AcademyFinance
AI tools for finance and accounting
Invoices, payments, expenses and reconciliation: the resources that take repetitive finance work off your desk.
- 337resources in this area
- 10 October 2026last updated
Where AI helps a finance team first
Reading invoices and receipts, matching payments, chasing overdue accounts and preparing month end reports. Start with read only access to accounting data and keep a person approving anything that moves money.
Search
finance.
Skills
- 001Serenity SkillFinance and investment research teams that want a structured way to screen companies tied to supply-chain bottlenecks.
- 002Finance SkillsFinance and investment analysts who want an AI agent to prepare market and company analysis.
- 003Awesome Finance SkillsFinance and investment analysts who want an agent to gather market news and data and summarise what may matter.
- 004PaperasseFinance and administration teams at French companies that want an AI agent to support accounting, tax and invoicing work.
- 005Awesome Trading AgentsFinance and investment teams exploring how AI agents can support market research and strategy work.
- 006Digital OracleFinance and strategy teams that want a data-based view of market expectations before making a planning decision.
- 007Serenity Stock ChokeFinance and investment research teams that want a structured way to explore supply chain bottleneck ideas across markets.
- 008Trading SkillsTraders and finance analysts who want market scans and portfolio checks through a conversation with Claude.
MCP servers
- 009TradeMemory ProtocolTrading and finance teams that run AI agents and want them to learn from past trades and respect their own risk rules.
- 010MetaTrader MCP ServerTrading and finance teams that want to operate or query a MetaTrader 5 account through an assistant.
- 011EMILIA ProtocolFinance and operations teams that let agents prepare payments or deployments but want a person to authorise release.
- 012OpenAccountantsFinance and accounting teams who want tax answers grounded in a cited guide instead of the model's general knowledge.
- 013Massive.com (Polygon.io) market data MCP serverFinance and analyst teams who want to pull market data into an AI conversation and analyse it there.
- 014Xero MCP ServerFinance and bookkeeping teams who use Xero and want an AI assistant to look up contacts and accounts or prepare invoices.
- 015investor-agentFinance and investment analysts who want stock research data available inside an AI conversation.
- 016AKShare One MCPFinance and data teams that follow Chinese equities and want an assistant to pull market data and company financials.
Workflows
- 017Invoice data extraction with LlamaParse and OpenAIFinance and accounting teams that receive supplier invoices by email and want the data in a spreadsheet.
- 018Weekly stock analysis reports with GPT-4oFinance teams, investors and analysts who want a regular written stock summary that combines technical indicators with news sentiment.
- 019Analyze TradingView charts with Chrome and OpenAIFinance and trading teams, and n8n builders, who want a quick written reading of a chart from their browser.
- 020AI Crew for Fundamental Stock Analysis (Q&A)Finance and investment research teams that want to ask questions about annual reports as part of a fundamental analysis.
- 021Invoices from Gmail to Drive and Google SheetsFinance and admin teams that receive invoices by email and want them filed and logged without typing the data in by hand.
- 022Extract PDF and image text to CSV with GeminiFinance and operations teams that need bank statements or document screenshots turned into CSV files for import into budgeting tools.
- 023CoinMarketCap crypto data analyst on TelegramFinance, trading and research teams that want quick market lookups in a chat instead of opening several data tools.
- 024Save matching PDF attachments from Gmail to DriveFinance and admin teams that want invoices and similar documents from email filed in a Drive folder.
Subagents
- 025Fintech Engineer subagentFinance and product teams building or reviewing payment, banking or trading systems.
- 026Payment Integration subagentFinance and engineering teams adding or reviewing payment flows in a product.
- 027Quant Analyst subagentFinance and data teams building financial models, trading strategies or risk calculations.
- 028Risk Manager subagentFinance and compliance teams that identify, measure and report on enterprise risk.
Questions
people ask.
Can an AI agent post entries in our accounting system?
Technically yes, through the system's API or an MCP server. We recommend read and draft access first, with a person approving every entry until the process has a track record.
Is it safe to install what I find here?
Every listed item passed an automatic scan for credential theft, hidden instructions to the AI and risky install commands, and comes from a licensed, active project. That lowers the risk but does not remove it. Read the code and check the permissions before you connect anything to company data.
Before you choose,
read the guide.
Know a resource that belongs here?
Send us the link. We run the same checks and add it if it passes.
Submit a resource ↗