Best financial record management tools in 2025

Rocket Statements

Transform bank statements into organized data formats quickly.

Recordme

Automated accounting data extraction and management solution.

Docyt

Automated bookkeeping for efficient financial management.

Taxfyle

Streamlined online accounting and tax preparation service.

Chart

Instantly access verified tax records for efficient financial processes.

FinGPT

Advanced AI for financial analysis and decision-making.

Momentum Radar

Analyzes financial data to enhance investment decisions.

SimFin

Access extensive financial data and analyze stock performance easily.

Gorilla Terminal

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

FinanceBrain

AI assistant offering finance and accounting answers anytime.

Gpt4autocoder

Create interactive web applications directly from Python scripts.

Captide

Automated financial data extraction from SEC filings and earnings calls.

Wallet.AI

Financial insights driven by AI for informed decisions.

ThinkChain

Advanced AI for analyzing investment data effectively.

Stockpulse

AI-driven insights for tracking financial news and market sentiment.

Trullion

Automates financial reporting and compliance processes using AI.

PitchBook VC Exit Predictor

Predicts venture capital exit trends with real-time data.

CorgiLabs

Payment optimization and fraud detection for businesses.

Harriet.ai

Real-time financial management for small businesses.

Genius Sheets

Connect QuickBooks data to Excel and Google Sheets seamlessly.

Borea AI

Predicts stock prices and provides investment insights.

Freshly

Analyze stock relationships to find trading opportunities.

mindbridge.ai

Automated financial risk detection and anomaly analysis solution.

Kniru

Manage personal finances with ease and clarity.

Avanzai

Transforms financial data into clear insights for better decisions.