#Financial management
5 tools curated for you
Finmav1.1.4
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
Compass AI
Eliminate manual financial tracking with automated transaction categorization that connects directly to your bank accounts Make smarter financial decisions with personalized insights highlighting your business's specific strengths and weaknesses Prevent missed deadlines and overspending with real-time alerts for payment due dates and expense thresholds Understand your cash flow at a glance through customizable dashboard widgets showing visual financial data representations Stay consistently informed with weekly and monthly financial reports delivered directly to your email and dashboard Scale your financial management across teams with multi-user packages that support unlimited bank accounts and transactions
Owny
Automate SAFE and convertible note management using industry-standard templates to accelerate startup fundraising Streamline real estate investment processing by sharing listings, managing contracts, and handling deposits for private offerings Optimize fund operations with AI tools for onboarding existing and new funds using both standard and custom templates Centralize investor relationships through private dashboards with dedicated accounts, investment management, and verification features Execute global payment transfers efficiently via FX/ACH/Wire modules linked directly to specific private offerings Maintain compliance and reporting accuracy with back-office tools for transaction tracking, compliance management, and custom updates Gain actionable insights from interactive data analytics that track interest, sales activity, and inventory in real-time Accelerate closing processes by creating and sharing agreements that seamlessly integrate payments, refunds, and contractual activities
Vic.ai
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
Zeni
Eliminate manual bookkeeping with AI that automatically categorizes transactions and reconciles accounts Streamline bill payments and employee reimbursements through automated workflow approval systems Access fractional CFO expertise for strategic financial planning, budgeting, and investor relations without full-time hire costs Monitor real-time financial metrics and cash flow trends through constantly updated dashboards Simplify annual tax preparation with organized financial records and dedicated tax support Gain actionable financial insights that inform strategic decisions and operational adjustments