AI Assistants for Financial Services

The 13 AI Assistants for Financial Services tools on HokAI, compared on capability, pricing and compliance. Independently verified.

What is in AI Assistants for Financial Services

HokAI tracks 13 active tools in AI Assistants for Financial Services. 4 of them (31%) publish a free tier you can test before paying.

AI Assistants for Financial Services — Tools

  • Aleph — AI-native FP&A platform that syncs 150+ ERP/CRM systems into live Excel and Sheets models, founded 2020, backed by $46M from Khosla Ventures.
  • Campfire — AI-native ERP for startups, consolidating multi-entity books across 180+ currencies with the Ember AI Assistant, used by Replit and PostHog.
  • Cohesion — AI agent platform for public equity analysts at hedge funds, live with 10+ funds managing $10B+ AUM. Access is by request only, not self-serve signup.
  • Fieldguide — Five purpose-built AI agents handle sampling, testing, workpaper review, and financial-statement drafting for CPA audit and advisory engagements.
  • Kick — Kick is an AI bookkeeping platform that automates categorization and reporting for 5,000+ business owners and their accountants.
  • MiDash — Conversational AI trading platform that converts plain English or Arabic prompts into backtested, executable algorithmic strategies across stocks, crypto, and forex.
  • Model ML — Model ML is an AI workspace for financial services that finished a McKinsey and Bain benchmark task in under 3 minutes, faster than the consultants.
  • Numeral — AI-native sales tax and VAT/GST compliance with 9 native integrations, including Stripe and Shopify, plus free nexus monitoring.
  • ProBors — ProBors is a 2026 AI research tool for tracking Congress and insider stock trading disclosures, with built-in AI chat and MCP developer access.
  • Spade — Spade enriches raw card, ACH, and wire transaction data into structured merchant records in under 50ms, covering 99.9% of US and Canadian merchants.
  • Tenki — AI-powered overnight scanner for Kalshi prediction markets that emails 3-7 vetted trading opportunities to subscribers each morning.
  • TradingPulse — AI-powered daily market briefs for crypto and forex traders covering BTC, ETH, Gold, and EUR/USD in plain language with no charts, no jargon. Free tier, Pro at $8/month.
  • Two Dots — AI underwriting platform whose Eve agent screens tenants and verifies lender income, cutting turnaround 6+ days per unit with 99% automated decisions.

AI Assistants for Financial Services pricing at a glance

Paid plans in AI Assistants for Financial Services start at $49 per month, and the highest published ceiling reaching $129. Figures cover the 1 of 13 listings that publish a price; the rest quote on request or bundle the tool into a wider plan. If budget is the constraint, 4 listings offer a free tier.

Where these tools run

Across the 13 AI Assistants for Financial Services listings, 13 run in the browser, 2 offer a mobile app. Check platform support before shortlisting — it is the constraint most often discovered late.

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Frequently asked questions

How many tools are there in AI Assistants for Financial Services?

HokAI currently lists 13 active entries in AI Assistants for Financial Services. Each is verified against the vendor's own pages and re-checked as those pages change, so the count moves as the category does.

Which tools are listed under AI Assistants for Financial Services?

Aleph, Campfire, Cohesion, Fieldguide and Kick, among the 13 entries in this section. Each links through to a full profile covering what it does, how it is priced where that is published, and how it compares with the alternatives in the same category.

Are there free AI Assistants for Financial Services options?

Yes — 4 of the 13 listings in AI Assistants for Financial Services publish a free tier. Free tiers here usually cap usage volume or hold back the higher-end features rather than expiring, so they suit evaluation before committing.

How much do AI Assistants for Financial Services tools cost?

Published paid plans start at $49 per month, with the highest published ceiling at $129. That covers the 1 of 13 listings that publish a price — the remainder quote on request or fold the tool into a broader contract.

Do AI Assistants for Financial Services tools work on mobile?

2 of the 13 listings in AI Assistants for Financial Services offer an iOS or Android app; 13 run in the browser, which in practice covers mobile through a responsive interface even without a native app.