Newest 予算管理ツール Solutions for 2024

Explore cutting-edge 予算管理ツール tools launched in 2024. Perfect for staying ahead in your field.

予算管理ツール

  • Automates bank statement parsing and personal financial analysis using LLM to extract metrics and predict spending trends.
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    What is AI Bank Statement Automation & Financial Analysis Agent?
    The AI Bank Statement Automation & Financial Analysis Agent is a Python-based tool that consumes raw bank statement documents (PDF, CSV), applies OCR and data-extraction pipelines, and uses large language models to interpret and categorize each transaction. It produces structured ledgers, spending breakdowns, monthly summaries, and future cash flow predictions. Users can customize categorization rules, add budget thresholds, and export reports in JSON, CSV, or HTML. The agent combines traditional data-processing scripts with LLM-powered contextual analysis to deliver actionable personal finance insights in minutes.
  • Booked Solid offers user-friendly bookkeeping and accounting software for small businesses.
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    What is BookedSolid?
    Booked Solid is a comprehensive bookkeeping and accounting software designed for small businesses. It provides a user-friendly interface that simplifies financial management, allowing businesses to easily track their income, expenses, and other key financial metrics. The software is equipped with various features that automate and streamline accounting processes, ensuring your financial data is always up-to-date and accurate. Additionally, Booked Solid offers robust reporting tools to help businesses make informed financial decisions, enhance cash flow management, and ensure compliance with financial regulations.
  • Automatically categorise expenses using AI and Google Sheets integration.
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    What is Expense Sorted?
    Expense Sorted is an AI-powered tool designed to automatically categorise your monthly expenses. By seamlessly integrating with Google Sheets, it allows users to streamline their budgeting process, making financial management simpler and more efficient. The tool analyses transaction data, classifies it into predefined categories, and presents a comprehensive monthly report. This not only saves time but also enhances the accuracy of expense tracking, aiding in better financial planning.
  • Track and manage your financial independence goals efficiently with F.I.R.E On Track.
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    What is F.I.R.E on track?
    F.I.R.E On Track is a comprehensive online platform dedicated to helping users meticulously plan, set, and track their financial independence and early retirement objectives. With its user-friendly interface, it offers powerful tools to monitor your progress, analyze your financial status, and stay accountable at every step of your journey towards financial freedom.
  • Effortlessly extract and organize receipts from your emails.
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    What is Get My Receipts by cloudHQ?
    Get My Receipts automatically finds emails containing receipts from your inbox and extracts the relevant information. The extension uses advanced algorithms to ensure over 96% accuracy when identifying receipt emails. Once extracted, the data is organized into a spreadsheet format for easy access and management. Perfect for keeping track of expenses, budgeting, and tax preparation, this tool caters to both individuals and businesses looking for a streamlined way to handle receipts.
  • Explore budget management and retirement planning with Opesway's all-in-one platform.
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    What is Opesway?
    Opesway provides a unique platform designed to help users simplify financial management and achieve their goals sooner. With tools for net worth calculation, budget management, retirement planning, asset allocation, debt analysis, and various financial forecasting, Opesway empowers users to create a clear path toward financial freedom. The platform syncs with over 12,000 financial institutions, allowing users to automatically update account balances, investment holdings, loans, and transactions.
  • An AI agent that tracks expenses, categorizes spending, provides budget recommendations, and forecasts financial trends.
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    What is Personal Finance Assistant AI Agent?
    Personal Finance Assistant AI Agent is an open-source, AI-driven tool developed to streamline personal financial management through natural language conversation. It enables users to log daily expenses by simply chatting, automatically categorizes transactions, and organizes data into comprehensive budgets. Leveraging OpenAI's GPT-4 model, it analyzes spending patterns to generate tailored budgeting recommendations, forecasts future expenditures, and visualizes financial trends with easy-to-read charts. Users can set savings goals, receive alerts when nearing budget limits, and query real-time insights about their finances. The agent stores data locally in a SQLite database for privacy, while being extensible to integrate with banking APIs or customize categories. Its intuitive interface makes it accessible for individuals and small businesses to optimize financial planning and decision-making.
  • Effortlessly manage grocery expenses with AI-powered receipt tracking.
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    What is Smart Shopping Tracker?
    Shopping-Tracker is a smart tool that assists users in managing their grocery expenses. Through the use of AI technology, the platform allows users to take or upload a photo of their grocery receipt, which is then automatically analyzed to identify the products purchased. This helps users effectively track and organize their spending habits over time. Additionally, users can access graphical analysis and detailed statistics to better understand their shopping patterns and make informed decisions.
  • AI-driven financial advisor for personalized investment and savings strategies.
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    What is TheFinAdvisor?
    TheFinAdvisor is an AI-powered platform that provides users with personalized financial advice to achieve their financial goals. It creates customized investment and savings strategies based on individual financial situations and goals. Users benefit from expert guidance and tools designed to navigate financial decisions with ease and confidence, making it easier to manage debt, save for the future, and invest wisely.
  • Zumma provides financial management through WhatsApp for entrepreneurs and individuals.
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    What is Zumma?
    Zumma is a versatile financial management platform designed to help both entrepreneurs and individuals take control of their financial lives. The platform leverages technology to automate budgeting, expense tracking, and invoice generation via WhatsApp. Users can send text, voice, or image messages to record their expenses, making it incredibly easy to stay on top of finances. By offering personalized financial insights and recommendations through its AI-driven financial expert, Zummi, Zumma aims to empower users to reach financial independence.
  • iGenius offers innovative financial tools and education for smarter financial management.
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    What is My Virtual media?
    iGenius is a dynamic application focused on providing users with effective financial management solutions. It features tools for budgeting, tracking expenses, and analyzing financial health, helping individuals reduce debt and enhance credit scores. In addition, iGenius offers educational resources that allow users to learn about personal finance, ensuring they make informed decisions about their finances. Whether you're looking to save money or improve your financial literacy, iGenius aims to provide the necessary tools and insights.
  • PayOS is an AI agent designed for automating financial operations and accounting tasks.
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    What is PayOS?
    PayOS is an AI-driven financial assistant that automates various financial tasks, including automatic invoicing, expense management, budgeting, and detailed financial reporting. It is designed to help businesses enhance their financial processes by reducing manual efforts and improving accuracy. Users can simply integrate PayOS into their existing systems to start benefiting from real-time insights and streamlined operations.
  • Transform your Google Sheets experience with AI-powered insights and formula creation.
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    What is SheetsGPT - AI Google Sheets Formula Maker?
    SheetsGPT is a powerful Google Sheets extension that allows users to utilize the capabilities of AI to enhance their spreadsheet functions. With this tool, you can generate formulas, automate data processing, and even create content dynamically within your sheets. By typing natural language commands, users can get instant answers, lists, translations, and much more, making data handling simpler and faster. Whether you’re managing budgets, conducting analyses, or preparing reports, SheetsGPT transforms the traditional spreadsheet experience into an interactive, intelligent process that saves time and boosts productivity.
  • Track spending and turn receipts into insights with Spendtally.
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    What is Spendtally?
    Spendtally is a financial app designed to help you manage your spending by simply snapping photos of your receipts. It offers comprehensive expense tracking and reporting, showing where your money goes with easy-to-understand visual reports. With features like automatic receipt scanning, smart spending categories, and upcoming options to find the best deals and healthy choices, Spendtally simplifies financial management for individuals and enterprises alike.
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