risk managers and organizations across various industries Riskova transforms complex risk management into a streamlined automated process enhanced by AI to deliver more accurate timely and actionable risk intelligence.

Noesent is a multi-agent AI platform built to automate fintech operations that traditionally drain team time and resources. Instead of relying on manual workflows, Noesent deploys specialized agents designed to handle support, payments, routing, reconciliation, fraud detection, and API documentation queries with speed and accuracy. Each agent focuses on a high-impact workflow—whether it’s verifying transactions, automating invoice matching, routing payments intelligently, or detecting fraud before it escalates. By centralizing these agents into a secure, ISO-certified platform, Noesent enables fintechs, PSPs, and banks to replace weeks of manual work with hours of seamless automation.

Endex is an AI-powered Excel assistant that automates complex financial workflows directly within Microsoft Excel, leveraging advanced AI models from OpenAI. The tool functions as a digital analyst capable of autonomously retrieving, analyzing, and synthesizing financial data from both internal documents and external sources like SEC filings, all while providing structured citations for transparency. Finance professionals at investment firms, hedge funds, and consulting companies use Endex to dramatically reduce time spent on data collection and modeling tasks, allowing them to focus on high-value strategic decisions rather than repetitive manual work. By automating recurring financial processes, ensuring data accuracy with source traceability, and enabling users to design reusable analytical templates, Endex offers a competitive advantage while maintaining the familiar Excel interface that financial analysts already know.

Zola is an AI-powered financial data platform that converts natural language questions into professional-grade charts and reports in seconds. It eliminates the need for manual Excel work by automating data analysis and visualization, allowing users to focus on insights rather than formatting. Zola supports collaboration through live, shareable dashboards that update automatically, ensuring teams work with the same data in real-time. With access to over 100 financial data sources in a single interface, the platform also includes AI agents capable of executing analyst-level workflows. It’s designed for finance professionals who need fast, accurate insights without switching between tools.

Bizora is an AI-powered tax research and strategy platform that helps tax professionals—including CPAs, attorneys, and M&A teams—quickly find accurate, citation-backed answers to complex tax questions. The platform analyzes authoritative sources like the Internal Revenue Code and IRS rulings to deliver instant, reliable tax guidance, identify risks, and create strategic tax plans. Tax professionals choose Bizora to dramatically reduce research time, ensure compliance with current tax laws, optimize transaction structures, and provide more defensible tax advice to clients without the tedious manual work of traditional tax research methods.

AICosts.ai is a comprehensive AI cost management platform that centralizes tracking and analysis of spending across multiple AI services, including language models, automation tools, and specialized applications. The platform provides unified visibility of all AI expenses, detailed usage analytics, budget controls, and optimization recommendations through a single dashboard. Organizations adopt AICosts.ai to eliminate the complexity of monitoring disparate billing systems, prevent unexpected overages, identify cost inefficiencies, and gain actionable insights that maximize the return on their AI investments.

Samey AI centralizes enterprise data and automates tasks using natural language, integrating multiple apps without coding. It offers an enterprise search engine for instant document retrieval and workflow automation tailored for legal, finance, and accounting teams. By simplifying case management, data analysis, reporting, and accounting operations, it reduces manual work and frees professionals to focus on strategic projects. Its secure, no-code integrations and customizable workflows help organizations improve productivity and decision-making while supporting various pricing plans for different user needs.

Payroll Robot is an AI-powered automation platform that streamlines payroll processing by reducing manual work, detecting errors, and ensuring regulatory compliance. The platform integrates with existing HR and ERP systems while offering employee self-service features through chatbots. Businesses of all sizes use Payroll Robot to save time, improve accuracy, reduce costs, and enhance employee satisfaction, allowing HR and finance teams to focus on strategic activities rather than tedious payroll administration.