# Finance & accounting AI tools used by Banking & Mortgages companies

usedby lists 55 Banking & Mortgages companies using 13 Finance & accounting AI tools. The most used is Zest AI: 32 of the 55 Banking & Mortgages companies on usedby, every proof level counted. These are counts of the companies usedby tracks, not a market share. Data as of 2026-10-24.

## Ranking

Tools ranked by the companies of the 55 Banking & Mortgages companies on usedby that use them. Each company counts once per tool, at its strongest proof. Ties go to more confirmed, then declared, then observed companies.

| # | Tool | Companies | Confirmed | Declared | Observed | Job posts only | Last check |
|---|---|---|---|---|---|---|---|
| 1 | [Zest AI](https://www.usedby.ai/tools/zest.md) | 32 | 8 | 0 | 24 | 0 | 2026-10-16 |
| 2 | [Taktile](https://www.usedby.ai/tools/taktile.md) | 5 | 0 | 0 | 5 | 0 | 2026-10-19 |
| 3 | [Unique](https://www.usedby.ai/tools/unique.md) | 5 | 0 | 0 | 5 | 0 | 2026-10-23 |
| 4 | [Rogo](https://www.usedby.ai/tools/rogo.md) | 3 | 0 | 0 | 3 | 0 | 2026-10-21 |
| 5 | [Ramp](https://www.usedby.ai/tools/ramp.md) | 2 | 2 | 0 | 0 | 0 | 2026-10-24 |
| 6 | [FloQast](https://www.usedby.ai/tools/floqast.md) | 2 | 0 | 0 | 2 | 0 | 2026-10-21 |
| 7 | [Pigment](https://www.usedby.ai/tools/pigment.md) | 1 | 1 | 0 | 0 | 0 | 2026-10-18 |
| 8 | [Tabs](https://www.usedby.ai/tools/tabs.md) | 1 | 1 | 0 | 0 | 0 | 2026-10-19 |
| 9 | [Trullion](https://www.usedby.ai/tools/trullion.md) | 1 | 1 | 0 | 0 | 0 | 2026-10-20 |
| 10 | [Campfire](https://www.usedby.ai/tools/campfire.md) | 1 | 0 | 0 | 1 | 0 | 2026-10-19 |
| 11 | [DataSnipper](https://www.usedby.ai/tools/datasnipper.md) | 1 | 0 | 0 | 1 | 0 | 2026-10-18 |
| 12 | [MindBridge](https://www.usedby.ai/tools/mindbridge.md) | 1 | 0 | 0 | 1 | 0 | 2026-10-07 |
| 13 | [Numeric](https://www.usedby.ai/tools/numeric.md) | 1 | 0 | 0 | 1 | 0 | 2026-10-14 |

## Customers per tool

Every line is a customer, at one of three proof levels: confirmed (a case study, a named quote, a press release, or the company's own public account of using the tool (its own site, or a post by one of its executives, VP or above)), observed (the vendor shows the company on its own pages) or signal (a job post shows the company's employees use the tool, the weakest proof). A line the company declared to usedby itself is marked declared. A signal is never a case study or a vendor listing. Strongest proof first. "Last check" is the later of the line's re-verification and its latest capture.

| Tool | Company | Proof | Source | Last check |
|---|---|---|---|---|
| Zest AI | [Great Basin Federal Credit Union](https://www.usedby.ai/companies/great-basin-federal-credit-union.md) | Confirmed | [zest.ai](https://www.zest.ai/customer-stories/great-basin-federal-credit-union), captured 2026-10-16 | 2026-10-16 |
| Zest AI | [Idaho Central Credit Union](https://www.usedby.ai/companies/idaho-central-credit-union.md) | Confirmed | [zest.ai](https://www.zest.ai/customer-stories/idaho-central-credit-union), captured 2026-10-16 | 2026-10-16 |
| Zest AI | [Suncoast Credit Union](https://www.usedby.ai/companies/suncoast-credit-union.md) | Confirmed | [zest.ai](https://www.zest.ai/customer-stories/suncoast-credit-union), captured 2026-10-16 | 2026-10-16 |
| Zest AI | [Wauna Credit Union](https://www.usedby.ai/companies/wauna-credit-union.md) | Confirmed | [zest.ai](https://www.zest.ai/customer-stories/truliant-federal-credit-union), captured 2026-10-16 | 2026-10-16 |
| Zest AI | [Credit Union West](https://www.usedby.ai/companies/credit-union-west.md) | Confirmed | [zest.ai](https://www.zest.ai/customer-stories/credit-union-cu-west), captured 2026-10-16 | 2026-10-16 |
| Zest AI | [StagePoint Federal Credit Union](https://www.usedby.ai/companies/stagepoint-federal-credit-union.md) | Confirmed | [zest.ai](https://www.zest.ai/customer-stories/stagepoint-federal-credit-union), captured 2026-10-16 | 2026-10-16 |
| Zest AI | [All In Credit Union](https://www.usedby.ai/companies/all-in-credit-union.md) | Confirmed | [zest.ai](https://www.zest.ai/customer-stories/all-in-credit-union), captured 2026-10-16 | 2026-10-16 |
| Zest AI | [Truliant Federal Credit Union](https://www.usedby.ai/companies/truliant-federal-credit-union.md) | Confirmed | [zest.ai](https://www.zest.ai/customer-stories/truliant-federal-credit-union), captured 2026-10-16 | 2026-10-16 |
| Zest AI | [Citi](https://www.usedby.ai/companies/citi.md) | Observed | [zest.ai](https://www.zest.ai/), captured 2026-10-16 | 2026-10-16 |
| Zest AI | [Credit Union of Texas](https://www.usedby.ai/companies/credit-union-of-texas.md) | Observed | [zest.ai](https://www.zest.ai/learn/success_stories/cutx/) | Not dated |
| Zest AI | [First Hawaiian Bank](https://www.usedby.ai/companies/first-hawaiian-bank.md) | Observed | [zest.ai](https://www.zest.ai/), captured 2026-10-16 | 2026-10-16 |
| Zest AI | [First National Bank of Omaha](https://www.usedby.ai/companies/first-national-bank-of-omaha.md) | Observed | [zest.ai](https://www.zest.ai/), captured 2026-10-16 | 2026-10-16 |
| Zest AI | [Golden 1 Credit Union](https://www.usedby.ai/companies/golden-1-credit-union.md) | Observed | [zest.ai](https://www.zest.ai/), captured 2026-10-16 | 2026-10-16 |
| Zest AI | [Natco Credit Union](https://www.usedby.ai/companies/natco-credit-union.md) | Observed | [zest.ai](https://www.zest.ai/customer-stories), captured 2026-10-16 | 2026-10-16 |
| Zest AI | [Redwood Credit Union](https://www.usedby.ai/companies/redwood-credit-union.md) | Observed | [zest.ai](https://www.zest.ai/), captured 2026-10-05 | 2026-10-05 |
| Zest AI | [Reliable Credit Association](https://www.usedby.ai/companies/reliable-credit-association-inc.md) | Observed | [zest.ai](https://www.zest.ai/), captured 2026-10-05 | 2026-10-05 |
| Zest AI | [Schools First Federal Credit Union](https://www.usedby.ai/companies/schools-first-federal-credit-union.md) | Observed | [zest.ai](https://www.zest.ai/), captured 2026-10-16 | 2026-10-16 |
| Zest AI | [Truist](https://www.usedby.ai/companies/truist.md) | Observed | [zest.ai](https://www.zest.ai/), captured 2026-10-16 | 2026-10-16 |
| Zest AI | [Commonwealth Credit Union](https://www.usedby.ai/companies/commonwealth-credit-union.md) | Observed | [zest.ai](https://www.zest.ai/), captured 2026-10-05 | 2026-10-05 |
| Zest AI | [Stanford Federal Credit Union](https://www.usedby.ai/companies/stanford-federal-credit-union.md) | Observed | [zest.ai](https://www.zest.ai/learn/success_stories/stanford-fcu/) | Not dated |
| Zest AI | [Verity Credit Union](https://www.usedby.ai/companies/verity-credit-union.md) | Observed | [zest.ai](https://www.zest.ai/), captured 2026-10-05 | 2026-10-05 |
| Zest AI | [VyStar Credit Union](https://www.usedby.ai/companies/vystar-credit-union.md) | Observed | [zest.ai](https://www.zest.ai/), captured 2026-10-05 | 2026-10-05 |
| Zest AI | [Washington State Employees Credit Union](https://www.usedby.ai/companies/washington-state-employees-credit-union.md) | Observed | [zest.ai](https://www.zest.ai/learn/success_stories/wsecu/) | Not dated |
| Zest AI | [Blue Federal Credit Union](https://www.usedby.ai/companies/blue-federal-credit-union.md) | Observed | [zest.ai](https://www.zest.ai/learn/success_stories/blue-fcu/) | Not dated |
| Zest AI | [Community Choice Credit Union](https://www.usedby.ai/companies/community-choice-credit-union.md) | Observed | [zest.ai](https://www.zest.ai/learn/success_stories/community-choice-cu/) | Not dated |
| Zest AI | [Desert Valleys FCU](https://www.usedby.ai/companies/desert-valleys-fcu.md) | Observed | [zest.ai](https://www.zest.ai/learn/success_stories/desert-valleys-fcu/) | Not dated |
| Zest AI | [Empower Federal Credit Union](https://www.usedby.ai/companies/empower-federal-credit-union.md) | Observed | [zest.ai](https://www.zest.ai/learn/success_stories/empower-fcu/) | Not dated |
| Zest AI | [Greater Texas Credit Union](https://www.usedby.ai/companies/greater-texas-credit-union.md) | Observed | [zest.ai](https://www.zest.ai/learn/success_stories/greater-texas-cu/) | Not dated |
| Zest AI | [ORNL Federal Credit Union](https://www.usedby.ai/companies/ornl-federal-credit-union.md) | Observed | [zest.ai](https://www.zest.ai/), captured 2026-10-05 | 2026-10-05 |
| Zest AI | [Altra Federal Credit Union](https://www.usedby.ai/companies/altra-federal-credit-union.md) | Observed | [zest.ai](https://www.zest.ai/learn/success_stories/altra-fcu/) | Not dated |
| Zest AI | [Clark County Credit Union](https://www.usedby.ai/companies/clark-county-credit-union.md) | Observed | [zest.ai](https://www.zest.ai/), captured 2026-10-05 | 2026-10-05 |
| Zest AI | [Trius Federal Credit Union](https://www.usedby.ai/companies/trius-federal-credit-union.md) | Observed | [zest.ai](https://www.zest.ai/learn/success_stories/trius-fcu-2/) | Not dated |
| Taktile | [ABN AMRO](https://www.usedby.ai/companies/abn-amro.md) | Observed | [taktile.com](https://www.taktile.com/), captured 2026-10-08 | 2026-10-08 |
| Taktile | [Credix](https://www.usedby.ai/companies/credix.md) | Observed | [taktile.com](https://taktile.com/customer-stories), captured 2026-10-19 | 2026-10-19 |
| Taktile | [FLC Bank](https://www.usedby.ai/companies/flcbank.md) | Observed | [taktile.com](https://taktile.com/customer-stories), captured 2026-10-19 | 2026-10-19 |
| Taktile | [Monzo](https://www.usedby.ai/companies/monzo.md) | Observed | [taktile.com](https://www.taktile.com/), captured 2026-10-08 | 2026-10-08 |
| Taktile | [Texas Trust Credit Union](https://www.usedby.ai/companies/texas-trust-credit-union.md) | Observed | [taktile.com](https://www.taktile.com/), captured 2026-10-08 | 2026-10-08 |
| Unique | [Bankhaus Metzler](https://www.usedby.ai/companies/bankhaus-metzler.md) | Observed | [unique.ai](https://www.unique.ai/en/our-clients), captured 2026-10-23 | 2026-10-23 |
| Unique | [BCV](https://www.usedby.ai/companies/bcv.md) | Observed | [unique.ai](https://www.unique.ai/en/our-clients), captured 2026-10-23 | 2026-10-23 |
| Unique | [BNP Paribas Wealth Management](https://www.usedby.ai/companies/bnp-paribas-wealth-management.md) | Observed | [unique.ai](https://www.unique.ai/en/our-clients), captured 2026-10-23 | 2026-10-23 |
| Unique | [Julius Baer](https://www.usedby.ai/companies/julius-baer.md) | Observed | [unique.ai](https://www.unique.ai/en/our-clients), captured 2026-10-23 | 2026-10-23 |
| Unique | [Standard Chartered](https://www.usedby.ai/companies/standard-chartered.md) | Observed | [unique.ai](https://www.unique.ai/en/our-clients), captured 2026-10-23 | 2026-10-23 |
| Rogo | [Société Générale](https://www.usedby.ai/companies/societe-generale.md) | Observed | [rogo.com](https://rogo.com/), captured 2026-10-21 | 2026-10-21 |
| Rogo | [Nomura](https://www.usedby.ai/companies/nomura.md) | Observed | [rogo.com](https://rogo.com/customers), captured 2026-10-21 | 2026-10-21 |
| Rogo | [Truist Securities](https://www.usedby.ai/companies/truist-securities.md) | Observed | [rogo.com](https://rogo.com/customers), captured 2026-10-21 | 2026-10-21 |
| Ramp | [Hingham Institution for Savings](https://www.usedby.ai/companies/hingham-institution-for-savings.md) | Confirmed | [ramp.com](https://ramp.com/customers/elevenlabs), captured 2026-10-24 | 2026-10-24 |
| Ramp | [Snapdocs](https://www.usedby.ai/companies/snapdocs.md) | Confirmed | [ramp.com](https://ramp.com/customers/snapdocs), captured 2026-10-07 | 2026-10-24 |
| FloQast | [AmeriHome](https://www.usedby.ai/companies/amerihome.md) | Observed | [floqast.com](https://www.floqast.com/stories), captured 2026-10-21 | 2026-10-21 |
| FloQast | [First Citizens Bank](https://www.usedby.ai/companies/first-citizens-bank.md) | Observed | [floqast.com](https://www.floqast.com/stories), captured 2026-10-21 | 2026-10-21 |
| Pigment | [Cross River](https://www.usedby.ai/companies/cross-river.md) | Confirmed | [pigment.com](https://www.pigment.com/customer-stories/cross-river), captured 2026-10-08 | 2026-10-18 |
| Tabs | [Snapdocs](https://www.usedby.ai/companies/snapdocs.md) | Confirmed | [tabs.com](https://www.tabs.com/customers/snapdocs), captured 2026-10-19 | 2026-10-19 |
| Trullion | [Tanner](https://www.usedby.ai/companies/tanner.md) | Confirmed | [trullion.com](https://trullion.com/customer-stories/tanner-case-study/), captured 2026-10-08 | 2026-10-20 |
| Campfire | [Lima One Capital](https://www.usedby.ai/companies/lima-one-capital.md) | Observed | [campfire.ai](https://campfire.ai/customers), captured 2026-10-19 | 2026-10-19 |
| DataSnipper | [Walker & Dunlop](https://www.usedby.ai/companies/walker-dunlop.md) | Observed | [datasnipper.com](https://www.datasnipper.com/customers), captured 2026-10-18 | 2026-10-18 |
| MindBridge | [Shawbrook Bank](https://www.usedby.ai/companies/shawbrook-bank.md) | Observed | [mindbridge.ai](https://www.mindbridge.ai/case-studies/), captured 2026-10-07 | 2026-10-07 |
| Numeric | [Figure](https://www.usedby.ai/companies/figure.md) | Observed | [numeric.io](https://www.numeric.io/customer-stories), captured 2026-10-14 | 2026-10-14 |

## Method

Public customer lines of active Finance & accounting AI tools at companies classified in Banking & Mortgages. No software vendor had to be left out. Company mix by strongest proof: 12 confirmed, 0 declared, 43 observed and 0 signals.

## Questions

### Which Finance & accounting AI tools do Banking & Mortgages companies use most?

Zest AI leads: 32 of the 55 Banking & Mortgages companies on usedby that use Finance & accounting AI tools use it. Next: Taktile (5), Unique (5), Rogo (3), and Ramp (2).

### How many Banking & Mortgages companies use Finance & accounting AI tools?

55 Banking & Mortgages companies on usedby use at least one of 13 Finance & accounting AI tools. It counts the companies usedby tracks.

### What proof backs these lines?

Of the 55 companies, each counted at its strongest proof: 12 confirmed, 0 declared, 43 observed and 0 known from a job post.

### How does usedby build this ranking?

usedby counts each Banking & Mortgages company once per tool, from public proof: case studies, press releases, the company's own site or its declaration to usedby, vendor customer pages and job posts. Every line shows its proof and the date usedby last checked it.

Industry page: https://www.usedby.ai/companies/industry/banking-mortgages.md · Category page: https://www.usedby.ai/tools/category/finance-accounting-ai.md

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Source: https://www.usedby.ai/companies/industry/banking-mortgages/finance-accounting-ai · How we check: https://www.usedby.ai/methodology