Fintech Tools

Customers can connect their own AI agents to Robinhood to help manage and automate trading and credit card purchases, with built-in safety controls and a real-time activity feed. Trade in a dedicated agentic account to stay in control of every trade your agent makes.

BankStatementLab uses AI to extract transactions from any bank statement PDF in the world. Upload your file, get clean structured data in seconds — ready to use in Excel, CSV, or JSON. No manual data entry. Works with any bank, any format, any language. Perfect for accountants, bookkeepers, financial analysts, and businesses that need to digitize bank statements at scale. Start free with 5 pages included.

Unlike generic crypto research assistants, Fere turns market signals into autonomous trading workflows. Agents research opportunities, build trade setups, optimize routes and fees, execute with a wallet, and monitor strategies 24/7 across crypto and Polymarket. Standout features include autonomous Polymarket trading, entry/exit rules, stop-loss controls, execution routing, and lower-cost agent runs.

A preview for Pro users: a new personal finance experience in ChatGPT. Pro users in the U.S. can securely connect financial accounts, see where their money is going, and ask questions based on the information they choose to connect. Your full financial picture, now in ChatGPT.

Retail traders are stuck between no-code tools that can't flex and quant stacks that take weeks to set up. The idea is fast. The execution isn't. Mobius turns plain-English strategies into deployed trading bots backtested on real market data, running on alternative signals like congressional trades, dark pools, and Reddit sentiment. No code, no context switching, no alpha decay. Strategy. Backtest. Live. In minutes.

Accountants spend 53% of their time chasing documents, matching invoices, and manually reconciling — work that adds zero value to clients. dodocs automates all of it! Chase loops via email and WhatsApp, AI reconciliation with fraud detection, and real-time financial answers for founders who are tired of waiting weeks for their fractional accountant to respond. Two modules live today. Four more shipping this year.

ChatCash APOMA turns WhatsApp, Instagram, and USSD into a unified commerce engine for African merchants. It combines AI sales assistance, chat-based CRM, payments, inventory, and T+0 settlement so merchants can sell, negotiate, and manage orders from one workflow.

PRISM (Programmable Risk & Income Structured Markets) is a protocol that changes credit into structured, tradable risk layers. Users choose exposure (Prime, Core, Alpha) within pooled credit vaults instead of putting money into individual loans. Cash flows follow deterministic waterfall logic, and tokens that stand for each risk layer can be traded. This makes it possible to see, trade, and price credit markets on-chain in real time

Prism is a stateless payments library that connects your app to multiple payment processors. You can integrate once and point to any payment processor; add fallbacks for redundancy, switch processors based on routing rules - all by swapping a few lines of code. No sign-up needed. No infra setup needed. Actively maintained within the Juspay Hyperswitch production environment. Apache-2.0 licensed, polyglot ready, with SDKs for Node, Python, Java and Rust.

Finlingo is your own AI CFO that watches your money on autopilot. It securely connects to your bank, credit card, and investing accounts then tracks spending, income, transfers, and subscriptions in the background. It alerts you before things go wrong, like rising burn, hidden fees, or quiet spending creep. When you want to go deeper, ask Finny by voice or chat, it explains your money and helps you make clear, data‑driven decisions with personalized insights for your situation. @YC application

The problem in venture is no longer access to deals. It’s processing speed without missing outliers. SecureLend Agents plug into existing workflows via MCP and can: → ingest decks, DocSend links, data rooms, emails, PDFs → structure opportunities automatically → run underwriting / IC pre-checks against your rubric → draft investment memos and follow-ups → sync context across your existing stack Built for VCs drowning in inbound deals, expanding across lending, PE. Agent-native underwriting.

Fintech infrastructure pricing in Brazil is opaque. No benchmarks, no transparency — information asymmetry benefits incumbents. Upload a PDF proposal for BaaS, payment processing, or Open Finance. Our AI extracts every line item and compares it to 150+ products and 660+ data points from real market proposals. Get a color-coded report: green (fair), yellow (above average), red (overpaying). No login required. Free. Built by Cumbuca, a licensed Payment Institution in Brazil.

Ten pre-built Claude agent templates for investment research, KYC screening, and month-end close. Each ships with connectors and subagents. For analysts and ops teams at banks, funds, and insurers.

Boost Subscription Revenue and Reduce Involuntary Churn with FlyCode. Failed payment recovery for SaaS and eCommerce.

The tax strategy wealthy founders use to exit tax-free, now available to every founder. Dynasty productizes QSBS Stacking, helping founders multiply their $15M tax exemption using trusts, a strategy once reserved for family offices and ultra-wealthy entrepreneurs. We handle everything from trust creation to ongoing compliance, so every founder can access the most powerful tax strategy in startup history at a fraction of the traditional cost.

What if your AI assistant could see your actual bank statements? The Open Finance Data MCP connects your bank account to ChatGPT, Claude, and any MCP-compatible AI — through Brazil's Open Finance. Ask about spending, get summaries, analyze patterns in natural language. No account needed — authenticate via Open Finance (your CPF + your bank). Your data, your control — revoke anytime. Setup takes 2 minutes. Built by Cumbuca, a licensed Payment Institution in Brazil.

OneSafe gives startups and web3 businesses global accounts, multi-currency payments, corporate cards, and invoicing in one finance platform.

Generic AI hallucinate on Brazilian financial regulation. Lawyers are expensive. The rules change constantly. Regulus is an AI chatbot trained exclusively on official Central Bank normatives — Open Finance and Pix regulations, technical docs, and message catalogs. Ask regulatory questions in natural language, get answers with references to original sources. Built by Cumbuca, a licensed Payment Institution in Brazil. Free to use

doola is now live as an MCP integration. Start a Wyoming LLC through Claude or Replit in minutes. An AI agent collects your info, doola handles the formation. The first business formation platform built for the agentic era.

716 million people own crypto. Only 70 million are actively investing. The gap isn't interest, it's friction. MintLocke is a self-custody portfolio automation built for where crypto is going. Pick a strategy, deposit funds, and let MintLocke handle on-chain execution automatically. No manual decisions, no watching charts, no missed entries. Bitcoin Autopilot on Base runs a 100/20 EMA crossover on cbBTC today. Claude API-powered execution is coming next, followed by tokenized real-world assets.

Wyzr connects to business bank accounts and accounting data, then uses AI to automate forecasting, monitor cash flow, build financial projections for fundraise and answer finance questions in natural language. Freemium try-before-you-pay model; FCA-registered as a PSD Agent; targets UK SMBs.