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Nuvio is an AI-powered financial management platform—acting as your virtual CFO—that centralizes income, expenses, cash flow, and bank accounts into a single intuitive dashboard. Tailored for startups and small businesses, it converts complex data into clear insights, predictive analytics, and actionable financial guidance.

Nuvio is an AI-powered financial management platform—acting as your virtual CFO—that centralizes income, expenses, cash flow, and bank accounts into a single intuitive dashboard. Tailored for startups and small businesses, it converts complex data into clear insights, predictive analytics, and actionable financial guidance.

Nuvio is an AI-powered financial management platform—acting as your virtual CFO—that centralizes income, expenses, cash flow, and bank accounts into a single intuitive dashboard. Tailored for startups and small businesses, it converts complex data into clear insights, predictive analytics, and actionable financial guidance.


PDF AI Sheet, developed by CapGo.AI, is a powerful Google Sheets add-on that uses AI to extract and analyze information from multiple PDF files in bulk. Instead of manually opening each document, users can upload a batch of PDFs to the platform, connect them to a Google Sheet, and use natural language to ask questions and retrieve specific data. It is designed to streamline data extraction and analysis for a variety of documents, including resumes, financial filings, and reports.


PDF AI Sheet, developed by CapGo.AI, is a powerful Google Sheets add-on that uses AI to extract and analyze information from multiple PDF files in bulk. Instead of manually opening each document, users can upload a batch of PDFs to the platform, connect them to a Google Sheet, and use natural language to ask questions and retrieve specific data. It is designed to streamline data extraction and analysis for a variety of documents, including resumes, financial filings, and reports.


PDF AI Sheet, developed by CapGo.AI, is a powerful Google Sheets add-on that uses AI to extract and analyze information from multiple PDF files in bulk. Instead of manually opening each document, users can upload a batch of PDFs to the platform, connect them to a Google Sheet, and use natural language to ask questions and retrieve specific data. It is designed to streamline data extraction and analysis for a variety of documents, including resumes, financial filings, and reports.


CapyParse is an AI-powered document extraction tool specifically crafted to streamline the conversion of PDFs, bank statements, invoices, and images into structured data formats like CSV, Excel, JSON, or QuickBooks-ready files. It excels in parsing highly variable layouts, such as multiple-account bank statements, scanned documents, and complex tables. Users simply upload a document and CapyParse’s AI analyzes layout, fields, and data with high accuracy, then offers both raw exports and intuitive visual dashboards that include confidence scores for each field. With support for over thirty languages, transparent visual verification, and optional integrations with QuickBooks, Xero, or Google Sheets, CapyParse is designed for accountants, small businesses, and finance teams striving to eliminate manual data entry and reduce errors in document processing.


CapyParse is an AI-powered document extraction tool specifically crafted to streamline the conversion of PDFs, bank statements, invoices, and images into structured data formats like CSV, Excel, JSON, or QuickBooks-ready files. It excels in parsing highly variable layouts, such as multiple-account bank statements, scanned documents, and complex tables. Users simply upload a document and CapyParse’s AI analyzes layout, fields, and data with high accuracy, then offers both raw exports and intuitive visual dashboards that include confidence scores for each field. With support for over thirty languages, transparent visual verification, and optional integrations with QuickBooks, Xero, or Google Sheets, CapyParse is designed for accountants, small businesses, and finance teams striving to eliminate manual data entry and reduce errors in document processing.


CapyParse is an AI-powered document extraction tool specifically crafted to streamline the conversion of PDFs, bank statements, invoices, and images into structured data formats like CSV, Excel, JSON, or QuickBooks-ready files. It excels in parsing highly variable layouts, such as multiple-account bank statements, scanned documents, and complex tables. Users simply upload a document and CapyParse’s AI analyzes layout, fields, and data with high accuracy, then offers both raw exports and intuitive visual dashboards that include confidence scores for each field. With support for over thirty languages, transparent visual verification, and optional integrations with QuickBooks, Xero, or Google Sheets, CapyParse is designed for accountants, small businesses, and finance teams striving to eliminate manual data entry and reduce errors in document processing.


HeronAI is an AI-powered analytics platform designed to simplify financial reporting and transform raw data into actionable insights. It enables businesses to generate real-time dashboards and reports in minutes, eliminating the need for manual data analysis and empowering teams to make informed decisions swiftly.


HeronAI is an AI-powered analytics platform designed to simplify financial reporting and transform raw data into actionable insights. It enables businesses to generate real-time dashboards and reports in minutes, eliminating the need for manual data analysis and empowering teams to make informed decisions swiftly.


HeronAI is an AI-powered analytics platform designed to simplify financial reporting and transform raw data into actionable insights. It enables businesses to generate real-time dashboards and reports in minutes, eliminating the need for manual data analysis and empowering teams to make informed decisions swiftly.
Vossa.app is a smart AI-powered expense tracker designed to make budgeting effortless in just five minutes a day. It combines receipt scanning, voice input, and manual entry to help users manage their finances conveniently without complex setup or syncing hassles. The platform uses intelligent auto-categorization and clean visual stats to keep spending organized while ensuring users stay within budget limits. With Vossa, expense management becomes quick, intuitive, and accessible for anyone wanting a simple yet powerful tool to track spending habits.
Vossa.app is a smart AI-powered expense tracker designed to make budgeting effortless in just five minutes a day. It combines receipt scanning, voice input, and manual entry to help users manage their finances conveniently without complex setup or syncing hassles. The platform uses intelligent auto-categorization and clean visual stats to keep spending organized while ensuring users stay within budget limits. With Vossa, expense management becomes quick, intuitive, and accessible for anyone wanting a simple yet powerful tool to track spending habits.
Vossa.app is a smart AI-powered expense tracker designed to make budgeting effortless in just five minutes a day. It combines receipt scanning, voice input, and manual entry to help users manage their finances conveniently without complex setup or syncing hassles. The platform uses intelligent auto-categorization and clean visual stats to keep spending organized while ensuring users stay within budget limits. With Vossa, expense management becomes quick, intuitive, and accessible for anyone wanting a simple yet powerful tool to track spending habits.

PDF to Calendar is a time-saving AI automation tool that converts PDF schedules, itineraries, and event lists into fully functional digital calendars. The platform uses smart text recognition and data extraction to identify dates, times, and event details, then automatically syncs them with calendar platforms like Google Calendar, Outlook, or Apple Calendar. Designed for professionals, students, and organizers, it eliminates manual calendar entry and reduces human errors, providing instant scheduling automation. Its simple workflow makes it ideal for conferences, academic timetables, and corporate events where structured schedules must be digitized quickly.


PDF to Calendar is a time-saving AI automation tool that converts PDF schedules, itineraries, and event lists into fully functional digital calendars. The platform uses smart text recognition and data extraction to identify dates, times, and event details, then automatically syncs them with calendar platforms like Google Calendar, Outlook, or Apple Calendar. Designed for professionals, students, and organizers, it eliminates manual calendar entry and reduces human errors, providing instant scheduling automation. Its simple workflow makes it ideal for conferences, academic timetables, and corporate events where structured schedules must be digitized quickly.


PDF to Calendar is a time-saving AI automation tool that converts PDF schedules, itineraries, and event lists into fully functional digital calendars. The platform uses smart text recognition and data extraction to identify dates, times, and event details, then automatically syncs them with calendar platforms like Google Calendar, Outlook, or Apple Calendar. Designed for professionals, students, and organizers, it eliminates manual calendar entry and reduces human errors, providing instant scheduling automation. Its simple workflow makes it ideal for conferences, academic timetables, and corporate events where structured schedules must be digitized quickly.

Rillet is an AI-native ERP platform designed to streamline complex financial and accounting workflows for modern businesses. It automates revenue recognition (including ASC 606 compliance), invoicing, payment tracking, multi-entity accounting, and financial close management. With integrated AI-powered reconciliation, real-time cash flow insights, and advanced reporting capabilities, Rillet provides a unified source of financial truth for diverse industries such as professional services, financial services, e-commerce, healthcare, and non-profits. The platform’s native AI co-pilot interacts with your financial data conversationally, enabling teams to self-serve insights and focus on decision-making while routine processes like bank reconciliation and transaction coding run automatically.

Rillet is an AI-native ERP platform designed to streamline complex financial and accounting workflows for modern businesses. It automates revenue recognition (including ASC 606 compliance), invoicing, payment tracking, multi-entity accounting, and financial close management. With integrated AI-powered reconciliation, real-time cash flow insights, and advanced reporting capabilities, Rillet provides a unified source of financial truth for diverse industries such as professional services, financial services, e-commerce, healthcare, and non-profits. The platform’s native AI co-pilot interacts with your financial data conversationally, enabling teams to self-serve insights and focus on decision-making while routine processes like bank reconciliation and transaction coding run automatically.

Rillet is an AI-native ERP platform designed to streamline complex financial and accounting workflows for modern businesses. It automates revenue recognition (including ASC 606 compliance), invoicing, payment tracking, multi-entity accounting, and financial close management. With integrated AI-powered reconciliation, real-time cash flow insights, and advanced reporting capabilities, Rillet provides a unified source of financial truth for diverse industries such as professional services, financial services, e-commerce, healthcare, and non-profits. The platform’s native AI co-pilot interacts with your financial data conversationally, enabling teams to self-serve insights and focus on decision-making while routine processes like bank reconciliation and transaction coding run automatically.


Upstage Document Parse is an advanced AI-powered document processing tool designed to convert complex documents such as PDFs, scanned images, spreadsheets, and slides into structured, machine-readable text formats like HTML and Markdown. It excels at accurately recognizing and preserving complex layouts, tables, charts, and even handwritten elements with unmatched speed—processing over 100 pages in under a minute. The tool improves knowledge retrieval, enables quick decision-making through AI-driven summarization, and enhances accessibility by converting lengthy reports and legal documents into clean digital formats. Upstage Document Parse is scalable, easy to integrate via REST API or on-premises deployment, and certified for enterprise-grade security including SOC2 and ISO 27001.


Upstage Document Parse is an advanced AI-powered document processing tool designed to convert complex documents such as PDFs, scanned images, spreadsheets, and slides into structured, machine-readable text formats like HTML and Markdown. It excels at accurately recognizing and preserving complex layouts, tables, charts, and even handwritten elements with unmatched speed—processing over 100 pages in under a minute. The tool improves knowledge retrieval, enables quick decision-making through AI-driven summarization, and enhances accessibility by converting lengthy reports and legal documents into clean digital formats. Upstage Document Parse is scalable, easy to integrate via REST API or on-premises deployment, and certified for enterprise-grade security including SOC2 and ISO 27001.


Upstage Document Parse is an advanced AI-powered document processing tool designed to convert complex documents such as PDFs, scanned images, spreadsheets, and slides into structured, machine-readable text formats like HTML and Markdown. It excels at accurately recognizing and preserving complex layouts, tables, charts, and even handwritten elements with unmatched speed—processing over 100 pages in under a minute. The tool improves knowledge retrieval, enables quick decision-making through AI-driven summarization, and enhances accessibility by converting lengthy reports and legal documents into clean digital formats. Upstage Document Parse is scalable, easy to integrate via REST API or on-premises deployment, and certified for enterprise-grade security including SOC2 and ISO 27001.

Alkymi is an AI-powered data automation platform designed specifically for financial services and private markets. It transforms unstructured investment and financial documents, such as capital calls, quarterly reports, financial statements, and offering memorandums, into structured, actionable datasets. The platform uses advanced AI, machine learning, and large language models (LLMs) to automate complex data workflows, enabling firms to unlock and manage 100% of their investment data efficiently. Alkymi’s end-to-end solution integrates with downstream systems, providing real-time portfolio data, accelerating operational workflows, and empowering clients to make faster, data-driven investment decisions. It is tailored to meet the needs of private market firms and helps scale operations with greater accuracy and speed.

Alkymi is an AI-powered data automation platform designed specifically for financial services and private markets. It transforms unstructured investment and financial documents, such as capital calls, quarterly reports, financial statements, and offering memorandums, into structured, actionable datasets. The platform uses advanced AI, machine learning, and large language models (LLMs) to automate complex data workflows, enabling firms to unlock and manage 100% of their investment data efficiently. Alkymi’s end-to-end solution integrates with downstream systems, providing real-time portfolio data, accelerating operational workflows, and empowering clients to make faster, data-driven investment decisions. It is tailored to meet the needs of private market firms and helps scale operations with greater accuracy and speed.

Alkymi is an AI-powered data automation platform designed specifically for financial services and private markets. It transforms unstructured investment and financial documents, such as capital calls, quarterly reports, financial statements, and offering memorandums, into structured, actionable datasets. The platform uses advanced AI, machine learning, and large language models (LLMs) to automate complex data workflows, enabling firms to unlock and manage 100% of their investment data efficiently. Alkymi’s end-to-end solution integrates with downstream systems, providing real-time portfolio data, accelerating operational workflows, and empowering clients to make faster, data-driven investment decisions. It is tailored to meet the needs of private market firms and helps scale operations with greater accuracy and speed.


Fazeshift is an AI-powered platform deploying specialized agents for accounts receivable automation, integrating seamlessly with existing ERP, CRM, billing, and payment systems like Stripe, NetSuite, Sage Intacct, and SAP. It handles cash application for complex matching scenarios, automated collections with smart reminders, AI contract review comparing terms to billing, billing agent turning contracts into invoices, payment portal for self-serve customer access, credit agent pulling reports and setting limits, payment dispute tracking, and onboarding agent syncing forms to ERPs. The security-first solution eliminates over 90% of manual tasks, unlocks daily productivity hours, accelerates cash flow, provides AI insights, and ensures unified visibility with SOC 2 Type II compliance, GDPR adherence, SSO, and zero-data retention.


Fazeshift is an AI-powered platform deploying specialized agents for accounts receivable automation, integrating seamlessly with existing ERP, CRM, billing, and payment systems like Stripe, NetSuite, Sage Intacct, and SAP. It handles cash application for complex matching scenarios, automated collections with smart reminders, AI contract review comparing terms to billing, billing agent turning contracts into invoices, payment portal for self-serve customer access, credit agent pulling reports and setting limits, payment dispute tracking, and onboarding agent syncing forms to ERPs. The security-first solution eliminates over 90% of manual tasks, unlocks daily productivity hours, accelerates cash flow, provides AI insights, and ensures unified visibility with SOC 2 Type II compliance, GDPR adherence, SSO, and zero-data retention.


Fazeshift is an AI-powered platform deploying specialized agents for accounts receivable automation, integrating seamlessly with existing ERP, CRM, billing, and payment systems like Stripe, NetSuite, Sage Intacct, and SAP. It handles cash application for complex matching scenarios, automated collections with smart reminders, AI contract review comparing terms to billing, billing agent turning contracts into invoices, payment portal for self-serve customer access, credit agent pulling reports and setting limits, payment dispute tracking, and onboarding agent syncing forms to ERPs. The security-first solution eliminates over 90% of manual tasks, unlocks daily productivity hours, accelerates cash flow, provides AI insights, and ensures unified visibility with SOC 2 Type II compliance, GDPR adherence, SSO, and zero-data retention.


SmartClerk is an AI-powered accounting automation platform that converts raw financial statements into accurate, bookkeeper-ready reports within minutes. Instead of manually entering transactions from bank statements or spending hours reconciling data, SmartClerk uses intelligent extraction and classification to transform statements into structured financial records. It is designed to reduce accounting friction for businesses, accountants, and finance teams by delivering clean, organized reports that align with standard bookkeeping workflows.


SmartClerk is an AI-powered accounting automation platform that converts raw financial statements into accurate, bookkeeper-ready reports within minutes. Instead of manually entering transactions from bank statements or spending hours reconciling data, SmartClerk uses intelligent extraction and classification to transform statements into structured financial records. It is designed to reduce accounting friction for businesses, accountants, and finance teams by delivering clean, organized reports that align with standard bookkeeping workflows.


SmartClerk is an AI-powered accounting automation platform that converts raw financial statements into accurate, bookkeeper-ready reports within minutes. Instead of manually entering transactions from bank statements or spending hours reconciling data, SmartClerk uses intelligent extraction and classification to transform statements into structured financial records. It is designed to reduce accounting friction for businesses, accountants, and finance teams by delivering clean, organized reports that align with standard bookkeeping workflows.


ScanRelief is a streamlined desktop application that automates receipt and invoice processing by leveraging OpenAI's GPT-4 technology to scan, rename, and organize financial documents on your local computer. Unlike subscription-based cloud services, it operates directly on your Windows or Mac hard drive, ensuring privacy while automatically renaming files based on key details like date, vendor, and amount for chronological sorting. The tool generates a comprehensive Excel spreadsheet containing all extracted data, making tax preparation, expense tracking, and audits effortless. With a transparent pay-per-use model costing approximately 50 cents per 100 receipts through OpenAI, ScanRelief offers long-term value without recurring subscription fees or vendor lock-in.


ScanRelief is a streamlined desktop application that automates receipt and invoice processing by leveraging OpenAI's GPT-4 technology to scan, rename, and organize financial documents on your local computer. Unlike subscription-based cloud services, it operates directly on your Windows or Mac hard drive, ensuring privacy while automatically renaming files based on key details like date, vendor, and amount for chronological sorting. The tool generates a comprehensive Excel spreadsheet containing all extracted data, making tax preparation, expense tracking, and audits effortless. With a transparent pay-per-use model costing approximately 50 cents per 100 receipts through OpenAI, ScanRelief offers long-term value without recurring subscription fees or vendor lock-in.


ScanRelief is a streamlined desktop application that automates receipt and invoice processing by leveraging OpenAI's GPT-4 technology to scan, rename, and organize financial documents on your local computer. Unlike subscription-based cloud services, it operates directly on your Windows or Mac hard drive, ensuring privacy while automatically renaming files based on key details like date, vendor, and amount for chronological sorting. The tool generates a comprehensive Excel spreadsheet containing all extracted data, making tax preparation, expense tracking, and audits effortless. With a transparent pay-per-use model costing approximately 50 cents per 100 receipts through OpenAI, ScanRelief offers long-term value without recurring subscription fees or vendor lock-in.
This page was researched and written by the ATB Editorial Team. Our team researches each AI tool by reviewing its official website, testing features, exploring real use cases, and considering user feedback. Every page is fact-checked and regularly updated to ensure the information stays accurate, neutral, and useful for our readers.
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