Data month 2026-08
Best AI Finance & Investment ToolsPage 7
#ProductCompanyIndustryVisitsMoM
301
FinaIndustry Services15.9K-22.8%
Bookkeeping tool that helps users customize a personal finance-tracking system.
302
Accrual, Inc.Industry Services15.8K+15.1%
AI operating system for accounting firms
303
CascaIndustry Services15.7K+89.6%
An AI lending and origination platform for commercial loans.
304
Gradient LabsIndustry Services15.7K-13.6%
AI customer-operations agents for financial services
305
TabbyIndustry Services15.7K+2%
An AI bookkeeper that automates accounting for micro-businesses.
306
RelishIndustry Services15.6K-3.3%
Supplier data validation and AI invoice automation platform.
307
alphaAI CapitalIndustry Services15.4K+7.6%
Smarter AI investing app
309
InscribeProgramming15.3K-25.8%
AI software for detecting fraud in financial documents
310
TracelightIndustry Services15.3K-16.1%
AI financial-modeling and analysis platform
311
RizzCalcIndustry Services15.3K+21.8%
An AI for financial modeling inside Google Sheets.
312
Louisa AIIndustry Services15.0K+72.8%
Relationship intelligence platform for investment banks and professional services firms.
313
AvantosIndustry Services14.9K-10.3%
AI-native customer operating system for financial institutions
314
BeCoinIndustry Services14.9K-61.2%
An AI trading-signal and prediction platform for crypto, forex, and stocks.
315
VC BoomIndustry Services14.8K-4.7%
A fundraising copilot for founders that scores pitch decks with AI.
316
FlyCodeIndustry Services14.7K+4.4%
Failed payment recovery software for SaaS
317
AKASAIndustry Services14.6K-21.8%
Generative-AI solutions for the healthcare revenue cycle.
318
DataVisorProgramming14.6K-34.1%
An enterprise-focused AI fraud-prevention platform
319
OffDealIndustry Services14.4K-42.7%
An investment-banking platform connecting small-business sales with private-equity buyers.
320
SubscriptionFlowIndustry Services14.4K-55.9%
An AI billing platform for subscription businesses covering billing and the full customer lifecycle.
321
BizPlanner AIWriting14.4K+147.8%
Quickly generate business plans with financial, market, and SWOT analysis.
322
UpmetricsWriting14.3K-26.4%
Free AI tool generating professional business plans in minutes
323
FinanceGPTIndustry Services14.2K-8.5%
A generative-AI-driven financial-analysis platform.
324
QuestflowIndustry Services14.2K+19.2%
An AI financial agent that follows top investors across markets
325
PlaniaWriting14.1K+17.1%
An AI tool that generates complete business plans and financial forecasts.
326
2nd BrainIndustry Services14.0K+12%
An AI assistant automating bookkeeping and tax filing for SMEs.
327
Compass AIIndustry Services14.0K-41%
AI finance intelligence platform for CFOs and fractional CFOs.
328
Auditoria.AIIndustry Services13.8K+26.6%
An AI-agent automation platform for finance.
329
o11General AI13.8K-44%
A custom AI memory layer for financial firms.
330
Capital CompanionIndustry Services13.8K+18.8%
An AI trade-planning tool that plans trades and evaluates positions.
332
TrezyIndustry Services13.7K-3.4%
AI forecasting software that gives small businesses clear cash flow visibility
333
Conviction Labs, Inc.Industry Services13.6K-10.2%
AI tax engine plus managed sales-tax service
334
Booke AIIndustry Services13.4K+6%
AI that automates bookkeeping inside QuickBooks and Xero.
335
FazeshiftIndustry Services13.2K+11%
An AI-powered accounts receivable automation platform
336
FinStocks AIIndustry Services13.0K-26.2%
Build and test personal trading strategies with prompts.
337
OsfinOffice & Collaboration12.9K-54.8%
An all-in-one finance ops platform automating reconciliation and invoicing.
338
Industry Services12.9K-38.1%
Agentic financial close platform for enterprises
339
FiledIndustry Services12.6K-24.5%
Smart software automating tax filing work for accounting firms.
340
AidentifiedIndustry Services12.5K-14.9%
Client-acquisition intelligence platform for wealth management advisors
341
BridgewiseIndustry Services12.5K-23%
AI investment-intelligence platform for global wealth
342
CentSightIndustry Services12.2K+121%
An AI finance Q&A and cash-flow assistant for SMEs.
344
WindClawIndustry Services12.1K-18.4%
An investment research agent from Wind
345
SaaStr.aiIndustry Services12.0K-46.9%
SaaStr.ai — free AI tools for B2B founders.
346
MantleIndustry Services11.9K-6.3%
An AI platform from cap table to capital calls.
347
PitchgradeWriting11.6K-14.6%
An AI research platform that generates fundraising pitch decks.
348
Fere AIGeneral AI11.6K+11%
Crypto trading agent that runs in the web or ChatGPT.
349
FintoIndustry Services11.5K-18.3%
AI bookkeeping agent for corporate finance
350
Dealstack, LtdIndustry Services11.5K+91.2%
Structured operations platform for private capital
Related tags
Data month: 2026-08 · Visit figures are third-party traffic estimates aggregated monthly — best for scale and trends. Multiple domains of the same product are merged. See methodology.