SV
Silvia
silvia.com
Sponsored
A personal AI CFO for tracking accounts, assets, and net worth, with financial research and messaging after signup.
FinanceNumber after signup
SMS · Phone · Web · Email
Source checked
Finance directory
Finance AI agents you can text
Track spending, ask financial questions, and organize money decisions through conversational messaging tools. Compare access, channels, suggested use cases, and source notes before choosing a tool.
Browse the directoryRelevant listings
2Public numbers
0Review standard
Source checkedSource-checked directory
Compare finance agents
Every listing below has an official source and a documented access path. Rankings favor public availability, evidence quality, and fit for finance workflows.
Sponsored · Silvia
Your personal AI CFO.
Track accounts, assets, and net worth. Ask Silvia a financial question or set a Radar to monitor what matters.
Free plan available · Account required
FL
Flip
fliptexts.com
A personal finance assistant that lives inside iMessage.
FinanceNumber after signup
iMessage
Source checked
How to use this directory
Start with the task, confirm the channel, and verify the access path before sharing account data.
What finance agents can do
The strongest tools focus on a concrete job and make the next action obvious inside the conversation.
- Review spending patterns
- Create a simple budget
- Get explanations of financial concepts
What to verify before you start
Messaging makes an agent convenient, but the underlying permissions, data practices, and escalation path still matter.
- Read-only versus transactional access
- Regulatory disclosures
- Encryption and account permissions
Questions and answers
Directory FAQ
What is a finance AI agent?
It is software that helps with finance tasks through a conversational channel such as SMS, iMessage, RCS, WhatsApp, or phone. Some tools only answer questions; others can take approved actions.
How are finance agents ranked?
textanai weighs official-source evidence, public access, channel fit, clarity of the product claim, and the recency of our verification. Payment never determines ranking.
Do these agents have public phone numbers?
Some do. This page includes both public contacts and products that require an app, waitlist, or business deployment. Listings with a public number show a copyable contact.
How should I test an AI agent safely?
Start with a low-risk request, confirm the official access path, and avoid sharing sensitive personal or account information until you understand the provider's privacy and retention terms.