AI tools tagged "Finance"

Refrens

Freemium

Efficiency

Refrens is an AI-powered platform designed to assist freelancers and small businesses in managing their finances and client relationships.

Redtail

Paid

Finance & Accounting

Client relationship and workflow management for financial advisors

Redfin Estimate

Free

Data Analysis

Redfin Estimate is free AI home value estimator with accuracy metrics and comparable sales.

Mashvisor

Paid

Finance & Accounting

Rental-property research, market comparisons and investment-return estimates

Docupace

Unverified

Finance & Accounting

Connected wealth-operations software for advisors, RIAs, and broker-dealers

Xero (Free Trial)

Paid

Efficiency

Xero (Free Trial) is AI-assisted small business accounting with bank feeds and automated reports.

Wealthfront

Paid

Finance & Accounting

Automated investing, cash management, and financial planning for U.S. clients

Wave Accounting

Freemium

Efficiency

Small-business accounting, invoicing, payments, and payroll in one workspace

TradingView (Free)

Free

Finance & Accounting

TradingView Basic offers market charts, screeners, watchlists, alerts and community ideas within free-plan limits

Trade Ideas

Freemium

Finance & Accounting

Trade Ideas is AI stock scanner with real-time alerts and backtesting.

ReceiptsAI

Paid

Efficiency

AI receipt capture and bookkeeping with a one-time trial allowance

QuickBooks AI

Paid

Finance & Accounting

AI-powered accounting assistant for bookkeeping, invoices, expenses, reports, and cash-flow insights

PocketSmith

Freemium

Finance & Accounting

Plan budgets and forecast future cash flow with calendar-based personal finance tools.

Empower Personal Dashboard

Free

Finance & Accounting

Free personal-finance dashboard for net worth, spending, investments and retirement planning

Mint (legacy)

Unverified

Finance & Accounting

Legacy personal-finance service whose selected features moved to Credit Karma

M1 Finance

Paid

Finance & Accounting

Self-directed investing with portfolio allocation and deposit automation

Kavout

Freemium

Efficiency

Kavout is free AI stock analysis with K-score ratings and fundamental screening.

Docyt

Paid

Efficiency

AI-native accounting, payments and business intelligence for hotels and multi-location businesses

Botkeeper

Paid

Efficiency

AI-powered bookkeeping automation and human bookkeeping services built for accounting firms