AI tools in Finance & Accounting

Finance & Accounting — hand-reviewed AI tools in this category, with pricing, tags, and official links.

Redtail

Paid

Finance & Accounting

Client relationship and workflow management for financial advisors

www.redtailtechnology.comTry it

Mashvisor

Paid

Finance & Accounting

Rental-property research, market comparisons and investment-return estimates

www.mashvisor.comTry it

Docupace

Unverified

Finance & Accounting

Connected wealth-operations software for advisors, RIAs, and broker-dealers

docupace.comTry it

Wealthfront

Paid

Finance & Accounting

Automated investing, cash management, and financial planning for U.S. clients

www.wealthfront.comTry it

TradingView (Free)

Free

Finance & Accounting

TradingView Basic offers market charts, screeners, watchlists, alerts and community ideas within free-plan limits

www.tradingview.comTry it

Trade Ideas

Freemium

Finance & Accounting

Trade Ideas is AI stock scanner with real-time alerts and backtesting.

www.trade-ideas.comTry it

QuickBooks AI

Paid

Finance & Accounting

AI-powered accounting assistant for bookkeeping, invoices, expenses, reports, and cash-flow insights

quickbooks.intuit.comTry it

PocketSmith

Freemium

Finance & Accounting

Plan budgets and forecast future cash flow with calendar-based personal finance tools.

www.pocketsmith.comTry it

Empower Personal Dashboard

Free

Finance & Accounting

Free personal-finance dashboard for net worth, spending, investments and retirement planning

www.empower.comTry it

Mint (legacy)

Unverified

Finance & Accounting

Legacy personal-finance service whose selected features moved to Credit Karma

mint.intuit.comTry it

M1 Finance

Paid

Finance & Accounting

Self-directed investing with portfolio allocation and deposit automation