Financial automation
Featured matches
-

Fatih Kutluturk🙏 111 karmaAug 20, 2024@Smart ClerkData extraction is accurate and incredibly efficient. Plus, it's super easy to use - no setup, no onboarding forms, perfectly simple UI. We started using it right away. The bank statements feature quickly imports, categorizes, and matches transactions. Their automatic categorization and matching process fully automates the reconciliation flow in our team. -

-

-

-
Turn scanned or normal PDF invoices into UAE FTA-ready Excel in minutes.Open

-

-

-

-

-
I used this tool to generate a financial model for my startup, and it was super intuitive.
Verified tools
- Sponsor
Rocket - Think it. Type it. Launch it.
-
Open
-
From a blank page to a professional business plan in a few clicksOpenI've used it for my new business. It save tons of time and money.
-
Revolutionizing expense tracking with AI-powered receipt management.Open
-
Great tool for tracking and optimisation testing. new release offers in-depth insights and yearly forecasts.
-
We replaced our demo request form with Perspective and our show rate went up overnight. Prospects actually tell us what they need before the call — no more showing up blind. Wish we'd done it sooner.
-
First one here, extremely early. It's a clean, useful finance helper. Hooked it to Xero in a minute, asked plain English questions and got quick answers with sensible next steps. Would like to see how it handles trickier consolidations, but for SMB reporting it's strong.
-
HIPAA-compliant AI that secures, summarizes, and streamlines healthcare workflows.OpenI Had a chance to use Hathr... Great tool... healthcare compilance can be tricky.. They solved it...
-
Unlock faster financial workflows with AI automationOpen
-
OpenAthennian is a tidy hub for entity records, officers, filings and org charts. Alerts keep annual returns and registrations on schedule, and exports help with partner updates. Not a case research tool, more a corporate housekeeping system, so pair with your legal research stack.
-
-
-
- Fina Chat: Fina Chat is completely revamped, you can ask anything: analyze the past activities (eg. "how much was spent on gas in the past 90 days", get recommendations (eg. "what best credit cards to apply"), forecast future (eg. "Monte Carlo of net worth growth"). - Dashboard: Dashboard is single place to hold all interesting blocks you can pin to. - Gsheet Template: Pump your data into spreadsheet and let Fina keep in sync. - Sankey Digram: Easy to visualize cashflow, right on the Categorization page. - Fina API: build your own app or widget through secure Fina API, in addition, you can have a Fina MCP server to use as well. - Comparison: Every block has comparison by default, vs previous period or previous year.
-
Thanks for your feedback! Right now, SimplyBudget allows up to 30 transactions per month before the limit resets. However, we truly appreciate your input and are actively working on removing this limit. Instead, we're exploring a monetization strategy that keeps the app free for users while ensuring we can cover the costs of running it. Stay tuned for updates, and thanks again for trying SimplyBudget! (not ads, lol)
Other tools
-
Open
-
Build conversational AI for automated customer engagement.Open
- Didn't find the AI you were looking for?
-
Frees up my team time to chase after unpaid invoices that we sent through Stripe and Quickbooks
-
AI agent crafts financial analysis memos from diverse data sources.Open
-
AI-powered legal document analysis for rapid insightsOpen
-
-
Open
-
-
Open
-
Inwisely provides way to followup for payments, a critical part of the business effortlessly and efficiently using AI
-
I tried to create a basic indicator for an order block but it couldn't write the right script. I pasted it to Scripts in Trading View and Trading view editor gave too many and very basics errors. I don't think it's fine tuned.
-
Open
-
There isn't a way to upload an Excel file or copy/paste. what's the point if you have to re-enter everything?
-
Took era for a spin and it's legit useful if you care about money stuff, cash flow, little nudges when spending drifts. The tips feel practical for trading and taxes and it keeps things tidy. It is a clean, steady money copilot. Nice one!!
-
Creating monthly dividend portfolios aligning with your goals.Open -
Advises on equity plans to enhance employee compensation.Open -
Analyzes financial data to drive business decisions.Open -
Clear financial reports and tax-ready books for businesses.Open -
Open -
Open -
Python-focused expert on the 3Commas API, encouraging experimentation.Open -
Open -
Contracting, Legal, Program, and Financial Management Expert.Open

