Best user-friendly insights tools in 2025

SEC Insights

Simplified financial document analysis for informed decision-making.

FinGPT

Advanced AI for financial analysis and decision-making.

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.

Clear

Quickly analyze financial reports with plain language queries.

Unstract

Automates data extraction from unstructured documents seamlessly.

Finpilot

Advanced AI for swift financial document analysis.

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.

Centauri AI

AI-driven data processing for finance professionals.

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.

Tradeworx

Financial technology for efficient capital market operations.

LedgerBox

AI-driven financial document converter for streamlined bookkeeping.

Oly AI

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

Thinking Machines

Empowers organizations with custom AI and cloud data solutions.

SimFin

Access extensive financial data and analyze stock performance easily.

Market Genius AI

Transforms earnings transcripts into clear interactive dashboards.

Publicview

Search and analyze SEC filings with interactive data visualization.