AI finance tools that state SOC 2

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

1. #3S

   StripeMCP · sign-in

   Processes payments globally and provides financial infrastructure for businesses to accept, manage, and optimize revenue.

   3.2M
   Active
   From $2.70 per use
   2010
2. #4R

   Ramp

   Issues corporate cards and automates expense reports, invoice processing, and accounting entries across spend categories.

   738k
   Active
   From $15/user/mo
   2019
3. #7B

   Brex

   Issues corporate cards, manages expenses and accounting, and provides banking services for businesses globally.

   327k
   Active
   From $12/user/mo
   2017
4. #25D

   Digits

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

   48.4k
   Active
   From $65/mo
5. #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
6. #28K

   Kyriba

   Connects banks and ERPs to automate liquidity management, cash forecasting, and payment processing with real-time risk visibility.

   38.6k
   Active
   Contact sales
   2000
7. #32M

   Maxio

   Manages subscription billing, usage-based pricing, invoicing, revenue recognition, and financial reporting for SaaS companies.

   31.6k
   Active
   From $599/mo
8. #33A

   Agicap

   Centralizes bank and accounting data to forecast cash positions and automate payments and reconciliation.

   31.2k
   Active
   2016
9. #35O

   Orb

   Automates usage-based billing, metering, invoicing, and pricing strategy for subscription and consumption models.

   28k
   Active
   From $6 per use
10. #37F

    Fairmarkit

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

    26.3k
    Active
    2017
11. #42P

    Pulley Compliance Copilot

    Manages cap tables, equity grants, 409A valuations and fundraising models for private companies.

    22.8k
    From $1,200/yr
12. #44S

    Sanction Scanner

    Screens customers and transactions against sanctions lists, PEPs, and adverse media to detect financial crime risk.

    20.6k
    Active
    Free plan
    2019
13. #45C

    Chargeflow

    Automatically submits chargeback disputes and prevents fraudulent chargebacks for online merchants.

    20.5k
    Active
    From $0.20 per use
    2020
14. #46Z

    Zip

    Orchestrates procurement requests from intake through payment, automating approvals, sourcing, contracts, and invoicing.

    18.7k
    Active
    2020
15. #50H

    Hebbia

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

    16.8k
    Active
    2020
16. #581

    1inchMCP · open

    Swaps crypto tokens across 18 chains via a DEX aggregator that routes trades through multiple liquidity sources without bridging.

    12.4k
    Active
17. #59Z

    Zeni

    Automates bookkeeping, accounts payable, financial reporting, and month-end close with AI agents and human accountants.

    12.2k
    Active
    From $494/mo
18. #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
19. #63B

    Basis

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

    11.4k
    Active
20. #64D

    DualEntry

    Cloud accounting platform automating general ledger, accounts payable and receivable, and financial close processes.

    11.3k
    Active
    Contact sales
    2024
21. #65S

    Sapien

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

    10.4k
    Active
    2023
22. #66M

    My CFO Silvia

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

    10.3k
    Active
23. #68T

    Tabs

    Automates billing, collections, and revenue recognition for B2B companies with complex contract and usage-based pricing.

    9.5k
    Active
    From $2,000/mo
24. #80R

    Rillet

    Automates general ledger, accounts payable, accounts receivable, and financial close processes with embedded AI agents.

    4.5k
    Active
    Contact sales
    2022
25. #83S

    Shufti

    Verifies identities and screens for financial crime using document checks, biometrics, and watchlist matching.

    3.9k
    Active
    From $0.95 per use
    2017
26. #85F

    Financeops

    Automates collection of overdue payments and reconciles them to accounting systems in real time.

    3.5k
    Active
    From $1.50 per use
27. #89O

    Overflow AI

    Donation platform accepting cards, ACH, stock, crypto, and roundups for churches and nonprofits.

    3k
    Active
    From $50/mo
    2019
28. #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
29. #92F

    FlowFi

    Connects small businesses with vetted accountants, CFOs, and HR specialists for bookkeeping, tax, and operations support.

    2.8k
    Contact sales
30. #94S

    SteelEye

    Monitors trading communications and transactions to detect market abuse and ensure regulatory compliance.

    2.7k
    Active
31. #99A

    Aave LabsMCP · open

    Lends and borrows crypto tokens through public smart contracts, where suppliers earn interest and borrowers post excess collateral.

    2.2k
    Active
    2017
32. #101P

    Pelcro

    Manages subscriptions, billing, paywalls and recurring payments for publishers and membership organizations.

    2.1k
    Active
    From $450/mo
33. #104K

    KeboolaMCP · sign-in

    Integrates data from multiple ERPs into a governed, AI-ready foundation for finance operations and reporting.

    1.9k
    Active
    From $0.14 per use
    2008
34. #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
35. #116H

    Hyperline

    Manages billing, revenue recognition, and collections for subscription and usage-based businesses.

    1.6k
    Active
    From $299/mo
36. #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
37. #123B

    BigdataMCP · sign-in

    Retrieves ranked, cited passages from licensed news, filings and transcripts to ground LLM answers for finance tasks.

    1.4k
    Active
    From $40/mo
    2003
38. #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
39. #134G

    Grain Ledger

    Fund accounting system for churches tracking restricted gifts, expenses, and financial reporting.

    1.2k
    Active
    From $70/mo
    2024
40. #135T

    TesorioMCP · sign-in

    Automates collections, cash application, and supplier portal management for order-to-cash workflows.

    1.1k
    Active
    2015
41. #138E

    ElektraFi

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

    1.1k
    Active
    From $4/user/mo
42. #141B

    Bookeeping.ai

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

    922
    Active
    From $35/mo
43. #144A

    Arkestro CoPilot

    Predicts procurement spending patterns and supplier performance to reduce enterprise procurement costs.

    835
    Active
44. #155X

    X1 WealthMCP · sign-in

    Reads a household's tax, legal and insurance documents, files each under the right entity, and flags deadlines and items needing confirmation.

    616
    Active
    From $97/mo
45. #162O

    OCTA

    AI agents run accounting work including reconciliations, filings, and billing for review by firm staff.

    560
    Active
    From $199/mo
    2024
46. #165C

    Clockwork AI

    Automates financial close and reporting for QuickBooks and Xero.

    525
    Active
    From $599/mo
    2018
47. #170P

    PromptArmor

    Assesses and monitors artificial intelligence risks across vendor portfolios using security scoring and change detection.

    468
    Active
    Free plan
48. #204C

    ClearMind CapitalMCP · open

    Fee-only financial planning and investment advice for individuals, families and employers' retirement plans, delivered by CFP advisers in Columbus, Ohio.

    227
    Active
    2024