Finance AI Tool

FinWise

FinWise Assistant is an AI tool designed to help users manage their financial profiles and money more effectively. With this assistant, users can ask questions, seek guidance, and gain confidence in managing their finances. The tool offers features such as customised onboarding for FinWise accounts, AI assistance on various financial topics, and the ability to receive nudges and assistance from the AI Financial Assistant.

FinWise Assistant aims to simplify the financial management process by providing users with easy access to helpful information and personalized support. The tool is designed to enhance user experience and enable individuals to make informed decisions regarding their money management.

In addition to its AI capabilities, FinWise Assistant offers other features such as Household management and Developer API. The tool is built with security and privacy in mind, ensuring the protection of user data. Users can access FinWise Assistant through their FinWise accounts and leverage its functionality to optimize their financial management practices.

FinWise Assistant is part of the broader FinWise platform, which includes additional offerings such as a referral program, resources for financial advisors, and comparisons with other financial management tools like Mint.com, YNAB, and 22Seven. By utilizing the AI capabilities of FinWise Assistant, users can expect an improved financial management experience that is informative, personalized, and secure.

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Tradytics

Tradytics is an AI-driven trading toolkit designed for retail traders, offering a comprehensive range of features to enhance trading strategies. With its live options flow, extensive scanners, market and ticker dashboards, as well as long-term portfolios and technical analysis tools, Tradytics equips traders with the necessary resources to make informed decisions.

The AI engine analyzes millions of data points to generate trade ideas, providing valuable insights for users. Accessible on Web, iOS, and Android, the platform ensures ease of use across all devices. Trusted by over 48,000 users and with a thriving Discord community of 15,000 traders, Tradytics has garnered positive feedback, with reports of significant returns on investments.

The active community offers support and insights to new traders, enabling them to access the same data and insights as the professionals on Wall Street.

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Procys

Procys is an AI-powered invoice processing tool designed to streamline billing processes for businesses. With its automated processes, Procys extracts data from invoices, accurately labels each fragment of the document, and exports the processed data in a structured manner. Users can conveniently upload their documents in various formats, including PDF, scans, images, and more, from their preferred cloud storage platform, email, web interface, or API.

One of the key features of Procys is its self-learning engine, which ensures accurate data extraction and improves over time. Additionally, users can easily synchronize the tool with their ERP systems, enhancing efficiency and integration within existing workflows. Procys also offers a comprehensive API and integrations with Microsoft Business Central, Twinfield, Quickbooks, Zapier, and Holded, allowing users to optimize their workflow and seamlessly connect with other tools and platforms.

To help businesses experience the benefits of Procys, the tool offers a free trial. Notably, several reputable companies, including Globiq, Openprovider, Tweecore, Cbiz, Kr Solutions, Agile, and Smart, have placed their trust in Procys. The testimonials from these companies serve as evidence of the tool’s effectiveness in improving invoice processing and streamlining billing operations.

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SplitMyExpenses

SplitMyExpenses is an AI-powered tool that simplifies the process of splitting bills and expenses with friends. With this tool, users can import their expenses and easily split bills between friends, allowing them to charge directly on platforms like Venmo and CashApp.

One of the key features of SplitMyExpenses is its ability to automatically scan and itemize receipts, thanks to its AI capabilities. Users can simply upload a photo of their receipt and the tool will automatically categorize the items, calculate the tax and tip, saving them time and effort.

Additionally, SplitMyExpenses allows users to link their credit cards and bank accounts, enabling the automatic import of expenses on a daily basis. This integration is securely handled by Stripe, ensuring the safety of users’ financial information. Users can also import expenses from a file generated from financial institutions, personal finance tools, or any other platform where they manage their finances.

The tool offers various features to streamline the splitting workflow, such as a charge history that shows who was charged, the amount, and expense date ranges. Users can easily pick up where they left off last time. It also provides a charge review feature, allowing users to share a link with friends for adjustments and feedback, increasing transparency and facilitating faster payments.

Additionally, SplitMyExpenses offers elegant charts to help users track their effective spending over time, comparing what they’ve paid to their friends.

SplitMyExpenses offers a free plan with powerful tools and features, including the creation of up to 10 friends and the import of expenses up to 1 month old. There are also other pricing plans available for users with different needs, all offering transparent pricing without hidden fees and the flexibility to cancel at any time.

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Danelfin

Danelfin is an AI-powered tool designed to assist investors in making data-driven investment decisions. It aims to help users pick the best stocks and optimize their portfolios by providing unbiased and unique insights. The tool employs Explainable AI, meaning there are no “black boxes” involved.

Danelfin transparently analyzes a wide range of daily indicators and features, processing more than 10,000 features per day per stock. These features include technical, fundamental, and sentiment indicators, totaling over 600 technical, 150 fundamental, and 150 sentiment indicators daily.

Danelfin assigns an AI Score to each stock, indicating its probability of beating the market in the following three months. Users can browse the rankings of stocks in the US and European markets based on their AI Scores. The tool also offers trade ideas based on past performance and provides a historical track record of buy/sell signals for potential trades.

Users can track the AI Score evolution of their stocks, receive alerts for upgrades or downgrades in their portfolio, and monitor the probability of their portfolios beating the market. Additionally, they can identify the optimal time to invest in their preferred stocks by observing the AI Score’s evolution.

Overall, Danelfin aims to simplify the stock selection process, generate superior returns, and assist users in making informed investment decisions based on data analysis.

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Finclout

Finclout is an AI-driven, personalized, audiovisual content discovery platform that aims to revolutionize retail investment strategy. The platform uses cutting-edge artificial intelligence to provide personalized experiences to users, delivering expert-curated, audiovisual content that helps them make informed investment decisions. Finclout streamlines the research process and provides quality audiovisual information from trusted sources, making it easier for retail investors to stay ahead of the curve.

The platform also offers contextualized financial news to help ensure that users understand the impact on their investments. Users can easily syndicate their content across multiple channels and stay on top of the retail investing game. Additionally, users are rewarded for their valuable insights, questions, and answers and are part of the DAO community.

Finclout allows users to monetize their content in many easy ways, including a content-focused toolchain and omni-chain treasury. The platform is built on top of blockchain technologies like Solana, Cardano, Banano, and DeSo, and uses shares as units of work to generate payouts to users’ wallets. Finclout is a new type of financial social network that intersects retail investing, crypto technology, and creator economy, and is working towards a future of advertising-free investing.

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PinkLion

PinkLion is an AI-powered investment management tool designed to help investors make better investment decisions. It can simulate investment scenarios to validate hypotheses and compare different investment strategies. The tool uses advanced analytics to provide 1-year asset forecasts from multiple financial sources and its own predictions.

Investors can also get detailed portfolio analytics, including return and risk metrics, asset contributions, and allocations, to improve investment performance. PinkLion’s features are tailored to different levels of investor experience, from first-time investors who need help getting started with investing to seasoned investors who want to reduce risk and increase returns.

The tool is designed to be user-friendly, with automatic backtesting and future outlooks for quantitative retail traders. With the PinkLion tool, investors can improve their decision-making abilities regardless of their level of experience. PinkLion also allows investors to shape its future roadmap by sharing feature ideas and providing upvotes on suggestions.

It is important to note that none of the content presented by PinkLion constitutes investment advice or a recommendation for any specific person or investment strategy.

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Receipt Cat

Receipt Cat is an AI-powered receipt scanning and expense tracking app designed to help small business owners and entrepreneurs manage their finances. The app utilizes optical character recognition (OCR) and AI technology to swiftly scan receipts and invoices, automatically capturing essential details such as merchant names, taxes, totals, and dates.

With an intuitive drag-and-drop system, users can easily upload their receipts to the app. Receipt Cat also offers custom categories for organizing expenses, allowing users to efficiently track and categorize their financial transactions. Additionally, the app provides a reporting dashboard that enables users to visualize their finances over time, providing valuable insights for better financial management.

Available for free on both the App Store and Google Play, Receipt Cat offers three subscription plans tailored to meet users’ specific needs. Starter users can access up to 10 entries per month, while Premium and Unlimited users can enjoy 50 and unlimited entries per month, respectively. This flexibility ensures that users can choose the plan that best suits their requirements and budget.

In addition to its core features, Receipt Cat also includes a free online receipt and invoice generator, allowing users to easily create professional-looking receipts and invoices for their business transactions. Furthermore, the app offers a blog section that provides valuable tips on how to set aside money for taxes, helping users navigate the complexities of tax management.

Overall, Receipt Cat is a comprehensive AI tool that simplifies receipt scanning, expense tracking, and financial management for small business owners and entrepreneurs. With its powerful OCR and AI capabilities, intuitive interface, and additional features like reporting dashboards, custom categories, and a free receipt and invoice generator, Receipt Cat is a valuable asset for anyone looking to streamline their financial processes and gain better control over their business expenses.

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Booke AI

Booke AI is an AI-powered automation tool designed to streamline bookkeeping for accountants. Its features include auto-categorization of transactions, AI-assisted reconciliation, and real-time OCR extraction of data from invoices, bills, and receipts.

Booke AI also enables two-way integrations with Xero, QBO, and QBD, allowing users to seamlessly connect to their preferred accounting software. Booke AI’s communication tools allow for streamlined collaboration and improved client communication. Users can easily manage documents in bulk, detect and resolve discrepancies, and generate interactive reports.

The platform also includes a Chrome extension for Xero and QuickBooks, simplifying the process of categorizing transactions and marking unknown bank feed transactions as uncategorized with just one click. Booke AI’s user-friendly portal and efficient communication tools eliminate back-and-forth communication and reduce the need for calls and emails.

The platform’s error detection technology ensures super-accurate books and helps users easily find and fix errors in their bookkeeping. Booke AI claims to save at least 60 minutes per client per month, allowing users to spend more time growing their business.

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Gorilla Terminal

Gorilla Terminal is a powerful AI-driven platform designed to assist professional traders, portfolio managers, and serious investors in conducting efficient and accurate investment research. With a wide range of features including macro-economic data, industry analysis, supply chain analysis, regression analysis, value at risk analysis, sector overviews, news updates, and financial statement reviews, Gorilla Terminal equips users with the necessary tools to make well-informed decisions.

The platform boasts an intuitive interface that allows users to easily access all features and information in a quick and efficient manner. Gorilla Terminal’s AI-driven sentiment analysis further enhances the user experience by enabling the analysis of earnings calls, deep dives into questions asked, and reviews of individual revenue growth and margin statements.

By leveraging these features and more, Gorilla Terminal empowers users to invest like Wall Street professionals and conduct research at the speed of their thoughts.

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