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AI finance

393 results · Page 3 of 11

Factorial

AI finance

Factorial is an enterprise-oriented AI platform that integrates HR, finance, and IT processes into a single system and can work with the company's own policies and data context. It provides AI agents to handle matters such as company policies, contracts, payroll, and signed documents, with teams reviewing and approving them, thereby reducing the time spent on administrative work. The system emphasizes data protection and EU compliance, is suitable for roles such as CEOs, HR, finance, and IT, and helps information flow between teams and be visible company-wide. The company says more than 17,000 businesses already trust and use it, and existing tools can be integrated through an open API and marketplace.

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Fin-R1

AI finance

Fin-R1 is a complex reasoning large model in the financial domain jointly developed and open-sourced by the Financial Large Language Model Research Group of the School of Statistics and Data Science at Shanghai University of Finance and Economics (SUFE-AIFLM-Lab) and Caiyue Xingchen. The model is based on Qwen2.5-7B-Instruct and adopts a lightweight 7B parameter-scale architecture. Through two-stage training with supervised fine-tuning (SFT) and reinforcement learning (RL), it achieves SOTA-level performance among participating models on multiple financial benchmarks, and can provide support for core financial business scenarios such as banking, securities, insurance, and trusts.

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FinEye

AI finance

FinEye is an AI financial statement analysis tool for lending and finance teams. Its official website states that it provides financial statement tampering detection, cash flow insights, and helps accelerate decision-making. The tool is designed to provide finance professionals with automated, intelligent financial statement review and risk identification support, but detailed information such as specific feature details, usage methods, pricing models, and supported platforms is not yet officially available.

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FinRobot

AI finance

FinRobot is an open-source AI Agent platform for the financial domain by the AI4Finance-Foundation, built on large language models and positioned as an agent framework for financial decision intelligence. It combines foundation models with financial tools, quantitative models, deterministic computation, and multi-agent workflows for scenarios such as equity research, quantitative trading, risk analysis, investment banking, private equity, and wealth management. Its core principle is "model reasoning, software computation, agent orchestration, system verification"; all financial numbers are generated by pure Python computational operators rather than language models, while the LLM is responsible for reasoning, synthesis, interpretation, and report writing. The project includes three open-source projects that share the same financial domain layer, of which V2 is the production system and V0 is retained for learning. It offers three ways to run: the FinRobot Desktop v0.1.0 desktop application, a local Web UI, and a CLI, and there is also the FinRobot Pro cloud-based equity research platform.

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qwen-dianjin

AI finance

Qwen DianJin is a collection of open-source projects from the Alibaba Cloud financial services industry team for exploration, research, and deployment of large models in the financial domain. The repository is organized around the financial data flywheel methodology of "evaluation → data synthesis → post-training," and has released achievements including financial evaluation benchmarks, training datasets, reasoning models, process reward models, multimodal document understanding models, and a financial agent skill library. Representative outputs include the CFLUE Chinese financial language understanding evaluation dataset, DianJin-R1-7B/13B and DianJin-R1-Data, the Fin-PRM financial-domain process reward model, DianJin-OCR-R1, and others; it also covers directions such as M³FinMeeting, FinMCP-Bench, DianJin-RED, and DianJin-SKILLS (Baiji Tu). The research is productized on the Alibaba Cloud Qwen DianJin platform. The code and documentation are open under the MIT license, but some components and datasets have separate license terms.

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Taxxa.ai

AI finance

Taxxa.ai is an AI workspace for accountants, auditors, and payroll professionals, positioned as "the second brain for modern accounting." It provides AI-native accounting workflows for regulatory interpretation, compliance checks, and accounting automation. Within the workspace, users can research and get answers with cited sources, create documents, execute compliance processes, review and annotate documents, and conduct regulatory monitoring. Taxxa indexes trusted sources updated daily, supports comparisons across European jurisdictions, and emphasizes data privacy, claiming that user data is not used to train large language models. A 14-day free trial is offered, no credit card required.

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Tradebreath

AI finance

Tradebreath is a web-based manual backtesting and trading simulation platform. Its core features can be used without registration, and it supports more than 800 assets including forex, stocks, cryptocurrencies, commodities, ETFs, indices, and bonds. The platform provides tick-level historical data and L1 bid/ask quotes. Users can manually replay candlesticks, or an AI agent can write and run strategies based on natural language rules. It includes more than 36 built-in indicators, drawing tools, and candlestick patterns, supports multi-chart and multi-timeframe replay, and allows uploading OHLCV or tick CSV data to be parsed and backtested in the browser. At the end of each backtest, it generates trading statistics, a performance calendar, Monte Carlo simulations, and an AI interpretation report. The free plan can access core features but has usage quotas, while paid plans unlock more permissions.

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TurboTax

AI finance

TurboTax is a tax filing service provided by Intuit that supports users in filing their taxes themselves or having a tax expert file on their behalf, and it is officially claimed to guarantee 100% accuracy no matter which option is chosen. The basic version allows free filing of simple tax returns, and about 37% of taxpayers qualify. Users can complete their tax return by answering simple questions, or they can choose expert assistance or a full-service option. The platform supports photo upload, importing tax documents from employers or financial institutions, and provides the refund estimate tool TaxCaster, a tax filing document checklist, and explanations of tax law changes. The company offers multiple guarantees, including an accurate calculation guarantee, a maximum refund guarantee, and audit support. User rating is 4.7/5 (2026). Detailed pricing information is not fully provided in this material.

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