Finance

AI search across earnings calls and filings

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

AI bookkeeping automation for accounting firms

Visual financial modeling that replaces the spreadsheet

A conversational AI assistant for budgeting, spending, saving, and credit

AI that critiques your pitch and matches you to investors

AI expense reporting, now a public company with a rocky run

Source-linked AI investment research, financial data, and modeling

AI investment research for retail investors

Generative and agentic AI across TurboTax, Credit Karma, and QuickBooks

AI that auto-categorizes bank transactions for Schedule C

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

AI-powered investment search, comparison, and portfolio research

24/7 AI monitoring and trade signals for your portfolio

AI budgeting app that grew fast after Mint shut down

Investment research platform with an AI assistant, Mo

Strategic finance platform with AI-powered forecasting

An all-in-one personal finance platform with an AI financial advisor

AI bookkeeping with human review, backed by top VCs

The leading private markets data platform, now with AI search

The financial data infrastructure behind thousands of fintech apps

AI portfolio analysis, financial planning, and optimization for self-directed investors

AI corporate card and spend platform now valued in the billions

AI accounts payable automation with 80%+ touchless processing