Finance AI apps

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.