Best AI Tools
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What are AI Tools?
AI tools are software tools that utilize artificial intelligence to perform a variety of functions. They can be used to automate tasks, provide data-driven insights, and help streamline processes. AI tools can be applied across many different industries and applications, from healthcare to finance. By leveraging the power of machine learning and natural language processing, AI tools can help improve the efficiency of existing operations. Compare and read user reviews of the best AI Tools currently available using the table below. This list is updated regularly.
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1
HubSpot CRM
HubSpot
HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.">
Starting Price: Free -
2
optivalue.ai
optivalue.ai
Your company's most valuable intelligence is trapped in documents. Optivalue.ai is a practical AI tool that transforms this scattered knowledge into a powerful, automated asset, built for businesses that demand both speed and verifiable accuracy. Our AI connects to your systems to read and understand your entire knowledge base—from PDFs to internal wikis. Use it to automate high-volume, knowledge-intensive work like responding to RFPs, security questionnaires, and DDQs, reducing manual effort by up to 90%. What makes Optivalue.ai different? Trust. Unlike many generative AI tools, every statement it generates is a verifiable fact, precisely cited to the source document, page, and date. This creates a perfect audit trail, eliminates the risk of AI hallucinations, and ensures complete accuracy for your most critical business communications. All our subscriptions include unlimited users and projects. Start your 14-day free trial. No credit card, no commitment.Starting Price: Free -
3
ZeroTax.ai
ZeroTax.ai
Tired of spending hours figuring out your taxes? We'll save you time here. Our cutting edge tax help service, aka TaxGPT, uses advanced artificial intelligence and a team of tax experts to give fast, accurate answers to any tax-related question here in our chatbot. Our easy to use chatbot or call-in line gets you the help you need in just a few minutes. And our advanced AI makes sure that the answers you need are as accurate as possible. Our lightning-fast tax help service is backed by a team of tax professionals who can review all answers for accuracy and completeness. We're so confident in the quality of our service, we offer you a 100% no-questions asked satisfaction guarantee.Starting Price: Free -
4
AI Spend
AI Spend
Keep track of your OpenAI usage and costs with AI Spend and never be surprised again. AI Spend offers user-friendly cost tracking with a dashboard and notifications that passively monitor your usage and costs. The analytics and charts provide insights that help you optimize your OpenAI usage and avoid billing surprises. Get daily, weekly, and monthly notifications with your spending. Discover which models and how many tokens you're using. Get clear insights into how much OpenAI is costing you.Starting Price: $6.61 per month -
5
Reconcile
Reconcile
Reconcile helps you find every tax deduction and credit that you qualify for. Designed to help you make the right tax decisions. Whether you’re a regular taxpayer or a business owner, we’ll help you find every tax strategy for you. Major life events often cause unwelcome tax hits. We can help you plan for them in advance now. Access to all federal credits and deductions, simulate scenarios, make better decisions, and get instant answers to your tax questions. Link all your accounts and get a holistic view, get nudges and reminders to save more, and Invite your family and financial advisors. We’re on a mission to empower everybody to self-manage their taxes intelligently and comfortably. We’re continuously improving our insights engine to provide the best recommendations. Our experiences should be easy to use and dependable for our partners and their users. Data security and privacy is our number one priority when making any product decision.Starting Price: $99 per year -
6
fileAI
fileAI
The most powerful digitization and categorization tool on the market, processing a wide range of digital, scanned or printed document types, submit documents in any file type and form. With hundreds of available integrations, you stay hands-off on data entry, manual verification or account code tagging. A tool to manage import and export at the same time, stay in control with automatic approvals and notifications. Trigger approvals based on events at your convenience. Send approvals to team members, clients, or stakeholders at once. Remove friction with multi-layered approvals and your most convenient format: email, mobile app or in app. Get a real-time view of your finances every time you check your preferred tools and eliminate human error from your reporting.Starting Price: $99 per month -
7
Deferred.com
Deferred.com
Our free AI 1031 expert is trained on 8,000+ US tax documents and can answer anything related to 1031 exchanges. Understand the amount of capital gains you can defer and what you can afford in your exchange. Tell us about your exchange and we'll instantly match you with the right 1031 professional to support your needs. Real estate investors can use a 1031 exchange to avoid paying capital gains taxes on the sale of a property. In a 1031 exchange, the amount of capital gains that are deferred or taxable is based on the specifics of the transaction. To understand how much of your capital gains can be deferred when exchanging real estate, enter the details for all of the properties you’re selling and buying. Fully researched answers to your most complex tax questions. The best way to manage a 1031 exchange.Starting Price: Free -
8
AdvisoryAI
AdvisoryAI
Advisory AI is the world's first AI-Copilot for financial advisors and offers cutting-edge AI software, revolutionizing how they create and manage advisory documents. With our intuitive platform, financial professionals can automate any advisory document in just 5 minutes, saving time and increasing productivity. We specialize in automating critical reports, including Annual Review Reports, Suitability Letters, Meeting Notes, Provider Information Summaries, Pre-Meeting Prep, and Follow-up Email Summaries. Our technology streamlines the advisory process, ensuring financial advisers can focus on delivering exceptional client service while reducing administrative workload. Let Advisory AI empower your practice with efficient, AI-driven solutions tailored to the needs of modern financial advisors.Starting Price: £49/user/mo -
9
Nuvio
Nuvio
Meet the future of financial management. Nuvio handles your income, expenses, and cash flow, letting you focus on what matters, growing your business. It’s your personal CFO, delivering insights and predictions to keep you ahead. Say goodbye to complex calculations and pivot charts. Analyze key metrics with ready-made charts, no formulas, no pivot charts, just clear insights. Let Nuvio AI give you instant answers and insights, like having a real CFO at your side. Ask any financial question and receive instant responses for better business decision-making. View all your bank transactions and balances in one centralized space. No need to jump between banks. Reconcile payments with one click and gain control of your cash flow. Stay ahead of the game by predicting future cash flow. Identify potential financial hurdles and proactively plan for success. Get your own unique finance app, tailored to your needs, not a one-size-fits-all solution.Starting Price: $19 per month -
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From effortlessly managing a deluge of invoices across various channels including email, vendor portals, chats, and more to seamlessly integrating with all finance ERPs including Oracle NetSuite, SAP, QuickBooks, etc., Neil handles the entire AP process without human intervention. This means AP teams get to focus on strategic initiatives while most of the day-to-day AP tasks are performed automatically by Neil with accuracy more than 85%. Going beyond the traditional RPA and OCR-based automation, Neil leverages advanced ICR, AI-powered workflows, and real-time vendor communication to ensure accurate data extraction, efficient processing, and timely payments—resulting in happier vendors and better discount opportunities for the enterprise. With Neil on your team, achieve remarkable 90% straight-through processing (STP) rates, eliminate human errors, and optimize vendor relationships like never before.Starting Price: $0
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11
Tango
Tango
Tango brings together all the essential aspects of project operations into a single URL shared by you and your client. This single URL includes the proposal, the contract, communications, and change request management. invoicing & payments. Tango saves you 1 hr/day by streamlining your mundane "account management" tasks. Set a goal for your AI-Form and watch as it dynamically asks questions to gather high-quality information that helps you gain clarity. The sign-ready proposal, is customizable with scope, terms, payment and contract all in one. Configurable payment terms that are automatically enforced to collect payment faster, enhancing cash flow. We built Tango to fit into the workflows of creative freelancers & agencies of all shapes and sizes. Tango is currently used by a wide array of shops - web design, branding, and digital marketing.Starting Price: $25 per month -
12
Jinnee
Jinnee
Customer satisfaction is the key and the main element to crack the code is to understand your client. Jinnee collects and analyses all inquiries to provide you with valuable insight into the needs and wants of your clients. Jinnee is always learning and finding ways to improve further as Jinnee continues to work for you. You can observe what Jinnee has learned over time, adjust its behavior, and may even come up with a new solution based on the patterns. Jinnee’s role in your company is as a virtual financial advisor. Jinnee will be helping your clients with their needs. Now they will be able to ask questions and receive replies within seconds. With Jinnee on board, there will be no need to stay online and wait to check how much you spent last month on restaurants. When you need expert advice on a good saving plan, options for deposit, better budgeting, and many more, Jinnee will offer relevant financial products and suitable solutions for you. -
13
Invstr
Invstr
Elevate your financial analysis with cutting-edge AI-powered solutions that streamline processes, enhance insights, and drive smarter decisions. Unlock financial insights with our AI Chat—your go-to for easy, real-time queries on company financial reports. Instant AI summaries for comprehensive financial reports, simplifying complex data into actionable insights in seconds. Comprehensive AI risk analysis: Uncover financial report vulnerabilities, enabling informed decisions with data-driven insights. Gain key insights from corporate discussions to make informed investment decisions quickly. Streamline data analysis, empowering you to make informed decisions with ease and accuracy. Delight in accessing pertinent data to fulfill your analysis requirements through a comprehensive dashboard filled with features.Starting Price: $29 per month -
14
FlyFin
FlyFin
For freelancers, self-employed, and business owners, CPAs file your taxes from start to finish, 5x cheaper. A.I. scans for all possible tax deductions. Simply connect all your expense accounts & FlyFin eliminates 95% of your work. FlyFin is a consumer startup focused on automating the financial lives of US consumers. AI can answer your tax filing questions, our tax team members are experts in all aspects of US & international taxes. They ensure 100% accurate tax review and preparation. A dedicated CPA will review every deduction and suggest tax-saving strategies for you. Find every tax deduction in minutes. Accept or reject deductions, or ask a CPA. Quarterly tax estimator based on your deductions & income. An expert CPA reviews everything & files your taxes. Ask unlimited tax questions to a CPA anytime and automatically track your finances. You can export the tax summary for IRS form 1040 in Excel format if you wish. -
15
Finpilot
Finpilot
Finpilot is an AI copilot for finance to speed up investment research. Financial analysts can use it to scour financial data, analyze companies, write reports, and visualize data, all from verifiable sources. Find the information you need without searching through hundreds of documents. Instead of spending hours sifting through SEC filings, transcripts, presentations, and the web, let Finpilot do the work for you. Spend time analyzing information, not collecting it. Let AI do the repetitive tasks so you can focus on more important things. Get direct answers to your questions. Our AI finds the answers from all related documents and the web to get exactly what you need. Ask it to compile data into neat Excel-compatible tables. Compare companies with a single question and build your own comp sets with key metrics. Visualize trends across companies and time periods. All answers and numbers are linked to original source documents for instant verification. -
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Dealwise
Dealwise
We help startup founders get acquisition offers from corporate and financial buyers. We'll help you develop a thesis around which companies may be good candidates for M&A, while you upload your P&L, balance, sheet, cap table, and other documents to our virtual data room. We'll work with you to create a list of potential acquirers. We'll also use AI to enrich each candidate and identify more that fit the same thesis. We reach out to strategic candidates and introduce them directly to you. For financial acquirers, we vet them to ensure they have financing and are serious before setting up a call. We run a structured process and push buyers towards making decisions quickly. By the third month, you'll have a clear idea of what your prospects are. If you have multiple offers, we'll help you understand the terms of each and help maximize your outcome without burning bridges. We can refer you to lawyers and tax advisors who can shepherd you through the rest of the process.Starting Price: $999 per month -
17
COUNT
COUNT
COUNT is an AI-driven accounting software that simplifies accounting for business owners and entrepreneurs by using plain English prompts and the automation of routine tasks. It's designed to make accounting intuitive, enabling users to manage their finances without needing extensive training or expensive professionals. Unlike traditional accounting software that can be full of complex jargon and require specialized knowledge, COUNT uses AI to handle tasks like vendor assignment, duplicate detection, and fraud alerts with high accuracy and generates answers to user-prompted questions. It analyzes finances to predict future expenses, warns of potential cash flow issues, and identifies areas for cost savings. These actionable insights empower business owners to make informed decisions so their businesses can thrive. COUNT leverages detailed business information to tailor its processes and ML models.Starting Price: $29.99/month -
18
TaxGPT
TaxGPT
Your AI-powered tax assistant is accurate, saves time, and is dedicated to maximizing deductions. Navigating taxes just got easier. Whether you're an individual, a business owner, or a tax professional, our AI Chatbot is designed for everyone. Say goodbye to limitations and hello to unlimited tax support, pinpoint accuracy, and effortless filing. Increase the productivity and revenue of your tax firm 10x with TaxGPT AI copilot. TaxGPT research, memo writing, and client management tools are built with AI. No more stress over paperwork. Let TaxGPT take care of your tax filing process from start to finish, making it smooth, error-free, and completed with unmatched efficiency. Get personalized answers to your tax questions 24/7/365. File taxes for only $50 with a maximum refund and accuracy guarantee. No hidden fee or extra charge. Simply type in your tax question into the chat interface. You can ask about deductions, income, investments, filing status, or any other tax-related topic.Starting Price: $50 one-time payment -
19
Billabex
Billabex
Billabex is an AI-powered invoice management solution that automates payment reminders across multiple communication channels such as email, SMS, phone, and postal mail. The platform personalizes reminders based on customer payment habits, ensuring tactful and effective communication. Users can customize their virtual agent with a specific tone and style, track performance through dashboards, and receive regular updates. The AI adapts to customer responses, learning and improving over time to reduce payment delays and enhance cash flow. Billabex integrates with various billing systems and CRM platforms for seamless operation (sage, cegid, sap, salesforce, hubspot, zoho, netsuite, stripe, sellsy, chargebee, odoo, quickbooks, zapier, make...). Billabex is a debt collection software (AI-First).Starting Price: $50 -
20
Quist
Quist
Quist is an AI-powered research assistant that frees researchers & analysts for discovery, innovation, and strategic thinking. Say goodbye to time constraints and hefty operational costs, Quist has got you covered. Quist seamlessly integrates into your go-to business processes to deliver personalized reports that cater to your unique business needs, whether it's an investment analysis, academia, or consulting. It's like having a junior research analyst on your team, but faster and more cost-effective. Receive regular reports to stay aware of the latest developments in your field. After generation, each thesis is independently verified. Explore insights from the 10 most relevant sources per search in the base search and access any amount of custom sources for comprehensive reports. Break language barriers with multilingual knowledge capabilities for a truly global research experience. Elevate your business intelligence game with Quist, where friendly meets efficient. -
21
HubSpot Customer Platform
HubSpot
Put your customers first and grow better with HubSpot’s AI-powered customer platform. Connect your front office teams through a complete view of the customer journey. Use AI-powered tools to deliver a seamless customer experience Easily adapt to emerging industry trends and technologies. Traditional CRMs alone aren't enough to drive growth. Most aren’t designed for customer connection, which is critical in an AI-driven world where customers can explore, evaluate, and buy with efficiency. HubSpot’s customer platform is so much more. It’s powered by Smart CRM that combines customer data with AI to help you adapt, products for engaging customers across the entire journey, and an ecosystem of integrations, education, and community. It’s built for businesses to connect with customers, and grow better.Starting Price: Free -
22
Kaunt
Kaunt
Elevate your invoice automation offering with embedded AI invoice coding and categorization. API-based, white-labeled, and live within weeks. Your customers expect AI. Unlock a competitive advantage with unbeatable time-to-market, reduce risk, and satisfy your customers. Integrate the next generation of automation into your finance software with Kaunt. Kaunt’s API-based solution seamlessly embeds within your existing software, enabling you to deliver best-in-class AI directly through your current UI. Automate non-PO invoice handling with AI-based account coding. Our AI identifies GL accounts and any number of customer-defined dimensions on the line level and generates the final posting texts. Help your customers become more efficient and reduce errors by providing real-time identification of GL accounts and dimensions during PO creation. Let AI power your expense management offering, ensuring accurate expense category identification and a reduced workload on employees.Starting Price: €0.05 per invoice -
23
Claude for Financial Services
Anthropic
Claude for Financial Services transforms institutional finance by combining advanced AI with deep financial data infrastructure and enterprise‑grade security into a single, unified intelligence layer. The Financial Analysis Solution connects essential data sources, such as S&P Global, Daloopa, and internal systems, in one interface, with every data point linking directly to its original source for instant verification and full transparency. Its privacy‑first design ensures that, by default, your inputs and outputs will not be used to train underlying models, while guided onboarding and MCP‑based connectors streamline deployment across banking, insurance, asset management, and fintech environments. Native workflows and agentic search capabilities enable teams to manage demanding financial workloads at scale, instantly checking information across multiple sources to reduce errors and execute complex analyses in minutes rather than hours. -
24
RizzCalc
RizzCalc
RizzCalc is an AI-powered financial-modeling agent that integrates as an add-on for Google Sheets, enabling users to build, edit, and adjust financial models using natural language instead of writing formulas manually. Once installed, a sidebar lets you type instructions like “create a DCF model,” “update income statement projections,” or “adjust cash flow modeling,” and the AI automatically modifies the spreadsheet accordingly. It supports tasks such as financial projections, discount-cash-flow valuations, balance sheet automation, and fast adjustments to plans and forecasts. The product is built by CapGo AI (founders YG Guo and CY), and each “run” consumes credits (three credits per run), with users receiving a number of free credits to try it out. RizzCalc is positioned to save analysts, startup founders, and finance professionals hours of manual work, reduce formula errors, increase speed, and make financial planning more flexible, accurate, and scalable.Starting Price: $12 per month -
25
Aleph
Aleph
Aleph is an AI-native FP&A platform that integrates data consolidation, spreadsheets, dashboards, and automated intelligence to streamline finance workflows. It connects to 150+ systems (ERP, HRIS/ATS, CRM, databases) using no-code tools to sync data in real time, transform raw imported data via mapping, combining tables, applying logic/calculations, and storing metrics. You can use Aleph as a web-based system, with spreadsheet add-ins, so existing models are preserved but powered by cleaner live data. It offers dashboards and drill-downs to spot variances, run reporting and close routines quickly, do forecasting and budget planning, model scenarios, do headcount planning, and visualize/share metrics across teams. Security is built in (SOC 2 Type II), compliance features are present, and the product is designed to give value quickly; clients report being up and running and producing reports in days or weeks. -
26
SER Doxis Intelligent Content Automation
SER Group
Doxis Intelligent Content Automation (ICA), the next generation of enterprise content management (ECM), is an AI-powered platform designed to bridge and automate content across a wide range of business applications. Doxis delivers a contextualized content experience and creates a future-ready digital workplace. Helping firms to achieve a faster time-to-value, reduce IT bottlenecks and accelerate digital transformation, Doxis ICA empowers users to quickly and easily customize and roll out content apps. The Doxis Fast Starter library provides many pre-configured and easily customizable workspaces for sales, purchasing, service, legal, etc. and for specific sectors like insurance. The Doxis platform also offers standardized solutions for document management, invoice automation, contract management and human resources, in addition to solution suites for business-critical areas like purchase-to-pay. Analysts recognize SER as a leader of the ECM market. -
27
Avanzai
Avanzai
Avanzai helps accelerate your financial data analysis by letting you use natural language to output production-ready Python code. Avanzai speeds up financial data analysis for both beginners and experts using plain English. Plot times series data, equity index members, and even stock performance data using natural prompts. Skip the boring parts of financial analysis by leveraging AI to generate code with relevant Python packages already installed. Further edit the code if you wish, once you're ready copy and paste the code into your local environment and get straight to business. Leverage commonly used Python packages for quant analysis such as Pandas, Numpy, etc using plain English. Take financial analysis to the next level, quickly pull fundamental data and calculate the performance of nearly all US stocks. Enhance your investment decisions with accurate and up-to-date information. Avanzai empowers you to write the same Python code that quants use to analyze complex financial data. -
28
Hebbia
Hebbia
The end to end platform for research. Instantly retrieve and wrangle the insights you need, no matter your source of unstructured data. Uncover answers across millions of public sources, like SEC Filings, Earnings Calls, and expert network transcripts, or leverage your firm's knowledge. Hebbia instantly hooks into any source of unstructured data in your organization, ingesting any file type or API. Tooling for diligence and research processes lets you work faster, no matter the task. Spread financials, find public comps, or structure unstructured data with the a single button click. The world's largest governments and financial institutions trust Hebbia with their most sensitive data. Security is at our core. Hebbia is the first and only encrypted search engine on the market. -
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Paymefy
Paymefy
Paymefy helps you recover more by spending less money and time. Our one-click payment solution facilitates collection and reduces debt management time by up to two months. You manage to recover more defaults in less time. We create notification sequences impacting your customers through different online channels and intelligently until payment is achieved. Say goodbye to phone calls and snail mail! In addition to time, the automation of the default management process allows you to save tens of thousands of euros in operating costs. We extract the information of non-payments directly from your CRM to give you less work and we personalize the notifications with your visual identity. We communicate with your clients as you would. Paymelinks are customizable links that allow your customers to pay in one click by credit card. Each link is unique and identifies a transaction to collect. During the initial setup process, we customize it with your domain. -
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BeeBee.AI
BeeBee.AI
Welcome to BeeBee.AI, an AI platform that conducts thorough analyses of public companies, delivering concise and valuable financial insights. Our current features include analyzing earnings call transcripts of S&P 500 listed companies and other high-profile companies, as well as providing financial analysis for a single quarter or multiple consecutive quarters. Users are not required to come up with questions themselves. The system generates suggested questions based on each meeting record and continually generates more questions as the conversation flows, adding in a comprehensive understanding of the entire meeting record. For users engaged in deep thinking, they have the freedom to compose their own questions and insights. They can save any valuable insights they come up with and have the option to share them, as theses insights represent their own intellectual achievement.