An AI-native BI platform by the former CPO of Tableau: automates data prep and generates dashboards and insights within seconds.
AI agents and applications for finance 75
Collection of AI agents and applications in Finance category
A brokerage platform with AI tools for investing: stock trading, AI analysis and learning materials in one service.
An AI platform for insurance brokers and agencies: autonomous 'AI Associates' handle applications, quoting, servicing and renewals.
A practice management platform for accounting firms with AI agents: file validation, renaming and routing of documents.
An AI platform for commercial and niche insurance automation: reading broker emails, data extraction, quoting and claims handling.
A multi-agent 'AI colleague' platform for small business: agents research markets, write outreach, analyze spreadsheets and manage customers.
The SENSE AI platform for commercial P&C insurance: automates underwriting, claims and reinsurance.
A generative BI platform: ask questions about business data in natural language and get ready dashboards and insights.
An AI-native accounting platform for startups: agents automate categorization, reconciliation and month-end close up to 98%.
Template-free document data extraction: invoices, receipts, bank statements and contracts into clean structured data.
AI-powered spreadsheets: talk to your data in natural language, connect databases and build charts without writing code.
An AI-native ERP and GL: close the month 3–10 days faster with automated transaction categorization and reconciliation.