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AI tools for modern finance teams

Independent directory of AI-powered finance tools. Each tool scored on accuracy, speed, ease of use, pricing, and compliance.

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The directory of AI-powered finance tools for founders, freelancers, and finance teams.

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Icon for Airbase

Airbase

Expense Management

Airbase is a comprehensive spend management platform that unifies accounts payable automation, expense management, and corporate card programs into a single system — addressing the fragmented spend control problem that plagues finance teams using separate tools for each category. Acquired by Paylocity in 2023, Airbase continues to operate as a standalone product while benefiting from Paylocity's distribution and resources. The platform's AP automation handles purchase request workflows, vendor onboarding, invoice processing, approval routing, and payment execution across ACH, check, and international wire. Corporate cards (physical and virtual) enforce pre-approved budgets and sync transactions automatically without expense reports for in-policy spending. Expense management covers out-of-pocket reimbursements with receipt capture and automated policy checking. The unified approval workflow engine applies consistent controls across all spend categories — a single configurable system rather than three separate approval tools. Real-time budget visibility shows remaining budget at the department, team, or project level before any purchase is made. Integrations span QuickBooks Online, Xero, Sage Intacct, and NetSuite, with accounting code mapping and multi-entity support. Reporting consolidates all company spend into comprehensive dashboards covering vendor analytics, category analysis, and budget utilization. Airbase targets mid-market companies with 100–2,000 employees where the combination of AP automation, card management, and expense management into one platform delivers meaningful efficiency gains.

Spend ManagementAP AutomationCorporate CardMid-Market
Icon for Airwallex Expense

Airwallex Expense

Spend Management

Airwallex Expense is the expense management module integrated into the Airwallex global financial platform, providing corporate card spending and expense reporting built on Airwallex's multi-currency infrastructure. For companies already using Airwallex for FX and international payments, the Expense product extends the platform with employee spending controls without adding another vendor. Airwallex's proprietary FX engine provides competitive multi-currency conversion rates for international card spending, reducing the FX overhead that accumulates when employees make purchases in foreign currencies. Physical and virtual Airwallex cards are issued in local currencies across 50+ supported countries, with real-time transaction notifications and configurable spending limits. Expense reporting captures receipts via mobile, applies AI-powered categorization, and routes reports through approval workflows. Policy enforcement flags violations including missing receipts, exceeded limits, and restricted merchant categories. The integration with Airwallex's broader financial stack means expense payments, reimbursements, and accounting entries sync within the same platform that processes international transfers and payroll funding. Analytics consolidate card spending, expense claims, and reimbursements in unified dashboards with multi-currency reporting. For companies with significant global spending across multiple currencies, Airwallex Expense's FX efficiency advantage and integrated financial platform create a compelling case for consolidating expense management with broader international treasury operations.

GlobalMulti-CurrencyCorporate Card
Icon for Albert

Albert

Personal Budgeting

Albert is a personal finance app that combines automated savings, budgeting, and on-demand financial advice into a single platform. After linking bank accounts, Albert analyzes income patterns and expenses to automatically calculate safe amounts to move into savings — a feature called Albert Savings that requires no manual input. The app connects to FDIC-insured accounts and offers instant cash advances of up to $250 for users who need short-term liquidity between paychecks. The Genius subscription unlocks Albert's human financial experts, who can answer personalized questions via text about budgeting, investing, insurance, and financial planning. This hybrid human-AI advice model differentiates Albert from pure algorithm-driven apps. Spending tracking covers all linked accounts with automatic categorization and monthly summaries. Albert also offers a fee-free checking account called Albert Cash, with no minimums, no overdraft fees, and early direct deposit. Investment options within the app allow users to buy fractional shares of stocks and ETFs. The subscription pricing at $16.99/month is higher than some competitors, though the combination of automated savings, cash advances, and access to human advisors provides meaningful value for users who need holistic financial support beyond simple budgeting.

Icon for AND.CO

AND.CO

Invoicing & AR

AND.CO was a popular freelance business management platform for independent contractors, offering contracts, invoicing, time tracking, and expense management in a clean, approachable interface. Following Fiverr's acquisition, AND.CO was rebranded as Fiverr Workspace, expanding its reach through Fiverr's large freelancer community while maintaining the core functionality that made AND.CO a favorite among solopreneurs. The platform's contract builder uses legally vetted templates across common freelance service categories — design, writing, development, consulting — and enables e-signature collection without additional tool costs. Invoices can be tied directly to signed contracts, ensuring billing matches agreed scope. Automatic payment reminders reduce manual follow-up. Stripe and PayPal integrations handle online payment acceptance. Time tracking logs billable hours per project and converts them to invoices with a single action. Expense tracking with receipt capture links costs to specific client projects. The free tier covers basic invoicing and contracts with Fiverr Workspace branding; the Pro plan removes limitations and adds white-labeling for a professional client presentation. For Fiverr freelancers, the integration with their existing Fiverr account and marketplace activity provides a natural entry point. For non-Fiverr freelancers, Workspace competes effectively against Bonsai and HoneyBook, particularly for users who prioritize clean design and ease of use over comprehensive feature depth.

FreelancersInvoicing
Icon for AngelList Equity

AngelList Equity

Cap Table & Equity

AngelList Equity encompasses the equity management and investment infrastructure services that AngelList provides to startups, investors, and syndicates within its sprawling startup ecosystem. AngelList's position as the largest online platform for startup-investor connections gives its equity services unmatched distribution — millions of founders and investors interact through AngelList, making its equity infrastructure an natural extension of those relationships. The Stack product provides startups with US company formation, initial cap table setup, SAFE issuance, and banking in a bundled startup-in-a-box package. AngelList's SPV (Special Purpose Vehicle) service enables angel investors to pool capital and invest as a single vehicle into startups, with AngelList handling fund administration, K-1 generation, and regulatory compliance for each SPV. Rolling Funds allow investors to raise capital on a quarterly subscription basis, democratizing venture fund management for emerging managers. The equity management tools track option grants, vesting schedules, and cap table updates through the AngelList platform with integration into AngelList's broader investor and talent marketplaces. Carry tracking and distribution management handle the economics of SPV and fund investments. For founders deeply embedded in the AngelList ecosystem — using it for recruiting talent or raising angel rounds through syndicates — the equity management services create natural integration. For investors running multiple SPVs or building an emerging manager brand, AngelList's fund infrastructure eliminates significant operational complexity.

Icon for April

April

Tax Filing Personal

April is an infrastructure-layer tax company that embeds AI-powered tax filing capabilities directly into third-party financial apps via API. Rather than a standalone consumer app, April partners with banks, fintech platforms, and financial institutions to offer seamless in-app tax filing for their customers. The April engine proactively identifies tax optimization opportunities throughout the year — not just at filing time — analyzing financial data to surface deductions, withholding adjustments, and planning strategies in real time. For end users, this means encountering April's tax tools within apps they already use: a bank might integrate April to offer tax filing alongside checking accounts, or a gig economy platform might use April to help workers optimize quarterly estimated taxes. The conversational AI guides users through filing with dynamic questions that adapt based on their financial situation. April's standout capability is its continuous tax intelligence layer — rather than treating taxes as an annual event, the platform provides year-round guidance on how financial decisions affect tax outcomes. From a consumer perspective, access to April depends entirely on whether their existing financial apps have integrated it. The technology is well-regarded in the fintech ecosystem as a genuine innovation in embedded financial services rather than a simple white-label tax solution.

AI-Native
Icon for Arc

Arc

Business Banking

Arc is a financial platform for startups built around treasury management and cash optimization, offering free banking infrastructure powered by yield generation from customer deposits. The Arc Treasury product sweeps excess operating cash into short-duration US Treasuries and money market instruments, targeting higher yields than traditional business savings accounts while maintaining daily liquidity. FDIC-insured and uninsured sweep programs protect deposits up to configurable coverage levels. The Arc business account provides standard banking features — ACH, wires, bill pay, and debit card — alongside the treasury sweep infrastructure. Arc's financial analytics dashboard tracks cash position, burn rate, and runway projections using connected bank and accounting data, providing startup CFOs with real-time financial visibility. The revenue-based financing product offers non-dilutive capital to SaaS and subscription businesses based on recurring revenue metrics, providing an alternative to equity fundraising for cash needs between rounds. Arc's team has deep expertise in startup treasury best practices and provides guidance on cash management strategy alongside the platform tools. The platform integrates with QuickBooks, Xero, and major bank data providers. For startups with significant cash balances — post-fundraise treasury positions that can deteriorate in value if left in low-yield checking accounts — Arc's free treasury platform offers a compelling way to capture meaningful yield on operational cash while maintaining the liquidity flexibility that startups require.

StartupFree
Icon for Avalara

Avalara

Sales Tax & Compliance

Avalara is the market leader in automated sales tax compliance, providing real-time tax calculation, filing, and remittance services for businesses of all sizes selling across multiple US states and internationally. The platform's AvaTax engine calculates the correct tax amount for every transaction in real time, applying the precise tax rate for the buyer's location — accounting for state, county, city, and special district rates that create thousands of distinct tax jurisdictions across the US. Exemption certificate management handles the collection, validation, and storage of customer exemption certificates that exempt qualifying purchases from tax. Returns filing automates the preparation and submission of sales tax returns in all 50 states plus international VAT jurisdictions, with Avalara managing the filing calendar and payment remittance on behalf of clients. Economic nexus monitoring tracks sales into each state against threshold amounts and transaction counts, notifying businesses when they cross nexus-triggering thresholds that create filing obligations. Integrations span 1,000+ commerce platforms, ERP systems, and billing tools including Shopify, Magento, WooCommerce, Salesforce, SAP, NetSuite, and QuickBooks. Industry-specific modules address the unique compliance requirements of cannabis, telecommunications, lodging, food and beverage, and other regulated industries. Avalara's scale — processing billions of transactions annually — provides tax content accuracy and jurisdictional coverage unmatched by smaller competitors.

Global
Icon for AvidXchange

AvidXchange

AP Automation

AvidXchange is a publicly traded AP automation and payment network serving mid-market businesses across the real estate, financial services, construction, healthcare, and HOA management industries. The platform combines invoice processing automation with a payment network that enables electronic payments to over 1 million suppliers, reducing check issuance dramatically for companies still managing large volumes of paper-based AP. Invoice capture handles paper, PDF, and electronic formats, with AI-powered data extraction, GL coding suggestions, and three-way matching against purchase orders and receipts. Approval workflows enforce purchasing policies with role-based routing and mobile approval capabilities. The AvidPay payment network processes ACH, virtual card, and check payments to suppliers with consolidated remittance delivery, providing a single payment execution layer regardless of supplier payment method preferences. AvidXchange's industry-specific implementations — particularly strong in real estate, where integration with property management systems like Yardi, MRI, and RealPage is pre-built — differentiate it from horizontal AP platforms. Supplier enablement services onboard vendors to electronic payment methods, accelerating the shift away from check. The fraud protection layer screens vendors and payment instructions against known fraud patterns. As a public company (AVDX), AvidXchange's transparency around financials and product roadmap provides enterprise customers with confidence in platform continuity. Best positioned for real estate, construction, and HOA management companies seeking deep industry integration alongside AP automation.

AP AutomationMid-Market
Icon for Basware

Basware

AP Automation

Basware is a Finnish enterprise software company providing e-invoicing network connectivity, AP automation, and purchase-to-pay solutions to large corporations across 100+ countries. The Basware Network — one of the world's largest open e-invoicing networks connecting over 200 countries — enables companies to send and receive structured electronic invoices compliant with national e-invoicing mandates from the same platform used for internal AP automation. This network connectivity is particularly valuable as European countries progressively mandate B2B e-invoicing, with France, Germany, Romania, and others implementing requirements that existing AP tools may not handle natively. Basware's AP automation handles invoice capture from all channels (paper, PDF, EDI, PEPPOL, national networks), intelligent data extraction, purchase order matching, exception management, approval workflows, and payment orchestration. Procurement capabilities including purchase orders, catalogs, and contract management extend into full procure-to-pay coverage. Analytics provide category spend visibility, compliance tracking, and working capital optimization analysis. The platform's sustainability reporting features track supplier emissions data and carbon footprint metrics — addressing ESG reporting requirements that are becoming mandatory for large European corporations. ERP integrations cover SAP, Oracle, Microsoft Dynamics, and major enterprise systems with certified connectors. For multinational enterprises where e-invoicing mandate compliance across multiple European jurisdictions is a strategic requirement, Basware's network-first approach provides regulatory resilience that point AP automation tools lack.

EnterpriseGlobal
Icon for Beanworks

Beanworks

AP Automation

Beanworks was a Vancouver-based accounts payable automation platform that built a loyal following in the accounting firm and mid-market segments before being acquired by Quadient in 2021. The platform's AP automation covered invoice capture, AI-powered coding, multi-level approval workflows, and payment processing with a clean interface that accounting firms used to manage AP services for multiple clients from a single dashboard. Beanworks' integration with QuickBooks Online, Xero, Sage, and NetSuite was well-regarded for its reliability and bidirectional sync quality. Following the Quadient acquisition, Beanworks' technology has been integrated into Quadient's broader AP Automation offering, which combines Beanworks' mid-market AP capabilities with Quadient's document management, e-invoicing, and accounts receivable infrastructure. The combined product serves the full accounts payable automation market from SMB through enterprise. Legacy Beanworks customers have been migrated to Quadient's platform with access to expanded capabilities including the Quadient Supplier Portal, enhanced payment options, and Quadient's global network of e-invoicing connections. For prospects researching Beanworks as a standalone product, the current recommendation is to evaluate Quadient AP Automation, which maintains the mid-market accessibility that made Beanworks distinctive while adding enterprise-grade capabilities from Quadient's broader product portfolio.

AP AutomationAccounting FirmsMid-Market
Icon for Billsby

Billsby

SaaS Billing

Billsby is a subscription billing platform positioned as a more affordable alternative to Chargebee and Recurly for small to mid-market subscription businesses. Starting at $35/month with a low 0.4% transaction fee on revenue above the threshold, Billsby's pricing is among the most competitive in the space for businesses processing $15,000–$200,000 in monthly subscription revenue. The platform provides plan management, trial handling, discount and coupon management, prorations, and dunning automation — the core billing functionality required for subscription businesses. The customizable hosted checkout supports multiple payment methods and can be white-labeled for a branded subscriber experience. An add-ons and allowances system enables flexible feature packaging and usage-based charges on top of base subscription plans. The customer hub is a self-service portal where subscribers can update payment methods, change plans, pause, or cancel subscriptions without contacting support. Webhooks and APIs enable integration with third-party systems for CRM, support, and accounting data synchronization. Payment processing works through Stripe, providing broad payment method support including cards, SEPA, and ACH. Revenue reporting covers MRR, subscriber growth, and churn metrics. While Billsby lacks some advanced features of premium platforms — AI-powered churn prediction, sophisticated revenue recognition — its core billing functionality is solid and its pricing model makes it accessible for bootstrapped and early-stage subscription businesses seeking a dedicated billing platform without enterprise-tier investment.

Subscription BillingAffordableSmall Business
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