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Treasury analyst
AI tools to consider for a treasury analyst include Koyfin, Arche, Aurato and Kresmion. They support tasks common in this work: market & investment research, analyze data and write & edit content.
Also known as: corporate treasury
Market & investment research
Analyse filings, markets, and companies for investment decisions.
| Tool | What it does | Pricing | Type | Evidence |
|---|---|---|---|---|
| KoyfinKoyfin | Financial analysis platform with charts, screening and fundamentals. | Free + paid | Tool | Site checked |
| ArcheNot verified | SEC EDGAR filings, XBRL facts and normalized financial statements, point-in-time by acceptance. | Pricing not verified | Tool + MCP | Site checked |
| AuratoNot verified | Read-only global payment reference data, metrics, relationships, sources, news and events. | Pricing not verified | Tool + MCP | Site checked |
| KresmionNot verified | SEC filings and financials with accession links, insider and congress trades, macro. OAuth or key. | Pricing not verified | Tool + MCP | Site checked |
| ReportGem Global ResearchNot verified | Global investment research knowledge base: 16M+ bank reports, filings, earnings calls, charts. | Pricing not verified | Tool + MCP | Site checked |
| SN Data by Shikshan NiveshNot verified | US company financial statements, insider trades, 13F funds and short interest, each with its filing. | Pricing not verified | Tool + MCP | Site checked |
| stockrowNot verified | Financial statements, metrics, screens and insider trades for US-listed companies. | Pricing not verified | Tool + MCP | Site checked |
| TradeApesNot verified | Stock health scores, valuation verdicts, sector rankings and analyses for 8,000+ US companies. | Pricing not verified | Tool + MCP | Site checked |
Analyze data
Explore operational data, build reports, and communicate trends.
| Tool | What it does | Pricing | Type | Evidence |
|---|---|---|---|---|
| FREDFederal Reserve Bank of St. Louis | Free database of economic time series with charting and an API. | Pricing not verified | Tool + MCP | Unconfirmed listing |
| Microsoft Power BI with CopilotMicrosoft | Business intelligence reports and dashboards with Copilot assistance for exploring data, writing summaries, and generating reports. | Usage based | Tool | Source reviewed |
| Microsoft 365 CopilotMicrosoft | AI assistance within Microsoft productivity apps and work information. | Paid | Tool | Source reviewed |
| ClaudeAnthropic | A conversational assistant for documents, research, analysis, and software work. | Free + paid | Tool | Source reviewed |
| RowsRows | Spreadsheet with built-in AI analyst and data integrations. | Free + paid | Tool | Site checked |
| ChatGPTOpenAI | An assistant for writing, research, files, images, data exploration, and coding. | Free + paid | Tool | Source reviewed |
| SisenseNot verified | Query your Sisense data in natural language and build charts, dashboards and Pulse workflows. | Pricing not verified | Tool + MCP | Site checked |
| tllyNot verified | Hosted dashboards and scheduled data jobs for AI agents, with thresholds, alerts and share links. | Pricing not verified | Tool + MCP | Site checked |
Write & edit content
Draft clear emails, reports, briefs, and customer communications.
| Tool | What it does | Pricing | Type | Evidence |
|---|---|---|---|---|
| GrammarlySuperhuman | Writing assistance that checks grammar, rewrites sentences, adjusts tone, and drafts content across documents and business applications. | Free + paid | Tool | Source reviewed |
| DeepLDeepL | Translates text and documents with terminology controls, writing assistance, and integrations for multilingual business communication. | Free + paid | Tool | Source reviewed |
| JasperJasper | Marketing-focused AI workspace for creating brand-consistent content and running campaign, research, and translation workflows. | Paid | Tool | Source reviewed |
| HubSpot BreezeHubSpot | HubSpot's AI assistant uses CRM context to draft content, prepare customer meetings, analyze pipeline information, and help create agents and workflows. | Free + paid | Tool | Source reviewed |
| Copy.aiCopy.ai | AI chat and configurable workflows for sales prospecting, marketing content, account research, and CRM enrichment. | Paid | Tool | Source reviewed |
| Notion AINotion | An AI workspace for finding company knowledge, drafting documents, capturing meeting notes, and carrying out tasks using connected information. | Free + paid | Tool + MCP | Source reviewed |
| EasyRunCraftNot verified | Online office suite for AI agents: edit docs, sheets, slides and PDFs in browser or via MCP. | Pricing not verified | Tool + MCP | Site checked |
| rerightNot verified | Rewrites the emails, messages and PR text your agent writes so they sound like you, every fact kept. | Pricing not verified | Tool + MCP | Site checked |
Fields this role works in
Common questions
What AI tools can a treasury analyst use?
Koyfin, Arche, Aurato, Kresmion and ReportGem Global Research are good places to start. Tasks they support in this work include: market & investment research, analyze data and write & edit content.
How should AI output be checked in this role?
Treat it as a draft. Confirm facts, figures, and citations against the original source, and keep accountable decisions with a qualified person. Check the vendor’s data terms before sharing anything confidential.
No paid ranking. Reviewed 2026-11-04. Tool fit is an editorial suggestion based on published capabilities. See sources & methodology →