#Finance
47 tools curated for you
Truewind
Close your books in days instead of weeks with AI-powered bookkeeping that delivers real-time financial visibility Build investor-ready financial models and reports through expert concierge service that handles all financial reporting Create strategic financial plans with growth goals and expense targets tailored to your startup's unique needs Maintain complete financial transparency with AI-reduced errors and human expert review of all financial reports Access dedicated finance experts for tax management and ongoing financial guidance through world-class concierge support Scale your financial operations seamlessly as you grow with services customized for high-growth startups
Eliminate manual bookkeeping with AI that categorizes transactions and creates account-specific rules automatically Find an average of $4,000 in annual tax savings by automatically identifying write-offs from travel, meals, and home office expenses Get CPA-ready financials throughout the year with proactive tax preparation that minimizes audit risk View accurate revenue and expenses in real-time with transaction categorization backed by human review Automatically match receipts to transactions by simply texting, emailing, or uploading them Transform any CSV format into financial statements instantly without manual formatting or column adjustments
Automatically find and download every receipt from your Gmail or Outlook inbox with AI-powered email scanning Eliminate manual data entry with AI that reads and categorizes receipts by vendor, date, and amount using OCR technology Create audit-ready records instantly by downloading all receipts into a single, organized zip file in seconds Sync expense data directly to QuickBooks for seamless accounting integration and tax preparation Capture paper receipts anywhere using the mobile scanner or convenient WhatsApp integration Maintain perfect receipt organization across devices with automatic sync to Google Drive and Dropbox Generate comprehensive expense reports automatically by having all receipts and bills categorized in one place Send all financial documents to your accountant at once directly from the dashboard with the Receipt Keeper feature
Accelerate investment decisions by extracting insights from earnings call transcripts and SEC filings with automated financial analysis Reduce compliance risks by automatically detecting inconsistencies in contracts and regulatory documents through AI-powered diligence checks Eliminate manual data entry errors in invoice management by automatically extracting and validating key details to streamline payment workflows Generate real-time lending decisions during loan packet reviews through automated underwriting analysis and risk factor assessment Maintain high-quality results across back office functions by automating tedious tasks like data entry and quality control with specialized AI agents Seamlessly integrate with existing systems to enhance compliance operations and risk management without disrupting current workflows
Eliminate manual transaction categorization with AI auto-categorization that learns and improves accuracy over time Detect and rectify bookkeeping discrepancies instantly using AI error detection technology that ensures super accurate books Extract data from invoices and receipts automatically with real-time OCR AI that eliminates manual data entry Save at least 60 minutes monthly per client through automated reconciliation and bulk transaction processing Transform client emails into actionable tasks instantly with ChatGPT for Email Inbox that organizes communication Reconcile transactions directly in QuickBooks and Xero using the Chrome extension for in-context workflow efficiency Generate and share interactive reports with one-click reporting that enhances data visualization and decision making Manage all client progress in one centralized dashboard with performance metrics and activity tracking Streamline client inquiries with one-click transaction questioning through the client query tool
Replace manual spreadsheets and get instant CFO-level financial insights by connecting your financial stack in minutes for continuous analysis of cash flow, runway, and expenses. Receive proactive alerts in Slack or email about unusual transactions and cash-flow risks with 24/7 background monitoring that flags changes before they become problems. Generate accurate forecasts and monthly performance reports automatically, with clear insights designed and validated by a team of 30+ experienced CFOs. Ask specific financial questions and get immediate, actionable answers about cash flow trends, expense patterns, and growth opportunities through real-time data analysis. Automate repetitive finance tasks like daily cash reports and weekly payables updates with a personalized oversight plan that handles essential CFO functions. Explore different financial outcomes with scenario planning features that remove guesswork and support informed strategic decisions for your business. Ensure your financial data is secure and private on an SOC-2 compliant, encrypted infrastructure that never uses your data to train AI models.
Eliminate manual data entry and human calculation errors through intelligent automation that identifies, tracks, and records financial transactions Maintain continuous compliance with evolving financial regulations and tax laws via adaptive AI that learns and updates automatically Receive accurate financial reports and reliable payroll processing with error-free calculations and transaction recording Gain strategic foresight for business decisions through predictive analytics that forecast financial trends from historical data Secure sensitive financial information with enterprise-grade data protection measures that safeguard your financial records
Eliminate manual data entry with over 95% accuracy on standard fields like totals, dates, and merchants using advanced Generative AI OCR Transform any receipt or invoice into structured JSON, CSV, or XML data with confidence scores for each extracted value Automate your specific workflow with custom field extraction rules, validation rules, and dedicated processing queues Integrate in minutes with developer-friendly API that requires just a few lines of code for seamless system integration Maintain business continuity with 99.99% uptime guaranteed by enterprise-grade, rock-solid infrastructure Secure sensitive financial data with advanced encryption protocols and industry-standard data protection measures
Eliminate manual receipt typing with AI OCR technology that instantly converts paper documents into digital data Organize all financial transactions automatically with accurately interpreted and categorized invoice information Export clean financial data directly into your bookkeeping system for seamless accounting workflow integration Reduce paper clutter and human error by maintaining fully digitized, searchable records of all receipts and invoices Streamline expense tracking for businesses of all sizes with automated financial documentation processing
Price policies with precision using AI-powered risk scoring at an individual level Uncover hidden value drivers and emerging trends through complete portfolio transparency Merge internal and alternative data sources for a holistic risk assessment view Deploy immediately with no-code integration and minimal setup requirements Identify high-risk policies before they impact your loss ratios
Eliminate manual data entry with automated line-item extraction and GL coding from invoices sent via WhatsApp, Slack, or email Scale your bookkeeping operations without adding staff through AI-powered automation that handles increasing transaction volumes Maintain continuous regulatory compliance with real-time verification of VAT, GL codes, and financial regulations for every transaction Process transactions 10x faster than traditional bookkeeping using advanced AI that learns and improves with each transaction Detect and prevent financial fraud through automated scrutiny of payments and invoices arriving in your system Pay only for actual processing time with no monthly minimums or long-term contracts, reducing costs by 3-4x versus outsourcing Gain immediate strategic insights from real-time expense analysis and unusual transaction identification as they occur
See your complete financial picture by automatically gathering statements from all your bank and credit card accounts into one comprehensive overview Prevent overspending with category-specific budget alerts that notify you the moment you cross your set spending thresholds Effortlessly organize your finances using rule-based auto-tagging that automatically categorizes new transactions based on your custom rules Never miss a payment with automated reminders for upcoming credit card dues, helping you avoid late fees Understand your financial health at a glance with a cash flow widget that compares your income and investments over any period Quickly find specific transactions or analyze spending patterns using visual filtering and interactive charts for clear insights Manage your entire financial life with one hand using the unique 'Pull to Reach' mechanism, designed for easy navigation on tall phones Get a quick financial snapshot directly from your home screen with customizable widgets that display your most important details Automatically track expenses from your email inbox by connecting popular services like Gmail, Outlook, and iCloud for complete transaction capture Keep your financial data completely private with local on-device processing that ensures no transaction data ever leaves your iPhone
Eliminate manual data entry and process invoices autonomously with AI that captures and processes invoice data automatically Capture early payment discounts and reduce costs through optimized payment timing that identifies savings opportunities Prevent financial errors and fraud by automatically detecting discrepancies across multi-line invoices and purchase orders Streamline approval workflows without manual intervention through automated routing that follows your business rules Integrate seamlessly with any existing ERP system using open API and common data models that adapt to your workflow Make data-driven decisions with real-time analytics on AP processes, business trends, and team performance Reduce operational costs while turning AP into a profit center through time savings and payment optimization
Automate portfolio risk management and exposure monitoring with AI agents that process data from your connected sources Execute scenario analysis and compliance monitoring automatically through custom AI agents that alert you to potential risks Generate production-ready Python code using natural language commands without manual programming Receive real-time market insights and risk alerts from AI agents that monitor news, SEC filings, and economic releases Trigger automated portfolio actions based on economic events and earnings releases to maintain balance and compliance Connect directly to your SQL databases, S3 buckets, and financial data APIs for seamless data integration Accelerate financial data analysis by automating data extraction from multiple sources including FX & Equity trading history
Automate manual CRM tasks and substantially decrease errors with AI-powered workflow automation Extract data instantly from documents and automate ACORD forms with swift document processing Manage your entire sales pipeline visually with intuitive drag-and-drop Visual Pipeline Management Compare multiple insurance carrier options simultaneously using streamlined requotes feature Get policy tracking, status monitoring, and renewal alerts in real-time for complete oversight Receive instant AI recommendations and insights through chatbot powered by leading AI models Sync call data automatically to CRM and get quick estimates with 24/7 voice AI assistance Integrate seamlessly with existing systems through customizable forms and powerful webhook connections
Eliminate manual data entry with AI that automatically scans email inboxes and extracts invoices from PDFs, images, and email bodies Capture paper receipts instantly by snapping photos that automatically process and add to your digital invoice management dashboard Extract invoices from any website with one click using the Chrome extension for platforms like Amazon, Meta Ads, and Microsoft Automatically forward organized invoices to QuickBooks and Google Drive with custom rules tailored to your business workflow Consolidate all invoices and receipts from every source into a single dashboard for complete financial visibility and management
Launch your LLC automatically with drafted operating agreements and EIN registration through guided conversation Eliminate manual bookkeeping with automated transaction categorization that learns from your business spending patterns File taxes with confidence using continuous financial monitoring that identifies savings opportunities and ensures compliance Reduce accounting costs by thousands annually by replacing multiple professional services with one AI platform Complete complex paperwork automatically through task autopilot that sets deadlines and handles document preparation Get personalized business guidance that remembers your past conversations and adapts to your specific company context Open business bank accounts faster with automated documentation management and application processing Skip accounting jargon and complex forms by communicating with your AI accountant in plain English
Eliminate manual data entry with automated transaction categorization and receipt management that extracts information instantly Close your books faster with automated bank reconciliation and month-end closing processes that ensure accuracy Gain real-time financial visibility with live KPI dashboards tracking cash flow, profitability ratios, and business efficiency metrics Scale accounting across multiple locations with unified financial management that handles complex multi-entity operations Automate revenue tracking through seamless POS system integrations that sync data from 30+ platforms automatically Catch up on neglected bookkeeping quickly with accelerated record updating that brings incomplete financials current Streamline corporate spending with automated bill pay, expense reports, and corporate card reconciliation Maintain accounting accuracy with AI-powered ledger reconciliation that compares records against actual account balances
Eliminate hours of manual data entry with AI-powered extraction that accurately reads transaction details, dates, and amounts from any PDF statement Get your financial data analysis-ready in under 3 minutes, with perfectly formatted spreadsheets for budgeting apps or accounting software Access your converted statements securely from any device, with bank-level encryption and automatic data deletion after processing for complete peace of mind Convert statements from any bank worldwide into both CSV and Excel formats, ensuring compatibility with your preferred financial management tools
Eliminate manual data entry completely by automatically extracting invoices from your email and web portals Close your books faster with automated forwarding of extracted invoice data directly to your accounting software Maintain perfectly accurate records with automatic duplicate detection that scans and removes repeated invoices Gain instant financial insights in seconds with detailed analysis of payment trends and spending patterns Recover your complete invoice history by retroactively fetching past invoices from all your connected accounts Download your entire invoice database efficiently with bulk export options for CSV and ZIP formats Match every transaction perfectly with automated bank reconciliation that links invoices to bank statements Process invoices exactly how you need with custom rules for automatic classification and forwarding