Levocred is an AI workforce for lenders that automates underwriting, portfolio monitoring, compliance, and back-office reporting. It targets credit funds, fintech lenders, and commercial banks. Users upload a loan tape and a credit agreement. Levocred returns a cited Investment Committee (IC) memo draft, with every figure tied to its source. For reporting, it recomputes and […]
Finance & Fintech
Financial modelling, earnings analysis, FP&A, fraud detection, portfolio analytics
15 tools selected.
Diligent One Platform is a governance, risk and compliance (GRC) system from Diligent Corporation. It combines board management, enterprise risk management, internal audit, entity management and market intelligence in one environment. Board teams can upload source documents to generate board book drafts. The platform also scans materials for risky language, summarizes documents with cited discussion […]
Sixfold is an AI underwriting platform for commercial property and casualty (P&C) and life and health insurers. It targets manual work such as gathering submissions, chasing missing details, and summarizing loss runs, statements of values (SOVs), and medical records. The AI Underwriter reads these documents, scores risk with explainable signals, and checks each case against […]
Campfire is an AI-native ERP for finance teams that need general ledger accounting and a faster month-end close. Made by Campfire Software, Inc., it combines general ledger, revenue automation, real-time reporting, and close management in one platform. It automates high-volume work such as bank transaction matching, duplicate detection, and revenue recognition. Teams can consolidate entities […]
Panax is an AI-native treasury management platform built for corporate finance and treasury teams that need real-time visibility into cash positions across fragmented banks and financial systems. It targets the manual, spreadsheet-driven work that many treasury departments still rely on: logging into multiple banking portals, tagging transactions by hand, and rebuilding forecasts across disconnected ERP […]
Arphie is an AI-powered knowledge activation platform built to automate RFPs and security questionnaires for go-to-market teams. It uses AI agents to convert unstructured company knowledge into structured, cited answers. The platform targets sales, proposal, and security teams that repeatedly answer similar questions from prospects and customers. The core workflow starts by connecting Arphie to […]
Rogo is an enterprise AI platform built for investment banks, private equity firms, and public and private market investors. It runs on custom-trained large language models developed specifically for finance, using professionally labeled data rather than general-purpose training sets. The platform is aimed at firms that need to turn raw market data and internal documents […]
Kasisto builds KAI, a conversational and generative AI platform built specifically for banks, credit unions, and wealth management firms. The company was spun out of SRI International, the research institute that created the technology behind Apple’s Siri, and has spent over a decade developing tools for financial institutions. The core problem Kasisto addresses is that […]
Cube is an agentic analytics platform built on a semantic layer, made by Cube Dev, Inc. It centralizes metric definitions, calculations, and security rules in one place. That governed model then feeds every analytics surface, from chat interfaces to dashboards to external AI tools. The platform targets two common problems. One is fragmented business logic, […]
MindBridge, built by MindBridge Analytics Inc., is a financial risk oversight and auditing platform for enterprise finance teams, internal auditors, and external audit firms. It targets the coverage gap left by manual auditing and random sampling, which struggle to keep pace with high transaction volumes. The platform ingests 100 percent of transactional data from ERP […]