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AI For Finance:10 Free AI Tools For Finance.
Use ready-made Agents for close, reconciliations, forecasting, and reporting — or clone and customize Agents to fit your finance workflows.
Cortex
The brain of your AI operating system. Cortex learns from your unique world and provides insight, advice and inspiration.
Neurons
A secure, centralized knowledge base. All of your data, automatically organized, updated and available for use whenever it's needed.
Agents
You don't have to do everything yourself anymore. Create powerful agents that can do almost anything then report back to you.
10 Free AI Tools for Finance
Starter Agents you can clone and adapt.
Or create custom agents that work exactly the way you want.
View the agents below and use the calculator see how time and money you can save.
Benefits of AI for Finance
Use AI automations to address these challenges that drain your team’s productivity and profitability.
| Topic | Problem | Consequences | Solution |
|---|---|---|---|
The Manual Data Grind | Analysts spend hours manually collecting, cleaning, and consolidating data across spreadsheets and systems. | This drains valuable time, increases risk of error, and slows decision-making. | AI Agents automate data ingestion, extraction, and categorization so your team can focus on analysis and action. |
The Reporting Bottleneck | Drafting board packs, investor updates, and performance commentary ties up senior staff. | Slow turnaround, inconsistent narratives, and missed opportunities to influence outcomes. | Narrative generators create structured, data-backed drafts in minutes while maintaining consistency. |
The Risk of Missing Signals | In a sea of transactions and metrics, material variances and anomalies can be missed. | Exposure to financial loss, compliance issues, or poor capital allocation. | Anomaly detection agents flag unusual activity and surface drivers behind changes automatically. |
Forecasting Under Uncertainty | Scenarios and drivers are maintained manually across complex models. | Outdated assumptions and slow responses to changing conditions. | Scenario agents iterate forecasts, update drivers, and explain assumptions with clear commentary. |
Stakeholder Communication Overhead | Answering similar questions across executives, investors, and partners is repetitive. | Context switching and time lost to communication overhead. | Cortex drafts tailored summaries, answers FAQs, and prepares meeting-ready briefs using your data. |
What Is Unique About IIMAGINE?
Personalized AI
Cortex is the unique AI in IIMAGINE that learns from the data you provide when you chat with it or upload a file. Its unmatched sense of time, priority and relationships provides more effective advice, insight and inspiration.
Auto Data Organization
Collecting data is easy. Organizing and updating data is hard. Let AI do it automatically so you can focus on the big picture. Then 'chat with the data' or tell agents to complete tasks with the data.
AI Employees
After the AI has organized your data and provided recommendations, you can delegate tasks to your AI employees (agents). Agents are powerful AI tools designed to automate tasks and cut the to required to complete them by up to 90%.
Privacy And Business Data
"Using the public interface of ChatGPT, Gemini or Claude for work is like putting private data in a black box. That data may be used for training the AI. IIMAGINE offers options to use GPT models from OpenAI and Gemini from Google in a way where your data is not added to public training data."
Best Practices for AI in Finance
Common pitfalls to avoid
Relying only on chat conversations without preserving sources and maintaining traceability
Creating one giant prompt instead of splitting tasks into reusable, specialized components
Skipping review loops and quality control steps before delivering stakeholder reports
Maintaining disorganized data sources without consistent naming conventions
Recommended approaches
Capture authoritative source files in Neurons to maintain data lineage and accuracy
Build a library of specialized Agents that each handle specific finance tasks
Save successful Cortex conversation threads as templates for future reference
Maintain a dedicated "review notes" Neuron to continuously improve your processes