Alternatives to ChatD&B
Compare ChatD&B alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to ChatD&B in 2026. Compare features, ratings, user reviews, pricing, and more from ChatD&B competitors and alternatives in order to make an informed decision for your business.
-
1
D&B Finance Analytics
Dun & Bradstreet
AI-driven credit-to-cash solutions powered by Dun & Bradstreet’s industry-leading global data and analytics. D&B Finance Analytics provides AI-driven solutions powered by the Dun & Bradstreet Data Cloud. Intelligent, flexible, and easy to use, D&B Finance Analytics helps finance teams manage risk, increase operational efficiency, reduce cost, and improve the customer experience. Manage credit and receivables risk to help minimize bad debt, reduce DSO, and improve cash flow. Help automate manual decisioning, monitoring, matching, and customer communications. Provide your customers with an online credit application and a payment portal. D&B Finance Analytics comprises two platforms, D&B Credit Intelligence, and D&B® Receivables Intelligence, that together provide powerful insights and technology to help you accelerate success throughout your credit-to-cash processes. You can gain visibility into credit risk quickly onboard customers and set the right terms. -
2
D&B Hoovers
Dun & Bradstreet
Create a faster path from prospect to profitable relationship with D&B Hoovers. Find key sales prospects and opportunities for growth. D&B Hoovers is a sales acceleration solution that provides a faster path from prospect to profitable relationship by leveraging data and analytics. B2B sales professionals can engage faster with customers to grow their business. Access comprehensive intelligence on more than 120 million business records. Deliver intelligence and insight into the tools where your sellers and marketers work every day. Intuitive interface and automated workflow features including triggers, alerts, smart lists and conceptual search. D&B Hoovers combines the world’s largest commercial database from Dun & Bradstreet with sophisticated analytics to deliver a sales intelligence solution packed with insight. D&B Hoovers offers dynamic search and list-building capabilities, realtime trigger alerts, comprehensive company profiles, and valuable research reports. -
3
SAP Ariba Spend Analysis
SAP Ariba
With the clearest insight into all your spend and suppliers, you’ll see all the ways you can increase savings, mitigate risks, and improve compliance. The SAP Ariba spend analysis solution gathers your spend data from wherever it lives, classifies it according to company and industry standards, and then enriches it with Dun & Bradstreet market intelligence. The result is an objective, insightful analysis of your organization's spending habits and the opportunities you have to save money and improve supplier relationships. Get the spend visibility you need to make better, faster, and more confident buying decisions – and negotiate with more clout. After SAP Ariba Spend Analysis collects data from your systems, it aggregates and classifies it using industry standards-based, custom, and SAP Ariba taxonomies. With a solution tightly woven with Dun and Bradstreet’s enriched business information, gain deeper insight into your supply base. -
4
CIAL 360 Credit
CIAL Dun & Bradstreet
Manage risk and make confident credit decisions. Many finance teams today manage critical operations and data in antiquated ways. Our flagship risk management solution provides intelligent risk management to modern finance teams. Approve or reject deals automatically according to custom credit policies. Collaborate efficiently with all the stakeholders involved so they can track the credit decision process. Assess your credit applicants with the most comprehensive global commercial database to assess exposure to risk. Maintain a comprehensive and up-to-date view of your customer relationships so you can manage your portfolio more strategically. CIAL 360 Credit enables you to make credit decisions confidently, effectively, and efficiently. CIAL is a proud partner of Dun & Bradstreet’s extensive World Wide Network, which enables millions of businesses around the world to make confident decisions with reliable and accessible information. -
5
D&B Rev.Up ABX
Dun & Bradstreet
D&B Rev.Up is the new open RevTech platform B2B marketers have been waiting for. D&B Rev.Up ABX, the first product on the platform, helps you grow revenue with unified data, targeted audiences, and personalize activations across channels. Plus, track your results. All powered by our industry-leading CDP - and with connectors to whatever Martech or Salestech you already use so you won’t be trapped in yet another tech silo. Learn how Citrix uses Dun & Bradstreet to enhance the way their marketing and sales teams target the right accounts with the right messages to drive increases in pipeline and size of deal. LiveRamp wanted to target more accounts. By deploying Dun & Bradstreet, they expanded their account universe and are running integrated, targeted campaigns to top accounts. Give your audiences the personalized, relevant experiences that will help win them over - and do it consistently across display, paid social, email, web search, and more. -
6
Invstr
Invstr
Elevate your financial analysis with cutting-edge AI-powered solutions that streamline processes, enhance insights, and drive smarter decisions. Unlock financial insights with our AI Chat—your go-to for easy, real-time queries on company financial reports. Instant AI summaries for comprehensive financial reports, simplifying complex data into actionable insights in seconds. Comprehensive AI risk analysis: Uncover financial report vulnerabilities, enabling informed decisions with data-driven insights. Gain key insights from corporate discussions to make informed investment decisions quickly. Streamline data analysis, empowering you to make informed decisions with ease and accuracy. Delight in accessing pertinent data to fulfill your analysis requirements through a comprehensive dashboard filled with features.Starting Price: $29 per month -
7
Zerve AI
Zerve AI
Zerve is the agentic data workspace designed for anyone who works with data, from solo analysts, data scientists, business users and teams alike. Zerve brings together exploration, advanced analysis, collaboration, and production deployment into a single AI-native environment, so that important data work doesn’t stall, break, or disappear. Zerve’s AI agents understand the full context of a project and actively help plan, build, debug, and iterate across multi-step analyses. Agents assist with tasks like cleaning and transforming data, identifying issues, and testing approaches, reducing the manual effort that slows teams down. This means working at a higher level of abstraction without being slowed by setup or syntax. Zerve can be used as SaaS, self-hosted, or even on-premise for highly regulated environments. Zerve is used by data professionals in companies such as BBC, QVC, Dun & Bradstreet, Airbus, and many others.Starting Price: $0 -
8
Scoutbee
Scoutbee
Scoutbee delivers verified supplier information to support robust, agile and strategic buying decisions. AI identifies up to 180 times more suppliers, 75% faster. Gain deep holistic supplier insights from millions of verified data points. 360° view of your supply base to diversify and strengthen supply networks. Valuable strategic supplier management, automated, centralized, optimized. Generate high-quality supplier longlists in a matter of days for better operational efficiency and quick time-to-market. Collect, sort and analyze RFI feedback. With handy automated workflows, you can process supplier data at a glance. Centralize collaboration between procurement teams and relevant suppliers. All actions are documented to achieve transparency and compliance. Aggregate data from a multitude of verified sources (Dun & Bradstreet financial data, certificates, etc.) to bolster strategic buying decisions. -
9
Nav
Nav
Nav is a business credit and financial health platform that helps small businesses track, monitor, and build their business and personal credit profiles across the major bureaus (Experian, Equifax, and Dun & Bradstreet) in one centralized dashboard so owners can see where they stand and understand what lenders and partners see when evaluating creditworthiness. It provides real-time credit monitoring, alerts, detailed credit reports, score tracking, and cash flow health tools to help users spot changes, correct errors, and make informed decisions about credit and financing. Nav also matches businesses to financing opportunities by analyzing their credit and financial data to recommend loans, credit cards, lines of credit, and other funding options that fit the business profile, helping streamline what can otherwise be a confusing research process. With optional memberships like Nav Prime, users can build business credit faster through tradelines.Starting Price: $39.99 per month -
10
Match2Lists
Match2Lists
Match2Lists is the fastest, easiest and most accurate way to Match, Merge and De-duplicate your data. With Our Match2D&B option, you can enrich your data with Dun & Bradstreet information on-demand. In just minutes, you can cleanse your data of duplicates and blend raw data from different sources into powerful information. Our first objective is maximum match results for our customers. Prior to creating Match2Lists, we ran analytics and data visualisation companies and used most "fuzzy" matching software on the market. Unsatisfied by their low match results, we spent 10 years developing the most advanced data matching logic. Our second objective is time: enable our customers to spend less time matching and cleansing data and more time analysing and executing. So we implemented our advanced matching logic on the fast in-memory cloud computing architecture we could find, capable of matching 200 million records in 30 seconds.Starting Price: $95 per month -
11
PentaCue
PentaCue
PentaCue offers not just answers, but auditable, transparent ones. With a focus on Corporate filings, it surpasses ChatGPT's scope, ensuring high-quality responses backed by the latest data. Achieve unparalleled clarity in navigating complex financial data. Our tool doesn't just guide you to the right answers, it takes you to the specific paragraphs across multiple documents that form the basis of these insights. This level of detail in citations ensures a deeper understanding and trust in the information provided. PentaCue isn't limited to single document analysis. It can simultaneously scrutinize multiple documents, offering a breadth of comprehensive insights. This ability enables users to make deep comparisons and contrasts, extracting valuable information that is often missed in isolated analysis. -
12
Fintool
Fintool
Fintool scans millions of SEC filings, earnings calls, and conference transcripts to provide precise answers. It quotes sources and suggests follow-up questions. Fintool organizes financial metrics, KPIs, and unstructured data from filings and transcripts into easy-to-use tables. FinanceBench is the industry standard for LLM performance on financial questions. Fintool was benchmarked against two state-of-the-art applications and models and outperformed the leading one by 58%. Fintool works in the background reading thousands of filings and informing you with real-time alerts on the information you care about. Securely upload your own data with enterprise-grade security. Fintool seamlessly connects to cloud providers, integrating your information for comprehensive analysis and insights. Fintool has developed an extensive infrastructure designed to extract pertinent information from numerous companies and decades of filings. -
13
Brightwave
Brightwave
Brightwave is an AI-powered research and investment intelligence tool that uses autonomous agents to conduct in-depth research, screen thousands of documents, and create share-ready deliverables with detailed source attribution and synthesized insights, turning massive data rooms into actionable outputs in minutes rather than hours. It reads and synthesizes every page of dense materials such as PDFs, Word files, Excel spreadsheets, SEC filings, earnings calls, and other sources to surface hidden risks, opportunities, and key factors with high accuracy and sentence-level sourcing. Brightwave produces structured reports, charts, tables, grids, slides, and other custom outputs that go beyond simple chat responses, enabling users to clone prior templates, generate investment memos, and extract structured data at scale. It supports private and public market workflows, helps identify critical details that manual review might miss, and allows customization of data sources.Starting Price: $200 per month -
14
Extruct AI
Extruct AI
Extruct AI is an advanced platform that leverages artificial intelligence to simplify and accelerate business research. It is designed to help businesses uncover new companies, enrich existing data, and track market trends in real time. With AI agents that handle the collection and analysis of data from various sources such as public databases, websites, and verified reports, Extruct ensures accuracy and efficiency. The platform offers dynamic tools for discovering high-quality leads, monitoring competitors, and conducting market analysis with real-time data updates. Extruct also integrates easily with existing systems, allowing businesses to customize data and enhance their decision-making processes. It is ideal for sales, market research, and competitor tracking, providing actionable insights without the need for traditional data collection methods. Extruct helps professionals save time, uncover deeper insights, and make informed decisions through its business intelligence.Starting Price: $99 per month -
15
Finalle.ai
Finalle.ai
Automagically analyze real-time financial intelligence from websites. Be first to understand the market. Invest with insights. -
16
Bridgewise
Bridgewise
Bridgewise is a technological research company that leverages proprietary AI to generate analysis of more than 90% of global securities. Today, the vast majority of global equities aren’t covered by any financial institution. This leaves a fundamental gap in information available to investors and represents an obstacle to issuers looking to increase discoverability and exposure. Bridgewise has developed machine learning algorithms and generative AI to bridge this information gap, helping to unveil hidden investment opportunities to investors around the world, producing analysis and content in the language of their choice. Bridgewise partners with leading financial institutions around the world, including exchanges, trading platforms, investment houses, financial advisors, and financial media & education platforms. Its innovative AI-driven content solutions are integrated into financial platforms, helping increase investor awareness and activity. -
17
Modernbanc
Modernbanc
Modernbanc offers an AI-driven finance platform that acts as your virtual finance team by enabling natural‑language chat to query business finances and generate real‑time dashboards and projections. It centralizes and harmonizes financial data by integrating all payment processors in one unified ledger and orchestrating money flows across accounts, while robust APIs, including the Encryption Vault API, securely store and tokenize payment data to achieve PCI‑DSS compliance in minutes. Modernbanc automates end‑to‑end financial processes such as transaction reconciliation, reporting, and profit & loss and cash flow statement generation with dynamic, spreadsheet‑like visualizations called Charts. Users benefit from real‑time runway calculations, customizable revenue trackers, and automated alerts that detect anomalies. Designed for flexibility, it provides RESTful APIs, webhooks, and customizable modules to embed secure financial operations into any application.Starting Price: Free -
18
Quist
Quist
Quist is an AI-powered research assistant that frees researchers & analysts for discovery, innovation, and strategic thinking. Say goodbye to time constraints and hefty operational costs, Quist has got you covered. Quist seamlessly integrates into your go-to business processes to deliver personalized reports that cater to your unique business needs, whether it's an investment analysis, academia, or consulting. It's like having a junior research analyst on your team, but faster and more cost-effective. Receive regular reports to stay aware of the latest developments in your field. After generation, each thesis is independently verified. Explore insights from the 10 most relevant sources per search in the base search and access any amount of custom sources for comprehensive reports. Break language barriers with multilingual knowledge capabilities for a truly global research experience. Elevate your business intelligence game with Quist, where friendly meets efficient. -
19
FinChat
FinChat
FinChat.io is an all-in-one investment research platform that combines institutional-grade financial data, analytics, and conversational AI. It offers up to 20 years of financial data on over 100,000 global stocks, including detailed income statements, balance sheets, cash flow statements, and company-specific key performance indicators (KPIs). FinChat's unique Segment & KPI data library covers more than 2,000 global stocks, tracking granular metrics such as Netflix's total paying members, Starbucks' same-store sales growth, and Amazon's cloud computing revenue. FinChat's charting tools allow users to compare companies head-to-head using over 10,000 different metrics, facilitating analysis of both generic financial measures like revenue and EPS, as well as company-specific numbers. It also features FinChat Copilot, a conversational AI assistant built specifically to handle complex financial questions, capable of summarizing conference calls, analyzing stock performance, etc.Starting Price: $24 per month -
20
Drift.ai
Drift.ai
Drift is an AI-powered Excel analysis tool designed to help professionals gain deeper insights from financial models and spreadsheets. The platform enhances traditional Excel workflows by making complex models easier to understand, analyze, and query. Drift allows users to ask questions about their spreadsheets and receive contextual insights that support better decision-making. It can detect issues, highlight key drivers, and summarize insights across large multi-tab financial models. The platform also allows users to integrate external context such as documents, reports, and market data alongside their spreadsheets. Drift can write analytical outputs directly back into Excel, ensuring insights remain actionable within the original model. By transforming static spreadsheets into interactive analysis tools, Drift helps teams work faster and make more informed financial decisions. -
21
Fin+
Fin+
Empower your investment strategy with Fin+ AI, unlocking superior market insights, precision, and depth in stock market research. Receive the precise information you need, segmented by industry, company, or financial metric. Elevate your investment strategy with FinPlus.ai, your go-to platform for instant financial intelligence. Streamline your workflow and bolster decision-making with the most current and comprehensive stock data. Our technology is your competitive edge in the fast-paced world of finance. We have developed a proprietary AI model that is trained on a vast amount of financial data. Our model is constantly learning and improving to ensure the highest accuracy in responses. -
22
Finpilot
Finpilot
Finpilot is an AI copilot for finance to speed up investment research. Financial analysts can use it to scour financial data, analyze companies, write reports, and visualize data, all from verifiable sources. Find the information you need without searching through hundreds of documents. Instead of spending hours sifting through SEC filings, transcripts, presentations, and the web, let Finpilot do the work for you. Spend time analyzing information, not collecting it. Let AI do the repetitive tasks so you can focus on more important things. Get direct answers to your questions. Our AI finds the answers from all related documents and the web to get exactly what you need. Ask it to compile data into neat Excel-compatible tables. Compare companies with a single question and build your own comp sets with key metrics. Visualize trends across companies and time periods. All answers and numbers are linked to original source documents for instant verification. -
23
Multimodal
Multimodal
Multimodal builds and manages secure, integrated, and tailored AI automation for complex workflows in financial services. Our enterprise-grade AI agents are trained on company data for greater precision and work together as your digital workforce. Our AI Agents process documents, query databases, power chatbots, make decisions, and generate reports. They automate end-to-end workflows and self-learn to improve over time. Unstructured AI is an Extract, Transform, Load (ETL) layer to process complex, unstructured documents for RAG or AI applications. Document AI is trained on your schema to extract, label, and organize data from loan applications, claims, PDF reports, and more. Conversational AI serves as your in-house chatbot that accesses unstructured internal data to provide customer and employee support. Database AI accesses company databases to answer queries, interpret datasets, and provide actionable insights. -
24
User Intuition
User Intuition
User Intuition is a customer intelligence platform that conducts AI-moderated market research interviews via chat, voice, or video. The platform replaces traditional text surveys with natural conversations that uncover why customers buy, churn, or stay. The software uses AI interview technology to ask intelligent follow-up questions based on customer responses, employing laddering methodology to reveal emotional drivers and hidden motivations behind customer decisions. User Intuition achieves 98% participant satisfaction through conversational interactions that encourage candid feedback. Organizations use the platform to track brand health, gather shopper insights, obtain competitive intelligence, and test concepts with real consumers or vetted panel participants.Starting Price: $200 per study -
25
ChainGPT
ChainGPT
Unleash the power of blockchain AI with ChainGPT. An advanced AI model designed specifically for blockchain technology and crypto-related topics. It uses the latest algorithms and high-speed computing capabilities, to address challenging issues in the blockchain and crypto space. Using ChainGPT, users may quickly obtain whatever knowledge and information they require. With many other unique features designed for individuals, developers, and businesses, ChainGPT is an essential tool for all who are in the blockchain space. Blockchain & crypto information, no-code smart contract generator, smart-contract auditor, code debugger, code-to-words, documentation creator, chart analysis & technical analysis, AML features, blockchain analytics, on-chain live data, source of news, and much more. By creating the most advanced AI model, we are offering users an unlimited amount of use cases in which ChainGPT can be applied. -
26
Dealwise
Dealwise
We help startup founders get acquisition offers from corporate and financial buyers. We'll help you develop a thesis around which companies may be good candidates for M&A, while you upload your P&L, balance, sheet, cap table, and other documents to our virtual data room. We'll work with you to create a list of potential acquirers. We'll also use AI to enrich each candidate and identify more that fit the same thesis. We reach out to strategic candidates and introduce them directly to you. For financial acquirers, we vet them to ensure they have financing and are serious before setting up a call. We run a structured process and push buyers towards making decisions quickly. By the third month, you'll have a clear idea of what your prospects are. If you have multiple offers, we'll help you understand the terms of each and help maximize your outcome without burning bridges. We can refer you to lawyers and tax advisors who can shepherd you through the rest of the process.Starting Price: $999 per month -
27
Aily
Aily
Aily Labs delivers a mobile-first decision-intelligence platform that empowers businesses with real-time AI insights and predictive analytics across their entire organization. The product breaks down data silos by connecting company-wide information through its Correlator engine, embedding advanced AI and machine-learning models to forecast outcomes, simulate scenarios, optimize decisions, and surface actionable insights to frontline users. With one-day integration and pre-built enterprise workflows, the platform enables teams to transform how they think and work, making data everyone’s business, reducing decision bias, and enabling faster, smarter actions. It supports forecasting, simulations, and optimization for supply-chain, finance, operations, and other functions, delivering 360° visibility and decision intelligence in the palm of your hand. Available as an app, the solution is designed to shift organizations from passive analytics to active decision-driven workflows.Starting Price: Free -
28
DOBS AI
DOBS AI
Dobs is an end-to-end AI platform for financial due diligence, built with AI agents that turn messy data rooms into production-ready workbooks in minutes instead of weeks. It helps transaction teams analyze proof of cash, payroll, EBITDA, and other diligence workflows with 99%+ accuracy, reducing manual spreadsheet work and accelerating review cycles. Dobs is designed to parse inconsistent financial documents, extract structured data, map accounts, reconcile information, and generate analysis-ready outputs that teams can use for diligence, reporting, and decision-making. Its agents support use cases across financial due diligence, construction, real estate, and property management, helping users review T12s, benchmark performance, recover hidden costs, eliminate covenant risk, and capture change orders. For real estate investment decisions, Dobs provides AI-powered parsing, automatic account mapping, live benchmarking, and an interactive deal chat. -
29
Claude for Financial Services
Anthropic
Claude for Financial Services transforms institutional finance by combining advanced AI with deep financial data infrastructure and enterprise‑grade security into a single, unified intelligence layer. The Financial Analysis Solution connects essential data sources, such as S&P Global, Daloopa, and internal systems, in one interface, with every data point linking directly to its original source for instant verification and full transparency. Its privacy‑first design ensures that, by default, your inputs and outputs will not be used to train underlying models, while guided onboarding and MCP‑based connectors streamline deployment across banking, insurance, asset management, and fintech environments. Native workflows and agentic search capabilities enable teams to manage demanding financial workloads at scale, instantly checking information across multiple sources to reduce errors and execute complex analyses in minutes rather than hours. -
30
Taka
Taka
Taka is your AI personal CFO, its dynamic canvas and intuitive visuals make complex insights effortless. Ask your questions, and Taka takes care of the rest. It conducts deep research to uncover every relevant detail and deliver real-time analysis. Taka’s conversational AI responds in real time to your questions and suggestions, adapting on the fly so you can refine strategies together effortlessly. Taka automatically transforms complex information into clear, interactive visuals, using just-in-time software to adapt instantly. Taka is your AI personal CFO who tackles any financial question, delivers comprehensive analysis, and maps the insights onto a live, self‑building canvas so you can make confident, data‑driven decisions. Taka integrates your financial data with thorough research conducted across reputable sources. This systematic approach allows it to analyze various financial scenarios and present the results through detailed graphs and precise numerical reports. -
31
Mesh
Mesh
Mesh is an AI-powered finance co-worker designed to help busy teams stay on top of expenses, runway, and revenue, without spreadsheets or guesswork. It integrates seamlessly with existing accounting and financial tools, eliminating the need for double entry and extra work. Mesh offers real-time insights, providing instant answers on cash flow, expenses, and revenue, akin to having a CFO on speed dial. Its continuous reconciliation feature ensures that transactions are reconciled in real-time, keeping books always up-to-date and error-free. By staying in sync across financial platforms, Mesh eliminates manual data mapping, allowing users to focus on growth rather than bookkeeping. The AI analyst within Mesh can answer questions, which provides increased visibility into finances, smarter spending decisions, and a reduction in unnecessary costs. -
32
BeeBee.AI
BeeBee.AI
Welcome to BeeBee.AI, an AI platform that conducts thorough analyses of public companies, delivering concise and valuable financial insights. Our current features include analyzing earnings call transcripts of S&P 500 listed companies and other high-profile companies, as well as providing financial analysis for a single quarter or multiple consecutive quarters. Users are not required to come up with questions themselves. The system generates suggested questions based on each meeting record and continually generates more questions as the conversation flows, adding in a comprehensive understanding of the entire meeting record. For users engaged in deep thinking, they have the freedom to compose their own questions and insights. They can save any valuable insights they come up with and have the option to share them, as theses insights represent their own intellectual achievement. -
33
Juno
Juno.tax
Juno is a modern AI-powered sidekick designed specifically for tax professionals who are overwhelmed by long hours and manual tax preparation. It automates tax research, data entry, calculations, and document management, helping accountants save time and reduce errors. With modules for preparation, review, and advisory, Juno streamlines every step of the tax process, from flagging inconsistencies to generating full workpapers in seconds. The platform not only ensures higher accuracy but also enables CPAs to focus on client relationships and strategic planning rather than tedious tasks. Built by a CPA, Juno has gained trust among hundreds of firms who rely on it during peak tax season. Testimonials highlight its ability to double productivity and make tax season more manageable for professionals.Starting Price: $4,000 -
34
Boosted.ai
Boosted.ai
Boosted.ai is an artificial intelligence company that empowers investment managers by providing AI-driven insights to enhance portfolio performance. Their platform, Boosted Insights, utilizes proprietary machine learning algorithms tailored specifically for finance, enabling users to integrate AI into their investment processes without requiring programming knowledge. Key features include AI stock picker, which analyzes and ranks stocks to identify high-value trade ideas; portfolio workspaces, offering personalized recommendations based on existing holdings, risk profiles, and investment styles; and AI stock research, leveraging large language models to distill information from extensive news sources, earnings data, and company filings into concise, actionable insights. The platform also provides tools for dynamic stock screening, portfolio optimization, and risk management, allowing investment managers to make data-driven decisions efficiently. -
35
Rogo
Rogo AI
Empower your firm with generative AI tools designed for finance. Rogo combines cutting-edge LLMs with deep financial services knowledge, allowing you to create the perfect AI platform for your team. Conduct research, make data-driven decisions, and produce smarter materials in minutes, not days. Work with an AI tool that has financial services in its DNA. Rogo’s proprietary financial AI adapts to understand the language and data of your firm. Rogo searches analyzes, and cites across millions of documents, including your proprietary internal content and our extensive library, saving you hours of manual digging. Rogo is the secure, enterprise AI platform purpose-built for elite financial institutions, helping you save time, unlock insights, and automate workflows. Use a suite of productivity tools to supercharge your work. Spend less time on manual tasks, let your junior team members focus on higher-value work, and empower executives to answer their own questions. -
36
Dion Insight
Dion Global Solutions
Most relevant stock market data feeds, comprehensive company fundamentals, financial market research and content distribution. We provide cutting edge financial market database, content services and research tools to a wide range of clients around the world. nsight from Dion is an intuitive, easy-to-use exhaustive market research platform. It is India’s leading financial database portal used by eminent equity research houses, educational institutions, corporates, and banks. Insight is Dion’s proprietary financial database portal which includes in-depth information on company fundamentals, mutual funds, Primary and secondary markets, classified news, annual reports library, query builder and select briefs on current events, IPO, derivatives, world Indices, insurance and For-ex data base. Insight is trusted by leading business schools, corporate and investment research professionals and institutions in India. -
37
Thinknum Alternative Data
Thinknum Alternative Data
Wield the web as data to outsmart competitors. Join the businesses who have begun to edge out competitors by scouring the web for “alternative” data. Track company activity like never before. Alternative datasets reveal strategic movements within companies. Track when companies are hiring or firing employees, interacting with customers, moving product, and many other metrics indicative of company performance. Anyone allocating capital can make better decisions with Thinknum Alternative Data. Investors and analysts generate actionable insights by tracking corporate performance. Utilize user-friendly software to quickly derive insights. Make fast queries. You no longer have to rely on engineers to interact with data. Now you can build and share queries using intuitive tools. Visualize data for quick insights. You’ll have access to pre-configured maps, charts, word clouds, and advanced visualizations to understand the data quickly. Create alerts.Starting Price: $16800 per user, per year -
38
Reflexivity
Reflexivity
Reflexivity is an AI-driven platform that transforms data analysis by enabling users to interact with institutional-grade analytic tools through natural language queries. Its suite of capabilities includes scenario testing, asset intelligence, chart exploration, and idea discovery, allowing users to test hypotheses across 40,000 assets without coding or spreadsheets. The platform's core technologies comprise analytical engines for market hypothesis testing and securities screening, a comprehensive knowledge graph revealing intricate organizational relationships, and a large language model-powered interface for intuitive, data-backed responses. Reflexivity offers tailored AI solutions and integrations for institutional investors, including API access, bulk licensing, and custom implementations, serving asset management, capital markets, wealth management, and brokerage sectors. -
39
Reconcile
Reconcile
Reconcile helps you find every tax deduction and credit that you qualify for. Designed to help you make the right tax decisions. Whether you’re a regular taxpayer or a business owner, we’ll help you find every tax strategy for you. Major life events often cause unwelcome tax hits. We can help you plan for them in advance now. Access to all federal credits and deductions, simulate scenarios, make better decisions, and get instant answers to your tax questions. Link all your accounts and get a holistic view, get nudges and reminders to save more, and Invite your family and financial advisors. We’re on a mission to empower everybody to self-manage their taxes intelligently and comfortably. We’re continuously improving our insights engine to provide the best recommendations. Our experiences should be easy to use and dependable for our partners and their users. Data security and privacy is our number one priority when making any product decision.Starting Price: $99 per year -
40
Aleph
Aleph
Aleph is an AI-native FP&A platform that integrates data consolidation, spreadsheets, dashboards, and automated intelligence to streamline finance workflows. It connects to 150+ systems (ERP, HRIS/ATS, CRM, databases) using no-code tools to sync data in real time, transform raw imported data via mapping, combining tables, applying logic/calculations, and storing metrics. You can use Aleph as a web-based system, with spreadsheet add-ins, so existing models are preserved but powered by cleaner live data. It offers dashboards and drill-downs to spot variances, run reporting and close routines quickly, do forecasting and budget planning, model scenarios, do headcount planning, and visualize/share metrics across teams. Security is built in (SOC 2 Type II), compliance features are present, and the product is designed to give value quickly; clients report being up and running and producing reports in days or weeks. -
41
Nuvio
Nuvio
Meet the future of financial management. Nuvio handles your income, expenses, and cash flow, letting you focus on what matters, growing your business. It’s your personal CFO, delivering insights and predictions to keep you ahead. Say goodbye to complex calculations and pivot charts. Analyze key metrics with ready-made charts, no formulas, no pivot charts, just clear insights. Let Nuvio AI give you instant answers and insights, like having a real CFO at your side. Ask any financial question and receive instant responses for better business decision-making. View all your bank transactions and balances in one centralized space. No need to jump between banks. Reconcile payments with one click and gain control of your cash flow. Stay ahead of the game by predicting future cash flow. Identify potential financial hurdles and proactively plan for success. Get your own unique finance app, tailored to your needs, not a one-size-fits-all solution.Starting Price: $19 per month -
42
Samey
Samey
Samey AI is an AI-powered work assistant designed to streamline operations for legal, finance, and accounting teams by integrating seamlessly with existing tools and data sources. It offers an enterprise-grade search engine that allows users to instantly locate documents, emails, and files across platforms, centralizing information for quick and efficient access. With one-click, no-code integrations, Samey AI connects various applications, eliminating the need for APIs or coding. Its Workflow Agents enable scheduling and automation of recurring tasks, daily, weekly, monthly, or yearly, allowing teams to focus on high-priority projects. Samey AI ensures data security by storing information on users' systems, not on external servers, and supports integration with various tools.Starting Price: $26.88 per month -
43
Synaptic
Synaptic
We enable Private Equity and Venture Capital investors to leverage the power of alternative data for sourcing, tracking, and due diligence. Alternative data provides rich signals on the universe of private companies, solving the problem of sparse availability of financial or traditional data. The most effective way to unlock investment insights is to build a holistic view of companies by consolidating alternative datasets to analyze their performance. Credit card data, retention cohorts, and bank transaction data. Product ratings, Net Promoter Scores, and user reviews. Web and mobile activity across domains and devices. Find companies relevant to you with detailed query-based searches. Get performance signals on companies with multi-metric analysis. Use our AI-suggested peer comparison, or set up your own peer group for the companies you want to track. -
44
AdvisoryAI
AdvisoryAI
Advisory AI is the world's first AI-Copilot for financial advisors and offers cutting-edge AI software, revolutionizing how they create and manage advisory documents. With our intuitive platform, financial professionals can automate any advisory document in just 5 minutes, saving time and increasing productivity. We specialize in automating critical reports, including Annual Review Reports, Suitability Letters, Meeting Notes, Provider Information Summaries, Pre-Meeting Prep, and Follow-up Email Summaries. Our technology streamlines the advisory process, ensuring financial advisers can focus on delivering exceptional client service while reducing administrative workload. Let Advisory AI empower your practice with efficient, AI-driven solutions tailored to the needs of modern financial advisors.Starting Price: £49/user/mo -
45
Finset
Finset
Finset.ai is an intelligent financial research platform that transforms complex analysis into automated workflows, enabling investors and analysts to conduct institutional-quality research in minutes rather than hours. Instead of building spreadsheets from scratch or manually gathering data across multiple sources, users can leverage pre-built professional workflows that systematically guide them through comprehensive financial analysis. -
46
GapQuery
GapQuery
GapQuery is an app ecosystem intelligence platform for developers and micro SaaS founders. It scans 11 major app ecosystems, Shopify, WordPress, QuickBooks, Atlassian, Xero, Slack, Monday, GitHub, Freshworks, Zendesk, and Zoho — covering 35,600+ apps to surface market gaps, pricing opportunities, and missing integrations. Connect GapQuery to Claude Code via MCP and use 17 AI-powered tools to discover underserved categories, spot overpriced apps, identify developer whitespace, and analyze cross-ecosystem patterns. Save opportunities to your pipeline and run deep research across market validation, competition, revenue, technical feasibility, keywords, and go-to-market strategy.Starting Price: $49/month -
47
CFO Silvia
CFO Silvia
CFO Silvia is an AI-powered personal CFO designed to help individuals track, understand, and optimize their entire financial life in one place. It connects to thousands of bank accounts, crypto wallets, trading platforms, and also tracks physical assets like real estate, vehicles, and collectibles. CFO Silvia provides real-time insights into net worth, portfolio performance, and asset allocation through a clean, intuitive dashboard. Users can chat with CFO Silvia to receive personalized insights on investments, taxes, risk exposure, and cash management. The platform continuously scans portfolios for costly issues such as high fees, concentration risk, and idle cash. CFO Silvia also supports scenario analysis, allowing users to explore “what if” financial outcomes using current market data. Built with bank-level security, CFO Silvia prioritizes privacy and protection across every interaction. -
48
Booke AI
Booke AI
Booke AI is an AI-powered bookkeeping automation platform that uses robotic process automation and generative AI to streamline core accounting tasks by automatically categorizing transactions, matching them to invoices and bills, and reconciling accounts inside popular accounting software like QuickBooks Online, Xero, and Zoho Books, eliminating much of the manual work traditionally required to manage financial records. It leverages real-time OCR (optical character recognition) to extract data from invoices, receipts, and bills in any language or currency and feed it directly into bookkeeping workflows, detects inconsistencies and coding errors, and offers intelligent reconciliation suggestions that improve accuracy over time. It includes a one-click client query tool and a collaborative portal that simplifies communication between accountants and clients by turning questions into tasks and centralizing documents, reducing back-and-forth email and phone tag.Starting Price: $20 per month -
49
Company Watch
Company Watch
We provide comprehensive solutions to help you identify, assess, and manage financial risk. Our financial risk solutions provide intelligent and actionable insights, giving you an unbeatable edge when it comes to financial risk management. Unlike other providers, we have the ability to map medium to long-term risk as well as short-term risk. As a result, you can accurately predict financial risks before they become financial losses. We apply cutting-edge machine-learning techniques to new, alternative data sources to deliver unprecedented accuracy for our clients. Financial risk management solutions you can trust; now, and in the future. We’ve written the ultimate guide to company credit scoring. We lift the lid on how credit scores are built, and how they are applied to financial risk decision-making. Each credit reference agency (CRA) is different, which is why it is helpful to look a bit deeper into how company credit scores are put together and presented.Starting Price: $457.71 per month -
50
Farsight
Farsight
Farsight AI is an AI-driven financial workflow automation platform built to help investment banking, private equity, hedge funds, wealth management, and other finance teams automate and accelerate core, high-value work that historically has been manual, repetitive, and time-consuming. It uses advanced AI agents to generate complete, client-ready deliverables, including valuation models, pitch decks, investment committee memoranda, research write-ups, buyer and seller lists, and strategic insights, tailored to a firm’s historical work style, brand, and voice rather than producing generic fragments. Farsight automates end-to-end workflows directly inside familiar tools like Excel, PowerPoint, and Outlook, cutting hours or days of manual formatting, data assembly, and drafting down to minutes while preserving institutional standards and security.