Best Finta Alternatives in 2025
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FastTrackr AI for financial advisors: Automate workflows, ensure SOC 2 compliance, and save 10+ hours weekly. Reclaim time for clients.
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Profimatix, an AI sales copilot, auto-updates CRM, offers real-time insights, & smart follow-ups. Reduces admin by 40%, integrates with tools. Boosts sales teams' productivity & revenue. Try it now!
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Stop manual invoice processing. Finto brings AI automation to enterprise accounting, boosting accuracy & empowering your finance team.
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FinChat.io is the all-in-one investment research platform combining institutional-grade financial data, analytics, and conversational AI.
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Founder AI is your dedicated AI agent that helps you identify best investor leads that exist in your network in 3 simple steps
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The ultimate database of 75,000+ Angels, VCs, advisors, and more to boost your startup's growth
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Finpilot is an AI copilot for finance to speed up investment research. Financial analysts can use it to scour financial data, analyze companies, write reports, and visualize data — all from verifiable sources.
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AutoPitch is an AI-powered assistant that writes technical outbound messages in seconds.
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Revolutionize trading with advanced AI:maximize efficiency and generate profits in real-time.
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Fintool is an AI-powered financial research platform. Get accurate answers, extract data, and receive real-time alerts. Empowers pros to make informed decisions.
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Create your CRM in moments and harness AI to optimize the process. Simplify client management and boost efficiency effortlessly.
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Attio: A flexible CRM automating workflows, deploying AI, and connecting data seamlessly. Start your 14-day free trial and adapt to your business needs today!
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Secure AI meeting automation for financial advisors. Reclaim time, boost capacity & deepen client relationships with compliant, purpose-built AI.
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Raizer: The ultimate tool for startup founders to raise venture capital. Simplify investor outreach and secure funding effortlessly. Try it now!
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Empower your sales team with Freshsales' AI-powered CRM software. Drive productivity, close deals faster, and increase revenue. Try it free today!
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Traq.ai the conversation intelligence platform that Improves your sales team’s performance with personalized AI-enhanced sales coaching for team members
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ThinkChain: AI for smarter investment analysis. Automate due diligence, verify data & generate reports fast. Save time & gain insights.
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Empower your investment strategy with Fin+ AI, unlocking superior market insights, precision, and depth in stock market research.
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Fina is a flexible financial tracking tool that helps people gain control over their money. Welcome to money management made easy!
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Track and optimize your phone calls with CallTrack.ai. Measure your marketing ROI, capture quality leads, and boost your sales.
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Discover Tickeron, the AI-powered trading platform that simplifies stock trading. Try it for free and access valuable tools and resources.
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Feetr.io: An investment platform using AI. Get real-time data, price predictions, sentiment analysis. AI-driven insights, customizable API. Ideal for traders & investors.
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Clarify’s AI automates pipeline creation, meeting admin, and CRM updates—so you can stop clicking and start closing more deals.
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Manage and interact with your CRM via conversational interface. Creates and retrieves CRM data with chat and voice. Supports HubSpot, Pipedrive and Salesforce
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Automate client reports with ClientReports.ai, an AI-powered software. Generate reports, fine-tune content, and integrate with Microsoft Word templates. Save time and resources while ensuring accuracy and customization.
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Track and analyze your finances in ways that work for you. Create custom calculations or use AI to answer any financial question & track any metric.
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Trouvai, an advanced AI financial advisor, offers tailored debt management. Build credit, reduce debt, save smart with automated payments and 24/7 support. Manage finances easily for a debt-free future.
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Salesify uses AI to provide sales teams with expert feedback on every call, just like a real sales coach. Automate follow-ups and analyze your deal potential to focus on high-value opportunities, turning every call into a step toward closing the sale.
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Streamline the hiring process with Talent CRM's AI-powered tool. Automate tasks, engage candidates, and reduce hiring cycles for a seamless experience.
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Day.ai combines the features of a Meeting Assistant, CRM, and Knowledge Base into a single unified solution that replaces the manual, complicated interfaces of legacy CRM, and keeps you connected to what customers want.