AI is making waves across finance, but separating real solutions from the hype isn’t always easy. If you work in Financial Services (FinServ), chances are you’re already feeling the pressure: tighter compliance deadlines, more data to reconcile, and higher expectations from clients and regulators alike. You’re not alone, and AI can help big time.
This article covers 10 AI tools built for FinServ professionals – solutions that teams are already using to reduce risk, improve accuracy, and work more efficiently.
What AI Tooling Means in Finance
AI tooling in finance refers to the use of software powered by artificial intelligence to automate, analyze, and enhance financial workflows. These tools help finance teams reduce manual work, improve accuracy, and make faster, more informed decisions.
Why AI Is Changing Finance Services
Finance teams are being asked to do more with less. Talent shortages, regulatory pressure, and an explosion of data are pushing firms to find smarter ways of working. AI offers immense relief by automating time-consuming tasks, surfacing risk earlier, and helping teams focus on strategic decisions.
Here are the top AI tools to consider as FinServ professionals:
1. DataSnipper
Website: www.datasnipper.com
What it does: An intelligent automation platform embedded in Excel, DataSnipper extracts, matches, and validates source documents, turning hours of manual matching into minutes. It supports everything from detailed tests to reconciliation and generates review-ready workpapers.
Finance use cases:
• Automate audit testing and reconciliations – link transactions to invoices, bank statements, or contracts within seconds.
• Document SOX controls, financial-close processes, and internal audits with full traceability.
• Fuel ESG or regulatory reporting by quickly pulling line-item evidence directly into Excel checklists.
Standout features:
• Seamless Excel integration – no need for new platforms.
• Scalable “Snip‑matching” engine handles structured and unstructured data, with audit-ready traceability.
• Trusted by 500,000+ professionals and fully secure – available via Microsoft AppSource.
2. Workiva
Website: https://www.workiva.com
What it does: A cloud-based platform for regulatory, SOX, ESG, audit, and financial reporting, now enriched with generative AI to draft narratives and automate controls.
Finance use cases:
• Streamline SOX testing and controls documentation: auto-generate updates, PBC requests, and working paper links.
• Automate ESG disclosures with standardized tagging, workflow collaboration, and full audit trails.
Standout features:
• GenAI assistant pulls context directly from your documents.
• Built-in compliance controls, linking narrative and numbers with audit-ready traceability.
3. MindBridge
Website: (https://www.mindbridge.ai)
What it does: An anomaly-detection and risk scoring platform that analyzes 100% of transactions, spotting fraud, errors, and inefficiencies using AI.
Finance use cases:
• Highlight high-risk journal entries before audit fieldwork.
• Monitor ongoing financial activity to detect fraud, internal control issues, or compliance risk.
Standout features:
• Real-time AI scoring with dashboarded visualization and anomaly explanation.
• Integrates with Microsoft Fabric for seamless data workflows.
4. Datarails
Website: https://www.datarails.com
What it does: An FP&A platform built on Excel that automates data consolidation, forecasting, budgeting, and real-time reporting, with AI-powered Q&A chat capabilities.
Finance use cases:
• Centralize and auto-refresh budgets and forecasts.
• Run “what‑if” scenarios and visualize impact across departments.
Standout features:
• Maintains Excel workflows with added version control and collaboration.
• Fast setup (often within two weeks), with strong support from finance-obsessed onboarding teams.
5. Cube
Website: https://www.cubesoftware.com
What it does: A collaborative FP&A tool that connects spreadsheets with ERPs, supports continuous planning, scenario modeling, and natural-language queries.
Finance use cases:
• Run rolling forecasts that automatically adapt to live data.
• Ask questions in plain English (or Slack/Microsoft Teams) and get charts or insights back.
Standout features:
• Easy integration with Excel and Google Sheets.
• Built-in forecasting and AI coaching to help users interpret data without complex formulas.
6. Ramp
Website: https://www.ramp.com
What it does: An AI-first expense, bill-pay, and corporate card solution that automates spend capture, policy enforcement, and reconciliation.
Finance use cases:
• Auto-capture receipts and match them to expenses.
• Detect out-of-policy purchases, duplicate charges, or unused subscriptions.
Standout features:
• 24/7 policy enforcement, set granular merchant/cap limits and auto-lock cards.
• Transparency via real-time spend intelligence and alerts to control overspend.
7. Brex
Website: https://www.brex.com
What it does: A modern corporate card platform with AI tools for spending insights, real-time budget compliance, and virtual card management.
Finance use cases:
• Issue virtual cards tied to budgets, real-time policy checks, and real-time tracking.
• Enforce budgets and prevent overspending before it happens.
Standout features:
• AI assistant flags anomalies, suggests optimization steps.
• High limits without personal guarantees and top-tier mobile experience.
8. Validis
Website: https://www.validis.com
What it does: A cloud data-extraction tool that connects to client accounting systems like Xero and QuickBooks – extracting full or selective financial data with encryption and standardization.
Finance use cases:
• Quickly gather GL, P&L, AR/AP data across multiple clients or entities.
• Prep clean data sets for audits, analytics, or covenant compliance.
Standout features:
• Choice of full or selective extraction of financial history.
• Secure, scalable portal backed by audit-grade encryption, used by 90% of its customers.
9. Power BI with Copilot
Website: https://powerbi.microsoft.com
What it does: BI dashboarding enhanced by Copilot’s generative AI – allowing finance teams to ask questions, generate insights, and summarize findings in natural language.
Finance use cases:
• Build interactive dashboards that update automatically with live financial feeds.
• Ask natural-language queries like “show revenue variance by region” and get charts or commentary back instantly.
Standout features:
• Deep integration with Excel and Microsoft ecosystem.
Copilot accelerates analysis and helps non-technical users surface insights.
10. Alteryx
Website: https://www.alteryx.com
What it does: A no-code analytics platform that automates data prep, blending, and modeling – ideal for mega spreadsheets and cross-system workflows.
Finance use cases:
• Clean and combine financial data from multiple systems – e.g., ERP, GL, transaction logs.
• Automate reconciliation and report preparation ahead of close.
Standout features:
• Drag‑and‑drop workflow builder minimizes reliance on IT.
• Powerful scalability, designed for complex, high-volume use cases.
Choosing the Right AI Finance Tools for Your Team
We’re riding the AI wave to maximize efficiency, and as finance professionals, staying ahead means embracing these tools – they’re quickly becoming a must. For FinServ professionals, the right tools can eliminate hours of manual work, surface risks earlier, and keep you compliant without slowing things down for you or your team.
If you’re just starting your journey in AI tools for FinServ, the most important thing is to pick tools that fit your workflows, integrate easily, and deliver immediate value.
Want a deeper look at how these tools compare? Download our Buyer’s Guide to AI in Finance.
Frequently asked questions
What are the best AI tools for financial services in 2025?
Top AI tools include DataSnipper, Workiva, MindBridge, Datarails, Cube, Ramp, Brex, Validis, Power BI with Copilot, and Alteryx. Each supports different needs—from automation and anomaly detection to spend management and ESG reporting.
How is AI used in financial services?
AI is used to automate routine tasks, detect fraud, forecast trends, manage compliance, and streamline reporting. It helps teams move faster, stay accurate, and reduce manual work.
What is DataSnipper used for in finance?
DataSnipper is primarily used to automate evidence gathering, audit testing, and reconciliation workflows directly in Excel. It’s especially helpful for documenting internal controls and preparing ESG or regulatory reports.
Is DataSnipper available in Excel?
Yes. DataSnipper is an Excel add-in, designed to work inside the environment finance and audit teams already use.
How much does DataSnipper cost?
DataSnipper offers tailored pricing based on your organization’s size and needs. You can request a quote or demo via Datasnipper pricing page:
