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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.


Capitara is an AI-powered budgeting and financial analysis system designed to provide real-time insights and help businesses manage their finances effectively. Its primary purpose is to simplify complex financial analysis, budgeting, and reporting, making these functions accessible even to those without a strong finance background.


Capitara is an AI-powered budgeting and financial analysis system designed to provide real-time insights and help businesses manage their finances effectively. Its primary purpose is to simplify complex financial analysis, budgeting, and reporting, making these functions accessible even to those without a strong finance background.


Capitara is an AI-powered budgeting and financial analysis system designed to provide real-time insights and help businesses manage their finances effectively. Its primary purpose is to simplify complex financial analysis, budgeting, and reporting, making these functions accessible even to those without a strong finance background.


Balancio is an AI-powered accounting platform designed to transform financial operations for modern businesses. Through intelligent automation, it streamlines financial tasks, from processing receipts to generating reports, with the goal of increasing efficiency, reducing manual work, and eliminating human error.


Balancio is an AI-powered accounting platform designed to transform financial operations for modern businesses. Through intelligent automation, it streamlines financial tasks, from processing receipts to generating reports, with the goal of increasing efficiency, reducing manual work, and eliminating human error.


Balancio is an AI-powered accounting platform designed to transform financial operations for modern businesses. Through intelligent automation, it streamlines financial tasks, from processing receipts to generating reports, with the goal of increasing efficiency, reducing manual work, and eliminating human error.


AICosts.ai is a powerful, unified dashboard designed to help users manage, monitor, and optimize spending across all their AI services and resources. The platform enables individuals and organizations to track costs, usage, and performance metrics from a wide array of AI providers—including leading language models (Claude, GPT, Gemini), workflow automation tools, development platforms, and specialized AI solutions. With features for predictive analytics, cost comparisons, budget alerts, and resource tracking, AICosts.ai gives users actionable insights to maximize ROI and eliminate wasted spending, all from a single, secure interface. Flexible subscription options and API integration support make it ideal for managing the entire AI stack in one place.


AICosts.ai is a powerful, unified dashboard designed to help users manage, monitor, and optimize spending across all their AI services and resources. The platform enables individuals and organizations to track costs, usage, and performance metrics from a wide array of AI providers—including leading language models (Claude, GPT, Gemini), workflow automation tools, development platforms, and specialized AI solutions. With features for predictive analytics, cost comparisons, budget alerts, and resource tracking, AICosts.ai gives users actionable insights to maximize ROI and eliminate wasted spending, all from a single, secure interface. Flexible subscription options and API integration support make it ideal for managing the entire AI stack in one place.


AICosts.ai is a powerful, unified dashboard designed to help users manage, monitor, and optimize spending across all their AI services and resources. The platform enables individuals and organizations to track costs, usage, and performance metrics from a wide array of AI providers—including leading language models (Claude, GPT, Gemini), workflow automation tools, development platforms, and specialized AI solutions. With features for predictive analytics, cost comparisons, budget alerts, and resource tracking, AICosts.ai gives users actionable insights to maximize ROI and eliminate wasted spending, all from a single, secure interface. Flexible subscription options and API integration support make it ideal for managing the entire AI stack in one place.


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.


Sirius Investors is an AI-driven investment research and portfolio management platform that gives users access to verified financial data, real-time market insights, and automated analysis tools. The platform is built specifically for investors who want accuracy and transparency — rather than relying on information scraped from unreliable sources, Sirius Investors uses official filings, audited financial statements, and up-to-date market metrics to generate insights. Its tools include stock and ETF screening, fundamental ratio analysis, news and sentiment tracking, and portfolio monitoring. The aim is to significantly reduce the time required to research investments, help users make better decisions based on trustworthy data, and offer institution-grade analytics to retail investors.


Sirius Investors is an AI-driven investment research and portfolio management platform that gives users access to verified financial data, real-time market insights, and automated analysis tools. The platform is built specifically for investors who want accuracy and transparency — rather than relying on information scraped from unreliable sources, Sirius Investors uses official filings, audited financial statements, and up-to-date market metrics to generate insights. Its tools include stock and ETF screening, fundamental ratio analysis, news and sentiment tracking, and portfolio monitoring. The aim is to significantly reduce the time required to research investments, help users make better decisions based on trustworthy data, and offer institution-grade analytics to retail investors.


Sirius Investors is an AI-driven investment research and portfolio management platform that gives users access to verified financial data, real-time market insights, and automated analysis tools. The platform is built specifically for investors who want accuracy and transparency — rather than relying on information scraped from unreliable sources, Sirius Investors uses official filings, audited financial statements, and up-to-date market metrics to generate insights. Its tools include stock and ETF screening, fundamental ratio analysis, news and sentiment tracking, and portfolio monitoring. The aim is to significantly reduce the time required to research investments, help users make better decisions based on trustworthy data, and offer institution-grade analytics to retail investors.


SRED Simplify (often stylized “SRED Simplify”) is a fintech product designed to streamline business accounting and tax processes for freelancers, small businesses, and creators. It aims to simplify expense tracking, invoice management, tax form generation, and financial insights — all in one centralized dashboard. The platform is tailored to reduce the administrative burden of bookkeeping and compliance, especially for those who do not have dedicated accounting teams.


SRED Simplify (often stylized “SRED Simplify”) is a fintech product designed to streamline business accounting and tax processes for freelancers, small businesses, and creators. It aims to simplify expense tracking, invoice management, tax form generation, and financial insights — all in one centralized dashboard. The platform is tailored to reduce the administrative burden of bookkeeping and compliance, especially for those who do not have dedicated accounting teams.


SRED Simplify (often stylized “SRED Simplify”) is a fintech product designed to streamline business accounting and tax processes for freelancers, small businesses, and creators. It aims to simplify expense tracking, invoice management, tax form generation, and financial insights — all in one centralized dashboard. The platform is tailored to reduce the administrative burden of bookkeeping and compliance, especially for those who do not have dedicated accounting teams.

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.


DualEntry is an AI-native ERP platform designed to replace legacy accounting systems and streamline financial processes for growing enterprises. It offers a fully automated, cloud-based accounting suite that supports multi-entity management with features like auto-eliminating intercompany transactions and consolidation reporting. DualEntry integrates with over 13,000 apps and banking services to unify data and reduce errors, while customizable general ledger classifications and AI-driven automations make financial workflows more efficient. The platform is compliant with major accounting standards like IFRS and GAAP, and meets security certifications such as SOC 2, GDPR, and CCPA. Designed to scale businesses to IPO, DualEntry accelerates month-end close, audit readiness, and treasury management with intelligent automations.


DualEntry is an AI-native ERP platform designed to replace legacy accounting systems and streamline financial processes for growing enterprises. It offers a fully automated, cloud-based accounting suite that supports multi-entity management with features like auto-eliminating intercompany transactions and consolidation reporting. DualEntry integrates with over 13,000 apps and banking services to unify data and reduce errors, while customizable general ledger classifications and AI-driven automations make financial workflows more efficient. The platform is compliant with major accounting standards like IFRS and GAAP, and meets security certifications such as SOC 2, GDPR, and CCPA. Designed to scale businesses to IPO, DualEntry accelerates month-end close, audit readiness, and treasury management with intelligent automations.


DualEntry is an AI-native ERP platform designed to replace legacy accounting systems and streamline financial processes for growing enterprises. It offers a fully automated, cloud-based accounting suite that supports multi-entity management with features like auto-eliminating intercompany transactions and consolidation reporting. DualEntry integrates with over 13,000 apps and banking services to unify data and reduce errors, while customizable general ledger classifications and AI-driven automations make financial workflows more efficient. The platform is compliant with major accounting standards like IFRS and GAAP, and meets security certifications such as SOC 2, GDPR, and CCPA. Designed to scale businesses to IPO, DualEntry accelerates month-end close, audit readiness, and treasury management with intelligent automations.


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.


Lantern is a modern data platform and AI-driven solution designed to help private markets professionals manage, validate, and report financial data more efficiently and reliably. At its core, Lantern addresses one of the biggest challenges facing private equity and investment teams today: the fragmentation, inaccuracy, and manual effort involved in collecting and reconciling fund and portfolio data from multiple disparate sources.


Lantern is a modern data platform and AI-driven solution designed to help private markets professionals manage, validate, and report financial data more efficiently and reliably. At its core, Lantern addresses one of the biggest challenges facing private equity and investment teams today: the fragmentation, inaccuracy, and manual effort involved in collecting and reconciling fund and portfolio data from multiple disparate sources.


Lantern is a modern data platform and AI-driven solution designed to help private markets professionals manage, validate, and report financial data more efficiently and reliably. At its core, Lantern addresses one of the biggest challenges facing private equity and investment teams today: the fragmentation, inaccuracy, and manual effort involved in collecting and reconciling fund and portfolio data from multiple disparate sources.


409.ai is an AI-powered platform that delivers fast, affordable 409A valuations for startups and private companies, making the traditionally tedious process 10X faster and 50% cheaper with 2-day delivery. A 409A valuation sets the fair market value of common stock, ensuring IRS compliance while guiding founders on employee stock option strike prices and providing exit protection. The service uses direct integrations with accounting software, AI-driven analysis, and expert review to produce draft reports quickly, followed by IRS-defensible full reports within 48 hours. It's designed for SMBs, venture studios, and early-stage companies needing reliable valuations to hire talent and build governance.


409.ai is an AI-powered platform that delivers fast, affordable 409A valuations for startups and private companies, making the traditionally tedious process 10X faster and 50% cheaper with 2-day delivery. A 409A valuation sets the fair market value of common stock, ensuring IRS compliance while guiding founders on employee stock option strike prices and providing exit protection. The service uses direct integrations with accounting software, AI-driven analysis, and expert review to produce draft reports quickly, followed by IRS-defensible full reports within 48 hours. It's designed for SMBs, venture studios, and early-stage companies needing reliable valuations to hire talent and build governance.


409.ai is an AI-powered platform that delivers fast, affordable 409A valuations for startups and private companies, making the traditionally tedious process 10X faster and 50% cheaper with 2-day delivery. A 409A valuation sets the fair market value of common stock, ensuring IRS compliance while guiding founders on employee stock option strike prices and providing exit protection. The service uses direct integrations with accounting software, AI-driven analysis, and expert review to produce draft reports quickly, followed by IRS-defensible full reports within 48 hours. It's designed for SMBs, venture studios, and early-stage companies needing reliable valuations to hire talent and build governance.
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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