Results for “financial advice”

15 tools in the directory · Updated 2 Nov 2026

“financial advice”Sign up onlineWays to use: APIShowing 15 tools

Digitsby DigitsAI-native general ledger for automated bookkeeping and real-time financials$65+/moFree trial
Daloopaby DaloopaAI-ready, source-linked financial data for investment research.Freemium
Kickby KickAutomate transaction categorization and prepare financial reportsFreemium
Agentic Document Extractionby LandingAIVision-first API that parses, splits, and extracts structured data from documents.Pay as you go
Quadraticby QuadraticAI-enabled spreadsheet that connects live to databases and runs Python and SQL in cells.Freemium
Kensho Linkby S&P GlobalMatch company records to S&P Global identifiers at scaleUnknown
Alfaby Boosted.aiBoosted.ai’s Alfa is an AI investment research platform that monitors companies, markets, and portfolios and produces sourced research.Contact sales
Kadoaby KadoaAI-assisted web data extraction and pipeline management for investment teams.Pay as you go
Veriff Identity Verificationby VeriffAI-supported identity and document verification for business onboarding.$49+/moFree trial
Puzzleby PuzzleKeep books current with AI categorization, reconciliation and close assistance$30+/moFree trial
Fellow AI Meeting Assistantby FellowAI meeting notetaker with governance controls for regulated teamsFreemium
Chatbase AI Agentsby ChatbaseAI agents for chat, email, and voice customer support$32+/moFree trial
ChatPDFby ChatPDFChat with PDFs and other documents using AI, with cited answersFreemium
Amazon Textractby AmazonMachine learning service that extracts text, forms, tables, and data from documents.Pay as you go
Openlayerby OpenlayerYC S21AI governance platform to test, monitor, and control AI systemsFreemium