Top 3 AI Tools for Finance in 2025
Too many finance processes that can be automated within companies are still done manually. And this makes me genuinely sad - is this what human life is for - rewriting data, creating tables, copying and pasting documents?..
That's why we compiled a list of the top 3 time-saver AI tools for finance and we're sharing it with you. These tools will save you hundreds of hours in 2025.
1. Zapier
This is a no-brainer. Zapier is an automation platform that allows you to connect your apps seamlessly.
Say you get hundreds of emails with attachments that you first save to your PC and then upload to Google Drive for organization/sharing. Connect your email and Google Drive to Zapier, add a trigger with a couple of steps and conditions and forget about this task forever.
"Oh but I'm not a developer". You're in luck, because you don't even need to know how to print("Hello world") to use Zapier. Its no-code, drag&drop interface is extremely intuitive. I have friends who have never written a line of code and they've saved more hours than I've spent on this planet.
This is just one use-case for Zapier, but it has over 7000 integrations, so you have virtually unlimited possibilities. Zapier has great resources to get you started, like their Zapier University.
2. ConfiParse
Ah, our beloved child - ConfiParse. I might be a little biased on this one. This is a tool we've built to help you extract data from PDF documents like invoices, receipts, fines, etc.
If you work in finance, you know first-hand that PDF documents are a real pain, because they are unstructured - you can't process them in bulk. And when you have hundreds of them weekly - you start to remember that you hate this job.
Up until now, there have been very few tools that can dynamically extract data from PDFs. Most tools out there either require pre-defined templates or cannot extract specific data fields.
ConfiParse lets you upload a bunch of documents, describe the fields you want to extract and present it to you in CSV within seconds. Don't believe me? Try out the demo for yourself.
Although ConfiParse is still in an early stage, we are staggered at the accuracy of the results we've seen so far.
3. GPT for Slides Docs Sheets
GPT integrated right within your Sheets? Can't be real.
Oh but it is.
GPT for Slides Docs Sheets is a tool that lets you generate text, tables, and slides right within your Google documents.
Ask it to generate a summary of your financial report, and it will.
Ask it to create a table with the top 10 clients by revenue, and it will.
Ask it to create a slide with the most important insights from your report, and it will.
Most importantly, unlike other LLM integration add-ons, GPT for Slides Docs Sheets is totally free, no API key required.
Total game-changer. Got so used to it that I can't use the Google apps without it anymore. Try it here.
Conclusion
Go play around with these AI tools and see how much time you can save in your finance workflows. Make sure to gatekeep them, though, to keep an edge in this brutal job market.