Finance AI Tool

HoopsAI

hoopsAI is an AI-powered web application designed to provide real-time trading insights and analysis to retail investors in the stock market. The tool uses advanced AI technology to generate tailored trading ideas specific to each user, covering a wide range of assets including stocks, currencies, commodities, and cryptocurrencies.

By leveraging fundamental, technical, and social sentiment analysis, hoopsAI researches and identifies the best trading strategies and opportunities that fit the individual user’s needs and preferences. The platform delivers on-demand fresh ideas every time the user logs in, ensuring they have access to the information they need when they need it.

In addition to personalized trading ideas, hoopsAI offers asset recommendations and strategies that are specifically tailored to the user, allowing them to supercharge their investment portfolio. The tool encourages users to explore beyond traditional household names like Tesla and Apple, providing insights and information on a diverse range of assets to uncover new investment opportunities.

hoopsAI aims to empower investors by providing them with the necessary tools to make informed decisions and maximize their understanding of the markets. With continuous fine-tuning and customization, the platform strives to enhance precision and customization to meet the unique needs of each user.

Please note that hoopsAI does not provide investment advice and that all financial products carry risks. Past performance is not indicative of future results, and users are advised to conduct thorough market research before making trading decisions.

HoopsAI Read More »

Trading Literacy

Trading Literacy is an AI-powered tool that leverages conversational artificial intelligence to provide insights and analysis for investment activities. Users can interact with a multilingual assistant through chat, asking questions and receiving reports and summaries of their investment transactions. The tool goes beyond generalized aggregated reports and allows users to analyze hundreds of transactions to identify leaks and edges in their investment strategies.

One of the key features of Trading Literacy is its ability to easily upload trade history files from various exchanges or broker interfaces, allowing users to extract information and receive instant answers. The tool is powered by ChatGPT, utilizing the latest and most powerful AI model available on the market.

To ensure privacy and security, Trading Literacy encrypts and anonymizes personal information before processing it with AI. The tool also supports multiple languages, making it accessible to users globally.

Trading Literacy offers two pricing plans, Investor and VIP, with flat fees and no hidden costs. The Investor plan includes features such as limited document uploads, transactions, questions, and types of reports, while the VIP plan offers unlimited access to these features, along with white-label reports and API access.

In addition to its core features, Trading Literacy provides a blog with informative articles on trading basics, books, indicators, patterns, risk management, strategies, and tools. The tool is developed by CROSSCHAIN OÜ.

Trading Literacy Read More »

CPA Pilot

CPA Pilot is an innovative AI tool designed specifically for tax accountants who often find themselves overwhelmed and under immense pressure to stay updated with tax laws while catering to client demands round the clock. This powerful tool empowers tax accountants to enhance their productivity by tenfold, revolutionizing their work, tax practice, and ultimately, client satisfaction. With its cutting-edge ChatGPT technology, CPA Pilot automates crucial aspects of the tax accountant’s workflow, including research, client communication, and marketing.

By leveraging the capabilities of CPA Pilot, tax accountants can now streamline their research process, saving valuable time and effort. The tool’s AI-driven algorithms swiftly gather and analyze relevant tax information, providing accountants with accurate and up-to-date insights at their fingertips. This enables tax professionals to make informed decisions and offer expert advice to their clients with ease.

Moreover, CPA Pilot acts as a virtual assistant, facilitating seamless communication between tax accountants and their clients. Through its intuitive chat interface, the tool enables accountants to efficiently address client queries, provide real-time updates, and offer personalized guidance. This not only enhances client satisfaction but also fosters stronger client relationships, leading to increased loyalty and referrals.

Additionally, CPA Pilot empowers tax accountants to optimize their marketing efforts. By automating various marketing tasks, such as content creation, social media management, and email campaigns, the tool enables accountants to effectively promote their services and expand their client base. This allows tax professionals to focus more on their core expertise while effortlessly attracting new clients and growing their practice.

In summary, CPA Pilot is a game-changing AI tool that revolutionizes the way tax accountants work. By automating research, client communication, and marketing, this tool empowers tax professionals to significantly enhance their productivity, deliver exceptional client service, and ultimately thrive in the ever-evolving world of tax accounting.

CPA Pilot Read More »

Sparktrade

SparkTrade.io is an AI-powered tool that provides stock predictions to assist investors in making informed trading decisions. Unlike other services that focus on historical data, SparkTrade.io focuses on forecasting future trends in the stock market. By utilizing advanced algorithms and machine learning techniques, SparkTrade.io offers buy and sell signals that aim to help users execute winning trades.

The tool claims to offer the expertise of a data scientist in a user-friendly platform, saving investors time and effort. SparkTrade.io boasts years of research and development behind its predictions, allowing users to benefit from the extensive work done by the platform.

The service aims to simplify the investing process, providing users with accurate insights into market movements and potential opportunities. By focusing on what is yet to come rather than what has already transpired, SparkTrade.io aims to empower users to make predictive and profitable trades.

Overall, SparkTrade.io offers a streamlined and accessible solution for investors looking to leverage AI technology in their decision-making process. With its AI-powered stock predictions, the tool aims to make investing easier, more efficient, and more lucrative.

Sparktrade Read More »

Wallet AI

Wallet.AI is a San Francisco-based company that creates intelligent engines for helping people make better financial decisions. Their AI tool analyses millions of pieces of data to provide location-based financial advice to users.

Their aim is to enhance the customer analytics service for banks and capital markets, especially in personal finance. Using smart machines, Wallet.AI informs users about their financial behavior and recommends better options for daily financial decisions. The company has been featured by NPR, Wired, Institutional Investor, and others, receiving positive feedback on their work.

They provide users with a way to monitor and quantify their finances, empowering them to make informed decisions. Wallet.AI builds intelligent engines that automatically extract and process data to provide insights to users.

The company has a website that includes a request invite feature for users to access their AI tool. Wallet.AI invites developers and journalists to contact them for more information. Overall, Wallet.AI’s tool is a useful resource for people looking to improve their daily financial decisions using AI technology.

Wallet AI Read More »

Paymefy

Paymefy is an AI-powered debt collection tool that helps businesses recover overdue payments quickly and at a reduced cost. The tool facilitates debt collection by creating smart notification sequences personalized for each customer that are sent through different channels until payment is made.

Paymefy also offers a range of payment options to make it easier for customers to pay, including customizable payment links that allow customers to pay outstanding debt with a single click. The tool also allows customers to pay multiple invoices at once or in installments, with or without interest, which can be customized based on business needs.

Moreover, Paymefy is designed to reduce operating costs associated with debt collection by automating the collection process and extracting unpaid invoices directly from CRM. It also offers easy customization options, allowing businesses to communicate with customers with their own visual identity.

Paymefy can integrate with CRM and ERP systems through its API for more efficient and cost-effective debt collection. Overall, it is a useful tool for businesses seeking to optimize debt collection using AI-powered technology.

Paymefy Read More »

Flyfin tax

FlyFin Tax is an AI-driven tax service designed for self-employed individuals. With the power of artificial intelligence, this tool aims to identify every possible tax deduction for its users. By automatically scanning users’ expenses, FlyFin Tax eliminates 95% of the work typically required for tax deductions. Trusted by over 100,000 freelancers, this service employs expert tax CPAs who specialize in filing 1099 state and federal tax returns. With a combined experience of 250 years in all aspects of US taxes, the tax team ensures a 100% accurate tax review, preparation, and filing. By utilizing FlyFin Tax, users can expect to save an average of 10-30% more on their taxes.

Signing up and securely linking their accounts allows users to benefit from the AI system’s ability to find every possible tax deduction. Users have the flexibility to accept or reject the deductions found, or they can seek the evaluation of a CPA. To ensure comprehensive tax reporting, FlyFin Tax provides users with an industry-leading, in-depth tax report prepared by CPAs and powered by AI. This approach guarantees that no deductions are missed. The service offers three plans: Basic, Standard, and Premium. Users can try FlyFin Tax free for seven days and have the freedom to cancel anytime.

The Premium plan offers users the advantage of having all tax filings handled by a CPA, along with additional benefits such as tax audit insurance and unlimited CPA advice. Furthermore, FlyFin Tax provides users with the world’s most accurate quarterly tax calculator, which takes into account income and deductions. With its comprehensive features and expert support, FlyFin Tax is a valuable tool for self-employed individuals seeking to optimize their tax savings.

Flyfin tax Read More »

Nemo

Nemo is an AI digital assistant designed for busy chief financial officers (CFOs) to solve complex problems. It offers voice-controlled analytics to automate financial analysis and simplify the presentation of financial performance data.

With Nemo, CFOs can monitor their company’s financial performance by analyzing critical statements such as the P&L and Balance Sheet, identifying trends, areas for improvement, and making informed decisions to drive growth. Nemo also integrates with accounting systems to provide daily progress updates, allowing CFOs to track expenses and gain insight into their spending habits.

Additionally, Nemo simplifies financial reporting with a visual scorecard that condenses multiple financial metrics into one screen for easy consumption. CEO’s can visualize their financial performance using visuals like P&L, balance sheet, cash, accounting ratios, and more.

Nemo offers quick answers by delivering reports and analyses within seconds, eliminating the waiting time typically associated with financial information retrieval. It requires only speech or text commands, eliminating the need for a dashboard, spreadsheet, or finance experience.

Furthermore, Nemo aims to free up accountants by automating traditionally manual and time-consuming tasks, allowing them to focus on more critical responsibilities and achieve a better work-life balance. By leveraging Nemo’s finance automation capabilities, businesses can potentially save up to 60% on labor costs.

Overall, Nemo provides CFOs with an efficient and accurate AI tool for financial analysis and reporting, reducing time and effort required for these tasks.

Nemo Read More »

Owny

Owny is a financial technology tool that provides a comprehensive platform for businesses to manage their capital and banking needs. It offers AI-powered features to streamline processes related to private capital management, investors, and treasury. The tool caters to various industries such as startups, private equity and venture capital funds, real estate, and more.

For startups, Owny enables the management of SAFE (Simple Agreement for Future Equity) and Convertible Notes using industry-standard templates. It also offers AI tools for funds to onboard existing and new funds, using both standard and custom templates.

The tool facilitates investment activities in real estate by allowing users to share listings, process contracts, and manage deposits for private real estate offerings.

Investors can benefit from a private dashboard that provides dedicated accounts, investment management features, verifications, and more.

Furthermore, Owny covers global payment transfers through its FX/ACH/Wire module, which manages outgoing and incoming payments linked to specific private offerings.

The tool also offers back-office tools for transaction reporting, compliance management, and custom updates. Users can track interest, sales activity, and inventory through interactive data analytics tools.

Owny allows users to create and share agreements for seamless closing processes, payments, refunds, and other contractual activities.

Additionally, the tool provides ongoing support through a dedicated team of specialists, ensuring a white-glove service experience for users and stakeholders.

It is important to note that Owny is a financial technologies company, not a registered broker-dealer or a bank, and it does not provide legal, tax, or investment advice. The platform partners with registered investment advisers to offer certain investing features, and all investment advisory services are provided by these third-party advisors. Users should be aware of the potential bias due to the partnership when considering investment options. Investing involves risk, and projected or hypothetical performance should not be considered as guarantees of future investment outcomes.

Owny Read More »

AItax

AiTax is an AI-based tax preparation software designed to assist small business owners in filing their taxes accurately and efficiently. This software utilizes Artificial Intelligence and Machine Learning technologies to reduce the risk of human error and missed opportunities, ensuring accurate tax filings. AiTax claims to guarantee that users pay the lowest amount of tax legally possible.

One notable feature of AiTax is its fee structure. The software guarantees results, and if these results are not achieved, the filing is provided for free. Additionally, all of the software’s filings are backed by a free audit and in-court legal defense, providing a sense of security for users. AiTax also offers a money-back guarantee, making its fee fully refundable if users are not satisfied with the service.

According to testimonials, users praise AiTax for its ease of use, great results, and security. Some users also mentioned that the software’s knowledge of tax law, particularly in international tax situations, was exceptional and led to substantial savings.

Overall, AiTax aims to simplify the tax filing process for entrepreneurs, prevent mistakes, increase potential refunds, and eliminate the need for unnecessary audits. With its AI-driven approach, it promises to provide accurate and efficient tax preparation services.

AItax Read More »