Finance AI Agents Agentic AI marketplace: Find automation tools and digital assistants recommended by leading AI automation agencies.

Agentic AI in "Finance AI Agents" Category | AI Agent Store

Mesha is an AI-powered accounting platform designed to automate accounts receivable and bookkeeping processes for businesses. It features AI agents like Marcus, who handles automated invoice follow-ups, and Max, who assists with bookkeeping tasks. The platform integrates with tools such as QuickBooks, Xero, and Stripe, streamlining financial operations and improving cash flow management.

Mesha

mesha

AI-powered platform automating accounts receivable and bookkeeping for businesses.

Yield Seeker is an AI‑driven platform that deploys a personalized agent to scan DeFi protocols in real time and optimize stablecoin yields (like USDC), automatically allocating deposits across opportunities based on risk and return profiles.

Yield Seeker

yield-seeker

AI‑powered DeFi agent for automated stablecoin yield optimization.

AQ22 provides domain‑specific AI agents tailored for financial analysts, automating credit underwriting, compliance checks (KYC/KYB), ratio analysis, and client reporting. It’s designed for private equity lenders, banks, and fintechs, integrating securely on‑prem or in‑cloud with audit trails and modular orchestration.

AQ22

aq22

AI‑powered platform automating credit and loan assessment for banks and lenders.

EasyFin AI is an advanced financial analysis platform that leverages artificial intelligence to automate investment research. It processes complex financial data, including U.S. market financials, earnings calls, and economic indicators, transforming them into actionable insights. With features like interactive dashboards, customizable charts, and backtesting tools, EasyFin enables investors to make data-driven decisions efficiently. The platform also provides curated research from top investment banks and tracks institutional activities, offering a comprehensive suite for portfolio optimization and risk management.

EasyFin AI

easyfin-ai

AI platform for automating financial research, offering real-time analysis and predictive insights for smarter investments.

GetInvoice is an AI-powered solution that automates the retrieval and management of invoices and receipts from various sources. By connecting to email accounts and over 20 web portals, it extracts invoice data using OCR technology, eliminates manual data entry, and forwards information to accounting software. Users can also capture receipts via a Telegram bot, ensuring seamless expense tracking and efficient financial workflows.

GetInvoice

getinvoice

AI-driven platform automating invoice and receipt collection from emails and web portals.

Intellectia.AI is an advanced AI-powered investment research platform designed to empower investors and traders with comprehensive insights. It offers a suite of features including real-time market data, AI-driven technical analysis, stock and cryptocurrency monitoring, and personalized investment recommendations. The platform aims to democratize financial information intelligence, making Wall Street-level insights accessible to all investors, from individuals to large institutions. With tools like the AI Stock Picker and Swing Trading signals, Intellectia.AI simplifies the investment process, enabling users to make informed decisions with confidence.

Intellectia.AI

intellectia-ai

An AI-powered investment research platform offering advanced insights and tools for informed financial decision-making.

Moody's Research Assistant is an AI-driven platform that enhances financial analysis by automating routine tasks, enabling analysts to process more data in less time. Leveraging generative AI and large language models, it provides timely and precise insights, allowing users to focus on complex, value-adding activities. The platform integrates Moody's extensive proprietary data with advanced AI technologies to deliver deeper insights and improve decision-making processes.

Moody's Research Assistant

moody-s-research-assistant

AI-powered platform that accelerates financial analysis by automating data extraction and insight generation.

Nextvestment is an AI-driven investment management platform designed to assist financial institutions, family offices, and advisors in providing proactive, personalized, and compliant investment guidance. By integrating Generative AI with portfolio management and compliance tools, Nextvestment enables users to deliver context-aware recommendations, automate financial conversations, and access real-time portfolio insights. The platform's customizable and modular architecture ensures seamless integration with existing systems, facilitating growth and scalability in wealth management practices.

Nextvestment

nextvestment

AI-powered platform delivering personalized, compliant investment guidance at scale.

MiA Analyst is an AI-driven platform tailored for the insurance industry, offering agentic AI solutions to enhance efficiency and decision-making. It automates tasks such as bordereaux reconciliation, intelligent submissions processing, and claims management, enabling carriers, MGAs, reinsurers, and mutuals to scale operations and reduce manual workloads. By integrating seamlessly with existing systems, MiA provides real-time data insights, helping teams work smarter and achieve better outcomes.

MiA Analyst

mia-analyst

AI platform streamlining insurance operations with agentic AI solutions.

Stacks is an AI-driven platform that automates financial workflows, data processing, and decision-making for businesses. It integrates with financial systems to enhance efficiency, reduce errors, and provide real-time insights. Designed for finance professionals, Stacks helps streamline reporting, reconciliation, and analysis, allowing organizations to optimize operations and drive smarter financial strategies.

Stacks

stacks

AI-powered platform that automates financial data processing and decision-making for businesses.

Juno AI is a generative AI-powered operating system developed by Juno Technologies, designed to revolutionize loan processing for lenders and brokers specializing in business and property finance. The platform automates traditionally manual tasks such as onboarding, document collection, and data enrichment, enhancing efficiency and accuracy in loan origination and packaging processes. By guiding small business clients through the loan application process and ensuring all information is accurate and complete, Juno AI streamlines workflows, reduces processing times and costs, and improves access to capital for small businesses.

Juno AI

juno-ai

An AI-powered platform automating business loan processing for lenders and brokers.

TurboDoc is an AI-driven platform designed to automate invoice and receipt processing by transforming unstructured documents into structured data. Utilizing advanced Optical Character Recognition (OCR) technology, it accurately extracts essential information such as company details, invoice numbers, dates, due dates, and payment specifics. The platform integrates seamlessly with Gmail, capturing invoices directly from your inbox and organizing the extracted data in a user-friendly dashboard. TurboDoc ensures data privacy with AES256 enterprise-level encryption and offers features like organized registries and transparent data handling for accounting purposes.

TurboDoc

turbodoc

AI-powered platform automating invoice processing with precise data extraction.

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