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Alternatives to

Morningstar AI

Investment research platform with an AI assistant, Mo

23 approved alternatives Suggest an alternative

The most recently approved AI tools people use as an alternative to Morningstar AI (Investment research platform with an AI assistant, Mo), newest first.

Pilot

AI bookkeeping with human review, backed by top VCs

Mosaic

Strategic finance platform with AI-powered forecasting

BILL AI

AI-automated AP/AR for small and mid-size businesses

AlphaSense

AI search across earnings calls and filings

Kensho

S&P Global's AI analytics platform for financial markets

Botkeeper

AI bookkeeping automation for accounting firms

Monarch Money

AI budgeting app that grew fast after Mint shut down

MarketAlerts.ai

24/7 AI monitoring and trade signals for your portfolio

Jupid

AI that auto-categorizes bank transactions for Schedule C

GoAI

AI investment research for retail investors

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