Finance AI Tool

Sturppy

Sturppy Plus is an AI-powered financial data analytics platform that centralizes live data from various sources with one click. It automates the calculation and tracking of core KPIs specific to a user’s industry and business, eliminating the need for maintaining a data-pipeline or setting up data warehouses.

With Sturppy Plus, businesses can create customized live dashboards and reports, seamlessly establishing a single source of truth for their business metrics. This platform is ideal for established businesses generating at least $10K/mo in revenue or having raised a minimum of $250K in funding.

Unlike Sturppy Planning, which is designed for early-stage businesses building financial models, Sturppy Plus connects to live data sources, providing real-time insights. Sturppy Plus offers a free 1:1 demo and resources, including a financial glossary and blog, to help users understand and utilize the platform effectively.

Sturppy Plus’s privacy policy is transparent, ensuring the security of user data. Users can easily sign up or log in to access the platform, saving businesses hours of manual work by consolidating all their financial metrics and live data in one place.

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RevFit AI

RevFit AI is an AI-powered sales qualification and forecasting platform that leverages machine learning to discover and refine your Ideal Customer Profile (ICP). With RevFit AI, users can prioritize deals, monitor pipeline health, and refine forecasting to make smarter decisions. The tool offers valuable predictions based on the user’s ICP and the current state of their pipeline, including quota attainment, propensity to win, close date, ICP fit, close amount, and more. Additionally, RevFit AI provides a custom-trained ChatGPT-powered assistant for unique pipeline insights, helping users approach each deal effectively.

To use RevFit AI, users simply need to create an account and connect their CRM. They can then choose which objects and fields to include in the ML models and start prioritizing their pipeline, acting on AI-generated insights. The platform is available for free for individual sales professionals, allowing them to avoid poorly-qualified opportunities and focus on pursuing the best-fit deals.

RevFit AI offers a valuable solution for sales professionals seeking to enhance their sales qualification and forecasting processes. By using this tool, users can increase their chances of winning more deals and achieving greater revenue growth. The platform is user-friendly and accessible at no cost for individual sales professionals.

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Fina

Fina is an AI-powered financial tracking and analysis tool that provides users with the ability to track and analyze their finances in customizable ways. With Fina, users can create custom financial calculations, or utilize the AI function to obtain answers to any financial questions they may have on hand.

The tool also offers users the ability to track and monitor their financial metrics, such as income and expenses. Fina’s AI technology helps users automate their financial tracking process and allows for accurate financial analysis. The tool’s algorithm provides users with intelligently generated insights to help them make informed financial decisions.

Fina’s user-friendly interface and customization options make financial tracking an easy and straightforward process. Fina requires the user to enable Javascript in their browser to fully utilize its functionality. This is a standard requirement for any web-based application that utilizes dynamic and interactive features.

Overall, Fina is an excellent tool for individuals and businesses seeking to take control of their finances. Whether a user wants to track personal expenses or analyze business finances, Fina’s comprehensive set of features and AI technology provides users with valuable insights and information to help make more informed financial decisions.

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Keepertax

Keepertax is a free AI tool that allows individuals to ask tax-related questions and receive answers trained on the latest tax changes for 2023. The AI has ingested US tax law and federal and state tax legislation changes since 2021. Every few days, a human tax professional reviews all answered questions, providing users with correct or incorrect answers and any relevant comments.

As of now, the AI has been broadly correct 83.20% of the time; however, this accuracy score is expected to improve as more questions are reviewed by tax professionals. The AI accountant offers various features such as write-off detection, year-round tax bill/refund estimations, tax bill prediction, and tax filing through the phone with the IRS and State.

Users can also chat with an assigned tax assistant for professional tax help. The AI answers are not considered tax advice, and users must consult a tax professional before making any financial decisions. Nevertheless, it is a useful tool for individuals to gain insight and knowledge on tax-related questions before seeking professional help.

Users can filter through previously asked questions and reviews to find relevant information, making it easier to receive personalized tax solutions.

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FinanceBrain

Finance Brain is an AI tool that assists in financial analysis by automatically analyzing and visualizing financial data. The tool allows businesses to track revenue and cost of goods sold over multiple years, providing them with insights into their financial performance.

Through its machine learning algorithms, Finance Brain is able to identify patterns in financial data, enabling businesses to make informed decisions about their financial strategy. The tool offers a range of visualizations and reports that can be customized to meet the unique needs of each organization.

Finance Brain is designed to be user-friendly, allowing businesses to quickly and easily analyze their financial data without the need for in-depth financial expertise. It is particularly useful for businesses that need to track financial trends and patterns over multiple years or want to monitor their financial performance in real-time.

Overall, Finance Brain is a valuable tool for businesses looking to gain insights into their financial performance and make data-driven decisions about their financial strategy. Its machine learning capabilities make it a powerful tool for analyzing financial data and identifying trends, while its user-friendly interface ensures that businesses can quickly and easily access the information they need.

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MLQ App

The MLQ App is an AI Investment Research Platform that provides AI-based insights for smarter investing. It combines fundamentals, alternative data, and AI-based insights for both equities and crypto assets. The platform is designed to simplify the workflow of analysts, fund managers, and individual investors by providing them with a quantitative layer to their investment research process.

MLQ utilizes large language models (LLMs) such as GPT to streamline the investment research process. It offers features like financial insights, summaries, and more using institutional-grade financial data. The platform applies LLMs to analyze stock and crypto fundamentals, including financial statements, financial ratios, and on-chain analysis.

In terms of pricing, MLQ offers a simple and flexible pricing system. The Starter plan is free and includes equities dashboard features like top lists, market news, company profiles, and reported financials. The Professional plan is priced at $29 per month per seat and offers additional features such as 250 AI insights per month, chat with stocks, earnings call summaries, financial statements, and on-chain analysis (coming soon). MLQ also provides a 14-day money-back guarantee for the Professional plan.

Whether you are an analyst, fund manager, or individual investor, MLQ aims to help you become a data-driven investor by providing AI-based insights and alternative data. By tapping into the power of large language models, MLQ simplifies the investment research process and enables users to make more informed investment decisions.

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Receiptor

Receiptor.ai is an AI-based tool that can extract receipts and invoices from emails. Users can connect the tool to their email inbox, and it will automatically recognize and extract receipts, convert the data to a PDF, and export it to their accounting software. It streamlines receipt management and saves time, especially during tax season.

The tool automatically extracts crucial receipt details such as purchase amounts, categories, dispute deadlines, and more, reducing the chances of missed deductions and enabling users to generate a spreadsheet with all necessary financial information. Receiptor.ai can retroactively analyze the user’s entire email history to identify and extract receipt information. Users can export reports in PDF format, simplifying their accounting and financial tracking processes.

The tool is designed to benefit a wide range of users, including individuals filing tax returns, small business owners, and accountants. Receiptor.ai offers plans that match users’ email volumes, and the pricing varies accordingly. Receiptor.ai is secure and has passed various security assessments and adheres to Google API Services User Data Policy. Note that the validation of the security assessment is valid from the issue date until the expiration date.

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EarningsEdge

EarningsEdge is an AI-driven tool that provides insights from market moving events to empower investment strategies and gain a competitive edge in the market. The tool leverages GPT technology to generate holistic market insights from various text-based information sources, such as global news, earnings transcripts, and press releases. It offers features like news sentiment analysis and daily stock price returns, which help users uncover hidden value and opportunities in the market.

One of the main features of EarningsEdge is its ability to analyze speaker vocal patterns and subtle facial micro-expressions against a baseline profile to gain a deeper understanding of market sentiment. This allows users to transcribe and scrutinize every word from market moving events, enhancing their prediction of future monetary policy decisions and their subsequent market impacts.

The tool also provides case studies that showcase its capabilities. For example, it offers a case study on FedSpeak, where it analyzed Fed Chair Jerome Powell’s vocal patterns and micro-facial expressions to uncover previously overlooked behavioral anomalies from his FOMC Conference address. This demonstrates the tool’s ability to decipher subtle clues in FedSpeak, providing valuable insights into future monetary policy decisions.

EarningsEdge aims to fortify investment portfolios by concentrating on the most impactful market events, unlocking hidden opportunities, and providing real-time market insights. It is designed to help users stay ahead of the street with a deeper understanding of market sentiment and make informed investment decisions.

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Smaty

The React App is a tool that enables developers and agencies to rapidly generate customizable React-based applications for seamless integration with blockchain technology. It is part of an AI blockchain toolkit that also includes advanced vulnerability detection and unit test generation for secure smart contract coding.

The React App is designed to simplify the integration process, making it easier for developers to create user-friendly applications that leverage the power of blockchain technology. While no specific information is given about the React App’s features, it is clear that it is part of a suite of tools that prioritizes security and prevention.

The code snippet provides an example of a smart contract for locking funds until a certain date and includes code for withdrawing funds once that time has passed. The code includes a comment regarding using console.log for debugging purposes, emphasizing the importance of comprehensive testing and debugging.

The React App is presented as a community-driven project that requires support to remain active. Overall, the tool appears to be a useful resource for those looking to integrate React-based front-end applications with blockchain technology, particularly for those developers who value security and vulnerability detection.

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Pluto

Pluto is an AI-driven platform designed to offer commission-free trading of stocks and cryptocurrencies for both beginner and professional investors. The platform offers advanced investing automation, refined strategies, and big data insights.

Users can leverage the platform’s real-time data gathering capabilities, build custom automations, and receive AI-generated messages in order to make better and more informed decisions. Pluto offers both a Python and Blocks-based coding interface for traders to build custom automations, and also provides real-time market analysis and insights to help users stay ahead of the market.

Additionally, Pluto offers unlimited backtesting, unlimited strategies, and risk management tools to stay on top of market trends. The platform’s AI messaging feature provides regular market updates as well as insights into news, trends, and pop culture topics. Pluto has a user-friendly interface and is accessible via desktop and mobile devices and is free to use, with no credit card required.

For advanced users, the platform offers a membership plan for unlimited AI messages, minute-by-minute decision-making, and margin investing. Pluto’s community is active on social media platforms such as Discord, Reddit, YouTube, Twitch, and TikTok. Overall, Pluto is a powerful tool that can help users make informed investment decisions, automate trading strategies, and stay on top of market trends.

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