Top 10 AI Tools for Finance You Must Know in 2025

Over the last two years, a wave of new AI tools has emerged, revolutionizing the way finance professionals work. If you want to excel in your job and save hours each day, it’s time to incorporate AI into your workflows. Below are the top 10 AI tools for finance professionals that can elevate your work to the next level.

1. Zebra AI

Zebra AI is a must-have for finance professionals looking to automate reporting. By simply uploading an Excel file, Zebra AI generates management-ready reports, complete with commentaries describing the data on the graphs. It is a sister tool of the well-known Zebra BI, which uses IBCS standards to automate reporting. With Zebra AI, you can save significant time and streamline your reporting process.

2. BigData.Com

Imagine ChatGPT but specifically tailored for financial analysis and investing. BigData.Com allows you to:

  • Create your own watchlist.
  • Chat with the tool to gain real-time insights.
  • Generate graphs and reports with access to institutional-quality data, thanks to its parent company, RavenPack, which has been providing financial data for over 20 years.

This tool is ideal for financial analysis, report preparation, and personal investing.

3. Moss

Moss is an AI-powered expense management system that recognizes invoices and receipts, automatically booking them into your system. Additionally, Moss uses AI to allocate expenses into the correct accounting categories. This tool is particularly beneficial for handling employee expenses and ensuring accurate accounting allocation.

4. Floqast

Floqast simplifies and automates the finance close process, along with other heavy accounting operations. Key features include:

  • AI-powered reconciliations.
  • Variance analyses.
  • Automated coding of repetitive journal entries based on natural language descriptions of your process.

Floqast is a valuable tool for companies with extensive accounting workflows or frequent consolidations.

5. Runway

Runway is transforming financial planning and analysis (FP&A) with its intuitive and user-friendly interface. Resembling a video game, it enables:

  • Organization of financial models.
  • AI-assisted queries and narrative generation for management.
  • Creation of multiple financial scenarios, especially useful for startups and growing companies.

This tool makes financial planning more accessible to teams beyond the finance department.

6. Rydoo

Rydoo automates the tedious process of handling receipts and ensures compliance with company policies. Employees can scan receipts, which are then automatically booked and reviewed. Benefits include:

  • Faster reimbursement for employees.
  • Time-saving for finance teams.
  • Increased focus on high-value tasks by eliminating repetitive, manual work.

7. Trullion

Trullion is a versatile tool offering three primary functionalities:

  1. Audit Preparation: Analyzes financial statements, identifies issues, and cross-references data to streamline audits.
  2. Lease Accounting: Reads leases and proposes bookings along with financial notes.
  3. Other Financial Tasks: Simplifies complex financial operations.

Designed by experienced auditors, Trullion is indispensable for both auditing firms and companies undergoing audits.

These tools represent just the beginning of AI’s potential in finance. Incorporating them into your workflows can save time, improve accuracy, and allow you to focus on strategic decision-making. Stay ahead of the curve by exploring these cutting-edge solutions in 2025.

Author

  • Naveen Pandey Data Scientist Machine Learning Engineer

    Naveen Pandey has more than 2 years of experience in data science and machine learning. He is an experienced Machine Learning Engineer with a strong background in data analysis, natural language processing, and machine learning. Holding a Bachelor of Science in Information Technology from Sikkim Manipal University, he excels in leveraging cutting-edge technologies such as Large Language Models (LLMs), TensorFlow, PyTorch, and Hugging Face to develop innovative solutions.

    View all posts
Spread the knowledge
 
  

Leave a Reply

Your email address will not be published. Required fields are marked *