Best financial data insights software tools in 2025

FinGPT

Advanced AI for financial analysis and decision-making.

Publicview

Search and analyze SEC filings with interactive data visualization.

AlphaResearch

Efficient financial research for informed investment decisions.

Oly AI

AI-driven bookkeeping for real-time financial insights and reporting.

Veryfi.com

Transform documents into actionable financial data efficiently.

Avanzai

Transforms financial data into clear insights for better decisions.

BringTable

Transform bill images into organized data effortlessly.

Tradeworx

Financial technology for efficient capital market operations.

SimFin

Access extensive financial data and analyze stock performance easily.

Gorilla Terminal

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

Captide

Automated financial data extraction from SEC filings and earnings calls.

Rocket Statements

Transform bank statements into organized data formats quickly.

Clear

Quickly analyze financial reports with plain language queries.

Market Genius AI

Transforms earnings transcripts into clear interactive dashboards.

Rose.ai

Transform complex data into clear visuals and insights.

Finsheet

Access years of market data directly in spreadsheets.

Genius Sheets

Connect QuickBooks data to Excel and Google Sheets seamlessly.

Reconcile

Financial management made easy for small businesses.

Subscription + from $30/m
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PlanGuru

Budgeting and financial forecasting software for informed decision-making.

WellyBox

Automated expense management through email receipt organization.

LedgerBox

AI-driven financial document converter for streamlined bookkeeping.

Datarails.com

Automates financial planning while using existing spreadsheets.

Prefind

Smart AI search engine for quick, relevant information retrieval.