Finance AI tools

Driven

driven.ai

New

Driven is an AI-powered investment platform that provides autonomous agents to assist with market research, strategy development, and portfolio management through conversational interaction.

Cloudflare Wallets

blog.cloudflare.com

New

Cloudflare Wallets enable agentic commerce with programmable AI wallets. Manage virtual wallets for agents using x402 micropayments and stablecoins.

DepthData

depthdata.vercel.app

New

Depthdata is a comprehensive AI spend intelligence and adoption platform that unifies data from tools like ChatGPT, Claude, Microsoft Copilot, and Gemini into a single source of truth. It provides finance and IT leaders with visibility into AI spend, cost per outcome, and active usage without reading prompts or installing agents.

Earnings Report

earningsreport.io

New

Earnings Report is a specialized research workspace offering real-time earnings news, a comprehensive earnings calendar, and interactive call transcripts. Track key stocks like Apple, NVIDIA, and Microsoft with instant EPS and revenue updates. The platform features AI-powered translation in eight languages, two decades of historical data, and official SEC filing access to streamline global financial analysis.

Agentcard for companies

agentcard.sh

Agentcard is a Y Combinator-backed card issuing platform designed specifically for agent-first startups. It allows developers to give AI agents the ability to pay for goods and services online securely through one-time use cards, human-in-the-loop authorizations, and advanced fraud detection. With a self-serve setup and an MCP server for automated purchasing, Agentcard provides the essential plumbing for the agentic economy.

Loomal

loomal.ai

Loomal is a cutting-edge payments layer for agentic commerce, enabling AI agents to seamlessly purchase from stores and APIs using USDC on the Base network. By utilizing the x402 protocol, it offers secure, per-request micropayments with instant settlement and signed receipts, removing the need for traditional API keys and invoices.

Kickbacks CLI

gabeperez.github.io

Kickbacks CLI is a powerful, local-first terminal tool and macOS menu bar app designed to provide real-time visibility into your Kickbacks.ai earnings, ad history, and system status. It offers a secure, independent way to monitor your progress without compromising privacy.

ExploreYC

exploreyc.com

ExploreYC API is a read-only REST API providing detailed intelligence on Y Combinator and a16z portfolio companies, covering funding, exits, and founders.

Endl

endl.io

Endl is a comprehensive operating account designed for borderless businesses, enabling global payment collection, stablecoin management, and international payouts across 160+ countries with bank-grade security.

CentryAI

centryai.app

CentryAI is a comprehensive subscription tracker designed to help users identify and eliminate unwanted recurring costs. By scanning Gmail and iCloud inboxes for receipts, it automatically detects over 90 services without requiring bank account access. Its unique 'Zombie Detector' scores subscriptions based on usage, allowing you to see which services are wasting money. With a three-minute setup and an AI-powered Cancel Finder, CentryAI provides direct links to cancellation pages, making it easy to manage your monthly and annual spend through a detailed dashboard. Available for iOS with a free 7-day trial for Pro features.

Foresight by Lightning Rod

lightningrod.ai

Foresight v4 by Lightning Rod Labs is a specialized AI model for generating calibrated probabilities. Outperforming GPT-5 and Gemini in accuracy and cost, it uses the Future-as-Label method to provide precise forecasts for markets, risk, and events via an OpenAI-compatible API.

Bluerails Discovery

bluerails.com

Bluerails provides essential infrastructure for the agentic economy, offering AI agent identity verification, machine readability, checkout execution, and global settlement for autonomous commerce.

KOSH Money

koshmoney.com

KOSH is a comprehensive, stablecoin-powered financial platform offering USD accounts, global cards, and instant payouts for entrepreneurs in 90+ countries. Earn rewards, automate expenses, and manage global finances effortlessly with KOSH.

Veltrix AI

veltrix.com

Veltrix AI is a secure AI-powered analytics platform that connects with tools like QuickBooks, Xero, and Shopify to provide real-time business insights, anomaly detection, and actionable financial next steps using plain English commands.

Leni

leni.co

Leni is the premier AI for investors, designed to deliver accurate, verifiable work for real estate, private equity, and investment finance teams. Trusted by over 10,000 professionals, Leni automates complex back-office tasks like underwriting, market research, and portfolio reporting. With its model-agnostic agentic architecture and deep integrations with systems like Yardi and Entrata, Leni eliminates costly AI mistakes and hallucinations. It builds a private institutional context graph for your firm, ensuring high-fidelity outputs for investment memos and document reviews while maintaining institutional memory across market cycles.

Fundraisly

fundraisly.com

Fundraisly is a founder-led fundraising platform that has helped 200+ startups raise over $1.1B. By leveraging a database of 300,000+ verified investors and AI-driven matching, Fundraisly automates outreach and network leverage to secure 10–50 qualified investor meetings in just 90 days.

Co-Invest

coinvest.ai

Co-Invest is a revolutionary trading integration for ChatGPT and Claude, offering professional market data, signals, and multi-asset execution across crypto, stocks, and commodities with lower fees than traditional platforms.

Fere AI

fereai.xyz

Fere is a pioneering AI agent with a live, integrated wallet designed to execute complex crypto strategies 24/7. Built for serious traders, Fere bridges the gap between conviction and execution by monitoring multiple chains, sourcing live data, and performing multi-step transactions with precision. Featuring enterprise-grade security through Coinbase CDP and AWS Nitro Enclaves, Fere offers non-custodial control, cross-chain capital efficiency, and specialized tools for Polymarket and on-chain alpha discovery.

ChatGPT for Personal Finance

openai.com

Explore the new personal finance experience in ChatGPT for Pro users. Securely connect 12,000+ financial institutions, access a personalized dashboard, and leverage GPT-5.5 for budgeting, spending insights, and goal planning.

PHBench

phbench.com

PHBench is a comprehensive open benchmark designed to predict Series A funding outcomes using signals from Product Hunt launches. Featuring a dataset of over 67,000 launches across seven years, it provides a leaderboard for machine learning models and LLMs to identify high-potential startups.

Causo for Fundraising

causo.ai

Causo is a comprehensive Fundraising OS designed for startup founders to automate investor outreach and secure VC meetings. Utilizing autonomous AI agents, Causo handles the entire fundraising lifecycle—from pitch deck analysis and investor matching to hyper-personalized email execution via Gmail. It replaces manual, time-consuming research on platforms like Crunchbase with deep, data-driven profiling across 15+ MCP integrations and the open internet. With features such as verified contact identification, campaign tracking, and a commitment to "no slop" outreach, Causo helps founders save over 100 hours per month. Whether you are raising a pre-seed round or looking for lead investors, Causo provides the tools to ensure your startup doesn't become part of the 90% that fail due to lack of funding. The platform offers a range of tiers, from a free tier for browsing funds to the LFG plan for high-volume outreach.

Hyperswitch Prism

github.com

Hyperswitch Prism is an open-source, stateless payments library designed to unify multiple payment processor integrations into a single schema. Built by the Juspay team, it allows businesses to switch between gateways like Stripe and Adyen with minimal code, reducing PCI scope and eliminating vendor lock-in.

Kelviq

kelviq.com

Kelviq is a comprehensive software monetization platform designed for builders, SaaS companies, and AI-driven enterprises. By unifying payments, real-time usage metering, entitlements, and tax compliance into a single infrastructure, Kelviq allows businesses to scale globally without the complexity of stitching together multiple billing tools. As a Merchant of Record, Kelviq offloads global tax liability, manages VAT/GST filings, and provides audit defense, enabling companies to accept over 135 currencies. Its feature-rich environment supports flexible pricing models, including flat fees, per-seat, and tiered usage, alongside developer-centric SDKs for seamless integration.

InvestorFinder

tools.crustdata.com

InvestorFinder is a streamlined platform designed to help entrepreneurs find my VCs. By allowing users to dive into partner portfolios, it provides critical insights into investment histories. Whether you are a first-time founder or a scaling enterprise, InvestorFinder facilitates the search for venture capital partners through an intuitive interface focused on portfolio exploration and strategic connections.

Claude Agents for Financial Services

anthropic.com

Anthropic's Claude agents for financial services offer 10 specialized templates for pitchbooks, KYC, and operations. Integrated with Microsoft 365 and leading data providers like FactSet and Moody's, Claude Opus 4.7 provides elite AI-driven financial analysis and automation.

pay.sh

pay.sh

Pay.sh is a coordination layer enabling AI agents to autonomously pay for APIs. It bridges the gap between human-centric credentials and the agentic economy with no-sign-up, pay-as-you-go access to over 72 indexed services.

Marx Finance

marx.finance

Marx is an agent-first financial ecosystem where autonomous AI agents debate market positions, analyze real-time news, and share trading signals. Featuring a reputation-based API and a comprehensive agent feed, Marx democratizes agentic finance.

Ray

rayfinance.app

Ray is a revolutionary AI financial advisor that runs locally on your machine, offering personalized financial guidance by connecting directly to your bank accounts. Unlike traditional budgeting apps, Ray remembers your life goals, family situation, and past decisions to provide actionable advice rather than just charts. It features bank-level encryption, PII masking, and an open-source architecture that ensures your sensitive financial data never leaves your computer. Whether you are managing debt, planning life events, or tracking net worth, Ray acts as a dedicated financial brain that helps you make informed decisions in real-time.

Jupid

jupid.com

Jupid is an AI-native accounting platform designed specifically for freelancers, LLC owners, and startups. It automates financial management by connecting directly to bank feeds, automatically categorizing expenses, and finding missed tax deductions with 96% accuracy. Unlike traditional tools, Jupid remembers vendor context and gets smarter over time, allowing users to generate an IRS-ready Schedule C in just five minutes. With features like terminal-based queries via Claude Code, WhatsApp/iMessage integration for real-time expense categorization, and seamless sync with Plaid, Stripe, and QuickBooks, Jupid provides the financial clarity of a Fortune 500 company to small business owners. It acts as an AI accountant that handles the 'no cleanup' bookkeeping process, ensuring your books are tax-ready all year round without the drama of spreadsheets or manual data entry. Whether you are managing software subscriptions or complex travel meals, Jupid’s intelligent engine ensures every transaction is mapped to the correct tax code, saving early users an average of $1,249 per year in missed deductions.

Roundtable

roundtable.eu

Roundtable is a comprehensive Fund-as-a-Service platform providing the essential infrastructure for private markets. Designed for founders, investment clubs, fund managers, and family offices, Roundtable simplifies the complexities of fundraising and fund administration. With over €500M in Assets under Administration and a network of 25,000+ investors, the platform enables users to launch investment clubs, manage venture capital or private equity funds, and structure Special Purpose Vehicles (SPVs) with ease. By digitizing LP management, compliance checks, and reporting, Roundtable reduces setup costs by up to €150,000. Whether you are a founder looking to keep a clean cap table while onboarding angel investors, or a fund manager seeking a professional digital infrastructure, Roundtable provides the tools for seamless onboarding, secure fundraising, and centralized portfolio tracking. From French SAS/SC structures to Luxembourg SCSps, Roundtable handles the legal, administrative, and regulatory requirements, allowing investors to focus on identifying top-tier opportunities across venture capital, private equity, and real estate.

Copperlane

copperlane.ai

Copperlane, formerly Coevolved, is an AI-native mortgage origination platform designed to streamline the loan process. Backed by Y Combinator, it uses an AI assistant named Penny to collect documents, verify authenticity, and handle borrower inquiries 24/7. By automating the back-and-forth between Loan Officers and borrowers, Copperlane reduces abandoned applications and catches underwriting issues early, allowing teams to focus on closing loans rather than chasing paperwork.

SuperMoney

supermoney.com

SuperMoney is a comprehensive personal finance platform and app designed to bring users financial calm. Since 2013, it has served over 2 million members by providing a unified view of accounts, AI-driven budgeting, and transparent financial advice. The platform features 'Sense AI,' which analyzes spending, debt, and savings to build personalized financial plans without compromising user identity. SuperMoney simplifies complex decisions by offering first-hand reviews and real-time loan comparisons across hundreds of trusted partners, processing over $20 billion in financing requests. With bank-grade security and SOC 2 Type II certification, it offers a safe environment to manage net worth, credit scores, and financial goals.