Best financial data performance tools in 2025

Captide

Automated financial data extraction from SEC filings and earnings calls.

Rocket Statements

Transform bank statements into organized data formats quickly.

Avanzai

Transforms financial data into clear insights for better decisions.

Bank Statement Converter

Convert PDF bank statements to a single CSV file efficiently.

Recordme

Automated accounting data extraction and management solution.

cc:Monet

Efficient AI-based finance assistant for automated bookkeeping.

Datarails.com

Automates financial planning while using existing spreadsheets.

Sonny9

AI-driven client onboarding and information management system.

Market Genius AI

Transforms earnings transcripts into clear interactive dashboards.

Centauri AI

AI-driven data processing for finance professionals.

Publicview

Search and analyze SEC filings with interactive data visualization.

ChatMe.CPA

AI chatbot for instant accounting and tax information.

AlphaResearch

Efficient financial research for informed investment decisions.

Veryfi.com

Transform documents into actionable financial data efficiently.

Finsheet

Access years of market data directly in spreadsheets.

LedgerBox

AI-driven financial document converter for streamlined bookkeeping.

Oly AI

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

Zillion

AI-powered analysts for enhanced financial productivity.