AI finance tools with a free trial

Figure and bar: visits/mo, estimate · year: online since

1. #13A

   Agent Mode by Receiptor AI

   Captures receipts and invoices from email and messaging, extracts data, and files them into accounting software.

   160k
   Active
   From $29/mo
   2023
2. #15P

   PilotMCP · sign-in

   Handles startup bookkeeping and tax with accounting software and former CFO advisors, producing real-time expense tracking and cash flow models.

   138k
   Active
   From $99/mo
3. #22C

   Chargebee RevRec (AI-enabled updates)

   Bills subscriptions and usage-based plans, generates invoices, collects recurring payments, handles dunning and recognizes revenue for SaaS companies.

   68.6k
   Active
   From $99/mo
   2011
4. #25D

   Digits

   Automates bookkeeping, month-end close, bill pay, and invoicing with real-time transaction categorization.

   48.4k
   Active
   From $65/mo
5. #38D

   doola

   Forms US LLCs and C corporations for founders anywhere, obtains the EIN, and handles registered agent, bookkeeping and tax filings.

   25.4k
   Active
   From $297/yr
   2020
6. #55R

   Richify

   AI agent team that tracks assets, liabilities, and provides personalized financial education and planning.

   13.5k
   Active
   From $9.99/mo
   2025
7. #56H

   Hudson Labs

   Extracts financial data and risk metrics from SEC filings and earnings calls for institutional investors.

   13.2k
   Active
   From $99/mo
   2019
8. #62P

   Pigment

   Builds budgets, forecasts and headcount plans in shared multidimensional models fed by ERP, CRM and HR data, with scenario comparison.

   11.5k
   Active
   Contact sales
   2019
9. #70A

   Agency HandyMCP · sign-in

   Manages client intake, projects, invoices and recurring payments for agencies, with a branded client portal and productized service listings.

   8.9k
   Active
   From $29/mo
10. #71B

    Build-Folio

    Drafts contractor estimates from job-site photos, sends interactive proposals with financing options and tracks job costs against margins.

    7.5k
    Active
    From $39/mo
11. #74S

    StackEasyMCP · sign-in

    Tracks credit card balances, rewards, and deadlines across multiple cards to optimize spending and maximize cash back.

    6.3k
    Active
    From $25/mo
    2024
12. #90T

    Trade ItMCP · sign-in

    Connects multiple brokerage accounts into one portfolio view and places stock and options orders through them.

    2.9k
    Active
    From $2.50/user/mo
13. #91D

    DineOpen

    Cloud point-of-sale system with AI voice ordering, inventory management, and table reservations for restaurants.

    2.8k
    Active
    From $20/mo
    2024
14. #97B

    BidSparqMCP · sign-in

    Scans government procurement portals for bid opportunities and scores each solicitation against your business profile.

    2.4k
    Active
    From $199/mo
15. #102C

    CalculatorAI

    Reads financial documents and auto-fills trackers, calculators, and generators for money management.

    2.1k
    Active
    From $119/yr
16. #115E

    Equity RankMCP · open

    Scores stocks by fair value and margin of safety using 19 valuation models, recalibrated weekly against 30-day price outcomes.

    1.6k
    Active
    From $9.99/mo
17. #119J

    Journali

    Logs trades with AI analysis, tracks prop firm rules in real time, and syncs with 30 brokers automatically.

    1.5k
    Active
    From $8/user/mo
    2024
18. #122L

    LegitFitMCP · sign-in

    Schedules classes and appointments, manages memberships and payments, and sends automated client messages for gyms and studios.

    1.4k
    Active
    Contact sales
    2019
19. #125P

    Polycopy

    Copies trades from Polymarket traders based on a scoring system that accounts for fees and slippage.

    1.3k
    Active
    From $30/mo
20. #130A

    AlphanumeMCP · sign-in

    Assembles event histories such as stock buybacks, dilutive share filings and implied-versus-realized volatility into queryable datasets via API, dashboard or MCP server.

    1.2k
    Active
    From $349/mo
21. #138E

    ElektraFi

    Delivers personalized financial guidance and total compensation insights to employees through an integrated platform.

    1.1k
    Active
    From $4/user/mo
22. #140V

    Veltrix AI

    Connects accounting and business tools to answer questions about financial data with source-backed insights.

    933
    Active
    From $49/mo
23. #141B

    Bookeeping.ai

    Automates bookkeeping by categorizing transactions, reconciling accounts, and generating financial reports through chat.

    922
    Active
    From $35/mo
24. #147G

    GainiumMCP · sign-in

    Runs grid, DCA and combo crypto trading bots and backtests strategies, with a trade journal that logs every position automatically.

    793
    Active
    From $15/mo
    2021
25. #149E

    Expense Sorted

    Imports bank transactions, categorizes them with local AI, and lets your AI agent answer spending questions.

    751
    Active
    Free
26. #164T

    Treasury

    Tracks spending, investments, and net worth across accounts; answers financial questions with personalized advice.

    539
    Active
    From $12.99/mo
27. #165C

    Clockwork AI

    Automates financial close and reporting for QuickBooks and Xero.

    525
    Active
    From $599/mo
    2018
28. #169C

    Clarifo

    Retrieves financial statements and SEC filings for 5,000 listed companies with source citations.

    475
    Active
    From ≈ $17/mo
29. #172F

    Financial Fitness Passport™

    Assesses financial health and provides personalized guidance through AI coaching without requiring bank connections.

    379
    Active
    From $9.99/mo
30. #173P

    PropMIS

    Manages HOA payments, documents, vendors, and board governance with integrated AI workflows.

    372
    Active
    From $99/mo
31. #181Q

    QuantralMCP · sign-in

    Scores stocks 0-100 from social posts, congressional trades and insider buys, and grades the voices behind the calls.

    343
    Active
    From $9.99/mo
    2026
32. #185L

    LawnBook

    Manages lawn care scheduling, invoicing, routing, and crew for landscaping businesses.

    301
    Active
    From $9.99/mo
33. #190F

    Finlingo

    Monitors bank accounts and subscriptions to identify billing issues, disputes, and refunds for user approval.

    287
    Maintained
    From $14.99/mo
    2024
34. #197S

    SubHorizon

    Tracks AI tool subscriptions, detects overlapping services, and alerts before renewal charges.

    262
    Active
    Free plan
    2024
35. #208P

    PayinGlobal

    Manages invoices, expenses, and bank statements across multiple currencies with templates and calculators.

    214
    Active
    From $7.99/mo
    2025
36. #212S

    Sumyfi

    Aggregates bank accounts, credit cards, and investments into one dashboard; answers questions about spending and cash flow.

    200
    Active
    From $7.99/mo
37. #216T

    Trading Wizard AI

    Creates trading bots that monitor assets, generate signals, and simulate trades with paper money.

    189
    Active
    From $39/mo
    2024
38. #223T

    TAbot

    Researches ASC 606 guidance and reviews contracts against revenue accounting checklists to generate audit-ready memos.

    163
    Active
    From $200/user/mo
39. #228G

    GRONOXMCP · open

    Connects company filings and price data to AI assistants via MCP, and scans sites for hybrid post-quantum key exchange.

    151
    From $20/mo
    2025
40. #232B

    BonsaveMCP · sign-in

    Syncs bank, brokerage and credit accounts, then sends one daily spending or savings observation plus retirement projections.

    148
    Active
    From $7/mo
41. #241O

    Optiml

    Models Canadian retirement scenarios to optimize tax efficiency and withdrawal strategies.

    128
    Active
    From ≈ $70/yr
    2022
42. #251S

    StackerScanMCP · open

    Tracks precious metals portfolios with AI-assisted entry, real-time valuations, and analytics.

    106
    Active
    From $2 once
43. #261R

    RaiseKitMCP · sign-in

    Tracks a startup's investor pipeline by firm, stage and contact, syncs Gmail replies, and reviews pitch decks against matched web3 VCs.

    88
    From $79/mo
44. #272P

    ProCoach

    Manages training plans, nutrition tracking, client bookings, payments, and messaging for coaches and gyms.

    77
    Active
    From $29/mo
    2023
45. #273G

    Global Exchange RatesMCP · sign-in

    Serves official central bank exchange rates over a REST API and connects them into ERP systems like SAP and Dynamics 365.

    77
    Active
    From $49/mo
46. #275S

    Smart Clerk

    Automatically categorizes bank transactions and generates accounting reports from uploaded statements or live bank feeds.

    75
    Active
    From $29/mo
47. #279T

    TapetideMCP · sign-in

    Analyzes Indian stocks through financials, technicals, and market flows to support research decisions.

    73
    Active
    Free plan
48. #280O

    OptionEV

    Calculates expected value and probability of profit for options trades before execution.

    72
    Active
    From $14/mo