AI use cases for Financial Reporting
Generative AI can be applied in various applications for financial reporting. Here are some examples to explore below for inspiration with AI tools to get you started with using AI in financial reporting.
๐ ๏ธ 70 AI tools for Financial Reporting
Explore a dynamic list of some of the most popular tools to get you started with various AI use cases and applications for Financial Reporting to streamline your workflows and productivity today.
Fortune features
- Automated transaction categorizations
- Detailed financial analytics
- Forecasting finances across various banks worldwide
- Real-time alerts for every transaction
- Advanced transaction search capabilities
FinanceGPT features
- Generative AI technology
- Customizable financial forecasting
- Real-time data aggregation
- Advanced analytics
- Targeted towards investors, financial managers, and accountants
FinCheck by Trezy features
- Financial health assessment
- Annual statements analysis
- Multilingual reports
- Privacy control
- Security features
Digits โ Accounting features
- 24/7 automated bookkeeping
- AI Advisor for financial analysis & insights
- Intuitive Reports for non-finance professionals
- Live Finance Dashboards for easy business monitoring
- Bank-grade Security for data protection
Sheshi FR features
- Automated financial reporting
- Fully automated solution for preparing financials
- User-friendly platform
- Automation and AI technology for error reduction
- Customizable financials and automated data import
Finalle features
- Twitter analysis
- Reddit analysis
- News analysis
- Blog post analysis
- Market insights
AI Financial Report Expert features
- Create insightful and visually appealing financial reports for over 5,000 listed companies
- Access to free visualizations and insights
- Generate reports for popular companies across different industries
- Provides detailed income statements, cash flow statements, and other financial data
- Explore recent posts and insights on specific companies like Xiaomi Corporation, Li Auto Inc., and Apple Inc.
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Frex features
- Retrieve precise information from sec filings using ai
- Engage with the ai in three ways: asking questions, creating charts, and generating reports
- Extract key data from sec filings and create professional powerpoint reports
- Offer information such as earnings per share, net income, and basic diluted earnings per share for companies like apple inc.
- Real-time access to knowledge-based information available up to september 2021
AskExcel features
- Natural language processing for asking questions
- Automatic report and chart generation
- Data analysis for academia and research
- Market data and customer behavior analysis for businesses
- Language flexibility for communication
Narrative BI features
- All the metrics under one roof
- Natural language generation
- Anomaly detection
- Scheduled reports
- AI driven insights
- Slack chatbot
- Multiple data channels integrations
v0 report features
- Custom report generation
- Web scraping
- Automated insights
- File Uploading
Simpla AI features
- Personalized tax advice in seconds
- Cutting-edge tax solutions
- AI-powered document processing for automating financial systems
- Upload financial statements for in-depth analysis
- Data security and insightful analytics
ReadAnnualReports features
- Efficient analysis of 10-K reports
- Quick answers to complex questions
- Side-by-side analysis of 10-K/Q reports
- Ability to search and analyze filings dating back to the 90s
- Enables uncovering hidden insights in new reports
Client Reports features
- Unique client data room for uploading and utilizing client documents
- Automatic generation of client reports including business plans, company valuations, diligence reports, and investor reports
- Exportability of reports to Microsoft Word documents
- Insights and information on client's business activities, projects, and key performance indicators
- Applicability in various sectors such as finance, accounting, legal, construction, retail, and healthcare
FinNews.AI -FREE features
- Real-time insights
- Quantitative analysis
- Predictive modeling
- Instantaneous analysis
- Anomaly detection
FIN-GPT features
- Data consolidation from various sources
- Affordable access to advanced tools
- Real-time data analysis capabilities
- User-friendly interface
- Enhanced decision-making through data-driven insights
Bara Platform features
- Advanced artificial intelligence tool
- In-depth analytics and predictive insights
- Cutting-edge algorithms and machine learning capabilities
- Intuitive dashboard for visualizing complex data sets
- Actionable insights for strategic decision-making
Uprise Embedded features
- AI-powered financial advisory platform
- Personalized financial optimization engine
- Automating regulatory compliance
- Concierge services for comprehensive financial planning
- Flexible integration options and white-label solutions
BeatandRaise features
- Financial search
- Financial real-time information
- Company performance predictions
- Revenue insights
- Chatbot plugin
Osfin.ai features
- Automated reconciliation processes
- Complete cash flow visibility
- Smart invoice processing without templates
- Document processing powered by AI
- Over 30 integrations for swift and accurate financial closings
SageFusion features
- Trend forecasting
- Statistical models and financial statement analysis
- Risk management through portfolio hedging
- Transparent and liquid funds through Interactive Brokers
- Quick fund withdrawal within 48 hours
FlowCog features
- User-friendly Flowcog Canvas for financial projections
- AI-driven inputs for streamlined modeling process
- Support for integrations with QuickBooks and Stripe
- Detailed financial statements and saas metrics
- Simulation analysis and data visualization dashboards
Procys features
- Invoice extraction
- Document validation
- Automated data entry
- Digitization of invoices
FinanceGPT Chat features
- Build custom AI co-pilots
- Semantic search for understanding
- Document upload for tailored answers
- Data source connectivity
- Personalized financial insights
Streamlined Finance features
- Stock fundamentals analysis
- Stock filtering by volume, market cap, etc.
- Identification of undervalued stocks
- Insights on high-growth stocks and dividend stocks
- Summarization of earnings transcripts and news articles
PortfolioPilot features
- 360ยฐ portfolio analysis
- Hyper-personalized recommendations
- Economic insights engine
- Automatic risk identification
- Bank-level security
Glean AI features
- Automation
- Data benchmarking
- Vendor collaboration
- Invoice processing
- Deep spend insights
AI-FraudGuard Ecommerce features
- Contactless conversion
- Fraud prevention
- Transaction monitoring
- Compliance processes automation
- Real-time monitoring
AutoRFP
5AutoRFP features
- AI-driven response generation
- Task automation
- Real-time collaboration
- AI content search
- Secure single sign-on capabilities
FinGPT features
- Llm training
- Nlp finetuning
- Finance
GiveFlag features
- Analyze various documents such as business intelligence reports, form 10-K filings, policy analysis, contracts
- Extract relevant information from sources like academic papers, privacy policies, insurance reviews
- Automate administrative and transactional tasks
- Train GPT-based engines with expert knowledge
- Ensure data security with restricted access to files and chat messages
ChatGPT in Google Sheets features
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Graphite Note features
- Predict outcomes
- Recommend smart actions
- Analyze customer behavior patterns
- Personalize marketing strategies
- Optimize inventory
MyReport features
- Automate data collection
- Automate citation
- Description of report topic
- Review of report
- Send report
SimFin features
- Unlock 20+ years of financial history for 5,000+ companies
- Backtest dynamic portfolio strategies
- Visualize stock market metrics
- Customized filters and complex conditions
- Download quality financial data via API
Rows
5Rows features
- Importing data
- Analyzing data with openai integration and ai wizard
- Creating slick reports and charts as webpages or embeds
- Classifying and tagging text
- Sentiment analysis
- Support ticket transformation
- Feedback surveys
- Product review insights
- Generating keyword ideas
- Themes
- Blog post titles
- Outlines
numerous features
- Categorization
- Extraction
- Data Cleaning
- Sentiment Analysis
- Automate with AI
Recordme features
- Automated data extraction
- Real-time access to business records
- Invoice processing powered by OCR technology
- Seamless integration with accounting software
- Efficient file management
ChatterQuant features
- Enterprise dashboards
- Real-time data access through APIs and embeds
- REST WebSocket APIs (upcoming)
- APIs for interaction and read access
- Track mentions of stocks and crypto tickers on social media platforms
RiskAssessmentAI features
- Automate security questionnaire responses
- Scan documentation
- Build knowledge base
- Support various assessment formats
- Collaboration between teams
Scandilytics features
- Advanced analytics for store performance insights
- Business advice based on data analysis
- Automated reporting processes
- Connection with analytics accounts for data translation
- AI-based trend analysis and opportunity identification
Parthean AI features
- Automate financial tasks
- Streamline money management
- Automatic saving, investing, and debt repayment
- Facilitate money transfers between accounts
- Provide insights on spending, investing, and credit
Equals
2.4Equals features
- Generate formulas
- Write sql
- Summarize data
- Debug formulas
- Real-time collaboration
- Over 100 formulas
- Professional-grade charting
- Data source integrations
- Calculated columns
- Sql editor
- Visual query builder
- Version history
- Schedule queries
- Save and import queries
- Dashboard building
- Complex joins
- Keyboard shortcuts
- Integrations with popular platforms
QuillAI features
- Document parsing
- SEC alerts
- Financial model generation
- Custom PDF uploads
- Multi-document AI chat
fdo.ai features
- Financial recordkeeping simplification
- Focus on core business operations
- Suite of tools covering strategy, finance, and operations
- Intuitive accounting
- Seamless marketing solutions
Breadcrumbs Copilot features
GA4 Auditor features
- Comprehensive audits for Google Analytics 4 accounts
- Detailed audit report generation
- Customized action plan creation
- Detection and resolution of tag health, performance, data integrity issues
- Implementation of best practices and actionable recommendations
Brightflow AI features
- Ecommerce financial intelligence platform
- AI-powered financial services
- Accurate cash flow forecasting
- Real-time cash position monitoring
- Integration with popular ecommerce tools
Pi Exchange features
- End-to-end machine-learning tool
- Eliminates the need for coding
- Smart data preparation
- Model development
- Deployment functionalities
SuperAI features
- Automation of business processes
- Conversion of unstructured data to ai applications
GIGAMATIC features
- Financial management tools
- Cloud-based 'work wallet'
- Advanced analytics and personalized insights
- Tailored lending products and insurance plans
- Decentralized, encrypted network for data security
viable features
- Automated qualitative data analysis
- Customer feedback understanding
- Nlp technology
- Feedback analysis
Matrices features
- Spreadsheet analysis
- Connect and analyze public and proprietary data sources
- Confidence scores for each cell
- Natural language capabilities
- Extensible automation features
Forescribe features
- Discover, analyze, and manage integrations of SaaS applications
- Provide real-time insights on SaaS usage and compliance
- Automated compliance checks for SaaS applications
- Offer cost optimization suggestions for SaaS applications
- Enhance transparency in digital landscape governance
Receiptor.ai features
- Automated extraction of receipts, invoices, and emails
- Contextual categorization for streamlined accounting processes
- Integration with various email accounts for efficient monitoring
- Real-time expense analytics and sync with accounting software
- Comprehensive document capture for precise financial tracking
PennyFlo features
- Integrations
- Simple Visualization
- All-in-one solution
- Advanced Analytics
- Powerful Automation
Qashboard features
- Financial data analysis
- Automated transaction tracking
- Conversational AI interface
- Secure data storage control
- Finance-related Q&A feature
7Assets features
- Automated data capture
- AI-powered analyses
- Personalized suggestions
- Secure data management
- All-in-one asset management
Dark Pools AI features
- Financial crime detection
- Anomalous behavior detection
- Data mapping
- Machine learning
- Data visualization
F.I.R.E on track features
- AI-powered financial assistant
- Personalized recommendations based on goals
- Real-time financial assistance
- Income, expenses, and savings tracking
- Goal reminders and progress tracking
Genius Sheets features
- Generate reports
- Answer questions
- Query data from various sources
- Analyze live data
- Provide instant responses
Coginiti features
- Generating sql using natural language prompts
- Exploring, managing, and analyzing data in a collaborative data workspace
- Optimizing existing sql queries
- Providing detailed explanations and solutions to errors
- Explaining query execution plans for better optimization
- Supporting deep database and object store integration
- Focusing on enhancing query performance to decrease compute costs
NeoAnalyst features
- Pre-built models
- Instant analysis queries
- Predictive analytics
- Visualize results through charts
- Context-aware analysis
PredictEasy features
- Data preprocessing
- Data visualization
- Model building
- Automated machine learning
- Auditing data
Flagright AI features
- Real-time transaction monitoring
- Case management
- Automated end-to-end solutions
- AI forensics for investigating suspicious activities
- Customer risk assessment automation
FinanceOps features
- Modernize collection operations
- Enhance collector efficiency
- Assign collections automatically
- Utilize AI-powered worklists, payments, and messages
- Integrate with leading ERP solutions
Faraday features
- Predicting customer behavior
- Assessing customer potential
- Providing personalized recommendations
- Identifying at-risk customers
- Optimizing marketing campaigns
Predict Expert AI features
- Crafting unique AI models
- Integrating intelligent applications and APIs
- Tailoring AI models and applications to address specific business needs
- Real-time operational insights
- Monitoring performance in real-time
SheetGod features
- Generate custom formulas
- Assist with excel calculations
- Solve complex problems
AskCSV features
- CSV processing in browser
- Query data
- Generate charts
- Create tables
- Data analysis
- Data security