Question: I'm looking for an AI-powered assistant that can analyze my income and expenses to offer financial advice and insights.

Cleo screenshot thumbnail

Cleo

If you want an AI-powered assistant to help you with financial analysis and insights, Cleo is a great option. It links to your main bank accounts to offer personalized budgeting, spending tracking and financial goal-setting tools. Cleo analyzes income and spending to offer advice, and offers features like daily spend limits, low balance alerts and bill payment. It also has modes like "Roast" and "Hype" for tongue-in-cheek and congratulatory assessments, and offers cash advance and credit-building tools.

Kniru screenshot thumbnail

Kniru

Another interesting option is Kniru, which offers chat-based, super-personalized financial management and advice. Kniru covers a lot of financial planning ground, including investment advice, expense management, retirement planning, tax advice and loan and credit management. The service offers personalized savings advice, bill due date reminders, overspending alerts, anomaly detection and portfolio updates, all through an intuitive dashboard.

Fortune App screenshot thumbnail

Fortune App

If you want a more complete financial management service, check out Fortune App. This AI-powered accounting software automates, analyzes and forecasts your spending and income at multiple banks around the world. It offers real-time transaction alerts, flexible date range selection and other features like automatic categorization and multi-currency support. The Fortune App works on desktop, mobile and tablet computers and offers two pricing tiers depending on your needs.

Additional AI Projects

Parthean screenshot thumbnail

Parthean

Automate your finances with AI-powered tools that save, invest, and pay off debt, while providing real-time insights and personalized advice.

FinanceGPT screenshot thumbnail

FinanceGPT

Unlock actionable financial insights with a suite of AI-powered tools, providing real-time data integration, customizable forecasting, and in-depth analysis.

Timmy screenshot thumbnail

Timmy

Personalized financial advice and budgeting guidance through continuous transaction monitoring and tailored weekly challenges to help achieve specific financial goals.

Digits screenshot thumbnail

Digits

Automates accounting tasks, providing rapid monthly close, instant reports, and live financial insights, enabling businesses to make more informed decisions.

Finance Rants screenshot thumbnail

Finance Rants

Personalized financial guidance and education tailored to your unique financial behavior and goals, powered by AI-driven insights and expert advice.

OpenChat AI screenshot thumbnail

OpenChat AI

Discover thousands of income opportunities matching your skills and talents, and get personalized coaching to monetize them and achieve financial independence.

unMess screenshot thumbnail

unMess

AI agents automate financial planning and unit-level analytics, extracting data, mapping costs, and creating reports to improve business planning and optimization.

Pluto screenshot thumbnail

Pluto

Get instant AI responses to investment questions, backed by real-time market data and intelligent summaries from over 40 sources, to make informed decisions.

Finpilot screenshot thumbnail

Finpilot

Automates financial analysis workflows, providing direct answers to questions, simplifying data analysis, and visualizing trends, all linked to source documents for verification.

Investipal screenshot thumbnail

Investipal

Create personalized portfolios with precision AI, reducing risk and gaining insights from successful investors, while ensuring efficient onboarding and compliance.

OpenAI screenshot thumbnail

OpenAI

Unlock human-level problem-solving with safe and beneficial artificial general intelligence (AGI) for all.

MaxAI screenshot thumbnail

MaxAI

Streamline workflows with AI-driven tools for research, writing, learning, and communication, empowering professionals to work more efficiently across industries.

AlphaWatch screenshot thumbnail

AlphaWatch

Combines human oversight with AI-driven workflows to enhance decision-making and efficiency in financial services, with features like multilingual models and self-improving accuracy.

Fintool screenshot thumbnail

Fintool

Accurately answers complex financial questions by analyzing SEC filings, earnings calls, and conference transcripts, providing pinpoint insights for informed investment decisions.

AI Assistant screenshot thumbnail

AI Assistant

Learns user preferences to offer personalized suggestions, automating research, document creation, and content creation, while increasing productivity and data security.

Leena AI screenshot thumbnail

Leena AI

Automates complex tasks across multiple applications, resolving service requests instantly, and eliminating repetitive tasks to boost employee productivity and efficiency.

Expert.ai screenshot thumbnail

Expert.ai

Automates business processes by extracting and enriching key information from unstructured documents with high accuracy and explainability across multiple languages.

Luminal screenshot thumbnail

Luminal

Automate complex spreadsheet tasks up to 10 times faster with AI-driven cleaning, transformation, and analysis, using natural language prompts.

Relevance AI screenshot thumbnail

Relevance AI

Assemble and deploy autonomous AI teams to automate tasks and processes, freeing up time for more strategic work, without requiring coding expertise.

Beeyond AI screenshot thumbnail

Beeyond AI

Streamline digital creativity and productivity with an all-in-one AI suite, featuring tools for text refinement, audio transcription, art generation, and more.

Claude screenshot thumbnail

Claude

Engage in natural conversations with this AI assistant, using everyday language to ask questions and give instructions, for a more personalized experience.