AI for Finance Managers

AI you can use for this job

75 matched to the tools financial managers use. Showing 24.

• Microsoft Outlook

  MCP server

  Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

  Microsoft Outlook

• Salesforce

  MCP server

  Salesforce is a leading enterprise customer relationship manager (CRM) application.

  Salesforce

• Tableau

  App

  Tableau is a business intelligence and analytics platform that enables users to connect to databases, create data visualizations, and share insights. The platform offers deployment options including cloud-based, self-hosted, and desktop environments with drag-and-drop functionali

  Make (make.com)

• Tableau

  MCP server

• Adobe Acrobat Sign

  App

  Make (make.com)

• HRnest

  App

  HRnest is a human resource management software designed to help assist businesses with employee scheduling, leave requests, time tracking, onboarding, document circulation, and more from within a unified platform. Staff members can receive email notifications about changes in tim

• Marketo

  MCP server

  Marketo's marketing automation software helps marketers engage customers and prospects.

  Marketo

• Microsoft Excel

  MCP server

  Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are su

  Microsoft Excel

• Microsoft Word

  MCP server

• Office Powerpoint

  MCP server

• Powerpoint

  MCP server

• Sage Accounting

  MCP server

  Award winning accounting from the leader in financial accounting software. Manage invoicing, cash flow, tax, payments and more from any device through the cloud.

  Sage Accounting

• ADP Workforce Now

  App

  Make (make.com)

• Accountingsuite

  App

• Adobe Acrobat

  App

  Adobe Acrobat is PDF editing software that can be used to create, convert and share PDF documents. It can convert documents in Microsoft Office formats to PDFs, and vice versa. PDFs can be viewed, annotated, and signed using Adobe Sign and the free Acrobat Reader mobile app.

• Adobe Pdf Services

  MCP server

• Adobe Sign

  MCP server

• Alteryx Analytics Cloud

  MCP server

• Alteryx Designer

  App

  Alteryx enables the preparation, blending and analysis of data using repeatable workflows, facilitating a faster reporting of analytics for deeper BI insights

• Alteryx Server

  MCP server

• Apple Notes

  MCP server

• Apple Notes

  Skill

• Database Designer

  Skill

• Delphi Compiler

  MCP server

The tools this job actually uses

64 documented for this occupation. Showing 40, hot technologies first. A filled dot means an AI solution exists for it.

• Adobe Acrobathot
• Alteryx softwarehot
• IBM SPSS Statisticshot
• Intuit QuickBookshot
• Marketo Marketing Automationhot
• Microsoft Accesshot
• Microsoft Excelhot
• Microsoft Office softwarehot
• Microsoft Outlookhot
• Microsoft PowerPointhot
• Microsoft Projecthot
• Microsoft SharePointhot
• Microsoft SQL Serverhot
• Microsoft Visiohot
• Microsoft Visual Basichot
• Microsoft Visual Basic for Applications VBAhot
• Microsoft Windowshot
• Microsoft Wordhot
• Oracle Databasehot
• Oracle PeopleSofthot
• Oracle Primavera Enterprise Project Portfolio Managementhot
• Rhot
• Salesforce softwarehot
• SAP softwarehot
• SAShot
• Structured query language SQLhot
• Tableauhot
• Teradata Databasehot
• Workday softwarehot
• Yardi softwarehot
• Accounts receivable software
• ADP Workforce Now
• ARES Corporation PRISM Project Estimator
• Blackbaud The Raiser's Edge
• Credit management software
• Database software
• Delphi Technology
• FileMaker Pro
• Fund accounting software
• Healthcare common procedure coding system HCPCS

What this job involves

17 documented tasks, most important first. Showing 17.

1. Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.
2. Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
3. Communicate with stockholders or other investors to provide information or to raise capital.
4. Oversee the flow of cash or financial instruments.
5. Develop or analyze information to assess the current or future financial status of firms.
6. Plan, direct, or coordinate the activities of workers in branches, offices, or departments of establishments, such as branch banks, brokerage firms, risk and insurance departments, or credit departments.
7. Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.
8. Prepare financial or regulatory reports required by laws, regulations, or boards of directors.
9. Examine, evaluate, or process loan applications.
10. Evaluate financial reporting systems, accounting or collection procedures, or investment activities and make recommendations for changes to procedures, operating systems, budgets, or other financial control functions.
11. Recruit staff members.
12. Network within communities to find and attract new business.
13. Prepare operational or risk reports for management analysis.
14. Evaluate data pertaining to costs to plan budgets.
15. Review collection reports to determine the status of collections and the amounts of outstanding balances.
16. Oversee training programs.
17. Review reports of securities transactions or price lists to analyze market conditions.