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

AI Agents for Finance, freemium pricing | 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.

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.

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.

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.

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.

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.

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.

AI Agents for "Finance" Industry, freemium pricing