AI Tools for finance you must know
Table Of Content
- Unlock Peak Performance: 10 AI Tools Every Finance Pro Should Know by 2025
- 1. Zebra AI – Automated, Management-Ready Reports
- 2. Bigdata.com – AI-Powered Financial Analysis
- 3. Mmm (Mouse) – Smart Expense Management
- 4. Forecast – Automating the Finance Close
- 5. Runway – Engaging Financial Planning & Analysis
- 6. Ryu – Eliminating Manual Receipt Processing
- 7. Trillion – Audit, Lease & Revenue Recognition in One
- 8. Puzzle – Automated Accounting for Startups
- 9. Zaplianze – SAP Optimisation & VAT Recovery
- 10. Numra – Your Virtual Accounting Assistant
- The Bottom Line
Unlock Peak Performance: 10 AI Tools Every Finance Pro Should Know by 2025
Artificial Intelligence is reshaping the financial world faster than ever. In just a couple of years, hundreds of new AI platforms have appeared, redefining how finance teams plan, analyse and report. For finance professionals, keeping up isn’t optional — it’s the key to staying competitive and delivering real impact.
Below I’ve rounded up ten of the most exciting AI tools you should know about before 2025. Each of them is already making daily work faster, smarter and more insightful.
1. Zebra AI – Automated, Management-Ready Reports
Upload your Excel files and let Zebra AI do the heavy lifting. As a spin-off of the well-known Zebra BI, it automatically converts raw numbers into polished, IBCS-compliant reports.
Why it’s great:
- Generates professional reports instantly
- Adds intelligent commentaries to highlight insights
- Delivers presentations managers can understand at a glance
2. Bigdata.com – AI-Powered Financial Analysis
Think of Bigdata.com as a “ChatGPT for investors” with access to institutional-grade data normally reserved for big firms. Build watchlists, ask questions in natural language and get complex charts back in seconds.
Why it’s great:
- Deep financial insight without manual crunching
- Huge time savings on analysis and report prep
3. Mmm (Mouse) – Smart Expense Management
This platform reads invoices and receipts automatically, books them into your system and even allocates employee expenses correctly.
Why it’s great:
- Eliminates manual data entry
- Ensures expenses are categorised properly every time
4. Forecast – Automating the Finance Close
Forecast brings automation to reconciliations, variance analysis and repetitive journal entries. Describe the process once and the system codes and executes it.
Why it’s great:
- Speeds up month-end close
- Reduces errors in large-scale accounting operations
5. Runway – Engaging Financial Planning & Analysis
Runway feels more like Notion or a game than a spreadsheet. It makes financial modelling, scenario planning and AI-driven narratives easy for non-finance teams too.
Why it’s great:
- Intuitive interface for building models
- AI-powered queries and scenario generation
6. Ryu – Eliminating Manual Receipt Processing
Employees simply scan their receipts; Ryu books them, checks compliance and speeds up reimbursements.
Why it’s great:
- Cuts time spent on receipt processing
- Prevents non-compliant expenses and saves money
7. Trillion – Audit, Lease & Revenue Recognition in One
Trusted by companies like Siemens and Walmart, Trillion automates three critical areas: audits, lease accounting and revenue recognition under US GAAP and IFRS.
Why it’s great:
- AI-powered audit and cross-checks
- Automatically reads contracts and books leases/revenue
8. Puzzle – Automated Accounting for Startups
With clean APIs (Stripe, Gusto, Mercury, etc.), Puzzle automates 99% of your accounting and delivers management insights in minutes.
Why it’s great:
- Near-full automation for startups
- Modern workflow with Slack integration
9. Zaplianze – SAP Optimisation & VAT Recovery
A German company focused on AI for SAP, Zaplianze spots duplicate invoices and finds missed VAT to recover cash quickly.
Why it’s great:
- Prevents double payments
- Unlocks hidden VAT refunds
10. Numra – Your Virtual Accounting Assistant
Numra’s virtual assistant “Mari” plugs into your existing systems to handle reconciliations, complex Excel tasks and more — adding a friendly human touch to automation.
Why it’s great:
- Offloads repetitive accounting work
- Ideal for manufacturers and European firms
The Bottom Line
These ten tools are only a glimpse of how AI is transforming finance. By embracing them now, you can shift from repetitive, low-value tasks to strategic, high-impact work.