70 Top AI financial insight assistant tools
Explore the top 70 AI tools for financial insight assistant. Compare features, use cases, and pricing to find the perfect solution for your needs. Discover even more specialized AI tools with our AI-powered search.
Tools for: financial insight assistant
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Fire Mate: AI-powered financial assistant guiding users towards financial independence. Features personalized recommendations, real-time support, easy income/expense tracking, goal setting, and progress monito .. Show more
Tendi is an AI-driven personal finance advisor that assists users in goal setting, budgeting, debt reduction, saving, investing, retirement planning, and provides insights, alerts, and a user-friendly dashboard .. Show more
Beatandraise is an AI-powered financial research tool that provides real-time information on various aspects of the financial markets.
AnalyzX by TrezyGo is an AI tool that analyzes financial health by assessing key metrics and company valuation. It offers reports in multiple languages, prioritizes user privacy, and provides security features .. Show more
AI-powered personal investment plans tool empowers you to tailor your financial future. Get a personalized investment plans that are tailored to you.
StockInsights is an AI-driven platform that merges large language models and financial data to offer users advanced investment insights. Easily track portfolios, receive updates, generate ideas, and make infor .. Show more
Fin-GPT AI Co-Pilot is an affordable financial data aggregation tool for analysts and firms, comparable to Bloomberg Terminal. It delivers advanced insights, minimizes biases, and simplifies multi-source analy .. Show more
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Monarch AI Assistant is an app for better personal financial outcomes through personalized advice and insights.
Coginiti AI is a powerful AI data analytics assistant that offers easy access to data, collaborative intelligence, responsible AI principles, evolving recommendations, and enhanced query performance.
FinNews.ai is an AI-driven finance tool for US stocks, cryptocurrencies, forex, and news. It delivers real-time insights, quantitative analysis, predictive modeling, anomaly detection, and timely updates for i .. Show more
Cleo is an AI-powered personal finance assistant that streamlines money management through savings, budgeting, investment growth, credit building, and offers privacy-focused financial insights and tracking tool .. Show more
Tradepost.ai is an AI-powered tool that personalizes investment insights by summarizing financial newsletters and SEC filings. It allows customization of the AI model, provides real-time alerts on filings, and .. Show more
PaperMoney is an AI tool enabling users to create insightful financial reports for 5000+ US, Hong Kong, and China-listed companies, offering detailed income statements and cash flow data across multiple industr .. Show more
Finance Brain is an AI-powered chatbot offering instant finance and accounting answers. Users get 3 free questions upon sign-up. Access 24/7 support for quick responses to any finance query.
FounderAssist is an AI-powered tool that offers customizable templates for various business needs with real-time preview of default and customizable themes, styles, and layouts.
AI Stock Radar: Pioneering AI investment tool enhancing stock research. Simplifies fundamental analysis, identifies high-performers, and equips users with AI-driven insights for informed decisions.
The AI tool is an end-to-end tax filing solution that securely connects with over 9,000 banks and financial institutions.
PortfolioPilot is an AI-powered financial assistant that provides in-depth portfolio analyses, personalized recommendations, and economic insights. It ensures risk management, tailored suggestions, and secure .. Show more
Arcwise
5Arcwise AI is a Google Sheets copilot that helps users ask questions about their spreadsheets, clean messy data, and write formulas.
FinanceGPT is an AI tool that converts intricate financial data into valuable insights & narratives. It provides personalized forecasting, real-time data collection, and sophisticated analytics for better deci .. Show more
PortfolioPilot is an AI-powered tool that delivers personalized investment recommendations and in-depth portfolio analysis. It combines economic insights with individual needs to offer risk evaluations, contin .. Show more
InciteAI is an AI investment tool that streamlines stock and crypto trading through real-time insights, accurate financial guidance, and sophisticated stock forecasts, all powered by its robust data analysis a .. Show more
FinanceGPT Chat is an AI tool that provides personalized financial co-pilots, enabling deep insights through semantic search on financial queries. Users can upload documents and sources for customized, data-dri .. Show more
Genius Sheet is an AI-powered tool that allows users to interact with data using a text-based interface.
Candlestick is an AI tool for stock market investors, providing weekly AI stock picks based on top-performing models. With transparency and customization options, users can make smarter investment decisions and .. Show more
Simpla AI is an all-in-one AI financial tool that provides personalized tax advice, advanced solutions, document automation, statement analysis, and insightful business intelligence for improved tax, accounting .. Show more
AI Business Coach: An innovative tool that aids users in navigating crucial business areas through insightful queries and tailored strategies. It monitors progress, enforces accountability, and fosters measura .. Show more
Flash Insight is a browser extension that uses AI-powered chatbot to extract insights from webpages and videos, transforming video into actionable plans with concise summaries and providing practical tips on va .. Show more
Array Assistant is a powerful AI-driven tool that enhances spreadsheet productivity by offering features such as text generation tools, data cleaning and summarization, automation design, and classification too .. Show more
Hal9
5Hal9 is an AI tool that facilitates data-driven decision making through conversational analysis of cloud data, emphasizing data security and seamless integration with existing systems.
Trading Literacy is a conversational AI tool that helps investors gain insights into their investment activity. Users can ask questions and get reports to find risk-adjusted values. It supports uploading trade .. Show more
Wally is an AI-powered personal finance app that tracks spending, bills, and budgets effortlessly. It provides insights, personalized guidance, and instant answers to financial questions. Stay on top of finance .. Show more
AIStartupInsights is a platform tailored to support startups at various stages of growth. It helps you understand your market, plan your growth, and stay ahead of the competition. With actionable insights and c .. Show more
SageFusion is an AI-powered asset management platform catering to accredited investors. It combines trend forecasting and statistical models to optimize returns, providing transparent, liquid investments with .. Show more
Decode Investing simplifies searching, analyzing, and reviewing earnings call transcripts for stock market analysts and investors. It provides valuable insights directly from earnings calls, aiding in research, .. Show more
Digits is an advanced AI tool transforming accounting processes with automated bookkeeping, financial analysis, and insightful reports. With live dashboards and top-notch security, it assists in scaling operati .. Show more
Kniru AI-powered Finance is an all-inclusive aid that offers custom investment, expense, retirement planning, tax, and credit management insights. It provides personalized savings tips, bill reminders, and por .. Show more
Assistly.ai is a Shopify-integrated AI tool for retailers. It generates inventory/sales reports, enables data export, creates custom dashboards, and provides in-depth data analysis, empowering e-commerce busin .. Show more
Kairos Finstack is an AI-powered financial management tool that tailors financial products to your needs. Receive personalized analysis, step-by-step recommendations, and access educational resources to help yo .. Show more
Expense Sorted is an AI tool that makes categorizing and tracking expenses simple, you can use AI to automatically categorize your expenses, saving you time and effort. It integrates with Google Sheets, to spee .. Show more
ProAI is an AI-powered platform offering tailored solutions for business planning, funding, and market research. It integrates essential resources, provides on-demand guidance, and utilizes AI-based business ad .. Show more
Equals
2.4AI Assist is a powerful AI-powered data analysis tool that offers features such as real-time collaboration, formula generation, SQL writing, visual charting, and integrations with popular platforms.
Insight Journal AI is an AI-powered journal designed to help users reflect, organize thoughts, track progress, and gain valuable insights. The tool offers privacy and security for effective and personalized jou .. Show more
Tipis AI is a powerful AI assistant for data processing, offering quick and efficient handling of complex analysis tasks. Easily analyze sales data, user profiles, resumes, and business data with free access to .. Show more
Meet gaxu, your AI marketing assistant, always on standby to provide insights, competitive analysis, keyword extraction, and quick summarization of content. Gain a competitive edge in digital marketing with gax .. Show more
RetireMint is a virtual retirement planning assistant that offers personalized guidance, expert tools, and assessments for building a comprehensive retirement roadmap. Plan confidently and be well-prepared for .. Show more
Rafa AI Tool delivers real-time investment insights for informed decision-making. Key features include portfolio alerts, risk assessment, options monitoring, top stock idea summaries, performance tracking, and .. Show more
askexcel is an AI tool that simplifies data analysis and report generation, ideal for academia and research. It offers quick results with language flexibility and data security, making it user-friendly for stud .. Show more
Swipe Insight is a digital marketing analytics app offering curated insights from 100+ sources. Its AI-driven system delivers quick summaries, personalized feeds, and smart notifications for staying updated on .. Show more
Scandilytics AI offers an advanced Data Analyst tool that leverages AI-driven analytics to provide actionable insights, automate reporting, and empower businesses to make informed decisions for optimizing e-com .. Show more
PlutusChat is an AI tool aiding retail investors in US stock queries, utilizing SEC filings, stock data, and user feedback to deliver company insights, comparisons, and enhance analysis capabilities. Premium a .. Show more
FinanceOps is an AI solution that enhances finance collection operations through automation, cost reduction, and resource optimization. It utilizes empathetic AI agents for round-the-clock collections, resulti .. Show more
MyYearInReview is an AI tool offering a free annual reflection experience. It assists users in setting goals for the upcoming year, creating action plans, and providing a private roadmap to their inbox for acc .. Show more