List of AI financial software companies

Accern is a data design company automating research and data analysis using artificial intelligence.

Auditoria provides automation solutions for finance and accounting professionals.

Cleo is a fintech company providing an application for personal finance management.

Friss is a company that develops fraud detection and risk assessment software for P&C Insurance companies.

Kabbage is a financial technology and data company offering loans for small businesses.

TaxDown is an AI-powered tax management platform for consumers founded in 2019 by Enrique Garcia Moreno, Joaquin Fernandez and Alvaro Falcones Munoz.

Provider of AI solutions for automating workflows in financial services.

A company providing a credit cloud API and financial service-as-a-code architecture.

Yokoy is a FinTech company that offers a spend management platform that automates expense, invoicing, and credit card processing.

Developer of underwriting assistance platform designed to help insurance carriers make data-based underwriting and policy decisions. The company's platform adapts and guides users through fully configurable workflows for self-service inspections and claims as well as helps them to make data-based underwriting and risk management decisions.

Developer of an ordering and payment management system designed to serve multi-location restaurants and bars. The company's system gives a total performance view and uses advanced analytics to keep informed of issues before they happen, enabling clients to deliver improved guest experiences.

Developer of an embedded lending platform designed to improve financial inclusion. The company's platform utilizes smartphone data and machine learning to find trustworthy individuals to offer phone-based loans, enabling micro-entrepreneurs and small enterprises to avail of quick finance.

Campfire is a San Francisco–based B2B AI-native ERP platform founded by CEO John Glasgow in 2023. It automates accounting and revenue workflows—general ledger, invoicing, multi-entity close—with AI-driven insights, scaling finance teams and complementing legacy ERPs.

AI-powered software automating the process of filing a german tax return

KarmaLifeAI is a digital solution for the financial well being of blue-collar gig workers and micro-business.

Finance Management Platform for Car Dealerships

Prósperos is a U.S.-based B2B/B2C fintech startup founded in 2023 by Vinay Pai and Salvador Chavez. It offers instant, low-cost remittances and automated savings tools targeting Spanish-speaking communities, aiming to simplify cross-border financial services with AI-driven platforms.

Developer of quantitative analysis tools intended to create a more inclusive and transparent venture market. The company's analytics engine uses machine learning and AI to deliver proprietary forecasts on companies and deep analysis of industries and investors, allowing users to sort, follow and engage in investment opportunities.

Foresight Data is a New York–based B2B startup offering AI-driven data infrastructure for private market investors. It helps venture capital, private equity, and corporate development teams discover and analyze deal opportunities with structured insights, automation, and custom-built analytics tools.

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