Ai-agent Financial insights apps 2025

Avanzai

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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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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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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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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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

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Stripe

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

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FinRobot

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

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Auquan

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

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Company Financials Agent

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Check the financial statements and performance of a company.

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Capital Companion

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our AI-powered trading companion for smarter financial decisions

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Stacks

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AI-powered financial close automation for faster, smarter accounting

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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

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Fira

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AI Financial Research Assistant for investment firms

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Trace

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

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TendiAI

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AI-powered personal financial advisor platform

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Ylytic

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Actionable-Insights for Your Store on Mobile Show more

Ylytic is a powerful app designed to deliver actionable insights for your store's sales, order, marketing, and financial metrics right at your fingertips. With AI-driven insights, it enables you to accurately measure your store’s performance through convenient, byte-sized reports accessible on your mobile device. By highlighting key metrics such as orders, sales, ROAS, and LTV, Ylytic empowers you to sell more and discover new opportunities for business growth. The app’s daily goal-tracking feature ensures that you stay on top of your objectives, encouraging consistent progress and development. Maximize your store's potential effortlessly in under 60 seconds with the app’s user-friendly interface and accelerate your sales growth. Additionally, Ylytic provides helpful nudges through WhatsApp or email to keep you informed and engaged with your business goals. This comprehensive tool is your partner in driving data-driven success, all accessible through the Ylytic app.

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Ai-driven insights

Byte-size reports

Daily goal tracking

Mobile performance measurement

Whatsapp/email nudges

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ProphetVision

$99 / Month

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"Optimize Shopify profits: Simplified financial analysis and actionable insights." Show more

ProphetVision is an innovative app crafted specifically for Shopify merchants to simplify profit tracking and ad spend analysis. By seamlessly integrating financial data, ad performance, and actionable insights into a single, user-friendly platform, ProphetVision enables merchants to effortlessly understand and optimize their profitability. Whether you're new to Shopify or an experienced user, ProphetVision's intuitive design makes it accessible for all, eliminating the need for complex spreadsheets and reducing guesswork. With ProphetVision, you receive clear recommendations to enhance performance and maximize return on investment. Embrace the power of smart decision-making with ProphetVision and watch your business thrive. Say goodbye to overwhelming data management and hello to insightful, data-driven strategies.

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Profit tracking

Actionable recommendations

Financial data insights

Ad spend analysis

Intuitive platform

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Ai-agent Financial insights apps

Related Categories

Price

Based on reviews

Showing 1 to 20 of 1 Apps

Avanzai

StockFi: Financial AI Advisor

Parker

mazeed

Finance Connect

SellersFunding

GRIFFAIN

Stripe

FinRobot

Auquan

Company Financials Agent

Capital Companion

Stacks

Avanzai

DeepFlows AI

Fira

Trace

TendiAI

Ylytic

ProphetVision