AI Tools

Rollio is an AI conversational assistant for Salesforce-heavy sales teams. Reps update deals, log notes, and pull reports by chatting in natural language. The assistant also surfaces relevant account details right when reps need them. Sales ops teams use it to cut data entry time and raise CRM hygiene.

Agentforce is Salesforce's platform for building autonomous AI agents. Agents work inside sales, service, and marketing to handle routine tasks for users. Admins configure agents with natural language instructions and data access rules. Large Salesforce customers use Agentforce to deploy AI without heavy custom code.

Salesloft AI helps sales teams run better prospecting and deal cycles. Features summarize sales calls, coach reps on performance, and forecast deals from activity data. Reps see next best actions tied to each account and deal. Large B2B teams use Salesloft as their sales engagement workspace.

Sense is a talent engagement platform built for staffing firms. AI chatbots and texting keep candidates warm from first contact to placement. Nurture flows automate outreach for large talent pipelines without feeling spammy. Staffing companies use Sense to boost redeployment and fill rate.

Triblio is an account-based marketing platform now part of Foundry. AI intent scoring points teams toward accounts showing real buying signals. The platform includes display ads, web personalization, and account plays in one tool. B2B marketers use it for coordinated outbound campaigns with sales.

Albert is a personal finance app that combines budgeting, savings, and investing. AI reviews income and bills to suggest a smart savings rate each week. Members can chat with human financial experts called Geniuses for quick advice. The app is popular with people who want simple all-in-one money help.

Betterment is one of the original robo-advisors in the United States. The platform builds and rebalances portfolios based on each user's goals and risk tolerance. Features include retirement accounts, trust accounts, and cash management. It is often used by new and long-time investors who want simple, diversified investing.

Brigit is a cash advance and credit-building app for people living paycheck to paycheck. AI predicts shortfalls based on deposits and bills and offers small advances to avoid overdrafts. The credit builder product reports rent and small loans to the bureaus. Members pay a flat monthly fee instead of tips or interest.

Cleo is a chat-based AI money assistant aimed at Gen Z and millennial users. It budgets, analyzes spending, and roasts users with witty messages about their habits. Small savings features help people put aside money each week without thinking about it. Cleo also offers cash advances and credit building through paid tiers.

Composer is a no-code investing platform for automated trading strategies. AI assistants help users build, test, and run strategies without writing code. The platform supports stocks and ETFs across many strategy types. It is popular with hands-on investors who want to automate their rules.

Copilot Money is a personal finance app designed for Apple devices. AI categorization sorts every transaction into clean budget buckets with few mistakes. The app tracks bank, card, and investment accounts in one smooth interface. It is popular with iPhone users who want a modern Mint replacement.

Facet is a flat-fee financial planning service that pairs members with Certified Financial Planners. AI planning software speeds up analysis so CFPs can focus on advice. Members get comprehensive help on retirement, investments, tax, and estate. Unlike hourly advisors, Facet charges a simple yearly membership fee.

Finimize is an investment news and education platform for new investors. An AI analyst answers investing questions on demand in simple language. Daily newsletters cover markets, crypto, and company stories in a friendly tone. The brand built a large community of self-directed investors around the world.

FP Alpha is an AI financial planning platform for registered investment advisors. It reads tax returns, estate documents, and insurance policies to pull out key facts. Advisors get ready-made planning ideas and conversation points for each client. The platform helps smaller firms offer deeper planning without adding staff.

Kubera is a modern wealth tracker for high-net-worth and crypto-savvy users. AI pulls data from banks, brokerages, crypto wallets, and alternative assets into one view. Users track real estate, vehicles, and private investments alongside stocks. It is a favorite tool for people with complex holdings across many places.

Magnifi is an investment platform with an AI copilot for everyday investors. Users type plain-language questions and the AI finds and compares funds and stocks. Comparison views include fees, performance, and holdings across many funds. It is aimed at investors who want a research shortcut without full-service advice.

Monarch Money is a collaborative budgeting app built for couples and households. AI categorization handles transactions across every connected account. Members set shared goals for savings, debt, and big purchases together. Monarch has grown fast as a replacement for Mint after its shutdown.

MoneyLion is an all-in-one personal finance platform aimed at everyday consumers. AI powers cash advances, credit building, and simple investing products. Members use one app for checking, credit, and savings instead of many. The company is publicly traded and has millions of users in the U.S.

Origin is a financial planning platform offered as an employee benefit. AI gives workers advice on budgeting, debt, and investing inside a simple app. The platform also covers open enrollment, equity, and tax planning. Companies like Zoom and Stripe offer Origin to all employees as part of benefits.

Rocket Money, formerly Truebill, is a budgeting and bill negotiation app. AI spots recurring subscriptions and can cancel unwanted ones on behalf of the user. The service also negotiates lower bills for cable, phone, and utilities. Members pay a small cut of savings for the negotiation service.