Best financial data retrieval tools tools in 2025

AI chatbot for instant accounting and tax information.

Transform bank statements into organized data formats quickly.

Automates financial planning while using existing spreadsheets.

Embedded financial advisory for small and medium-sized businesses.

Manage personal finances with ease and clarity.

Smart assistant for real-time user support in applications.

Streamlined financial management for informed business decisions.

Manage digital investments and assets seamlessly with AI-driven insights.

Virtual financial advisor delivering real-time insights and reports.