Best document workflows optimization tools in 2025

Cubeo

Create personalized AI assistants without coding skills.

Shortify

Quickly condense lengthy articles and videos into summaries.

FinGPT

Advanced AI for financial analysis and decision-making.

SimFin

Access extensive financial data and analyze stock performance easily.

Exante

Centralized repository for contract management and analysis.

Gorilla Terminal

AI-powered financial insights for quick stock analysis and updates.

Captide

Automated financial data extraction from SEC filings and earnings calls.

Wallet.AI

Financial insights driven by AI for informed decisions.

ThinkChain

Advanced AI for analyzing investment data effectively.

Rocket Statements

Transform bank statements into organized data formats quickly.

PitchBook VC Exit Predictor

Predicts venture capital exit trends with real-time data.

Genius Sheets

Connect QuickBooks data to Excel and Google Sheets seamlessly.

Borea AI

Predicts stock prices and provides investment insights.

Workflow86

Automate workflows with AI and human collaboration.

Lido PDF Data Extraction

Quickly convert PDFs into organized Excel tables with ease.

Avanzai

Transforms financial data into clear insights for better decisions.

Bank Statement Converter

Convert PDF bank statements to a single CSV file efficiently.

FlowCog

Visual financial management for informed business decisions.

Cradl

Automated document processing for improved workplace efficiency.

Clear

Quickly analyze financial reports with plain language queries.

Watson Visual Recognition

Advanced visual recognition software for data analysis and insights.

Parthean

Streamlined financial planning for advisors and clients.

Finpilot

Advanced AI for swift financial document analysis.

InvoiceOCR

Automated invoice processing for accurate and efficient data management.

Kickv1.0

Automated bookkeeping for hassle-free financial management.