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.

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.

Louisa AI is an advanced platform designed to enhance business development by mapping the expertise and relationships within a company. By analyzing internal data sources, Louisa creates a comprehensive network of who-knows-who and who-knows-what, enabling organizations to leverage their collective knowledge effectively. This AI-driven approach facilitates the identification of new revenue opportunities, fosters collaboration, and streamlines internal processes. Louisa AI was developed within Goldman Sachs and became an independent entity in 2023, focusing on revolutionizing business relationships through artificial intelligence.

Louisa AI

louisa-ai

AI platform that maps company expertise and relationships to uncover revenue opportunities through intelligent networking.

KOGO is a Bengaluru-based AI company that offers a diverse selection of AI agents designed to support businesses across multiple industries, including travel, healthcare, finance, retail, and law. Their platform provides AI-driven automation solutions for tasks such as appointment booking, anomaly detection, and customer service. With a focus on ease of use, KOGO enables businesses to quickly deploy AI agents to streamline operations and enhance productivity. Additionally, developers can build and customize their own AI agents using KOGO OS, contributing to a growing ecosystem of intelligent automation tools tailored for different business needs.

KOGO AI Agents

kogo-ai-agents

A platform providing AI agents for various industries, helping businesses automate tasks and improve efficiency.

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.

Exponent AI is a platform that leverages artificial intelligence to deliver institutional-level productivity tools tailored for cryptocurrency investors. It offers real-time crypto search capabilities, actionable insights, proactive risk mitigation strategies, personalized alerts, and the ability to interact with and execute actions in Web3 using natural language. By empowering users with advanced AI agents, Exponent AI aims to enhance decision-making processes and streamline crypto investment strategies.

Exponent AI

exponent-ai

An AI-powered platform providing institutional-level productivity tools for cryptocurrency investors.

Tally AI provides autonomous agents designed for accounting firms, seamlessly integrating into existing systems to automate repetitive tasks across accounting, tax, and audit functions. By handling routine processes, Tally AI enhances efficiency, allowing teams to focus on complex, high-value work. The agents operate within familiar tools, ensuring a smooth workflow without the need for additional software or engineering support.

Tally AI

tally-ai

AI agents automating repetitive tasks in accounting, tax, and audit within existing systems.

Datamatics TruAgentic is a low-code platform that enables businesses to design, deploy, and manage AI agents for automating complex, goal-oriented processes. By integrating with large language models (LLMs) and supporting bring-your-own-model (BYOM) capabilities, TruAgentic allows for the creation of autonomous agents that adapt to dynamic conditions without human intervention. The platform offers a visual designer with ready-made drag-and-drop components, facilitating rapid development and deployment of AI agents. With features like multi-agent collaboration and real-time adaptability, TruAgentic helps organizations enhance operational efficiency and reduce manual efforts.

Datamatics TruAgentic

datamatics-truagentic

A low-code platform for creating and managing AI agents to automate complex business processes.

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.

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.

Closed-Source AI Agents for "Finance" Industry