Best financial data management software tools in 2025

FinGPT

Advanced AI for financial analysis and decision-making.

AlphaResearch

Efficient financial research for informed investment decisions.

Oly AI

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

Publicview

Search and analyze SEC filings with interactive data visualization.

Prefind

Smart AI search engine for quick, relevant information retrieval.

Centauri AI

AI-driven data processing for finance professionals.

Rocket Statements

Transform bank statements into organized data formats quickly.

Avanzai

Transforms financial data into clear insights for better decisions.

Tradeworx

Financial technology for efficient capital market operations.

ChatMe.CPA

AI chatbot for instant accounting and tax information.

WizModel

Run machine learning models effortlessly with minimal code.

Veryfi.com

Transform documents into actionable financial data efficiently.

SQLgenius

Generate SQL queries effortlessly with plain English input.

SimFin

Access extensive financial data and analyze stock performance easily.

Captide

Automated financial data extraction from SEC filings and earnings calls.

Datarails.com

Automates financial planning while using existing spreadsheets.

Finsheet

Access years of market data directly in spreadsheets.

LedgerBox

AI-driven financial document converter for streamlined bookkeeping.