Boxsy vs Parallel

免費 / 開源為會計師與財務團隊打造的 AI 財務報告、儀表板與預測平台

免費 / 開源面向理財顧問的 AI 會議與客戶情報助手

免費 / 開源Origin is an all-in-one money platform that tracks your entire financial life in one place and puts an AI advisor on top of it. Connect your accounts and Origin automatically surfaces personalized actions, such as moving idle cash into a higher-yield account, paying down utilization before a statement closes, or using a dependent care FSA. It combines budgeting, investing, forecasting, estate planning, and couples' planning in a single app.

面向財務自有系統的軟體，把碎片化資料變成可信決策

Datarails is a finance operating system (FinanceOS) that unites financial and operational data from 600+ sources and feeds it into governed, Excel-connected workflows for FP&A, reporting, cash, spend, and month-end close.

免費 / 開源把專業級投資組合工具交到你自己手中的 AI 財務顧問

免費 / 開源與你一起記帳的自動駕駛式會計

面向非財務資訊的 AI 原生智慧平台

免費 / 開源帶 Git 版本控制的託管式純文字複式記帳

免費 / 開源AI 原生的會計與總帳軟體

專項更強面向合格個人投資者與金融機構的 AI 原生財富管理平台

Metal is an AI-driven fundraising platform for founders and venture-backed teams. It combines investor discovery, warm-introduction mapping, outreach drafting, and deal intelligence with an investor CRM, so a raise can be run as a structured pipeline rather than a spreadsheet of cold emails.