Account Planning Related Products

Saving+
Saving+ logo

Saving+

Maximise Savings Account Interest Rates with Ease

Savings Account Optimization
Pocus AI Account Plan Generator
Pocus AI Account Plan Generator logo

Pocus AI Account Plan Generator

Custom sales strategies for your target accounts in seconds.

Account Planning
Brex
Brex logo

Brex

Business accounts, corporate cards, and spend management software.

Corporate Cards
FinancialAha
FinancialAha logo

FinancialAha

The aha! in financial planning

Financial Projections
FinFloh Credit Decisioning AI
FinFloh Credit Decisioning AI logo

FinFloh Credit Decisioning AI

Empowering Faster & Smarter B2B Credit Decisions, Every Time

Credit Decisioning AI
Prelim
Prelim logo

Prelim

Software for banks to open bank accounts

Bank Account Opening
Streetbeat
Streetbeat logo

Streetbeat

Your J.A.R.V.I.S. for Finance

AI-Powered Investment Advice
Trillion
Trillion logo

Trillion

Budget smarter, spend wiser, achieve your financial goals with AI.

AI-Powered Budgeting
Stack Wealth
Stack Wealth logo

Stack Wealth

New age wealth management app for India

Automated Investing
SmartAsset
SmartAsset logo

SmartAsset

Marketplace connecting consumers to financial advisors

AI-powered Matching
Squack
Squack logo

Squack

Natural language RPA tools for accountants

RPA Automation
Budgetfy Pro
Budgetfy Pro logo

Budgetfy Pro

Simplify finances with AI-powered analysis.

AI-Powered Budgeting
Jutsoo
Jutsoo logo

Jutsoo

All your corporate bank accounts connected under one platform

Bank Account Aggregation
Double
Double logo

Double

A smarter investing account

Direct Indexing
Provisian
Provisian logo

Provisian

Chart your path to long-term financial success

Account Aggregation
JustPaid.io
JustPaid.io logo

JustPaid.io

AI invoicing and bill pay

AI Invoicing
Moneystack
Moneystack logo

Moneystack

Visualize your financial goals 📈

Financial Goal Tracking
OWNY
OWNY logo

OWNY

Manage capital, investors & banking in one place.

Capital Management
Principal
Principal logo

Principal

Your AI-powered wealth platform

AI-Powered Wealth Management
Fazeshift
Fazeshift logo

Fazeshift

Better Accounts Receivable with Zero Employees

Accounts Receivable Automation
ShowMeMoney
ShowMeMoney logo

ShowMeMoney

Automate expense tracking and gain insights into your spending habits.

Expense Tracking
FINNY AI
FINNY AI logo

FINNY AI

Using ML to supercharge organic growth for Financial Advisors

Prospecting Automation
Alacrity
Alacrity logo

Alacrity

AI Based Account Takeover Prevention Platform

Account Takeover Prevention
Genkin
Genkin logo

Genkin

Track your cash flows with a chat based system

Budgeting & Tracking
LedgerUp
LedgerUp logo

LedgerUp

Your first and only finance hire

Automated Bookkeeping
Easyplan
Easyplan logo

Easyplan

An AI-driven investment app for beginner investors in India

AI-Powered Investment Planning
Business Machine
Business Machine logo

Business Machine

AI-powered business plans in minutes

AI Business Plan Generator
PrometAI
PrometAI logo

PrometAI

Turn ideas into viable reality with AI business plan generator.

AI Business Plan Generator
Upmetrics AI
Upmetrics AI logo

Upmetrics AI

Business Plan & Financial Forecast using AI

AI Business Plans
Moneystack
Moneystack logo

Moneystack

Visualize your finances with AI

Budgeting