The finance world is full of AI tools, but not all of them are worth your time.
To save you the hassle of sorting through endless options, I’ve put together a list of the Top 100 AI Finance Tools.
These are the tools that can actually help you get your work done faster and more efficiently.
I’ve picked out the ones that stand out for their practical use in real-world finance tasks.
Table of Contents
Top 100 AI Finance Tools
The Top 100 AI Finance Tools list is designed to help you become more productive, save valuable time, and execute your finance work better.
This list took me weeks of research to compile as there are thousands of tools available right now.
I’ve chosen the top 100 for you that are the most valuable.
Here are the categories of tools covered with this list:
Accounting Tools
Emagia – Account Receivable
Kapittx – Account Receivable
Paymefy – Account Receivable
Simplifai – Account Receivable
Collect AI – Account Receivable
Highradius – Account Receivable
AccountIQ – Accounting Automation
Booke – Accounting Automation
Bookeeping AI – Accounting Automation
Docyt – Accounting Automation
Dokka – Accounting Automation
FloQast – Accounting Automation
Gridlex – Accounting Automation
Integra Balance – Accounting Automation
klarity – Accounting Automation
Numeric – Accounting Automation
Numra – Accounting Automation
Puzzle – Accounting Automation
Record Me – Accounting Automation
Truewind – Accounting Automation
Zapliance – Accounting Automation
Zeni – Accounting Automation
Appzen – Accounts Payable
Glean – Accounts Payable
Nanonets Flow – Accounts Payable
Vic AI – Accounts Payable
Receiptor AI – Invoice Processing
Smacc – Invoice Processing
Sparkreceipt – Invoice Processing
Wellybox – Invoice Processing
Trullion – Revenue recognition
Consulting & Training
AI Finance Club
Nicolas Boucher Online
Investments
Avanz – Fund Management
Axyon – Fund Management
Boosted AI – Fund Management
Sibli – Fund Management
Capitalise – Investing
Finq AI – Investing
Charli – Investment Research
Finalle – Investment Research
FinChat – Investment Research
Hudson Labs – Investment Research
Sigtech – Investment Research
Stocknews AI – Investment Research
Legal and Compliance
Greenlight AI – Compliance Assistance
Harvey – Compliance Assistance
Contractpodai – Contract Management
Evisort – Contract Management
IronClad – Contract Management
Sirion – Contract Management
Planning and Analysis
Alteryx – Analysis and Insights
Ginimachine – Analysis and Insights
MindBridge – Analysis and Insights
Upmetrics – Analysis and Insights
Watsonx – Analysis and Insights
Zebra AI – Analysis and Insights
Akkio – Financial Planning
Arkifi – Financial Planning
Clockwork – Financial Planning
Datarails – Financial Planning
Precanto – Financial Planning
Qflow AI – Financial Planning
Farseer – Financial Planning
Runway Financial – Financial Planning
Spindle – Financial Planning
Productivity
ChatGPT – Chatbot
Claude – Chatbot
Copilot – Chatbot
Gemini – Chatbot
Alphamoon – Document Processing
Azure AI Form Recognizer – Document Processing
Ocrolus – Document Processing
Rossum – Document Processing
Beautiful – Presentation
Decktopus – Presentation
Gamma – Presentation
PlusDocs – Presentation
Slides AI – Presentation
Tome – Presentation
Consensus – Research
Perplexity – Research
Ai Excel Bot – Spreadsheets
Ajelix – Spreadsheets
Arcwise – Spreadsheets
Formula Generator – Spreadsheets
Formulas HQ – Spreadsheets
Promptloop – Spreadsheets
Taskade – Task Management
Trevor AI – Task Management
Startup Space
Prometai – Business Plan and Fundraising
Sturppy – Business Plan and Fundraising
Angeldoc AI – Startup Investment
Venture Insight – Startup Investment
Treasury and Taxation
AI Tax – Taxation
Exactera – Taxation
Flyfin – Taxation
Xon AI – Taxation
Grain finance – Treasury
Statement – Treasury
Review of Some of The AI Finance Tools
I had the chance to meet the founders of some of these tools and see what their solutions can do.
Based on my review, here is my selection of the tools to consider:
#1: Numra – David Kearney
Provides you with a virtual AI accountant called Mary which will automate your AR and AP processes.
On top, you can make Mary do data-cleaning jobs!
I really like the fact that the team is in Europe & ready for SMEs companies.
#2: Trullion – Isaac Heller
Reads your contracts and automates your revenue recognition and lease accounting thanks to AI. Their tool also helps audit companies.
Isaac and his solution impressed me because they are one of the only AI-native tools ready for big companies. Walmart and Siemens already trust them.
#3: Puzzle – Sasha Orloff
Sasha knows exactly what the future of finance should be like and is already making it available to start-ups.
Puzzle’s API integrations + AI functionalities allow that 99% of the bookings are automated and create insights on your key SaaS KPIs in a record time.
#4: Zapliance – Alexander Ruehle
Covers both accounting & audit capabilities and focuses first on clients using SAP (which is what Europe needs!).
It also offers a solution for identifying duplicate invoices and helps you recover VAT that you have missed.
#5: Truewind – Alex Lee
Truewind was built to help companies automate & accelerate their accounting workflows.
From recognizing an invoice, categorizing it & approving it, AI facilitates it & makes it an innovative solution to consider if you are an SME or a fractional CFO.
#6: ZebraAI (sister of Zebra BI) – Andrej Lapajne
ZebraBI is already a successful story in meaningful reporting using IBCS standards.
But now, ZebraAI is producing it and creating your commentaries without any human intervention!
#7: Runway – Siqi Chen
When Notion meets Financial Modelling and Forecasting.
Siqi has built a solution that is easy to use for non-finance people & has a great UX!
#8: Spindle AI (spindle.ai) – Ryan Atallah
It creates scenarios and insights using natural language. This tool has great potential for companies wanting better AI FP&A capabilities.
#9: Glean.ai – Howard Katzenberg
When you want to understand your costs, your general ledger is not enough.
You need to peruse through your invoices, compare them and make ad-hoc analysis.
Howard automated all of this by scanning everything which is on your invoices and creating insights from it.
#10: AppZen – Anant Kale
Leverages AI for expense review. They were already using AI before it was a trend!
5 Stages to Master AI for Finance
Here are the 5 stages you need to complete:
#1: Beginner
You know AI exists, but you don’t know where to start, and you are afraid to start because of confidentiality issues.
My advice to go to the next level:
Start using ChatGPT or Bard (it doesn’t matter which one) and do this:
Today, take notes of all the mini-tasks you do at work.
Tomorrow, try to perform each of the tasks with ChatGPT by just asking: “My job is X and I want to do Y, can you draft it for me?”
It might only work 20% of the time… but that’s already many use cases in one day!
Most importantly, don’t give any confidential information about your company, clients, or colleagues.
#2: Basic
Now that you have discovered some ways where it works and somewhere it doesn’t, you need to be more methodologic.
To go to the next level, you need to use my framework for prompting.
It will bring consistent results that provide you with value.
Here is the framework: CSI for Context / Specific / Instruction.
Then, add the FBI for Format / Blueprint / Identity.
CSI+FBI is the secret framework I teach in all my courses and corporate workshops.
#3: Intermediate
You get consistent output, but you are stuck when complex problems arise.
This is where you need to learn prompt engineering.
Here are the 3 most important you need to master:
- Chain of thought: to solve problems
- Chunking: to create procedures
- Agent prompting: to make AI do financial analysis for you
#4: Advanced
Now you are a master at doing everything inside ChatGPT, but you cannot do it on confidential data, and you cannot scale (which is a pity as AI is by design made for scaling!)
What is the magic way to go to the next step?
The response scares a lot of people…
Because they think it’s not for them or because they cannot learn it.
The response is Python.
Why?
This is the language that can compute figures, create graphics, change and combine Excel files, process mega data sets, and all of these in your own secured environment.
Finance needs to use this language to unleash automation of financial analysis and forecasting abilities.
But the good news is you don’t need to learn it anymore.
You can have AI code it for you.
#5: Master
This is the path that I want to pursue for myself and some of my colleagues who are experts in the field.
This is where you learn how to parameterize an AI model for finance use cases.
For this, you need to learn JSON & Python but also have access to environments like Azure.
Start by getting access to a low-code platform like PowerPlatform, and then set up your first mini-use case using AI Builder from Microsoft, such as an OCR or translation module.
Final Words
The Top 100 AI Finance Tools list gives you a clear path to finding the AI tools that can make a real difference in your finance work.
I’ve done the research so you can focus on what matters—choosing the right tools to improve your productivity and results.
Explore the list and see which tools can best support your goals.
Get the Top 100 AI Finance Tools now!FAQ
Q: What are AI Finance Tools?
A: AI Finance Tools use artificial intelligence to automate, streamline, and enhance various financial tasks, from accounting and investment management to compliance and analysis.
Q: Why should I use AI tools in finance?
A: AI tools can save you time, reduce errors, and provide insights that are hard to get manually. They help you work more efficiently and make better decisions.
Q: Are these tools suitable for small businesses?
A: Absolutely. While some tools are designed for large enterprises, many are tailored to meet the needs of small and medium-sized businesses, offering solutions that scale with your growth.
Q: Do I need technical skills to use these tools?
A: Most tools are user-friendly and designed to be accessible, even if you don’t have a technical background. For more advanced tools, a bit of learning might be required, but the benefits are well worth it.
Q: Is my data safe with AI tools?
A: Data security is a top priority for these tools. They come with robust security measures to ensure that your information is protected. Always check the security features of each tool to be sure.
