Ai-agent Finance automation apps 2025

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Marcus

Your AI billing Agent for Faster Payments and Improved Cash Flow Show more

Marcus by Mesha is an innovative AI-powered app designed to revolutionize the way businesses handle their finance operations. Acting as a comprehensive replacement for an entire finance team, Marcus streamlines billing and communication processes, reducing the burden on business owners. Its intelligent AI billing assistant automates crucial tasks like invoicing, client follow-ups, and reconciliation with bank accounts, ensuring prompt and accurate financial management. Seamlessly integrated with leading accounting software like Xero and QuickBooks, Marcus provides an effortless synchronization of financial data across platforms. This app not only enhances efficiency but also helps in minimizing human error, allowing businesses to focus more on growth rather than administrative tasks. With Marcus, businesses can enjoy efficient financial operations without the need for extensive financial teams.

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Automated invoicing

Client follow-ups

Auto reconciliation

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CloudFO: AI Finance Colleague

$38-$74 / Month

AI-driven finance insights and automation for seamless business management. Show more

CloudFO: AI Finance Colleague is an innovative financial management app designed to revolutionize how businesses handle their finances. By providing real-time insights and automated reports, CloudFO ensures that you remain well-informed and capable of making data-driven decisions to boost your bottom line. The app seamlessly integrates with platforms like Shopify, business bank accounts, and other applications, centralizing your financial data for a holistic view. It also empowers users to set financial goals, conduct forecasts, and plan scenarios, making your finance operations more strategic. Furthermore, CloudFO offers the unique capability of conducting weekly finance meetings and reviews in under five minutes, streamlining weekly goal setting and tracking. With real-time visual KPIs and instant access to essential financial metrics, it allows you to quickly assess net profit, cash runway, sales, and spending insights. Its advanced scenario planning tools help you forecast and compare potential decisions, ensuring you choose the most beneficial path forward.

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Real-time insights

Automated reports

Data integration

Goal setting

Forecast scenarios

Weekly finance meetings

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AiNGEL

A digital finance manager for founders to scale smarter, faster, safer Show more

AiNGEL is an innovative application designed to support early-stage founders by simplifying financial management through AI-driven technology. It offers a user-friendly finance manager that eliminates the need for advanced spreadsheet or financial management skills, making it accessible for all users. Natively integrating with popular tools like Excel and Google Sheets, AiNGEL automates complex and time-consuming financial workflows, providing seamless efficiency. The app delivers strategic insights tailored to help startups scale confidently and sustainably, ensuring that financial operations are always aligned with growth objectives. Reliable and consistently available, AiNGEL keeps founders focused on expanding their business while maintaining precise financial oversight. With AiNGEL, founders can effectively manage financial forecasting and modeling, staying on a successful path without the usual hassles.

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Workflow automation

Ai-driven finance

Financial modeling automation

Forecasting without spreadsheets

Native excel integration

Strategic insights delivery

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proAgent

Natural language AI agent for consumer finance, scaling omnichannel collections operations. Show more

ProAgent is a cutting-edge AI system specially designed for collection services, focusing on understanding each customer's unique circumstances, preferences, and engagement behaviors. By leveraging its deep insights, ProAgent personalizes interactions across multiple communication channels, ensuring that every experience is seamless and tailored to the individual. This personalization not only enhances customer engagement but also effectively maximizes payment collection, making the process efficient and user-friendly. With its intuitive design, ProAgent helps organizations improve their operational efficiency while maintaining customer satisfaction. Whether through digital or traditional communication methods, ProAgent adapts its strategies to align with each customer’s needs. Transform your collections approach with ProAgent, where artificial intelligence meets empathetic interaction.

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Personalized engagement

Seamless customer experience

Omnichannel interactions

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Zenskar

AI-Powered Billing & Revenue Recognition for Modern Finance Teams

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Drivepoint

Strategic Finance for scaling brands. Unlock profits and cash. Show more

Drivepoint is a cutting-edge app that merges financial modeling and data analytics to transform brands into powerful business entities. It empowers users to make informed decisions regarding ad spending, inventory purchases, and new product launches by modeling various scenarios to assess their impact on growth, profit, and cash flow. Subscribers to Drivepoint also gain access to a team of financial experts who provide invaluable insights to uncover actions that deliver immediate returns. The app seamlessly integrates with Shopify data, allowing users to understand key metrics like Lifetime Value (LTV) and Customer Acquisition Cost (CAC). Additionally, Drivepoint offers capabilities to simulate strategic decisions, such as pricing changes and new channel introductions, all while delivering daily performance summaries through email and Slack reports. By utilizing Drivepoint, businesses can build comprehensive financial forecasts swiftly and effortlessly, ensuring their strategic plans are perpetually on track.

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Performance tracking

Email reports

Data analytics

Financial modeling

Ad spend decisions

Inventory purchases

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ChannelApe IOMS

8.2

2 Reviews

Data you can trust. Inventory & Integration in one place. Show more

ChannelApe IOMS is a comprehensive platform designed to streamline your brand's operations, providing a real-time overview of essential metrics through intuitive dashboards. By consolidating business intelligence, inventory, and order orchestration into a single platform, ChannelApe enhances efficiency across purchasing, sales, operations, fulfillment, and finance. The app offers advanced inventory management capabilities, allowing you to manage inbound and on-hand inventory seamlessly, with features for bundling, preselling, reserving, and setting expiration dates. ChannelApe also provides robust order management rules, including functionalities like holds, routing, edits, fraud detection, and VIP tagging, to ensure optimal order processing. Its operations reporting tools enable brands to optimize inventory levels, reduce fulfillment costs, and enhance net promoter scores (NPS). With native integrations to e-commerce platforms, wholesalers, 3PLs, warehouses, ERPs, and return solutions, ChannelApe bridges all operational aspects, empowering businesses to achieve better margins with a cohesive team. This integration of resources ensures that brands can focus on growth while maintaining operational excellence.

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E-commerce integration

Inventory management

Erp integration

Warehouse integration

Real-time dashboards

Business intelligence

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Novuna Personal Finance MsgApp

Add a calculator to your front end and events to your orders Show more

Novuna Personal Finance MsgApp streamlines the integration of finance options on e-commerce platforms by simplifying store configuration for PaybyFinance. This app allows merchants to effortlessly add a finance widget to product pages, making it easier for customers to explore and select suitable financing options. By automating the processing of financed orders, the app significantly reduces manual administrative work for merchants, leading to a more efficient and seamless shopping experience. With its user-friendly interface, Novuna Personal Finance MsgApp enhances the online retail experience by offering flexibility and clarity to consumers seeking financing solutions. This ultimately boosts conversion rates by providing a smoother and more appealing purchasing process. For businesses aiming to optimize their financial offerings, this app is an indispensable tool in enhancing customer satisfaction and operational efficiency.

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Automate order processing

Add calculator

Finance widget

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DivideBuy: Spread The Cost

Convert more shoppers with this easy-to-use finance app Show more

DivideBuy: Spread The Cost is a dynamic app designed to ease the financial burden of larger purchases by offering quick and flexible credit solutions for your customers. With its streamlined process, shoppers can receive instant lending decisions and get approved for credit in seconds, all without the need for manual underwriting. The app provides tailored spend thresholds and multiple repayment periods, allowing purchases to be spread over 3, 6, 9, or 12 months, making it adaptable to diverse financial situations. Through the innovative Soft Search feature, customers can check their borrowing eligibility without impacting their credit score. The Convert+ component empowers buyers by showing them the exact credit instalment amounts, ensuring full transparency and ease of planning their finances. Overall, DivideBuy enhances the shopping experience by offering a straightforward way to manage payments, making it an invaluable tool for both retailers and customers alike.

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Instant credit approval

Tailored spend thresholds

Multiple repayment periods

Instant lending decisions

Soft search eligibility check

No impact on credit file

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EcomScout

Track orders, profits, ROAS and LTV Show more

EcomScout is a powerful app designed to drive your brand’s growth by offering real-time insights through a user-friendly dashboard. With its advanced capabilities, EcomScout addresses the challenges of unreliable in-platform data and skyrocketing CPMs, providing superior data to enhance decision-making. The app features the ES Pixel, which delivers valuable performance data from your store and helps identify profitable expansion paths. Users can access significant metrics via a customizable dashboard, enabling streamlined analysis and optimized creative reporting. By leveraging creative analysis tools and artificial intelligence, EcomScout empowers businesses to achieve extraordinary growth and uncover unique performance insights. This comprehensive approach ensures that brands can navigate the competitive landscape effectively and sustain long-term success.

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Real-time insights

Track orders

Performance insights

Ai tools

Customizable dashboard

User-friendly dashboard

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myPocketCFO

Track and plan for your financials. Show more

myPocketCFO is an innovative app designed to streamline financial management for founders and small business owners by processing daily transaction data to automatically generate accrual books and valuable financial insights. With myPocketCFO, users can optimize performance, explore alternative capital sourcing, and manage fundraising efforts, all without needing extensive accounting knowledge or incurring hefty costs. The app empowers entrepreneurs to save significant time by easily compiling their own profit and loss statements, freeing them to concentrate on business growth initiatives. Additionally, myPocketCFO offers in-app access to subject matter experts, including CPAs and CFOs, to support informed decision-making. By simplifying complex financial tasks, myPocketCFO allows business owners to focus on what truly matters—expanding and nurturing their ventures.

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Performance optimization

Real-time accrual books

Financial analysis

Cpa/cfo advice

Daily transaction processing

Alternative capital sourcing

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Finance Connect

$5-$40 / Month

Simplify financial reconciliation with accurate data Show more

Finance Connect is your go-to app for streamlining financial transaction management with ease and efficiency. Designed to seamlessly integrate with your operations, it allows you to send and receive detailed order and refund information via a robust API. This feature-rich app lets you effortlessly resend individual or multiple transactions within a specified date range, facilitating organized reporting and reconciliation. By simply providing API credentials and endpoints, you can automate the delivery of transaction data, making it readily consumable for accounting and auditing purposes. Whether you’re handling complex order data or simple refunds, Finance Connect enhances your financial workflows with precision. Experience the convenience of managing your financial transactions more effectively with Finance Connect.

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Api integration

Send transactions

Receive transactions

Resend transactions

Detailed transactions

Date range filtering

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Zenny

Real-time business insights; consolidate data from sales, finance, marketing. Show more

Zenny is a comprehensive business management app designed to give you a clear, real-time view of your business performance. With seamless integration with your Shopify store, bank accounts, marketing channels, and bookkeeping tools, Zenny consolidates all critical data into one easy-to-navigate dashboard. This powerful app not only helps you monitor cash flow challenges but also enables accurate tracking and forecasting of key business metrics. Users can effortlessly forecast Profit & Loss statements and track inventory value in real-time. Zenny provides actionable insights, supported by its AI-powered CFO functionality, without the need for a dedicated CFO or any coding skills. To use Zenny, simply sign up for an account during the app installation process and start managing your business operations more efficiently right away.

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Real-time analytics

Inventory tracking

Ai-driven insights

Cash flow forecasting

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Paro.Ai

AI-powered marketplace for finance solutions and long-term business growth. Show more

Paro.Ai is an innovative platform that connects businesses with a community of top-tier finance and accounting experts through an AI-powered marketplace. Designed to address both immediate challenges and long-term growth objectives, Paro utilizes proprietary algorithms trained on extensive business data to match users with the ideal expertise needed to secure a competitive edge. Beyond just filling staffing needs, Paro's experts offer tried-and-true solutions for complex business issues, ensuring clients are well-equipped for sustainable success. From routine bookkeeping to intricate financial modeling for large-scale corporate acquisitions, Paro's wide range of services caters to all business sizes and complexities. The platform's extensive experience from working with thousands of clients each month enables it to transform challenges into exciting opportunities. In essence, Paro.Ai leverages technology and expert knowledge to empower businesses in achieving their financial and strategic goals.

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Ai-powered marketplace

Expert finance talent

Long-term growth

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Bread Finance

(1/5)

1 Reviews

"Boost sales with flexible financing; enhance conversions and customer loyalty." Show more

Bread Finance is a revolutionary white-label financing solution designed to help retailers enhance their sales funnel and convert more customers effectively. By integrating Bread, retailers have seen significant improvements in sales metrics, including a 5-15% increase in overall sales and up to 120% higher average order value (AOV). The platform ensures a seamless financing experience by allowing customers to apply and pre-qualify for financing earlier in the buying journey, thereby increasing their purchasing power with transparent, flexible payment options. Bread's solutions are easily integrated into platforms like BigCommerce through its robust API, providing a painless setup and a customizable user experience. With ample marketing and technical support, Bread empowers partners to extend financing solutions across all sites, driving sales and building brand loyalty. Successful case studies, such as The RTA Store's 8.5% sales increase and EraGem's 3X rise in financed sales, illustrate Bread's ability to transform a retailer's business by attracting more customers and boosting conversions. For more information, visit getbread.com and discover how Bread Finance can facilitate your business growth with pay-over-time solutions.

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Increase conversions

Seamless integration

Flexible financing

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Dynamics 365 Supply Chain Connector by Strabo Partners

Integrate Dynamics 365 and BigCommerce seamlessly with Strabo's connector. Show more

Dynamics 365 Supply Chain Connector by Strabo Partners is a powerful integration tool designed to seamlessly unite Dynamics 365 Supply Chain with BigCommerce. Developed by seasoned industry experts, this connector prioritizes user-friendly functionality and operates directly within the Dynamics 365 platform. It offers robust features such as order and inventory syncing, pricing alignment, payment capture, and real-time shipping notifications. This comprehensive solution streamlines operations, ensuring swift and efficient integration between your supply chain and e-commerce activities. Whether you're managing orders or tracking inventory, Dynamics 365 Supply Chain Connector enhances productivity and operational coherence, positioning your business for growth in the digital marketplace.

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Shipping notifications

Inventory syncing

Order syncing

Payment capture

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Digital payments by BKN301

Streamline digital finance with BKN301: seamless payments and token services. Show more

Digital Payments by BKN301 is an innovative app designed to streamline and enhance financial services through a robust Banking-as-a-Service platform and a digital e-money model. This app empowers third parties to seamlessly offer a range of financial, payment, and token issuing services, making it a versatile solution for businesses aiming to expand their service offerings. BKN301's goal is to lead the open-market and cross-border operations in the Open Banking and digital payments sectors, providing solutions that are adaptable to international markets. With its easily integrable services, the app enables brands to accelerate their digital transformation journey efficiently. As a forward-thinking solution, it supports businesses in navigating the complexities of the digital economy while ensuring security and compliance. Contact BKN301 to learn more about pricing and to explore how this app can be tailored to meet specific business needs.

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Seamless payments

Payment gateway

Cross-border payments

Token services

Open-market operations

Digital transformation

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guanYiYunERP

Unified ERP solution: Integrate business and finance, streamline order management. Show more

guanYiYunERP is a comprehensive order management solution designed to drive data synergy across businesses. It seamlessly integrates online and offline channels, facilitating a transformative shift towards unified business, finance, and taxation processes. By supporting multi-platform and multi-store billing management, guanYiYunERP automates reconciliation of large volumes of orders and accommodates various revenue recognition models. The app offers robust cross-platform, multi-store, and unified inventory management capabilities. Its impressive peak order download speeds are nearly real-time, ensuring efficient operations. Regular weekly iterations optimize the system, keeping it aligned with evolving business needs. This all-in-one ERP solution empowers enterprises to achieve operational excellence and drive growth through data-driven decisions.

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Order management

Revenue recognition

Automatic reconciliation

Unified erp

Finance integration

Multi-platform coordination

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MESA: Workflow Automation

$12-$299 / Month

8.4

140 Reviews

The ultra-flexible all-in-one automation app for busy shops. Show more

MESA: Workflow Automation is a powerful tool designed to streamline your e-commerce operations by automating various functionalities without the need for coding. It enables seamless integrations across SMS, email, FTP, and multiple apps, providing a tailored automation experience at each step of your workflow. The intuitive interface caters to businesses using Shopify and Shopify Plus, extending the capabilities of Shopify Flow with hundreds of pre-built templates and integrations. Whether you're automating tasks across over 100+ apps or using built-in tools for emails, AI, and approvals, MESA scales to meet the needs of stores of all sizes. Users benefit from exceptional customer service, including 5-star support and live chat, ensuring you maximize the advantages of workflow automation. Install MESA now to transform your business operations with ease and efficiency.

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Pre-built templates

Inventory management

Sms automation

Email automation

Order tagging

Customer tagging

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Arigato Workflow Automation

$15-$100 / Month

9.2

168 Reviews

Custom workflows & pre-built libraries for easy automation Show more

Arigato Workflow Automation is an innovative app designed to streamline your business processes, eliminating the need for custom app development. With its extensive library of pre-built automations, Arigato makes speeding up routine tasks effortless. Users can customize their workflow utilizing hundreds of available data points and personalization tokens, ensuring tasks run smoothly on autopilot. The app offers seamless integration with your favorite work apps, allowing for robust automation of tasks that were once manual. Whether you're looking to utilize low-code or full-code solutions, Arigato provides the flexibility to choose either. It also features scheduled workflows for regular processes and on-demand automation for instant task execution. With AI coaching and world-class support, Arigato ensures you're back to focusing on core business activities in no time.

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Scheduled workflows

Pre-built automation libraries

Diy coding workflows

On-demand automations

Ai coaching

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