AI tool for financial planning and analysis - AI tools

Unitor is an AI-powered financial assistant that helps you analyze data, set realistic goals, and achieve financial freedom faster. It offers personalized planning, smart allocation, and financial health analysis.

• Free Trial
• From 10$

Lucid is an AI-powered platform for instant financial reporting, analysis, and forecasting, designed for businesses of all sizes to make informed decisions swiftly and manage finances effectively.

• Freemium
• From 50$

Payflow.ai provides Luca, a specialized AI agent for corporate finance, automating FP&A, reporting, and analysis for midsized and growing companies by integrating diverse data sources.

• Contact for Pricing

wallet.AI provides intelligent engines that analyze financial data to help users make better daily financial decisions. Founded in 2012, the platform helps individuals understand their financial behavior.

• Contact for Pricing

FinanceGPT is an AI-powered financial analysis platform that transforms complex financial data into actionable insights, combining generative AI with financial data, charts, and expert knowledge for enhanced decision-making.

• Contact for Pricing

Amigo AI is a personal finance management tool that leverages AI to provide tailored financial advice, smart budgeting, and transaction logging. It helps users simplify, secure, and enhance their financial management.

• Paid
• From 1$

Precanto is an AI-powered FP&A platform that enhances financial decision-making, reveals opportunities, and detects exceptions early with precision.

• Contact for Pricing

MyInvestment-AI is an AI-powered investment planning tool that analyzes your financial situation to create personalized investment strategies aligned with your goals and risk tolerance.

• Paid
• From 10$

Alfie Invest leverages AI to instantly provide financial information, analysis, and recommendations on stocks, ETFs, markets, and investing.

• Other

Intellectia.AI is a powerful platform that uses artificial intelligence to provide investment analysis and insights for stocks, ETFs, and cryptocurrencies.

• Paid
• From 15$

Stockaivisor leverages generative AI to provide advanced financial analysis, predictive analytics, and automated portfolio management for over 20,000 stocks and portfolios.

• Paid
• From 29$

Endex is an AI agent designed for financial services, automating analytical workflows, unifying data sources, and generating presentation-ready outputs. It acts as an AI financial co-worker to optimize team tasks.

• Contact for Pricing

Neontra leverages AI to simplify personal finance, offering powerful budgeting, spending tracking, and forecasting tools for individuals and businesses. The platform enables users to set and achieve financial goals with custom planning and actionable insights.

• Freemium
• From 9$

Centage is an advanced, AI-driven financial planning and analysis (FP&A) software offering automated budgeting, forecasting, scenario planning, and consolidated reporting for finance teams seeking to eliminate spreadsheet errors and boost planning efficiency.

• Paid
• From 950$

FinanceGPT Chat empowers users to build custom AI co-pilots for personalized financial insights, market analysis, and smarter decision-making using semantic search.

• Freemium

LivePlan is an AI-powered business planning and financial forecasting platform that helps entrepreneurs create professional business plans, manage cash flow, and make data-driven decisions for business growth.

• Paid

Octopus AI helps startups and businesses create realistic budgets, forecast scenarios, and streamline financial approvals using AI-driven insights.

• Freemium

Parthean is an AI-powered financial planning platform that streamlines client onboarding, data extraction, and financial analysis for financial advisors, combining paraplanning capabilities with comprehensive client management tools.

• Contact for Pricing

WeFIRE is an AI-powered personal finance copilot providing personalized financial insights and planning tools 24/7. It helps users achieve financial independence and retire early (FIRE) through comprehensive analysis and tailored recommendations.

• Free

Jiffy is an AI-powered financial analysis tool that helps users analyze, compare, and screen stocks. It offers personalized guidance and streamlines financial decision-making.

• Free Trial

Decisional is an AI Financial Analyst for Private Markets, automating workflows, enabling deep data analysis, and improving decision-making accuracy for financial firms.

• Free Trial
• From 99$

PrometAI is an advanced AI business plan generator that helps entrepreneurs and businesses create comprehensive, professional business plans with integrated valuation tools, strategic analysis, and financial projections.

• Freemium
• From 39$

Invxst is an AI-powered financial analysis platform that helps users analyze financial reports, interact with AI-driven insights, and track market movements through comprehensive dashboards and interactive tools.

• Freemium
• From 29$

WellTrade.ai is an AI-powered financial advisor that provides data-driven investment recommendations for stocks and ETFs. It simplifies investing by analyzing comprehensive financial data to offer clear buy, sell, or hold advice.

• Free

TheFinAdvisor is an AI-powered financial advisor that provides personalized investment strategies and guidance. It helps users achieve their financial goals, from paying off debt to investing and retirement planning.

• Paid
• From 2$

Nuvio is an AI-powered financial management platform that acts as a virtual CFO, providing insights and predictions for startups and growing businesses.

• Free Trial
• From 24$

Spindle AI is an enterprise Scenario Intelligence solution that uses AI to help businesses answer critical pricing, tariff, and margin questions rapidly and with greater accuracy.

• Contact for Pricing

Profit Leap offers an AI-powered business advisor named Huxley that combines specialized business knowledge with data analysis to deliver instant insights and strategic financial recommendations for businesses of all sizes.

• Contact for Pricing

Optimum Vertex AI is an AI-powered platform providing traders and investors with tools for trade planning, strategy analysis, and execution review across various markets.

• Free Trial
• From 149$

Zillion provides AI-powered analysts for financial firms, automating complex analysis, streamlining workflows, and handling increasing workloads with sophisticated financial tools and domain expertise.

• Freemium
• From 25$