Looking for AI agents in Finance? Explore our marketplace of digital assistants and automation tools designed specifically for the Finance industry.

AI Agents for Finance | 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.

Vapi is a comprehensive platform designed for developers to efficiently build, test, and deploy AI-driven voice agents. It offers flexible APIs that facilitate the creation of custom conversational flows and integration with existing systems such as customer relationship management (CRM) and electronic health records (EHR). Vapi's low-latency architecture ensures real-time, natural interactions, making it ideal for applications in customer support, sales outreach, and more. The platform is engineered to handle millions of concurrent calls, leveraging a Kubernetes-based infrastructure to provide scalable and reliable voice AI solutions.

Vapi

vapi

A developer-centric platform enabling rapid creation, testing, and deployment of AI-powered voice agents for seamless integration into various applications.

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.

Pinecone is a fully managed vector database designed to support high-performance AI applications by enabling real-time semantic search and retrieval. It provides a serverless infrastructure that scales automatically, allowing developers to build and deploy AI-powered solutions without managing complex infrastructure. Pinecone supports features like hybrid search, metadata filtering, and real-time indexing, making it ideal for applications such as recommendation systems, chatbots, and knowledge bases. Its integration capabilities with various cloud providers and AI frameworks streamline the development of intelligent, context-aware applications.

Pinecone

pinecone

A fully managed vector database enabling scalable, real-time semantic search for AI applications.

Pinecall is an AI-powered voice assistant platform designed to enhance business communication through natural, multilingual conversations. Leveraging advanced voice processing technology, Pinecall delivers context-aware interactions with high speech recognition accuracy and low latency. The platform supports over 40 languages and integrates seamlessly into existing workflows, offering features like real-time sentiment analysis, appointment booking, and comprehensive call analytics. Pinecall's architecture ensures responsive and intelligent voice interactions, transforming customer service, sales, and outreach operations.

Pinecall

pinecall

AI voice agents for real-time, multilingual customer interactions with advanced analytics and seamless integration.

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.

Redactable is an AI-driven redaction platform designed to permanently remove sensitive information from documents, ensuring compliance and data security. Utilizing advanced machine learning and natural language processing, Redactable automates the identification and redaction of personally identifiable information (PII), protected health information (PHI), and other confidential data. Its features include OCR for scanned documents, metadata removal, audit trails, and redaction certificates. The platform supports collaboration, integrates with cloud services like Dropbox and OneDrive, and is tailored for industries such as legal, healthcare, finance, and government.

Redactable

redactable

AI-powered redaction tool that permanently removes sensitive data from documents with 98% time savings.

Vodex AI delivers generative AI-powered voice agents built to streamline and scale business communication. Whether you're automating debt collection calls, qualifying leads, sending timely reminders, or scheduling appointments—Vodex helps enterprises engage customers at scale while ensuring compliance and consistency.

By blending conversational AI with industry-specific workflows, Vodex voice agents drive efficiency across sales, support, and operations. From reducing manual effort to improving contact rates, Vodex offers a modern and human-like way to handle high-volume voice interactions.

Vodex AI

vodex-ai

AI voice agents for scalable, compliant, and human-like inbound and outbound calls—across collections, lead qualification, reminders, and scheduling.

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.

Synergetics AI is a decentralized platform that facilitates the creation, deployment, and monetization of autonomous AI agents. It offers a suite of tools, including AgentWorks, which encompasses components like AgentTalk for secure agent-to-agent communication, AgentWallet for digital asset management, and AgentMarket for trading AI agents. The platform supports various industries by enabling AI agents to operate securely across digital ecosystems, enhancing automation and efficiency.

**AgentWorks** is a cutting-edge AI platform that revolutionizes the way businesses interact with artificial intelligence. Developed by Synergetics.ai, AgentWorks empowers organizations to create, deploy, and manage AI agents seamlessly across various applications and workflows.
At its core, AgentWorks is designed to bridge the gap between human expertise and AI capabilities. It allows companies to harness the power of large language models (LLMs) and other AI technologies to automate complex tasks, enhance decision-making processes, and drive innovation.

**Key features of AgentWorks include:**
AgentWorks stands out by offering a comprehensive platform that combines the flexibility of custom AI development with the ease of use of pre-built components. This unique approach enables businesses to rapidly deploy AI-powered solutions while maintaining control over their AI strategy.

Synergetics AI

synergetics-ai

A decentralized platform enabling secure AI agent creation, communication, and monetization across digital ecosystems.

DeepSite is an AI-powered document processing platform designed to automate the extraction of data from various document types, including those in supply chain and finance sectors. Its flagship product, Document Insighter®, converts documents of any language and layout into machine-readable structured information, significantly reducing manual effort and accelerating business processes. DeepSite leverages advanced AI technologies to ensure accurate and efficient data capture, facilitating seamless integration into existing workflows and systems.

DeepSite

deepsite

An AI-powered document processing platform automating data extraction and workflow integration.

Automaited's AI assistant, Ada, automates document processing workflows by extracting and validating data with high precision. It integrates seamlessly into ERP systems, enabling efficient and secure automation of tasks such as e-invoicing, order processing, and form handling. Ada is designed for quick deployment without requiring IT resources and offers flexible integration options to adapt to existing business processes.

Automaited Ada

automaited-ada

An AI assistant for automating document workflows with seamless ERP integration.

AI Agents for "Finance" Industry