12 AI tools for financial services with SOC 2. Newest check: 12 Nov 2026.
268 of 721 tools were checked against the vendor's own page in the last 30 days.
| Tool | Price from | Free plan | Runs on | Rating | Checked |
|---|---|---|---|---|---|
| DatarailsExcel-friendly finance operating system with 600+ data connectors, AI agents and SOC 2 Type II, sold on three quote-only plans. | Quote | No | Web · iOS · Android | 3.7 | 6 Nov |
| PigmentAI planning platform for finance, sales and supply chain teams, with 6 named AI agents, an MCP server and a free trial. | -- | -- | Web | 3.7 | 6 Nov |
| CampfireAI-native ERP for growth-stage finance teams with Ember agents, a Migration Agent and an MCP server, used by Replit, Decagon and PostHog, per the vendor. | Quote | No | Web | 3.4 | 11 Nov |
| TruewindAI accounting agent that turns bank statements into journal entries for QuickBooks Online and Sage Intacct; the vendor cites 500+ accountants. | Quote | No | Web | 3.0 | 3 Nov |
| VectorShiftAI operating system for private market investors: 5 purpose-built interfaces for data rooms, IC memos and LP reporting, with SOC 2 Type II. | Quote | No | Web | 2.9 | 3 Nov |
| AbacumAI-native FP&A platform rated 4.7/5 on G2, used by mid-market finance teams to automate reporting, forecasting, and scenario planning. | Quote | No | Web | -- | 25 Sep |
| AlephAI-native FP&A platform that syncs ERP, CRM and HRIS data into live Excel and Sheets models, backed by Khosla Ventures and Y Combinator. | -- | -- | Web | -- | 23 Oct |
| FieldguideFive purpose-built AI agents handle sampling, testing, workpaper review, and financial-statement drafting for CPA audit and advisory engagements. | Quote | No | Web | -- | 23 Aug |
| LiveFlowAI-native accounting platform used by 6,000+ businesses to sync QuickBooks and Xero into live Sheets and Excel reports, plus a new agentic ERP called Flow. | Quote | No | Web | -- | 23 Sep |
| Model MLAI agent for banks, funds and consultancies that builds cited decks, models and diligence; it says it has raised over $100M and HSBC rolled it out globally. | Quote | No | Web | -- | 12 Nov |
| Two DotsAI underwriting platform whose Eve agent screens tenants and verifies lender income, cutting turnaround 6+ days per unit with 99% automated decisions. | Quote | No | Web | -- | 16 Aug |
| SpadeSpade enriches raw card, ACH, and wire transaction data into structured merchant records in under 50ms, covering 99.9% of US and Canadian merchants. | Quote | No | Web | -- | 15 Aug |
A person checks every record against the vendor's own page. Rankings cannot be bought. How Hokai checks records. Not sure what you need? Describe the job to Smart Match and get three picks with reasons.