AI agents for Finance & Investing
Agents and platforms for financial document analysis, market intelligence and rules-based trading. Functional reviews only, never investment advice.
How to read this page
Listings are sorted alphabetically, not ranked. Facts come from each vendor's public site (sources on every profile). “Unverified” means we haven't run our hands-on test yet. EU badges reflect only what the vendor publicly states.
26 agents
AlphaSense (SuperAnalyst)
AlphaSense
Market intelligence across 500M+ documents, with an always-on AI agent.
Basis
Basis
AI agents that do accounting work end to end.
Blueflame AI
Blueflame AI
An AI agent that knows M&A.
Booke AI
Booke AI
AI bookkeeper for QuickBooks and Xero.
Captide
Captide
Enterprise APIs for corporate filings intelligence.
Composer
Composer by SoFi
Build trading algorithms with AI, backtest and execute.
Daloopa
Daloopa
Financial data and AI automation for public equity research.
Datarails FinanceOS
Datarails
AI operating system for finance teams.
Digits
Digits
AI-native accounting software.
Hebbia
Hebbia
AI built for the rigour of finance.
Julius AI
Julius AI
AI workspace for data analysis, research and presentations.
Model ML
Model ML
Your finance agent, wherever you are.
Numeric
Numeric
Data platform for finance teams.
Pigment
Pigment
Agentic AI for enterprise business planning.
QuantConnect
QuantConnect
Research, backtest and live-trade quant strategies.
Ramp
Ramp
Spend management with AI agents for finance operations.
Rillet
Rillet
AI-native ERP for faster close.
Rogo
Rogo
AI for finance teams at leading financial institutions.
Rossum
Rossum
AI agents for transactional document workflows.
Samaya
Samaya AI
Research agents for finance.
Stampli (Billy)
Stampli
AI procure-to-pay platform for finance teams.
Surmount
Surmount
Automated, data-driven investing strategies.
Trade Ideas (Holly AI)
Trade Ideas
Real-time AI stock scanner and Holly AI signals.
Truewind
Truewind
AI agents that turn source financial data into GL-ready entries.
Vic.ai
Vic.ai
AI-first accounts payable automation.
Zeni
Zeni
AI bookkeeping and accounting with expert review.
Example workflows
- Build a market map before an investment committeeVenture capital / Private equity · Investment associate
- Backtest a rules-based investing strategyPersonal finance · Self-directed investor
- Speed up month-end close for a small finance teamStartups / SMB · Founder / Head of Finance
- Prepare for earnings season across a coverage listAsset management / Hedge funds · Equity analyst
- Automate budget-vs-actuals and forecast updatesMid-market companies · CFO / FP&A lead
- Scale client accounting services at an accounting firmAccounting firms · Managing partner / CAS lead
- Automate invoice and order document processingManufacturing / Logistics · Finance operations manager