Top AI tools for # financial planning

HIVE Tax AI is an agentic AI platform designed for tax professionals and financial planners, offering tools for efficient tax research, personalized tax planning, and client support.

• Free Trial
• From 99$

Dibba.ai is an AI-powered finance tool designed to help users track expenses automatically via SMS and Apple Pay, import statements, or manual entry to facilitate saving.

• Freemium

Poppy Legal is an AI-powered platform designed for legal departments to analyze, manage, and optimize their outside counsel spend, automating invoice processing and providing actionable insights.

• Paid
• From 500$

OneStream is an AI-powered enterprise finance platform that unifies financial and operational data for faster planning, improved forecasting accuracy, and streamlined financial close processes.

• Contact for Pricing

Controol is a personal finance app that helps users manage money using a virtual box system, automatically allocating income and tracking expenses for better financial clarity.

• Freemium
• From 2$

Range offers comprehensive wealth management services for high-income earners, providing financial advice, investment strategies, tax optimization, and retirement planning through a tech platform and expert advisors.

• Paid
• From 200$

ETF Insider is a data-driven portfolio analytics and optimization platform using advanced visualization to analyze ETF and mutual fund underlying holdings, identify overlaps, and manage risk.

• Freemium
• From 14$

Copilot Money is a personal finance management app for Mac, iPhone, and iPad, using AI for smart categorization to help track spending, manage budgets, and monitor investments.

• Paid
• From 8$

Exegov is an AI co-pilot designed for founders and early-stage startups, providing tools and insights for business strategy, planning, product development, and financial forecasting.

• Free Trial
• From 49$

AI4FIRE is an AI-powered tool designed to simplify the journey to Financial Independence, Retire Early (FIRE) by providing real-time tracking, AI analytics, and personalized financial habit recommendations.

• Free Trial
• From 24$

Drivetrain is an AI-native business planning platform designed to accelerate budgeting, reporting, and forecasting for FP&A teams, automating key financial workflows.

• Contact for Pricing

Finmark is a financial planning and analysis software designed for startups and SMBs, offering automated data integration, real-time reporting, scenario planning, and collaborative budgeting.

• Free Trial
• From 100$

Finology is a comprehensive platform designed for Indian investors to learn investing concepts, research stocks and mutual funds, and manage investments to achieve financial goals.

• Freemium

Panax offers an AI-powered cash management platform that streamlines treasury operations, optimizes liquidity, and provides strategic financial insights.

• Contact for Pricing

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$

Planful is a Financial Performance Management platform that helps businesses plan, close, and report, driving impactful decisions with AI-driven insights.

• Contact for Pricing

Fire on Track is a platform designed to help users track their Financial Independence, Retire Early (FIRE) goals. It features personalized goal setting, progress tracking, and an AI assistant for financial guidance.

• Free

DAAS AI provides comprehensive business planning and analysis tools, offering features like market research, financial planning, and strategic plan generation.

• Free Trial

MoneyMade AI helps you discover investment opportunities. Ask a question and explore various investment options tailored to your needs.

• Free

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

• Contact for Pricing

Geldhelden offers a free webinar and online course series teaching you how to leverage AI to improve your finances. Learn practical AI strategies and applications to achieve financial independence.

• Free

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

• Freemium

SimplyBudget AI is an AI-powered application designed for smart financial management, helping users track expenses, set goals, and manage budgets effectively.

• Freemium
• From 4$

Zirtue is a secure digital platform that helps users borrow, lend, and repay money with friends and family, eliminating paper IOUs and adding transparency to personal loans.

• Free

Mortgage Recast Calculator helps users estimate their new monthly payments and interest savings after making a lump-sum payment toward their mortgage principal, simplifying the mortgage recasting process.

• Free

Expense Guide is a user-friendly financial management tool designed to help individuals, especially freelancers, track expenses, plan for the future, and build financial security.

• Free Trial
• From 4$

Nerd is an AI-powered WhatsApp budgeting assistant that simplifies personal finance, tracks spending, and helps users meet financial goals with actionable insights.

• Other

Titan is an award-winning Registered Investment Advisor that delivers managed wealth services, combining real human advisors with AI-driven investment management and personalized financial guidance for clients across the US.

• Paid
• From 25$

XLReporting is a comprehensive financial planning and reporting platform offering automated consolidation, forecasting, and interactive reporting for businesses and non-profits. Trusted worldwide, it integrates seamlessly with over 40 data sources to streamline financial management processes.

• Free Trial
• From 220$

Budgyt streamlines financial planning with collaborative budgeting, agile forecasting, and data-driven reporting for businesses and nonprofits, eliminating spreadsheet complexity through a secure, user-friendly platform.

• Contact for Pricing

BudgetPak by XLerant offers a comprehensive, cloud-based software solution designed to streamline budgeting, forecasting, and financial reporting for small to mid-sized organizations, emphasizing usability and collaboration.

• Contact for Pricing

Allio Capital leverages advanced AI and macroeconomic analysis to deliver dynamically optimized investment portfolios with comprehensive wealth tracking for smarter investing.

• Other

Caretta is a privacy-focused AI-driven financial app designed to help users effortlessly track expenses, analyze spending habits, and optimize savings through smart budgeting tools.

• Other

Global Predictions offers an AI-powered platform for personalized financial advice and portfolio management, leveraging a proprietary Economic Insights Engine. It provides tools for individuals, family offices, and institutions.

• Freemium

Finma is a privacy-focused finance management app for iOS that consolidates bank and credit card statements, automatically creates transaction entries, and offers tools for budgeting and expense tracking.

• Other

Plenty was an AI-powered financial platform for couples, offering robo-advisory, budgeting, and net worth tracking. Plenty's product is now closed as the company has joined Wealthsimple.

• Freemium

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$

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

VentureDrafts uses AI to generate complete, bank-approved business plans for UK entrepreneurs in under 15 minutes, featuring detailed financial analysis and market insights. Secure funding and investment with professionally structured plans accepted by major UK banks and funding schemes.

• Pay Once

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

Pigment is an AI-native business planning platform designed to integrate data, enhance collaboration, and support strategic decision-making across various departments.

• Contact for Pricing

Cube Software is a no-code Financial Planning & Analysis (FP&A) platform designed to streamline planning, reporting, and decision-making for finance teams, integrating seamlessly with existing spreadsheets like Excel and Google Sheets.

• Contact for Pricing

Asper is an AI-powered budgeting app designed to help users manage finances, reduce impulse spending, and achieve savings goals through personalized insights and playful notifications.

• Freemium
• From 5$

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$

Mezzi is a financial management platform that uses AI to help users optimize their investments, reduce taxes, and minimize fees without the need for expensive financial advisors.

• Freemium
• From 10$

MoneyCoach is a comprehensive personal finance management app that helps users track spending, manage budgets, and reduce financial stress across Apple devices. It offers smart budgeting tools, family sharing capabilities, and multi-currency support.

• Freemium

FinWise is a comprehensive personal finance management platform that combines AI-powered transaction categorization, budgeting tools, and financial forecasting to help users master their money and reach their financial goals.

• Free Trial
• From 9$

Spendtally is a smart receipt scanning and expense tracking tool that helps users understand their spending patterns and save money through automated financial insights and analysis.

• Freemium
• From 12$

Crbit is an AI-powered personal finance management app that enables collaborative budgeting, expense tracking, and financial planning with family members, featuring an AI assistant named Wally for personalized financial insights.

• Freemium
• From 5$

Lumio is a comprehensive financial management app designed specifically for couples to track shared expenses, manage household bills, and save together, connecting with over 120+ banks and credit cards.

• Freemium
• From 3$