Finance AI apps

AI agents that investigate fraud, disputes, and AML cases end-to-end.

Roe AI is an agentic investigation platform for financial-crime teams. Its agents read structured and unstructured data from existing systems, follow a team's standard operating procedures, and produce cited, examiner-ready dispositions for fraud, chargeback dispute, and AML cases. It is used by card issuers, BNPL providers, marketplaces, and crypto compliance teams.

Agentic AI platform for turning proprietary data into decision-grade artifacts.

Capitol is an agentic AI platform that turns proprietary data and expert judgment into trusted, decision-grade artifacts — due-diligence reports, regulatory documentation, and executive briefings. Built for regulated, high-stakes institutions in financial services, professional services, and government, it runs entirely inside enterprise infrastructure with no data egress and keeps every output auditable. It is model-agnostic, working with whichever LLMs an organization approves, and exposes a web interface plus an API and SDK for builders.

AI agents that automate compliance — KYB, KYC, AML and due diligence.

Compliance automation platform whose AI agents run KYB (Know Your Business) and KYC verification, AML and sanctions screening, document verification, and enhanced due diligence for fintechs, banks, lenders, and crypto exchanges. Returns case decisions in minutes instead of hours, with audit-ready reasoning.

AI agents for finance teams — chat with your data, automate reporting.

Finance automation platform whose AI agents let teams query financial systems in natural language — no SQL required — and automate reporting workflows like flux analysis, AR aging, and revenue forecasting. It connects to ERPs (NetSuite, QuickBooks), data warehouses (Snowflake), and billing systems, and exports analysis in multiple formats.

AI agents that investigate financial fraud for institutions.

Finic builds AI agents that automate fraud investigations for banks and fintechs. Its agents connect to existing tools through the browser like a human analyst, pull structured and unstructured data, triage cases, and write up case notes — letting fraud-ops teams clear far more reviews without added headcount. Founded by engineers from Robinhood's identity team.

AI bookkeeping and finance concierge for startups.

Zeni is an AI-powered bookkeeping and accounting platform that pairs machine-learning automation with a team of human finance experts. It categorizes transactions, reconciles accounts, pays bills and runs reimbursements, then surfaces real-time burn, runway and cash metrics on the Zeni Dashboard, with optional fractional-CFO services. It targets venture-backed startups and growing SMBs.

AI-first ERP for modern finance and accounting teams.

Campfire is an AI-native ERP that replaces legacy systems like NetSuite, unifying the general ledger, revenue automation and month-end close on one platform. Embedded AI agents draft journal entries, reconcile accounts and answer finance questions in natural language. Founded in 2023, it serves high-growth companies including Replit, PostHog and Decagon.

AI-native platform that automates tax preparation and review for accounting firms.

Accrual is an AI-native accounting platform for firms that unifies tax preparation and review in one system. AI agents read client inputs, organize documents, flag missing data, and generate draft returns for professional sign-off, with source-document tracing and audit controls. Founded by engineers from Stripe and Brex, it currently focuses on individual tax returns.

AI prospecting and marketing platform built for financial advisors.

FINNY is an AI growth platform purpose-built for financial advisors and wealth managers, automating prospecting, outreach, and marketing. Its proprietary F-Score engine scores and prioritizes prospects from thousands of data points per lead, while Intent Search surfaces high-intent prospects from billions of daily-updated signals and Multi-Channel Campaigns automate personalized outreach across email, LinkedIn, voicemail, and direct mail.

AI-first intelligent document processing for end-to-end transaction automation.

Rossum reads transactional documents like invoices and purchase orders, then captures, validates, and transforms the data and pushes it into downstream ERP and approval workflows. It is built on a proprietary transactional large language model trained on tens of millions of documents that learns continuously from each customer's feedback, supports 276 languages plus handwriting, and is cloud-native. The platform targets accounts-payable and complex invoicing automation for enterprises.

AI bookkeeping that turns statements and workpapers into ledger-ready entries.

Truewind is an AI accounting platform that converts bank statements and workpapers into general-ledger-ready journal entries, reconciliations, and flux analysis. It pairs an AI agent with a human accounting team and syncs natively with QuickBooks Online, Sage Intacct, and Intuit Enterprise Suite, targeting accounting firms, startups, and family offices closing their books.

AI agent for spreadsheets that builds and edits financial models in Excel and Sheets.

An AI agent purpose-built for spreadsheet work, from cleaning data and writing formulas to building full financial models — DCFs, LBOs, and three-statement models — from a natural-language prompt. It runs as a web app and as native add-ins for Excel and Google Sheets, with a Windows CLI for power users. Built for analysts who live in spreadsheets rather than as a generic chatbot bolted onto a grid.

Earnings calls, transcripts, and AI chat across thousands of public companies.

Quartr is a financial research platform that turns clunky investor-relations pages into a podcast-style experience — live earnings calls, searchable transcripts with text-to-audio, investor presentations, and filings across 13,000+ public companies. AI chat lets users question 50M+ documents with answers linked to the source. It ships as a free mobile app, the Quartr Pro web platform, and a real-time data API used by 700+ financial institutions and AI companies.

AI agents that build analyst-grade financial research from filings, calls, and your dataroom.

Brightwave is an enterprise AI research platform for finance that deploys agents to synthesize filings, earnings-call transcripts, sell-side reports, news, expert calls, and internal documents into citation-backed deliverables. Rather than answering one-off questions, it produces 'living documents' that update as new information lands. It targets hedge funds, asset managers, and deal teams, and integrates into Microsoft Office and the browser.

Source-linked financial data extracted from filings, feeding analyst models, AI agents, and LLMs.

Daloopa automatically extracts and standardizes fundamental financial data — from SEC filings, investor presentations, and earnings materials — for 5,500+ global tickers with up to 14 years of history, linking every number back to its source document for auditability. Analysts use it to build and update models faster, cutting time spent during earnings season. The same data is exposed to AI tools via API, an Excel add-in, and Model Context Protocol connectors for ChatGPT, Claude, Perplexity, and Rogo.

Autonomous AI for accounts payable and finance operations.

Vic.ai is an AI-first accounts payable and autonomous finance platform that ingests, reads, codes, and approves invoices with minimal human intervention. Beyond invoice processing it spans bill pay, expense management, a vendor portal, and AP analytics, with agentic features for the AP inbox and finance workflows. It connects to ERPs including SAP, Oracle NetSuite, Workday, Microsoft Dynamics, and Sage Intacct. The company is jointly headquartered in New York and Oslo.

AI financial analyst agent built natively into Excel.

Endex embeds an AI agent natively into Microsoft Excel for institutional finance teams. It runs long multi-step tasks — building three-statement models, DCFs, and presentation decks — grounded in a firm's internal data, public disclosures, and trusted financial sources, with custom LLMs tuned for financial documents. It is deployed at investment banks, private-equity firms, and hedge funds, with SOC 2 and ISO 27001 compliance and zero-data-retention agreements with model providers.

AI-powered stock research terminal with institutional-grade financial data.

Fiscal.ai is an investment research platform that pairs institutional-grade financial data on 100,000+ global public companies with a conversational AI copilot that answers questions with sourced figures and charts. Beyond standard financials it tracks segment data and company-specific KPIs — subscriber counts, same-store sales, revenue per user — and assembles them into custom dashboards. A developer API exposes the same data for programmatic use.

AI market intelligence — search and agentic deep research across premium financial content.

A market intelligence platform used by investment firms and corporations to search and analyze equity research, company filings, earnings calls, news, and the Tegus expert-call transcript library. Its AI layer spans Generative Search, a Deep Research agent that autonomously runs multi-step research across the corpus, and custom agents for repeatable workflows — with enterprise plans that fold in a customer's internal documents. Serves over 7,000 enterprise customers.

AI close-automation platform for accounting teams.

Numeric is an AI accounting platform that automates the month-end close — reconciliations, flux/variance analysis, cash matching, and financial reporting — for finance and controllership teams. It unifies close management, reporting, and cash workflows so complex accounting teams can close faster with less manual effort.

Autonomous AI agents built for accounting firms.

Basis builds AI agents purpose-built for accountants that execute complex accounting workflows end-to-end and return finished output ready for review. It integrates with existing ledgers and systems to handle tax, audit, advisory, and client-accounting tasks, adapting to each firm's processes rather than relying on rigid rules.

AI-native general ledger for business owners and accountants.

Digits is an AI-native accounting platform that automates bookkeeping, month-end close, bill pay, invoicing, and real-time reporting. Custom-trained agents handle 24/7 transaction categorization, accrual schedules, and reconciliations, while "Ask Digits" answers finance questions in natural language. Built for business owners and accounting firms.

AI-native accounting software for startups and their accountants.

Puzzle is an AI-native general ledger for startups that converts transaction data from tools like Stripe, Mercury, Ramp, and Brex into reconciled financial statements continuously. Its AI automates up to 98% of categorization, keeping burn and runway current in real time, and supports both cash and accrual accounting from one ledger.

AI-driven spend management, corporate cards, and accounts payable.

Ramp is a finance platform for corporate cards, expense management, and accounts payable that layers AI agents across the full spend lifecycle. Agents read expense policies, flag fraud, code transactions, source vendors, and review bills, automating work that finance teams used to do by hand. Used by over 70,000 companies.

AI finance platform for cards, expenses, and accounting.

Brex is a corporate spend platform pairing cards, expense management, and accounting with a fleet of AI agents. Agents file employees' expenses, fetch receipts, audit transactions for compliance, and auto-approve low-risk items. Its Agent Mesh architecture coordinates many specialized agents to automate finance workflows end to end.

Chat-first AI money assistant for budgeting and saving.

Cleo is a consumer personal-finance app you text like a friend to ask about spending, set budgets, and get savings nudges. Its AI categorizes transactions automatically via a Plaid bank connection and surfaces personalized tips, with optional cash-advance and round-up savings features. Known for a playful, sometimes sarcastic chat persona.

Agentic AI platform for investment banks and asset managers.

Rogo is a generative AI platform built specifically for financial services — investment banks, private equity, and asset managers. Its agent Felix executes multi-step deal and investment work, producing auditable Excel models, investment memos, diligence materials, and slide decks. Used by tens of thousands of professionals at hundreds of institutions.

Enterprise AI that analyzes vast document sets for finance and law.

Hebbia is an enterprise AI platform that lets analysts ask complex, multi-step questions across huge libraries of filings, transcripts, and internal documents. Its Matrix interface returns answers in a spreadsheet-style grid, with each cell traceable back to its source. It is used heavily across investment banking, private equity, and legal research.