AI Agents for Finance & Accounting

Compare 119 AI agents in Finance & Accounting by features, pricing and vendor.

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119 agents found

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Advanced Fraud Detection and Prevention

Finance & Accounting

Advanced Fraud Detection and Prevention helps financial teams identify suspicious patterns, monitor transactions and structure human review workflows. The AI agent demonstrates how anomaly detection and behavioral analysis can support faster investigation while keeping final actions, customer impact and regulated decisions under appropriate human oversight. Learn more about the Beyond-Bot.ai Finance & Banking use case: https://beyond-bot.ai/use-cases/finance Open the live Swiss Chat demo: https://swiss-chat.ch/embed?agent=8efb00de-de5b-43ff-8424-de821b896780

Monthly

On request

Setup

No fee

Intelligent Customer Service for Banking

Finance & Accounting

Intelligent Customer Service for Banking provides personalized assistance for banking products, account questions and service workflows. The AI agent can answer common customer questions, guide users through next steps and help financial institutions reduce support effort while preserving secure escalation to human teams. It is intended as a practical demonstration of AI-assisted banking support, not as a replacement for authentication, compliance or professional advice. Learn more about the Beyond-Bot.ai Finance & Banking use case: https://beyond-bot.ai/use-cases/finance Open the live Swiss Chat demo: https://swiss-chat.ch/embed?agent=1e22f546-4183-48f6-9cf0-3525e48bb2f0

Monthly

On request

Setup

No fee

AI-Powered Risk Management

Finance & Accounting

AI-Powered Risk Management helps finance teams identify anomalies, structure risk reviews and improve compliance workflows. The demo shows how an AI agent can support risk scoring, regulatory reporting preparation and decision-ready analysis while keeping accountable decisions with human experts. It is designed for teams that want a practical introduction to controlled AI-assisted financial risk-management processes. Learn more about the Beyond-Bot.ai Finance & Banking use case: https://beyond-bot.ai/use-cases/finance Open the live Swiss Chat demo: https://swiss-chat.ch/embed?agent=0d9c0a8f-7b92-4309-9ac3-c31284ade167

Monthly

On request

Setup

No fee

Liberty Agent Settlement

Finance & AccountingLiberty Agent Settlement

Agent Settlement: escrow and credits for agent jobs. Live demo: https://liberty-amber.vercel.app/#fees and /#validate /#simulate /#create. money:false; demo only; scoreboard zeros: external_users=0, paid_pilots=0, revenue_usd=0. Listings != users.

Monthly

Free tier

Setup

No fee

CollectWise

Finance & Accounting

CollectWise automates consumer debt collection using AI, enabling creditors and agencies to double their recovery rates and reduce collection costs by 75%.

Monthly

On request

Setup

No fee

Keye

Finance & Accounting

Keye is an AI software designed for private equity firms to conduct due diligence for acquisitions with increased speed and accuracy. It enables users to evaluate significantly more deals and invest in better companies, leading to improved returns and increased alpha. The system uniquely generates complex, comprehensive data packs instantly from raw data in any format, directly from the data room. This allows investors to achieve an 80% understanding of a potential deal almost immediately, enabling earlier decision-making to focus on high-potential opportunities. Traditionally, creating such detailed data packs—such as cohort or retention analyses and customer roll-forwards—takes weeks, during which critical details might be missed, potentially resulting in costly oversights. Keye combines advanced AI with extensive private equity expertise to provide powerful, multi-layered insights that surpass the basic summarizers and search functions of other tools. The platform delves deeply into both quantitative and qualitative due diligence data, offering high-impact analytics specifically tailored for private equity workflows. This solution is not merely automation; it is a purpose-built tool that reveals actionable insights, supporting smarter decisions and driving true alpha.

Monthly

On request

Setup

No fee

Casey

Finance & Accounting

Casey is an AI-native commercial insurance broker that manages all operational tasks behind the scenes. This allows producers to concentrate on building client relationships and closing business deals.

Monthly

On request

Setup

No fee

Cranston AI

Finance & Accounting

Cranston AI is a comprehensive AI accounting solution designed to automate the $900 billion market for accounting labor. The software automates tasks such as reconciliation, tax compliance, and financial analysis, specifically catering to startups and SMBs. It integrates seamlessly by pulling context from all company apps and data, connecting to existing systems of record, and managing repetitive accounting tasks efficiently.

Monthly

From $500

Setup

No fee

Mod AI

Finance & Accounting

Mod AI is an AI email client specifically designed for accounting, focusing initially on accounts payable (AP). It addresses the challenge that AP teams face, spending 80% of their day managing emails rather than processing invoices. Mod AI provides agents that manage tasks such as triaging emails, handling multiple mailboxes, responding to vendor and internal inquiries, processing and matching invoices, onboarding vendors, and detecting fraud.

Monthly

From $2,999

Setup

No fee

Selfin

Finance & Accounting

Selfin provides AI-powered banking solutions that offer personalized recommendations and optimizations for users' finances. By connecting all financial products on a single platform, Selfin enables streamlined financial management.

Monthly

On request

Setup

No fee

Domu Technology Inc.

Finance & Accounting

Domu Technology Inc. automates debt-collection calls, texts, and emails for financial services and healthcare sectors. Domu collaborates with some of the largest financial institutions globally, focusing on tasks that others are not willing to undertake.

Monthly

On request

Setup

No fee

Thyme

Finance & Accounting

Thyme provides an operating system for financial advisors, enabling them to automatically take notes during meetings—whether in-person, online, or via phone calls. It assists in managing client records with AI support and offers a client portal where clients can track assets, manage tasks, and pay for services. Users have replaced their legacy CRMs and billing solutions with Thyme, enhancing client relationships through the client portal and AI tools that deliver rich context instantly.

Monthly

On request

Setup

No fee

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AI Agents for Finance & Accounting

Filters

Categories

Monthly budget

Advanced Fraud Detection and Prevention

Intelligent Customer Service for Banking

AI-Powered Risk Management

Liberty Agent Settlement

CollectWise

Keye

Casey

Cranston AI

Mod AI

Selfin

Domu Technology Inc.

Thyme