AI finance tools that don't train on your data

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. #26T

   TaxGPT (AI Tax Co-Pilot)

   Answers tax questions with cited sources, drafts memos, and analyzes tax documents for accountants and tax professionals.

   45.1k
   Active
   Contact sales
3. #37F

   Fairmarkit

   Automates procurement workflows including supplier discovery, RFX execution, and bid evaluation to source spend across all categories.

   26.3k
   Active
   2017
4. #50H

   Hebbia

   Searches financial documents and data to generate analysis for investment and banking decisions.

   16.8k
   Active
   2020
5. #53S

   Safe Rate

   Compares real mortgage quotes from 2,300 lenders anonymously without sharing your phone number.

   15.6k
   Active
   Free
   2019
6. #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
7. #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
8. #63B

   Basis

   Deploys AI agents to automate tax returns, accounting close, and audit workflows for accounting firms.

   11.4k
   Active
9. #65S

   Sapien

   Analyzes financial and operational data to identify cost savings, margin improvements, and business performance drivers.

   10.4k
   Active
   2023
10. #66M

    My CFO Silvia

    Links your financial accounts, then answers questions on cash flow, holdings and goals from those figures.

    10.3k
    Active
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. #96P

    PDF invoice capture

    Captures PDF invoices, extracts data via OCR, and automates accounts payable workflows across Peppol and EDI networks.

    2.5k
    Active
    From ≈ $10/mo
    2018
13. #103L

    LayerNext

    Automates accounts payable, bank reconciliation, and financial reporting by executing tasks across ERP systems and legacy applications.

    1.9k
    Active
    From $299/mo
14. #106H

    HelloBooks AIMCP · open

    Reconciles bank feeds, codes transactions to an IRS-ready ledger, and closes monthly financial statements automatically.

    1.8k
    Active
    From $14.99/mo
    2024
15. #118A

    AllMind

    Connects 6,800 financial data sources through a unified ontology to generate equity research and investment memos for institutional investors.

    1.5k
    Active
    Contact sales
    2023
16. #129F

    FormoMCP · sign-in

    Tracks visitor and wallet activity from first visit through onchain transactions, attributing revenue and retention to campaigns and channels.

    1.2k
    Active
    From $199/mo
    2024
17. #132M

    MidpointMCP · open

    Grades trading cards from two photos, measuring centering and surface defects, and tracks collection values against eBay sales.

    1.2k
    Active
18. #140V

    Veltrix AI

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

    933
    Active
    From $49/mo
19. #141B

    Bookeeping.ai

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

    922
    Active
    From $35/mo
20. #156S

    Synoptiv

    Gathers price, fundamentals, news, insider and congressional trade data for US stocks and writes a bull/bear thesis with entry, stop and targets.

    613
    Active
21. #158S

    SpecLens

    Builds side-by-side comparison matrices from vendor documents to accelerate procurement decisions.

    585
    Maintained
    From $5 per use
    2025
22. #160W

    Winus

    Answers financial questions and conducts research using AI agents that verify information.

    567
    Maintained
    From $29/mo
23. #164T

    Treasury

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

    539
    Active
    From $12.99/mo
24. #175T

    THORChainMCP · open

    Executes native-asset swaps between blockchains from self-custody wallets through RUNE-paired liquidity pools on its own layer 1 network.

    368
    Active
    Pay per use
25. #183T

    Trinity

    Coordinates specialized AI agents to handle finance, marketing, sales, and operations tasks within Slack and Teams.

    303
    Active
    From $50/mo
26. #193D

    DealWise AI

    Extracts lease terms and operating data from offering memoranda to build rent rolls and cash flow models for commercial real estate deals.

    282
    Active
    From $178/mo
27. #210T

    Terminal X

    Indexes proprietary and public data sources to generate investment research and decision-ready insights for asset managers.

    203
    Active
28. #222P

    Plouta

    Tracks net worth, spending and financial goals while connecting users with regulated financial advisers for planning and wealth guidance.

    164
    Active
29. #223T

    TAbot

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

    163
    Active
    From $200/user/mo
30. #225S

    SignalsHQ

    Reads tax documents and client questionnaires, extracts figures, and builds tax returns in connected workflow steps.

    161
    Contact sales
31. #238F

    FlowieMCP · open

    Runs finance and procurement tasks such as invoice capture, purchase orders and approval routing across existing ERPs through software agents.

    135
    Active
    Free plan
    2022
32. #240C

    Capital CompanyMCP · open

    Runs fund administration for private funds and SPVs, covering LP subscriptions, KYC checks, capital calls, K-1 tax forms and investor reporting.

    133
    Active
    From $9,980 once
33. #245R

    Rex

    Automates order-to-cash operations including invoice processing, collections, disputes, and payment application across systems.

    119
    Active
    Contact sales
    2024
34. #247M

    Mighty

    Detects AI-generated and digitally altered documents in lending, insurance, and claims files.

    110
    Active
    Contact sales
    2024
35. #248W

    WorthuneMCP · open

    Provides unified household financial planning engine with calculators, projections, and coordination across accounts and strategies via API.

    108
    Active
    From $495/mo
36. #251S

    StackerScanMCP · open

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

    106
    Active
    From $2 once
37. #260D

    drillrMCP · open

    Searches financial filings, earnings calls, and news across five markets to identify investment opportunities and corporate catalysts.

    89
    Active
    From $29/mo
38. #263L

    Lattice Finance

    Monitors SEC filings, insider trades, and market signals to surface portfolio-relevant alerts and insights.

    87
    Active
    From $12.50/mo
39. #264N

    Norman FinanceMCP · sign-in

    Automates bookkeeping by matching uploaded receipts to transactions, categorising expenses, and preparing and filing VAT returns.

    87
    Active
    From ≈ $13/mo
40. #266I

    Invoice Parse

    Extracts invoice data and makes it queryable by AI agents through conversational chat and API connectors.

    83
    Maintained
    Free
41. #268T

    ThoughtBoxMCP · sign-in

    Connects business data sources such as cloud drives, email, calendar and banking feeds to AI models, and packages those connections as callable MCP capabilities.

    82
42. #274W

    WorkWise Solutions

    Builds custom AI systems for private equity and credit firms, integrated into existing workflows with governance and adoption support.

    76
    Active
    From $5,000 once
43. #278C

    ChargeMate

    Drafts card-network chargeback dispute responses from a reason code and uploaded evidence, with PDF export for submission.

    74
    Active
    From $19/mo
    2024
44. #284N

    Nume

    Monitors cash flow, forecasts finances, and generates automated reports from connected bank and accounting data.

    66
    Active
    From $50/mo
45. #287C

    Claro Flow

    Chases unpaid invoices over WhatsApp and email, syncing with QuickBooks, Zoho Books and Tally to record payments back.

    65
    Active
    2026
46. #299M

    MedianMCP · open

    Syncs bank, card, Stripe and payroll feeds into a general ledger, then answers margin, headroom and runway questions from the books.

    58
    Active
    From $200/mo
47. #305T

    Tenet InvestingMCP · sign-in

    Runs rule-based US stock and ETF screens, scores companies on one composite number, and lets you question those scores and filings.

    52
    Active
    From $12/mo
48. #310W

    WealthFluent

    Aggregates financial accounts and simulates portfolio changes to guide lifetime wealth planning decisions.

    49
    Active
    From $15/mo