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

Closed-Source AI Agents for Finance | AI Agent Store

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.

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.

Upmetrics is an AI-powered business planning platform that helps entrepreneurs, small businesses, and students create professional business plans, financial forecasts, and pitch decks. Its AI assistant asks targeted questions, auto-writes and refines sections, and adjusts tone so users can quickly draft clear, investor-ready content instead of starting from a blank page. Upmetrics also offers automated financial modeling tools for cash flow forecasts, profit and loss statements, and balance sheets, plus what-if scenario planning and collaboration for teams. With 400+ sample plans, strategic planning tools, and a built-in pitch deck creator, it streamlines the entire planning process from idea validation through funding presentations.

Upmetrics

upmetrics

AI-powered business planning software that generates business plans, financial forecasts, and pitch decks with guided, step-by-step assistance.

1Shot API is an onchain automation layer that turns smart contracts into easily callable tools for apps, workflows, and AI-driven systems. It provides managed wallets, transaction orchestration, and support for standards like x402 payments and MetaMask Delegation Framework, so you can send stablecoin payments, automate onchain actions, and trigger transactions from platforms like n8n, Make, and IFTTT. Developers can read and write to any supported EVM smart contract, estimate gas, batch calls, and receive webhooks when transactions are finalized. 1Shot Prompts adds annotated smart contract prompts that make it easier for AI systems to reason about contract methods, enabling safer, autonomous onchain execution.

1Shot API

1shot-api

Onchain automation layer that lets AI agents and workflows read, write, and pay with smart contracts via a managed wallet API.

Reducto AI provides high-accuracy document ingestion APIs for AI teams. It parses complex PDFs, Excel, and PowerPoint, applies agentic OCR, splits multi-doc files, and extracts schema-precise fields. Reducto can summarize figures, convert graphs to tables, fill detected form fields, and output structured JSON suited for RAG and automation. Used across finance, healthcare, legal, and insurance, it offers SDKs/docs, a free tier, and enterprise security options.

Reducto AI

reducto-ai

Document intelligence API that parses, splits, OCRs, and extracts structured data from complex PDFs, slides, and spreadsheets.

Shortcut (TryShortcut.ai) is an AI Excel agent that automates spreadsheet work—from cleaning data and writing formulas to building full financial models like DCFs, LBOs, and three-statement models. It runs as a web app and as a native Excel add-in, preserving formatting and formulas while supporting multi-turn edits, audits, and export to .xlsx. A free tier provides limited daily tasks, with paid plans unlocking unlimited usage, priority processing, templates, and the Excel plugin.

Shortcut (Excel AI)

shortcut-excel-ai

AI Excel agent that builds and edits spreadsheets, models, and analyses via chat and an Excel add-in; free tier plus paid plans.

Fyva is a business intelligence / financial analysis platform that helps analysts and investors by automating portions of equity research and report drafting. It ingests data and filings, provides independent company & trend research, and delivers first-draft reports that analysts can refine.

Fyva AI

fyva-ai

AI copilot for analysts that generates equity research reports and insights from data and filings.

Box AI Agents is a content-intelligence platform by Box that lets enterprises automate research, deep extraction, search, and approvals over unstructured content. It uses secure, permissions-aware models (via Box AI Studio), integrates with top LLM providers, and ensures compliance and governance for sensitive data. Agents are tailored to tasks like contract analytics, HR document queries, finance workflows, and regulatory review.

Box AI Agents

box-ai-agents

Secure enterprise agents within Box that extract insights, automate workflows, and reason over content.

GetAgent is Bitget’s proprietary AI trading assistant embedded in the Bitget App. It provides real-time market insights, technical and sentiment analysis, strategy suggestions, and direct execution of spot, futures, and on-chain trades—all through simple conversational prompts and personalized based on user history.

Bitget GetAgent

bitget-getagent

AI-powered crypto trading assistant for market analysis and executing trades via natural language.

ChainGPT AI Agent is a fully autonomous Web3 AI assistant that monitors blockchain data, social signals, and news to deliver real‑time market insights, alerts, and educational content via X. It features fact-checking, sentiment analysis, and daily recaps to keep crypto users informed and engaged.

ChainGPT AI Agent

chaingpt-ai-agent

Autonomous Web3 agent publishing real‑time crypto insights on X (Twitter) via AI-powered analysis.

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.

Closed-Source AI Agents for "Finance" Industry