Looking for AI agents in Finance? Explore our marketplace of digital assistants and automation tools designed specifically for the Finance industry.

AI Agents for Finance | AI Agent Store

Vapi is a comprehensive platform designed for developers to efficiently build, test, and deploy AI-driven voice agents. It offers flexible APIs that facilitate the creation of custom conversational flows and integration with existing systems such as customer relationship management (CRM) and electronic health records (EHR). Vapi's low-latency architecture ensures real-time, natural interactions, making it ideal for applications in customer support, sales outreach, and more. The platform is engineered to handle millions of concurrent calls, leveraging a Kubernetes-based infrastructure to provide scalable and reliable voice AI solutions.

Vapi

vapi

A developer-centric platform enabling rapid creation, testing, and deployment of AI-powered voice agents for seamless integration into various applications.

Mesha is an AI-powered accounting platform designed to automate accounts receivable and bookkeeping processes for businesses. It features AI agents like Marcus, who handles automated invoice follow-ups, and Max, who assists with bookkeeping tasks. The platform integrates with tools such as QuickBooks, Xero, and Stripe, streamlining financial operations and improving cash flow management.

Mesha

mesha

AI-powered platform automating accounts receivable and bookkeeping for businesses.

APIx420 is a production-ready API gateway designed for AI agents, exposing 100+ real-time data endpoints via an MCP server interface and standard HTTP APIs. It focuses on agent-friendly utilities and live data across crypto and Web3 (prices, gas, balances, DeFi stats, NFTs), plus general-purpose tools like weather/air quality, news, domain/DNS/WHOIS, network utilities, geography, conversions, text analysis, and reference lookups. The service is pay-per-call and mentions USDC micropayments, with an MCP endpoint that advertises 100+ available tools and a broad set of categories for programmatic discovery.

APIx420

apix420

Pay-per-call API gateway with 100+ real-time data endpoints for AI agents, available as an MCP server (USDC micropayments).

StockAgent is an open-source, LLM-driven multi-agent framework for simulating stock trading behavior in a market environment that aims to resemble real-world conditions. The system models investor-like agents reacting to information such as macroeconomics, policy changes, company fundamentals, and global events, enabling analysis of trading behaviors and profitability effects under different external-factor scenarios. The authors also position StockAgent as addressing test-set leakage concerns in agent-based trading simulations by reducing reliance on prior memorized knowledge of the evaluation data. It’s primarily a research and experimentation framework (not a live-broker trading bot) for evaluating LLMs and studying emergent trading patterns in controlled simulations.

StockAgent

stockagent

Multi-agent LLM system that simulates investor trading behavior in a realistic stock-market environment to study how external factors affect decisions and outcomes.

Upmetrics is an AI-powered business planning platform that helps entrepreneurs, small businesses, and students create professional business plans, financial forecasts, and pitch decks. Its AI assistant asks targeted questions, auto-writes and refines sections, and adjusts tone so users can quickly draft clear, investor-ready content instead of starting from a blank page. Upmetrics also offers automated financial modeling tools for cash flow forecasts, profit and loss statements, and balance sheets, plus what-if scenario planning and collaboration for teams. With 400+ sample plans, strategic planning tools, and a built-in pitch deck creator, it streamlines the entire planning process from idea validation through funding presentations.

Upmetrics

upmetrics

AI-powered business planning software that generates business plans, financial forecasts, and pitch decks with guided, step-by-step assistance.

x402 is an open, internet-native payment protocol that activates the long-reserved HTTP 402 “Payment Required” status code to handle payments directly inside web and API requests. It allows AI agents, apps, and APIs to charge and pay per request using stablecoins like USDC, removing the need for traditional API keys, subscriptions, or manual billing. Built as an open standard by Coinbase and deployed on chains such as Solana and Base, x402 supports low-cost, high-throughput micropayments suitable for agentic workflows, data APIs, model inference, and digital content. By embedding pricing, payment instructions, and proof of payment in normal HTTP flows, x402 enables fully autonomous, machine-to-machine commerce and a more granular, usage-based business model for online services.

x402 Protocol

x402-protocol

Open payment protocol that lets AI agents and APIs send instant stablecoin micropayments over HTTP using the 402 status code.

1Shot API is an onchain automation layer that turns smart contracts into easily callable tools for apps, workflows, and AI-driven systems. It provides managed wallets, transaction orchestration, and support for standards like x402 payments and MetaMask Delegation Framework, so you can send stablecoin payments, automate onchain actions, and trigger transactions from platforms like n8n, Make, and IFTTT. Developers can read and write to any supported EVM smart contract, estimate gas, batch calls, and receive webhooks when transactions are finalized. 1Shot Prompts adds annotated smart contract prompts that make it easier for AI systems to reason about contract methods, enabling safer, autonomous onchain execution.

1Shot API

1shot-api

Onchain automation layer that lets AI agents and workflows read, write, and pay with smart contracts via a managed wallet API.

Reducto AI provides high-accuracy document ingestion APIs for AI teams. It parses complex PDFs, Excel, and PowerPoint, applies agentic OCR, splits multi-doc files, and extracts schema-precise fields. Reducto can summarize figures, convert graphs to tables, fill detected form fields, and output structured JSON suited for RAG and automation. Used across finance, healthcare, legal, and insurance, it offers SDKs/docs, a free tier, and enterprise security options.

Reducto AI

reducto-ai

Document intelligence API that parses, splits, OCRs, and extracts structured data from complex PDFs, slides, and spreadsheets.

Shortcut (TryShortcut.ai) is an AI Excel agent that automates spreadsheet work—from cleaning data and writing formulas to building full financial models like DCFs, LBOs, and three-statement models. It runs as a web app and as a native Excel add-in, preserving formatting and formulas while supporting multi-turn edits, audits, and export to .xlsx. A free tier provides limited daily tasks, with paid plans unlocking unlimited usage, priority processing, templates, and the Excel plugin.

Shortcut (Excel AI)

shortcut-excel-ai

AI Excel agent that builds and edits spreadsheets, models, and analyses via chat and an Excel add-in; free tier plus paid plans.

Fyva is a business intelligence / financial analysis platform that helps analysts and investors by automating portions of equity research and report drafting. It ingests data and filings, provides independent company & trend research, and delivers first-draft reports that analysts can refine.

Fyva AI

fyva-ai

AI copilot for analysts that generates equity research reports and insights from data and filings.

Box AI Agents is a content-intelligence platform by Box that lets enterprises automate research, deep extraction, search, and approvals over unstructured content. It uses secure, permissions-aware models (via Box AI Studio), integrates with top LLM providers, and ensures compliance and governance for sensitive data. Agents are tailored to tasks like contract analytics, HR document queries, finance workflows, and regulatory review.

Box AI Agents

box-ai-agents

Secure enterprise agents within Box that extract insights, automate workflows, and reason over content.

GetAgent is Bitget’s proprietary AI trading assistant embedded in the Bitget App. It provides real-time market insights, technical and sentiment analysis, strategy suggestions, and direct execution of spot, futures, and on-chain trades—all through simple conversational prompts and personalized based on user history.

Bitget GetAgent

bitget-getagent

AI-powered crypto trading assistant for market analysis and executing trades via natural language.

AI Agents for "Finance" Industry