All AI & fintech tools

Round-up investing with flat monthly plans

Robo-advisor with a Premium tier for human advice

Corporate cards, spend and travel for startups to enterprise

AI money assistant with cash advances and debt tools

Build and automate trading strategies (by SoFi)

Polished, AI-categorized budgeting for Apple users

Free credit scores and reports

AI-native general ledger

Free net-worth tracker with retirement and fee tools

Low-cost tax filing with free federal returns

Invoicing-first accounting for freelancers and small service businesses

Write-off finder and tax filing for freelancers

Web-based financial data and research platform

AI assistant to track and analyze multi-broker portfolios

Business banking for startups with a no-fee core

Full-featured budgeting for couples and households

Budgeting, investing and an AI advisor in one subscription

Bookkeeping, tax and CFO services for startups

Simple 'what can I spend' budgeting with a free tier

Self-directed brokerage with a free AI research assistant

AI-native accounting built for startups

The most widely known small-business accounting software

Low-cost spending plan and cash-flow app

Corporate cards and spend management with AI agents

Popular brokerage with optional Gold and Cortex AI

Find and cancel unwanted subscriptions, plus budgeting

Credit-builder account

AI tax research and workflow platform for tax firms

Budgeting in your own Google Sheets or Excel spreadsheets, fed by automatic bank connections

Charting and market analysis platform

DIY and expert-assisted tax filing with Intuit Assist AI

Invoicing and bookkeeping for freelancers and very small businesses

Automated investing and a high-yield cash account

Cloud accounting with the JAX AI assistant

Zero-based budgeting built around a method