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AI for Investment Bankers
The best AI tools for investment bankers — financial modeling, market research, document review, due diligence, pitch deck creation, and deal sourcing. These tools help banking teams process information faster, surface insights from large datasets, and produce higher-quality deliverables.
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Finance 23
AlphaSense
AI-powered financial search and analysis
BILL AI
AI-powered financial automation for SMBs
Botkeeper
AI-powered bookkeeping automation for accounting firms
Causal
AI financial modelling and scenario planning
Evalyze
AI that compresses fundraising from 6 months to 6 weeks
Expensify
AI-powered expense management and corporate cards
GoAI
Personal AI investment analyst for retail investors
Jupid
AI that connects to your bank and categorizes transactions for taxes
Kensho
AI analytics platform for financial markets
MarketAlerts.ai
AI stock monitoring and trade signals 24/7
Monarch Money
AI-powered personal finance and budget tracking app
Morningstar AI
AI-powered investment research and data
Mosaic
Strategic finance platform with AI-powered forecasting
Pilot
AI-powered bookkeeping and financial reporting for startups
PitchBook
AI-powered private market financial data platform
Plaid
AI-powered financial services and data platform
Ramp
AI-powered corporate card and expense management
Stampli
AI-powered accounts payable automation
Tipalti
AI global payables automation platform
Trullion
AI accounting automation for lease and revenue recognition
Vic.ai
AI-powered accounts payable automation platform
Yodlee
AI financial data aggregation and analytics
Zeni
AI-first finance operations platform for startups
Data 22
Airbyte
Open-source data integration platform with AI assistance
Amplitude AI
AI-powered product analytics and behavioural insights
Cleanlab
AI data curation and label quality platform
Databricks
Unified data and AI platform for building, training, and deploying AI models on …
DataRobot
Automated machine learning and AI platform
dbt Cloud
Analytics engineering platform for data transformation
Domo AI
Cloud BI platform with embedded AI for business decisions
Fivetran
Automated data movement with AI-powered pipelines
H2O.ai
Open-source machine learning and AI platform
Hex
Collaborative data workspace with AI-assisted analysis for notebooks, …
Julius AI
Chat with your data — AI data analyst
Metabase
Open-source analytics with AI question assistant
MotherDuck
Serverless analytics platform built on DuckDB with AI assistant for querying …
Obviously AI
No-code machine learning for business predictions
Page Pulse
Simple AI-powered website analytics for everyone
PostHog AI
Open-source product analytics and experimentation platform
Power BI
Microsoft's AI-powered business intelligence tool
Scale AI
Data labeling and AI evaluation platform for training foundation models
Sisense
AI-driven embedded analytics for product builders
Snowflake
Cloud data platform with AI and ML capabilities including Cortex AI for building …
Tableau
AI-enhanced data visualization and analytics platform
ThoughtSpot
AI-powered analytics with natural language search
Research tools 21
Connected Papers
Visual tool for exploring academic paper networks
Dimensions
Comprehensive research intelligence and funding database
Dovetail
AI customer insights hub for product teams
Elicit
AI research assistant for academic papers
Explainpaper
AI that explains academic papers in plain language
Inciteful
AI paper discovery through citation network analysis
Iris.ai
AI research engine for scientific and technical literature
Lens.org
Free and open patent and scholarly search
NotebookLM Plus
Google's premium research assistant with extended usage and team features
OpenRead
AI-powered paper reader and research Q&A
Paper Digest
AI daily digest of the latest research papers
Perplexity
AI research assistant and search engine
Perplexity Labs
Perplexity's experimental AI features including deep research and internal models
Perplexity Pages
AI-generated articles and knowledge pages with cited sources
Scinapse
AI academic search engine for scientific literature
SciSpace
AI-powered research paper analysis and explanation
Scite
AI research tool that shows how papers have been cited
Semantic Scholar
AI-powered academic search engine
Undermind
AI research agent for deep literature discovery
Wolfram Alpha AI
Computational knowledge engine with AI integration
Zotero
Free AI-assisted reference manager and research tool
Market research 15
Attention Insight
AI-powered attention heatmap predictor
Brandwatch
AI social media monitoring and market insights
CB Insights
AI-powered market intelligence for business strategy
Competitor Analyzer
Lightweight AI tool for monitoring competitor strategies
Cresh
Multi-agent AI tool for business research and startup validation
Crimson Hexagon
AI consumer insights and market research platform
Crunchbase
AI startup and company data platform
Glassbox
AI digital experience analytics platform using session replay and heatmaps to …
Hotjar AI
AI-powered heatmaps, session recordings, and user feedback
Maze
AI-powered rapid user research platform
Quantilope
AI-powered consumer research and market insights platform
Remesh
AI-powered real-time audience research and engagement platform
SEMrush
AI market research and competitive intelligence
SimilarWeb
AI market intelligence and competitive analysis
Talkwalker
AI social listening and consumer intelligence platform for tracking brand …
Document ai 12
ABBYY
AI-powered document intelligence and OCR platform
Adobe Acrobat AI
AI assistant built into Adobe Acrobat for PDF intelligence
ChatPDF
Chat with any PDF using AI
Docsumo
AI document data extraction and processing API
Humata
AI for understanding and summarising complex documents
HyperScience
Intelligent document processing for enterprise back-office automation
Instabase
AI platform for automating document-heavy business processes
Nanonets
AI-powered document extraction and workflow automation platform
NotebookLM
Google's AI research assistant grounded in your documents
PDF.ai
AI chatbot for PDFs that lets you ask questions, summarize, and extract …
Reducto
AI document parsing API for complex PDFs and documents
Rossum
AI-powered document data capture for finance and operations
Presentation 10
Beautiful.ai
AI presentation maker with smart templates
Decktopus
AI presentation maker with templates and scripts
Gamma
AI-powered presentation and document creation
MagicSlides
AI PPT maker that turns any text or topic into polished presentations
Pitch
AI-enhanced collaborative presentation software
Plus AI
AI presentation assistant for Google Slides and PowerPoint
Slidebean
AI-powered presentation design for startups
SlidesAI
Turn text into polished Google Slides presentations
Tome
AI storytelling and presentation platform
Visme AI
AI-powered visual content and presentation platform
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