Best financial record management tools in 2025

CPA Pilot

An AI assistant for tax professionals to streamline their workflow.

NRI GPT

Investment guidance and tax management for non-resident Indians.

FlyFin

AI-driven tax assistance for freelancers maximizing deductions.

TaxGPT.com

Intelligent assistance for accurate tax calculations and deductions.

ExpenseBadger

Automated expense tracking and file organization solution.

Profitwell

Streamlined payment and subscription management for digital businesses.

Rainbird

Automated decision-making for clarity and efficiency.

Askailawyer

Get quick, easy legal answers without the hassle.

Simpla AI

Quick and tailored advice for tax and accounting needs.

FinWise

Navigate your financial life with personalized budgeting and insights.

BringTable

Transform bill images into organized data effortlessly.

Redactable

Automated software for quickly redacting sensitive information in documents.

MaskmyPrompt

Anonymize prompts to protect personal information in conversations.

mxhero.com

Automates email management and enhances security for organizations.

mool.ai

Accelerates document creation for strategic teams using specialized templates.

MostlyAI

Generate realistic synthetic data while protecting privacy.

Manager

Free offline accounting software for personal and business finances.

Flowsecure.io

Automated data collection for smooth client interactions.

Relay

Centralized dashboard for investment portfolio management and analysis.

FileAI

Quickly read and summarize PDF documents for efficient management.

Circler

Automated bookkeeping for ticket brokers to track finances effortlessly.

GAO

Independent evaluations of government programs and finances.

Osfin.ai

Automated financial operations for seamless banking and reconciliation.

Quantifind.com

Automated financial crime detection and risk assessment.

Kickv1.0

Automated bookkeeping for hassle-free financial management.