Best financial data insights tools tools in 2025

Oly AI

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

Avanzai

Transforms financial data into clear insights for better decisions.

Tradeworx

Financial technology for efficient capital market operations.

Rocket Statements

Transform bank statements into organized data formats quickly.

FlowCog

Visual financial management for informed business decisions.

Axoni

Real-time data replication for streamlined financial workflows.

cc:Monet

Efficient AI-based finance assistant for automated bookkeeping.

Centauri AI

AI-driven data processing for finance professionals.

ChatMe.CPA

AI chatbot for instant accounting and tax information.

Docyt

Automated bookkeeping for efficient financial management.

AlphaResearch

Efficient financial research for informed investment decisions.

Zumma

Automated invoicing system integrated with WhatsApp for expense management.

SearchGPT

Generate customized spreadsheets with quick prompts for data management.

Modularmind

Automate workflows for improved efficiency in daily tasks.

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.

FinGPT

Advanced AI for financial analysis and decision-making.

SimFin

Access extensive financial data and analyze stock performance easily.

Captide

Automated financial data extraction from SEC filings and earnings calls.

Clear

Quickly analyze financial reports with plain language queries.

Datarails.com

Automates financial planning while using existing spreadsheets.

Market Genius AI

Transforms earnings transcripts into clear interactive dashboards.