15 Best AI Tools For Finance You Need To Check Out

Imagine you’re a finance professional trying to complete a report on the financial health of your organization. You’ve gathered all the necessary data, but there’s just one problem: This data is in a dozen spreadsheets and is all structured differently. To make matters worse, you’re under a tight deadline. What do you do? You could start combing through these files to find the necessary information, but that could take hours, if not days. Or, you could use an artificial intelligence tool to analyze the data and help you generate your report. This is just one example of how AI tools for finance can improve productivity workflow and help finance professionals work more efficiently. In this article, we’ll explore the best AI tools for finance and how they can help you achieve your goals.

  Antispace's AI-based productivity operating system can help you learn about the best AI tools for finance to check out and get started with boosting your productivity workflow. 

How AI is Changing Financial Workflows

AI is shaking up the world of finance, and not in some abstract, future-facing way. It’s happening right now, and finance teams everywhere feel the shift. Whether you're at a Fortune 500 company like Google or a fast-moving startup, there’s one thing everyone is starting to agree on: AI isn’t just a nice-to-have; it’s becoming essential to how modern finance works.

Free Up Finance Teams with AI-Powered Automation

One of the biggest challenges finance teams face is the sheer amount of manual, time-consuming work. Consider chasing late invoices, matching payments to open balances, or pulling together the latest forecast for another leadership meeting. These tasks eat up hours, and they don’t leave much time for strategic thinking.

But with AI, much of that work can be taken off your plate entirely. You can automate follow-ups, predict when a customer will likely pay based on their history, and keep forecasts up to date in real time. That means fewer errors and more time spent on high-impact work.

How AI Transforms Finance Insights

But it’s not just about saving time. AI is giving finance professionals better insights than ever before. For example, AI can go beyond your ERP if you’re trying to understand what’s holding up your cash flow.

It can pull in information from your CRM, emails, and even contracts to spot issues you might miss, like a missing purchase order or outdated billing contact. It doesn’t just tell you what’s wrong, it suggests what to do about it. That kind of support turns finance from a reactive department into a proactive one.

Let AI Read What Spreadsheets Can’t

AI can finally use the data that usually gets ignored. You know those PDFs, call transcripts, or long email threads buried in your inbox? AI can read through all of it, extract what’s important, and help you make decisions based on real, primary-source information.

Instead of building reports based only on what’s in the spreadsheets, you’re automatically tapping into a much richer data set.

Balancing Power with Data Security and Compliance

Of course, with all this power comes responsibility. Finance teams should be cautious, especially regarding data security and governance.

Many are now looking for AI tools that offer clear boundaries, work only with approved data sources, log their decision-making, and fit within the company’s compliance framework. When done right, AI doesn’t create risk; it helps manage it.

Bridging the Talent Gap in Finance Teams

One more reason AI adoption is happening faster than expected: talent shortages. In the U.S. alone, we’re short more than 300,000 accountants. That’s not a gap you fill with hiring alone. AI gives lean teams the ability to do more with less. It cares about repetitive work and lets people focus on what matters.

Empowering Teams to Drive Strategic Growth

At its core, AI in finance isn’t about replacing people. It’s about giving them superpowers. It turns the finance team from a support function into a strategic engine.

You go from constantly reacting to problems to getting ahead of them. You stop wrestling with spreadsheets and start focusing on driving the business forward. That’s not just a better way to work; it’s the future of finance.

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Top Use Cases of AI in Finance

AI tools for finance revolutionize trading by analyzing market data for patterns that can be used to predict future price movements. They use complex algorithms that can process vast amounts of data to identify anomalies and predict how assets will likely behave.

AI can even execute trades on behalf of investors, doing so at speeds and levels of accuracy far beyond human capabilities. With AI, institutional investors can get ahead in the race to identify profitable trading opportunities in fast-moving markets,  outperforming their competition and maximizing profits.

Fraud Detection and Cybersecurity: How AI Protects Financial Data

Fraud and cybercrime are rising, and the financial sector is a prime target. Financial institutions are deploying AI tools to detect and prevent fraud and cyberattacks. AI systems can monitor real-time transactions, flagging anomalies that may indicate fraudulent activity.

Moreover, machine learning models improve over time, learning from historical fraud cases to boost accuracy and reduce the number of false positives. This supports customers and organizations by making digital banking more secure and reducing the operational burden of fraud investigations.

Customer Service and Virtual Assistants: How AI Improves User Experience

With AI, financial institutions can enhance customer experience and reduce the strain on human service teams. AI-powered chatbots and virtual assistants offer 24/7 customer support, handling common queries, guiding users through account setups, and even assisting with real-time loan approvals.

Credit Scoring and Lending: How AI Streamlines Processes for Fairness and Speed

AI enables more accurate, data-rich credit assessments by analyzing alternative data sources like:

• Online behavior
• Transaction histories
• Social signals

This leads to fairer credit scoring and faster loan decisions, especially for underbanked populations.

Risk Management: How AI Improves Financial Decision Making

By continuously analyzing internal and external data, AI helps identify and quantify risks, from market volatility to credit defaults. This enables financial institutions to make more informed, real-time decisions about risk exposure.

Predictive Analytics and Forecasting: How AI Provides Actionable Business Insights

AI models can forecast customer behavior, market trends, and financial outcomes. This supports better budgeting, investment strategy, and financial planning for institutions and individuals.

Portfolio Management: How AI Supports Investors and Advisors

AI assists individual investors and wealth managers by recommending asset allocations, optimizing portfolios based on risk profiles, and rebalancing investments in response to market shifts.

Compliance and Regulation: How AI Eases the Burden of Regulatory Requirements

RegTech (Regulatory Technology) uses AI to monitor transactions, identify compliance breaches, and automate reporting. This reduces the burden of regulatory compliance while enhancing transparency and accuracy.

Automation and Operational Efficiency: How AI Boosts Productivity in Finance

AI automates repetitive back-office tasks such as:

• Data entry
• Reconciliation
• Loan processing
• Document verification

Sentiment Analysis: How AI Gauges Public Opinion to Inform Financial Decisions

AI tools analyze financial news, analyst reports, and social media to gauge public sentiment about markets, companies, or events. These insights can influence investment decisions and risk assessments.

Antispace: AI Productivity OS for Smarter Workflows

Antispace transforms your daily workflow with an AI-based productivity operating system. Our platform seamlessly integrates with your essential tools:

• Email
• Calendar
• Notes

Our AI assistant handles everything from email management to task organization. We've built intelligence into every aspect of your workflow: 

• Smart email responses
• Automated calendar management
• Enhanced note-taking
• Streamlined task coordination

Your AI Executive Assistant for Effortless Productivity

Antispace acts as your virtual executive assistant by reducing context switching and automating routine tasks. It lets you focus on what matters while our AI handles the rest. 

Whether you're brainstorming ideas, managing communications, or coordinating projects, Antispace turns productivity from a chore into an engaging experience. Get started for free with one click today.

15 Best AI Tools for Finance You Need to Check Out

1. Antispace: Transforming Your Workflow

Antispace transforms your daily workflow with an AI-based productivity operating system. Our platform seamlessly integrates with your essential tools:

• Email
• Calendar
• Notes

Our AI assistant handles everything from email management to task organization. We've built intelligence into every aspect of your workflow: 

• Smart email responses
• Automated calendar management
• Enhanced note-taking
• Streamlined task coordination

Your AI Executive Assistant for Effortless Productivity

Antispace acts as your virtual executive assistant by reducing context switching and automating routine tasks. It lets you focus on what matters while our AI handles the rest. 

Whether you're brainstorming ideas, managing communications, or coordinating projects, Antispace turns productivity from a chore into an engaging experience.

Get started for free with one click today.

2. AlphaSense: Your Financial Research Assistant

AlphaSense is a financial research platform that helps professionals find, analyze, and act on information more quickly and efficiently. The platform uses AI to power its search engine, allowing users to find relevant information from various sources, including:

• Company filings
• Analyst reports
• News articles
• Expert call transcripts 

Best for: Financial professionals seeking market intelligence

Pros:

• Comprehensive search of over 10,000 data sources 
• Real-time monitoring on chosen topics 
• Collaboration with team members 

Cons:

• Extensive features can overwhelm new users  
• May provide less relevant information than needed 

Pricing: Free trial available; contact a team member for pricing

3. Greip: AI Detection for Fraud Prevention

Greip is a fraud detection tool that can help businesses analyze financial transactions to identify potential problems. The platform offers several tools, such as IP lookups, VPN detection, phone and email validation, and country lookup, to validate that a customer is real and not a fraud risk.

Best for: Businesses needing a comprehensive solution for spotting fraud

Pros:

• Free plan  
• Identity verification features  
• Access restrictions to prevent unauthorized access  

Cons:

• May not work with all financial institutions due to the application protection focus  
• Only works with an API key 

Pricing:

• Free for 15,000 requests per month
• Paid plans start at $14.99 per month for 170,000 requests (billed monthly) 

4. ChainGPT: Your Crypto Assistant

ChainGPT is an advanced AI model that assists individuals and businesses with blockchain and cryptocurrency projects. The platform offers various features, including:

• Blockchain analytics
• AI trading
• Intelligent contract analysis

ChainGPT can also help generate research reports, create marketing materials, and answer customer questions.  Best for: Cryptocurrency and blockchain developers needing help managing cryptocurrency projects  Pros:

• Offers several features covering different aspects of cryptocurrency project management  
• An AI model helps with analysis and predictions  
• Can generate NFTs and smart contracts automatically 

Cons:

• Learning curve for people new to the cryptocurrency industry  
• Complex website layout  
• Chatbot is sometimes slow to answer

Pricing:

• Free plan with limited features
• Pay-Per-Prompt (PPP) plan with varying costs per feature:
  • 2 CGPTc per NFT for AI NFT Generator
  • 5 CGPTc per request for Smart-Contract Auditor
• Freemium plan available for diamond tier members who stake CGPT tokens, offering a 20,000 CGPTc limit per month for premium tools

5. Notreload: Automated Web Monitoring for Investments

Notreload is an AI web service that automates web content monitoring for investors. The service uses NLP to uncover relevant investment data by looking at the news, removing irrelevant information, and delivering short-form content about chosen stocks.  Best for: Investors and traders who need AI-driven insights into stock information  Pros:

• Removes the manual process of monitoring for information about investments  
• Privacy-focused with no data storage or tracking  
• Focused on the investment information that matters most 

Cons:

• Strict focus on stock movements  
• Limited public information on software usage 

Pricing: Pricing information unavailable

6. Timworks: Team Chat for Accountants

Timworks is a chat app for accountants, accountancy firms, and clients. The platform allows users to collaborate with their teams in a WhatsApp-like interface to query transactions, request and upload documents, reconcile transactions, and organize client communications. Timworks also integrates with tools like Xero.  Best for: Accountants and finance professionals who need to streamline client queries  Pros:

• Integration with other finance tools  
• Comprehensive dashboard 
• Can simply sync the client list by logging in with a work email  

Cons:

• It can be expensive for businesses with a lot of clients 

Pricing: 

• Free trial available
• Free plan for up to five clients
• Paid plans start at £50 per month (billed annually)

7. ZeroTax: AI-Powered Tax Help

ZeroTax is a tax assistance program designed to answer any tax-related questions quickly and accurately. The platform uses AI to generate answers for users and employs a team of tax experts who review the accuracy of the AI. ZeroTax also offers a call-in program for people who prefer verbal to written communication.  Best for: Professionals and businesses looking for tax assistance

Pros:

• A chatbot that provides quick answers to tax questions  
• An on-call chatbot is available for people who want to communicate verbally  
• Expert reviews (for a fee) to ensure answers are accurate in chats 

Cons:

• Only suitable for tax questions  
• Costs can add up if you have several questions for an expert  
• May not get quick answers for more complicated tax questions 

Pricing:

• Free for AI-generated advice
• $50 for each question checked by tax experts

8. Finalle: Real-Time Market Data for Investors

Finalle is a financial knowledge base that offers real-time market data to investors. The platform includes investor charts, live signals, news, and sentiment analysis. To generate customer insights, Finalle uses public data sources, including:

• Social media,
• Analyst reviews
• Market data
• Company information 

Best for: Investors who want real-time market insights  Pros:

• Real-time data to make financial decisions  
• Chatbot to converse with to learn about the market  
• Informative charts to display financial data  

Cons:

• Limit of two signals on a free account  
• Limited API calls and chat messages on a basic account  
• Little API documentation

Pricing:

• Free plan with limited features
• Pay-Per-Prompt (PPP) plan with usage-based pricing:
  • 2 CGPTc per NFT
  • 5 CGPTc per smart contract audit
• Freemium plan available for diamond tier members who stake CGPT tokens

9. Glean: AI for Accounts Payable

Glean is an intelligent accounts payable (AP) program that automates data extraction, coding, bill approvals, and payments for businesses. The software also automates many routine financial tasks, such as:

• Data entry
• GL coding
• Reporting

Glean also provides insights that help businesses identify spending trends and areas to save money.  Best for: Businesses that manage accounts payable  Pros:

• Process automation to save time  
• Better insights into spending  
• Vendor management system 

Cons:

• No natural language search  
• Limited customization options 

Pricing: Paid plans start at $295 per month, billed annually 

10. Truewind: AI for Startups

Truewind is an AI finance tool designed for startups. It provides a robust back office that offers bookkeeping, financial models, and faster monthly closes. The tool also automates many functions, such as transaction tagging and downloads.  Best for: Startups looking to handle books and get accurate finances to help make growth decisions  Pros:

• Helps businesses close the month quicker  
• Personalized support from financial experts  
• Use natural language to provide context to transactions 

Cons:

• Designed for startups  
• Concierge service may not scale indefinitely  
• Tailored service may prove cost-prohibitive for startups without funding  

Pricing: Contact Truewind for pricing information 

11. Alteryx: AI for Data Analytics

Alteryx is an AI solution for simplifying, automating, and accelerating data analytics. It’s ideal for financial companies looking for data automation and fast, reliable insights. Its drag-and-drop interface and AI-guided data automation enable anyone to analyze, discover, and share insights needed for informed decision-making.  Pros:

• Provides answers to data analytics questions in minutes, automatically
• No tech skills needed
• Dag-and-drop interface
• Reduces manual work and errors
• Boosts data analytics productivity

Cons:

• No pricing details on the website. 

Pricing: 30-day free trial, but no further pricing details

12. Finbox: Stock Market Research

Finbox is an AI-driven tool that tracks accurate, up-to-date information on publicly traded companies worldwide. It claims to have financial data for nearly every exchange since it covers over 100,000 stocks on 130+ exchanges. Financial specialists and investors can use this tool to navigate every step of the investing process and find promising companies for investments.  Pros:

• Cover over 100,000 stocks on 130+ exchanges around the world
• Stock screener that supports 1,000+ metrics
• Allows users to track the stocks and customize views with the metrics they need

Cons:

• Risk analytics can be improved

Pricing:

• Free trial available for each plan
• Starter plan at $19/month

13. Equifax: Business Solutions

Equifax offers various products and services in the financial sector. It can help businesses make better credit decisions and expand access to credit with advanced data and analytics while delivering a better customer experience and smarter revenue. Its offerings include:

• Credit risk assessment
• Verification
• Identity protection and fraud prevention
• Workforce management
• Data-driven marketing 

Pros:

• Provides expert analysis of key economic indicators to adapt to shifting market dynamics 

Cons:

• Some users experienced issues with customer support

Pricing: No details on pricing

14. Betterment: Financial Solutions for Businesses

Betterment provides financial solutions for individuals, businesses, and advisors. It makes it easy and affordable for small and mid-market businesses to offer a scalable retirement plan for their employees.

Betterment manages 17 billion in retirement assets. Its platform offers everything from expert-built, curated portfolios to customizable investment options, giving employees the flexibility to save on their terms.  Pros:

• Allows businesses to design a plan that fits their needs, from auto-escalation and auto-enrollment to eligibility requirements, vesting schedule, and profit sharing
• Offers optional financial wellness benefits
• Provides a tax savings calculator to estimate plan costs
• Claims to give a possibility to earn up to $15,000 in tax credits over the first three years of the plan
• 350+ payroll integrations 

Cons:

• Pricey financial advisor consultations

Pricing: $100 monthly base fee, billed annually ($1,200) + $5 monthly record-keeping fee per participant +0.25% annual advisory fee

15. Wealthfront: Robo-Advisor

Wealthfront is a robo-advisor that helps investors earn more on their short-term savings with a high APY delivered through Wealthfront’s partner banks. It offers access to expert-built portfolios and investment strategies without sneaky requirements or account fees. With AI and automation tools, users can limit risks, minimize taxes, and maximize returns.  Pros:

• Allows users to invest with expert-built portfolios and strategies
• No account fees
• Free 24/7 instant withdrawals
• No minimum or maximum balance to earn 4.00% APY

Cons:

• The investment minimum is $500

Pricing: Annual advisory fee is 0.25%

16. Numer AI: Collective Intelligence for Hedge Fund Investing

Numer AI is a unique hedge fund that uses the collective intelligence of data scientists to make investment decisions. The platform works as a decentralized prediction market: users can upload their machine learning models that analyze financial data and make predictions. The best models influence the fund’s investment decisions, and their authors receive rewards in the cryptocurrency NMR.  Pros:  

• Allows users to predict the stock market with machine learning and AI
• Combines artificial intelligence, data anonymity, and collective knowledge to create more accurate financial strategies

Cons:

• Requires tech skills
• No pricing details

Pricing: Some models are free, but no pricing details on the website

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How Finance Professionals Benefit from AI Tools

Artificial intelligence for finance offers a range of benefits that enhance operational efficiency and decision-making. One of the most significant advantages is automation. AI streamlines and automates routine and repetitive tasks such as:

• Transaction processing
• Data entry
• Compliance checks

By leveraging AI algorithms and robotic process automation, financial institutions can reduce the need for manual intervention, minimize human errors, and free up valuable time for employees to focus on more strategic tasks. Automation also seamlessly helps handle large volumes of transactions and data, improving overall operational efficiency.

Improving Accuracy and Precision

AI enhances the accuracy of financial operations by reducing human errors and ensuring consistent data processing.

Machine learning models and advanced algorithms analyze data highly, leading to more reliable financial forecasts, accurate risk assessments, and error-free transaction processing. This heightened accuracy helps maintain data integrity, comply with regulatory requirements, and make informed financial decisions.

Boosting Efficiency and Productivity

AI significantly boosts operational efficiency by optimizing processes and resource allocation. For instance, AI-driven analytics can quickly process and analyze vast amounts of financial data, providing actionable insights in a fraction of the time it would take manually.

Additionally, AI tools can streamline workflows, improve resource utilization, and reduce operational costs, leading to a more efficient and productive financial environment.

Accelerating Financial Operations

AI accelerates financial operations by processing data and performing tasks at speeds far beyond human capability. AI technologies enable real-time data analysis, rapid transaction processing, and instant decision-making.

This increased speed enhances customer experiences by reducing wait times and enables financial institutions to respond swiftly to market changes and emerging opportunities.

Ensuring Continuous Availability

AI systems operate around the clock, providing continuous availability for customer support, transaction monitoring, and data analysis tasks. AI-driven chatbots and virtual assistants can handle customer inquiries and process transactions 24/7, ensuring that services are always accessible.

This constant availability improves customer satisfaction, supports global operations across different time zones, and ensures that critical financial functions are performed without interruption.

Fostering Innovation in Financial Services

AI fosters innovation in the financial sector by enabling the development of new products, services, and business models. Through advanced data analysis, predictive modeling, and personalized recommendations, AI can uncover new opportunities and drive creative solutions. 

For example, AI can facilitate the creation of innovative financial products, enhance investment strategies, and enable personalized customer experiences, positioning financial institutions at the forefront of industry advancements.

Saving Money and Reducing Costs

AI-driven automation can speed up brokers’ workflows, potentially increasing their productivity by as much as 14%. This translates to more loans processed, happier clients, and cost savings that can be reinvested into growing your business.

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Let Our AI-based Productivity Operating System Handle Your Boring Work

Antispace transforms your daily workflow with an AI-based productivity operating system. Our platform seamlessly integrates with your essential tools:

• Email
• Calendar
• Notes

Our AI assistant handles everything from email management to task organization. We've built intelligence into every aspect of your workflow: 

• Smart email responses
• Automated calendar management
• Enhanced note-taking
• Streamlined task coordination

Your AI Executive Assistant for Effortless Productivity

Antispace acts as your virtual executive assistant by reducing context switching and automating routine tasks. It lets you focus on what matters while our AI handles the rest. 

Whether you're brainstorming ideas, managing communications, or coordinating projects, Antispace turns productivity from a chore into an engaging experience.

Get started for free with one click today.