Ai-agent Financial decision-making apps 2025

Oraczen's Spend Analysis Agent

Spend Analyzer Agent leverages AI to structure, enrich, and analyze enterprise spend data, deliverin Show more

Oraczen’s Spend Analysis Agent is a cutting-edge AI-driven application designed to streamline financial data management within organizations. By automatically structuring and enriching spend data across various departments, vendors, and procurement categories, it transforms inconsistent and unstructured financial records into coherent and actionable insights. The app's intelligent categorization system efficiently classifies expenses, allowing businesses to detect anomalies and uncover hidden spending patterns. It empowers organizations to enhance operational efficiency, minimize compliance risks, and make informed financial decisions in real-time. With Oraczen’s powerful analytics, businesses can optimize their spending strategy, ensuring seamless financial management and increased transparency across the board.

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Automates data structuring

Enriches missing information

Categorizes expenses intelligently

Detects anomalies

Provides real-time insights

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UiPath

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AI-enhanced RPA platform automating business processes with intelligent decision-making capabilities Show more

UiPath is a premier Robotic Process Automation (RPA) platform that revolutionizes how businesses automate processes by integrating traditional automation with advanced artificial intelligence. This innovative platform empowers organizations to design, deploy, and manage software robots that replicate human actions, allowing seamless interaction with digital systems and the execution of rule-based tasks. With AI-enhanced capabilities, UiPath can tackle more complex, cognitive functions such as document understanding, computer vision, and natural language processing. These features make UiPath an indispensable tool for achieving comprehensive digital transformation across enterprises. Whether it's optimizing workflows or enhancing productivity, UiPath delivers a scalable solution that adapts to the evolving needs of modern businesses. By leveraging UiPath, organizations can significantly reduce manual effort and enhance operational efficiency, propelling them into the future of automation.

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Natural language processing

Automate processes

Cognitive tasks

Software robots

Document understanding

Computer vision

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GAME by Virtuals

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Autonomous agent decision-making engine for blockchain interactions Show more

GAME by Virtuals is a cutting-edge cryptocurrency token designed to revolutionize decision-making processes within the blockchain sphere. It serves as the backbone of an innovative, autonomous planning and execution engine within the Virtuals Protocol ecosystem. By integrating a modular smart agent framework, the app combines the power of artificial intelligence with the dynamic world of decentralized finance. This fusion allows for the creation of sophisticated blockchain interactions and applications, enhancing the efficiency and capabilities of the ecosystem. GAME by Virtuals facilitates seamless and intelligent execution of actions, aiming to set new standards for autonomous agency on the blockchain. With its advanced AI-driven features, it promises to be an essential tool for those delving into the next generation of decentralized applications.

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Autonomous planning

Smart agent framework

Blockchain interactions

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Navi - Chief of Staff

9.1

1 Reviews

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AI-powered Chief of Staff for intelligent decision-making and seamless workflow coordination. Show more

Navi - Chief of Staff is an innovative AI-driven application designed to boost productivity by streamlining workflows and automating time-consuming tasks. It excels at optimizing schedules, providing real-time insights, and aiding in critical team activities like sprint planning, content creation, and data-driven decision-making. With features like morning briefings, meeting preparation, task management, and end-of-day summaries, Navi ensures teams stay informed and organized. The app automates routine tasks such as meeting scheduling, email composition, and stakeholder communication, while offering in-depth analyses of team efficiency, project timelines, and potential risks. Seamlessly integrating with emails, calendars, and various product platforms, Navi promotes smooth collaboration, intelligent prioritization, and optimal workflow management, making it an indispensable tool for modern teams.

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Automated scheduling

Real-time insights

Task management

Content generation

Meeting scheduling

Workflow coordination

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mazeed

$22-$399 / Month

8.2

2 Reviews

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Taking care of all your bookkeeping and VAT return reports. Show more

McLedger is a cutting-edge finance application designed to streamline and simplify accounting processes for small businesses and freelancers. By offering intuitive features, it allows users to effortlessly manage their income and expenses, track invoices, and generate detailed financial reports. The app integrates seamlessly with various banking platforms, ensuring real-time updates and accuracy. With an emphasis on user-friendly navigation, McLedger makes financial management accessible even to those with minimal accounting experience. Its robust security measures safeguard sensitive data, providing peace of mind to users. The app also offers customizable tools, allowing businesses to tailor their financial tracking according to specific needs. McLedger is an essential tool for anyone looking to keep their finances organized and under control.

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Financial tracking

Bookkeeping automation

Vat reports

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Finance Connect

$5-$40 / Month

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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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Parker

8.2

1 Reviews

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Banking & Financial Analytics that drive Profits & Cashflow Show more

Parker is an innovative app designed to provide a comprehensive understanding of your financial health. With its robust banking infrastructure and seamless integration capabilities, Parker ensures that managing your finances is both modern and effortless. It employs AI for intelligent transaction categorization, helping you clearly see where your money is going. Real-time analytics offer valuable insights into your profitability, allowing you to pinpoint key changes in your contribution margin. Parker’s detailed 360-degree view of your core finances aids in strategic growth with profitability as a central focus. Whether it’s managing cash or overseeing payments, Parker simplifies and enhances your banking experience.

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Seamless integrations

Comprehensive analytics

Real-time profitability

Easy banking

Ai categorization

360-degree finance view

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StockFi: Financial AI Advisor

$6 / Month

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AI-driven financial insights and real-time stock data at your fingertips. Show more

StockFi: Financial AI Advisor is a cutting-edge application designed to streamline your financial research with lightning-fast efficiency. Leveraging advanced AI technology, it offers instant responses to all your stock-related inquiries, enabling effortless interaction for personalized financial insights and analytics. With real-time data sourced from TradingView, users can access interactive stock charts to explore trends, price history, and detailed financial metrics. The app features dynamic interfaces that adapt to user-specific queries, offering tools like heatmaps and stock screeners for swift analysis and comparison. Experience blazing-fast performance that ensures seamless access to market news and data, allowing you to make informed decisions in the ever-changing world of finance. Whether you're seeking company insights or market trends, StockFi empowers you with all the tools necessary to stay ahead in the competitive financial landscape.

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Instant financial chatbot

Live stock charts

Dynamic financial interfaces

Blazing-fast performance

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SellersFunding

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Empower e-commerce growth with customized financial solutions and global payments. Show more

SellersFunding is your go-to financial solutions app designed to empower e-commerce sellers. Our mission is to drive growth for online businesses by offering a suite of tailored financial products that meet unique business needs. Whether you need Working Capital funding, Invoice Factoring, or Daily Advances, SellersFunding is here to boost your cash flow and accelerate business expansion. Our Digital Wallet allows for seamless transactions, enabling you to send and receive payments across over 180 countries and in 35 different currencies at no cost. Additionally, our Prepaid Business Card provides your team the flexibility to make online transactions anywhere Visa is accepted, with the added benefit of earning up to 2% Cash Back on all purchases. Join thousands of e-commerce sellers who trust us to scale their businesses, grow their revenue, and enhance profitability.

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Digital wallet

Working capital funding

Invoice factoring

Daily advance

Prepaid business card

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GRIFFAIN

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AI-powered financial agents revolutionizing blockchain interactions on Solana Show more

GRIFFAIN is an innovative platform designed to empower users to create and manage AI-driven agents for autonomous blockchain operations on the Solana network. These sophisticated agents are capable of executing a variety of tasks, including trading, decentralized finance (DeFi) activities, and NFT management, all without requiring constant manual input. By merging the capabilities of artificial intelligence with decentralized finance, GRIFFAIN offers a unique ecosystem where users can harness AI-generated insights and automated strategies to streamline their interactions with the blockchain. The platform is tailored to enhance efficiency and efficacy in blockchain operations, making it accessible to both seasoned crypto enthusiasts and newcomers looking to leverage AI in the digital asset space. With its focus on innovation and automation, GRIFFAIN is reshaping how individuals and businesses engage with the rapidly evolving blockchain landscape.

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Ai agent creation

Autonomous blockchain operations

Trading automation

Defi management

Nft management

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Stripe

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Financial infrastructure platform for businesses to accept payments and manage online revenue Show more

Stripe is a leading multinational fintech company, renowned for its comprehensive suite of payment processing and e-commerce solutions. Founded in 2010, Stripe has emerged as the largest private fintech enterprise, handling over $1 trillion in payment volume in 2023. Its platform offers a wide range of tools that facilitate online and in-person payments, including solutions for recurring billing and marketplace transactions. Stripe caters to businesses of all sizes, providing reliable and scalable financial services that support growth and innovation. With its global reach, Stripe operates in nearly 50 countries, empowering businesses worldwide to streamline their payment processes and enhance their customer experiences. As a pioneer in the fintech industry, Stripe continues to set the standard for cutting-edge financial technology solutions.

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Recurring billing

Online payments

In-person payments

Marketplace payments

Financial services

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FinRobot

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An Open-Source AI Agent Platform for Financial Applications using LLM Show more

FinRobot is a groundbreaking open-source platform designed to harness the power of Large Language Models (LLMs) for specialized financial applications. Its primary mission is to connect the finance sector with the AI community by offering an extensive toolset that facilitates complex financial analysis, strategic decision-making, and in-depth research. The platform’s multi-layered architecture allows for advanced problem-solving capabilities, making cutting-edge AI techniques more accessible to users in the finance industry. By democratizing these advanced technologies, FinRobot empowers users to tackle sophisticated financial challenges with greater efficiency and insight. Its open-source nature ensures continuous community-driven improvements and innovations, making FinRobot a vital resource for finance professionals seeking to leverage AI in their work.

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Ai agent platform

Financial analysis toolset

Advanced decision-making

Research capabilities

Multi-layered architecture

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Auquan

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AI agents for deep work in financial services, automating complex workflows Show more

Auquan is a cutting-edge fintech application designed to revolutionize the financial services industry through automation and artificial intelligence. By leveraging AI-powered agents, Auquan efficiently automates manual, time-intensive tasks, transforming unstructured data into meaningful, structured insights for over 550,000 companies. Its platform seamlessly completes entire workflows in areas such as due diligence, sustainability reporting, risk monitoring, and investment analysis. This innovative approach not only enhances operational efficiency but also significantly reduces costs, saving firms thousands of hours and millions of dollars. Auquan stands as an essential tool for financial professionals aiming to streamline processes and focus on strategic decision-making.

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Automate workflows

Ai-powered agents

Transform data insights

Risk monitoring

Investment analysis

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Company Financials Agent

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Check the financial statements and performance of a company. Show more

Company Financials Agent is a cutting-edge app designed to revolutionize the way you analyze a company's financial health. Leveraging the power of AI, it instantly retrieves and interprets essential financial data, including balance sheets, revenue trends, and profit margins, to provide you with comprehensive insights. Ideal for professionals assessing risk, exploring investment opportunities, or benchmarking against competitors, this app offers real-time analysis that empowers you to make smarter, data-driven decisions. By automating the heavy lifting involved in financial analysis, Company Financials Agent frees you to focus on strategy and growth. Its intuitive interface ensures ease of use, making sophisticated financial analysis accessible to everyone. Stay ahead of the curve with unparalleled insight into company financials, and let AI transform your decision-making process.

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Real-time insights

Ai-driven analysis

Risk assessment

Financial data retrieval

Investment exploration

Competitor benchmarking

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Capital Companion

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our AI-powered trading companion for smarter financial decisions Show more

Capital Companion is a state-of-the-art AI-powered trading assistant crafted to enhance users' performance in the financial markets. This app offers continuous, around-the-clock support, delivering real-time insights and personalized trading recommendations based on individual investment strategies. With advanced stock analytics, technical analysis tools, and comprehensive risk metrics, it empowers traders of all experience levels to confidently tackle complex market dynamics. By harnessing AI technology to analyze vast datasets and financial news, Capital Companion provides actionable insights that can optimize trading strategies and potentially boost investment outcomes. Whether you're a novice or a seasoned trader, this app aims to be an indispensable tool in your trading arsenal.

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Real-time analytics

Personalized recommendations

Ai-powered insights

Technical analysis tools

Sophisticated risk metrics

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Stacks

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AI-powered financial close automation for faster, smarter accounting Show more

Stacks is a cutting-edge AI-driven platform tailored for accounting teams to transform the financial close process. By automating routine tasks and performing detailed analyses of financial data, Stacks significantly reduces the time needed for closing and minimizes manual reconciliations. Its proficient use of AI agents enables it to generate accurate journal entries, thereby enhancing efficiency and precision. With Stacks, finance teams can shift their focus from tedious, repetitive tasks to more strategic functions, ensuring greater productivity and value-driven financial management. The platform also ensures compliance with regulatory standards, providing confidence in its accuracy and reliability. By integrating Stacks into their operations, accounting teams can experience a streamlined, efficient, and more effective financial close process.

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Data analysis

Ai-driven automation

Journal entry generation

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Avanzai

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An AI agent designed to streamline financial data analysis. Show more

Avanzai is a cutting-edge AI application designed to streamline financial data analysis through intuitive natural language interaction. By converting user queries into Python code, it empowers users to easily generate visual data representations such as graphs and tables without any need for coding expertise. The platform is versatile, supporting a wide range of financial analyses, including foreign exchange and equity trading history, compliance oversight, and risk management. Avanzai's user-centric approach significantly enhances decision-making by providing rapid access to essential financial insights and analytics. With its focus on simplifying complex data interpretation, Avanzai is an invaluable tool for professionals seeking to optimize their financial strategies and operations.

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No coding needed

Compliance monitoring

Natural language interaction

Visual data representation

Financial data analysis

Fx and equity trading

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DeepFlows AI

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AI-Agents for Financial Advisors and Investors Show more

DeepFlows AI is a cutting-edge application that revolutionizes the way businesses and individuals handle vast amounts of data. By employing tailor-made Agents, the app transforms complex problem-solving into a streamlined process, providing insights instead of the generic responses typical of chatbots. Its unique ability to create custom workflows ensures that users receive solutions specifically designed to meet their intricate and distinctive needs. DeepFlows AI excels in dissecting and analyzing large datasets, offering a powerful tool for those seeking comprehensive and actionable intelligence. With its intuitive interface, users can effortlessly design and implement workflows that address their specific challenges. Experience a new level of data-driven decision-making with DeepFlows AI, where efficiency meets customization.

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Custom workflows

Insight transformation

Tailor-made agents

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Fira

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AI Financial Research Assistant for investment firms Show more

Fira is an innovative AI-powered financial research assistant designed to streamline the workflow of analysts at investment firms. By leveraging advanced AI technology, Fira efficiently extracts and analyzes data from unstructured reports of both public and private companies. This powerful tool can process thousands of integrated financial reports, delivering source-cited answers and verifiable financial calculations. Fira's ability to generate Excel-ready tables enables analysts to quickly integrate data into their existing workflows, significantly reducing the time and effort traditionally required for these tasks. With its precision and speed, Fira enhances decision-making processes and allows analysts to focus on higher-value activities. Ideal for investment firms seeking to optimize their research capabilities, Fira represents a leap forward in financial data analysis.

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Data extraction automation

Source-cited answers

Verifiable financial calculations

Excel-ready tables

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Trace

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AI Customer Support Agents for Financial Services - Secure, Reliable, End-to-End Resolution Show more

Trace is an innovative application designed to revolutionize customer support in the financial services industry through AI. By developing AI-powered agents, Trace seamlessly integrates with existing systems to manage complex, multi-step tasks efficiently. The app stands out by using a network of domain-specific expert models, ensuring specialized and accurate customer interactions. Unlike a single large language model, this approach enhances performance in handling sector-specific queries. Prioritizing security and data privacy, Trace ensures that sensitive customer information is well-protected. Through natural, engaging conversations, the app significantly improves customer experience while streamlining support processes. Ideal for financial institutions, Trace offers a robust solution to elevate client service strategies.

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Natural conversations

Data privacy

System integration

Ai-powered agents

Multi-step tasks

Domain-specific models

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Ai-agent Financial decision-making apps

Related Categories

Price

Based on reviews

Showing 1 to 20 of 1 Apps

Oraczen's Spend Analysis Agent

UiPath

GAME by Virtuals

Navi - Chief of Staff

mazeed

Finance Connect

Parker

StockFi: Financial AI Advisor

SellersFunding

GRIFFAIN

Stripe

FinRobot

Auquan

Company Financials Agent

Capital Companion

Stacks

Avanzai

DeepFlows AI

Fira

Trace