Finance — Showing 3 of 51

• Upmetrics

  Finance AI Agents

  Upmetrics is an AI-powered business planning platform that helps entrepreneurs, small businesses, and students create professional business plans, financial forecasts, and pitch decks.

  Upmetrics transforms the daunting task of business planning into a streamlined, AI-guided experience. By acting as a virtual consultant, the platform eliminates 'blank page syndrome' through interactive questioning that generates investor-ready business plans, executive summaries…

  Use cases: startup founders, small business owners, business consultants, financial advisors, accelerator and incubator mentors, business school instructors, MBA and entrepreneurship students

  Capabilities: Creating complete, investor-ready business plans without starting from a blank document., Generating and refining plan sections like executive summary, market analysis, and operations with AI writing assistance., Building multi-year financial forecasts including revenue, expenses, cash flow, and profit and loss projections., Designing pitch decks that pull key insights and numbers from the underlying business plan., Running what-if scenarios on pricing, costs, and growth assumptions to understand financial impacts., Collaborating with co-founders, advisors, and students on a shared, cloud-based planning workspace.

• Tailride

  Finance AI Agents

  Tailride is an AI-powered invoice and receipt automation tool that captures invoices from connected email inboxes and online billing portals, then extracts key invoice fields and organizes documents for accounting.

  Tailride is a sophisticated AI-driven solution designed to eliminate the manual drudgery of accounts payable and expense management. By seamlessly connecting to your email inboxes and utilizing a dedicated Chrome extension for vendor portals, Tailride automatically captures, extr…

  Use cases: accountants, bookkeepers, finance teams, operations managers, small business owners, accounts payable teams

  Capabilities: Automatically collecting invoices and receipts from Gmail/Outlook/IMAP and attachments., Fetching invoices from vendor portals using a browser extension to avoid manual downloads., Extracting invoice fields from PDFs/images and exporting data to accounting tools or spreadsheets., Reconciling bank statements by matching transactions to invoices and detecting missing receipts.

• CVnomist Resume tailoring AI

  Recruiting

  CVnomist custom-tailors your resume to each job description, aligning keywords, skills, and experience with what ATS systems and recruiters are actively scanning for. The result is a resume that fits the role on paper before the interview ever happens. Stop guessing what employers want. Match the job. Surface to the top. Get the call.

  CVnomist is a specialized AI agent designed to bridge the gap between job seekers and Applicant Tracking Systems (ATS). By intelligently analyzing specific job descriptions, the tool re-engineers generic resumes to highlight the precise keywords, technical skills, and professiona…

  Use cases: Sales, Creator

  Capabilities: LinkedIn, Google Drive, Dropbox