「AI 金融与投研」工具排行榜第 4 页

自动对账完成现金流可见性智能发票处理无模板文件处理自动付款付款和佣金管理

The Enterprise AI Platform for HR, Finance, and IT 对应 evisort.com。Superintelligence for work is here. Empower your people with AI agents that understand your organization. It’s a new work day.

R0Y Financial Dashboard 是 R0Y Financial Dashboard 旗下与 r0y.xyz 对应的产品官网，主要提供：R0Y Financial Dashboard

使用自定义过滤器，指标和复杂条件对单个股票或复杂策略进行回测的股票过滤通过API或批量CSV访问下载财务数据超过7000个财务指标5000超过公司可视化股票市场指标使用行，与Python和Excel集成数据分析和预测

Pagaya is represented by pagaya.com. Discover cutting-edge financial solutions with Pagaya's AI network of lenders. More credit approvals without undue risk. Partner with us today.

Jupid is represented by jupid.com. AI accounting for freelancers and LLCs. Categorizes expenses, finds deductions, generates your Schedule C. First 100 transactions free.

Brutally honest pitch deck feedback in minutes

AI Stock Trading is represented by levelfields.ai. Find the best stocks and trading strategies with our market-leading AI stock trading, AI options trading tools, and the best stock screeners available. Expedite stock and options investment research with advanced news monitoring and alerts. Find the best stock trades for bull markets and bear markets.

Fiskl 对应 fiskl.com。Fiskl is AI-powered multi-currency accounting plus invoicing, payments, automated sync with 21k banks worldwide, tax tracking and more

Global Tax Compliance Software is represented by getsphere.com. Manage VAT, GST, and sales tax worldwide with Sphere’s global tax compliance software. Automate registration, calculation, and filing seamlessly.

OffDeal 对应 offdeal.io。Maximize your business sale with OffDeal, the investment bank for small businesses. Get a free valuation, banker consults & matched buyers to exit for top price.

Microsoft Copilot, But It Actually Works

获取长达35年的财务数据公司特定的关键绩效指标和细分可定制的仪表板图表和数据可视化投资者研究终端分析师估计和评级

High-precision AI, purpose-built for investors

Docyt 对应 docyt.com。Best AI Accounting Software for Accounting Firms, Accountants and hospitality industries to Automate the accounting workflows. Recognized by Capterra and G2

Compass AI Financial Intelligence for CFOs & Fractional CFOs 对应 compassapp.ai。AI-powered financial intelligence for fractional CFOs, company CFOs, and CPA firms. Multi-entity management, forecasting, budgeting, and real-time insights.

基于语音的费用录入自动将费用拆分为描述、金额和类别无需登录您的私人iCloud帐户中的安全储存空间与他人共享和协作

SaaStr.ai 是 SaaStr 旗下与 saastr.ai 对应的产品官网，主要提供：Free AI tools for B2B founders: pitch deck analyzer, VC matchmaking with 400+ investors, valuation calculator, and AI mentor. Powered by SaaStr.

Arta is represented by artafinance.com. Arta gets you access to financial opportunities that help you to plan and enjoy your financial future like the ultra-wealthy do – but with less complexity and lower fees.

AceCamp 本营国际 is represented by acecamptech.com. AceCamp 本营国际 – 亚洲领先的资本市场研究与投资者关系服务机构。本营国际是亚洲领先的资本市场研究与投资者关系服务机构。我们为专业的资本市场投资人提供产业研究、调研、咨询服务；同时为广大上市公司提供对接国际投资人的专业投资者关系支持服务。 AceCamp International: Leading capital market research and investors relationship consulting service provider in Asia. We provide industry research, filed trip, consulting service for professional capital market investors. We also offer connect to global investors for IRs of listed companies.

Autonomous AI for billing, contracts, and collections.

Nuvio is represented by nuvio.io. Accounting should not have to be complex. Experience the ease of AI-powered financial tracking and predictive analytics tailored for startups and small businesses.

DataVisior is represented by datavisor.com. DataVisor delivers a powerful fraud and risk management platform that enables organizations to respond to fraud attacks in real time.

ReceiptsAI 对应 receiptsai.com。The AI Bookkeeping Assistant for Small Businesses. ReceiptsAI collects and extracts your paperwork, then automatically processes it into useful data. Giving you more time to focus on work that adds value.

与常用的ERP工具集成，以准确可靠地映射和配置符合美国债务收集规则和法律的数据 (FDCPA，CPA，CCPA) 可定制的收款设置，以实现个性化的方法自动化收款流程，以简化运营与客户之间的针对性交互，通过SMS提供24/7收款咨询支持必要时升级到现场代理，减少开销和节省成本的解决方案可扩展性，以适应增加的交易量

AI Document Fraud Detection for Banks, Credit Unions & Lenders is represented by inscribe.ai. Agentic AI that catch esdeepfake and forged financial documents manual review and other tools miss. Trusted by banks, credit unions, and lenders to cut fraud losses and speed up decisions.

Fina 对应 fina.money。Fina helps you build a personalized financial tracking system tailored to your needs. Easily monitor your cash flow, set budgets, and gain insights into your financial health with customizable tools and templates.

使用高级AI算法自动分类安全Google Sheets集成确保隐私和数据保护简化的界面，流畅的用户体验准确的交易识别，减少手动操作可定制的类别以适应个人或业务需求

FluxA 是面向 OpenClaw 生态的 Agent 支付层，提供即插即用钱包能力，让 AI 能够自主完成支付、收款与结算。

WorkFusion 对应 workfusion.com。Identify and mitigate financial crime risk with AI agents.

Quantifind is represented by quantifind.com. Quantifind’s risk screening and investigations platform harnesses the full potential of AI and external data to streamline AML-KYC from end to end.

Bizplanr is represented by bizplanr.ai. Create professional business plans effortlessly with BizPlanr's FREE AI-powered business plan generator. Secure funding, Save time, impress investors, and focus on growing your business.

Generative AI for Healthcare and Revenue Cycle 对应 akasa.com。AKASA provides generative AI (GenAI) solutions for the healthcare revenue cycle, from prior auth to CDI to coding to claims management.

Payments stack for AI agents

FinStocks AI 是 FinStocks AI 旗下与 finstocks.ai 对应的产品官网，主要提供：India's leading AI trading platform. Automate stock investments with AI-powered Autopilot, build custom strategies, backtest ideas, and trade smarter with advanced algorithms.

AI Agents for Lending 对应 getomni.ai。Put borrower onboarding on autopilot with OmniAI. Our AI agents handle communication, document collection, and follow-ups from start to finish.

Clerkie is represented by clerkie.io. Meet Clerkie, your reliable debt and money assistant. Clerkie helps you get out of debt and builds your credit by negotiating up to 70% off your debt. Get answers to your money questions, save money, and manage your budget so you can stretch every dollar.

Investor Hunt is represented by investorhunt.co. Investor Hunt is the largest investor database online, complete with almost 110,000+ investor emails 🤑

Endex is represented by endex.ai. Endex is an institutional-grade, privacy-centric Excel AI agent built for enterprise finance to accelerate financial modeling, backed by OpenAI.

实时跟踪智能资金和做市商，具有流动性智能流、价格操纵、期权交易量和暗池等功能

万联摩尔 是 万联摩尔 旗下与 wanmol.com 对应的产品官网，主要提供：万联摩尔是专业的AI产业数据智能平台，提供大宗商品价格预测、行业研究报告创作、企业工商信息查询、产业趋势分析等AI驱动服务。深度洞察产业行情，助力商业决策。

VC Boom 是 Keystone Paradigm LLC 旗下与 vcboom.com 对应的产品官网，主要提供：Score your pitch deck with AI, match with 47,000+ investors, and draft personalized cold emails in your voice. No subscription. Free to start.

Signal Bots 是 SignalBots 旗下与 signalbots.ai 对应的产品官网，主要提供：Trade & invest like a pro via AI signals & bots. Forex, Prop, Crypto, Gold, Silver, Index & Binary signals via MT4/5, TradingView, Telegram, extensions & mobile.

生成式人工智能驱动财务分析整合财务数据和图表前沿人工智能平台和行业专长投资组合优化和智能税务筹划目标管理和定制财务规划可定制财务预测实时数据聚合财务状况监控高级分析多财务任务人工智能工具

Bookkeeping Done in Minutes, Not Hours, Powered by AI

Nume → The AI CFO for Managing Your Finances 对应 nume.ai。Nume is your AI-powered CFO for startups, SMBs, and finance teams providing proactive financial insights and real-time clarity from live data. Get started »

WindClaw 官网 是 WindClaw 官网 旗下与 claw.wind.com.cn 对应的产品官网，主要提供：WindClaw 官网

OpenBudget 是 OpenBudget 旗下与 openbudget.sh 对应的产品官网，主要提供：Connect your bank once and your transactions, balances, and spending flow into Claude, ChatGPT, Google Sheets, and Excel. Ask anything about your money and get a real answer.