Financial Evaluation
The best 50 Financial Evaluation AI tools - Free & Paid
Explore 50 AI for Financial Evaluation
Fiscal.ai Terminal offers a public‑company research platform with global financial data for stocks, ETFs, and funds. It aggregates investor‑relations content, KPI and analyst estimates, delivers AI summaries, customizable dashboards, real‑time feeds, portfolio tracking, notifications, and low‑latenc
Freemium
PaperMoney is an AI tool enabling users to create insightful financial reports for 5000+ US, Hong Kong, and China-listed companies, offering detailed income statements and cash flow data across multiple industries. Stay informed and make data-driven decisions effortlessly.
Free
Mool.ai delivers AI‑powered, structured analysis for over 50,000 listed and private companies, offering forensic financial reviews, KPI‑linked valuations, ESG and risk stress tests, and instant sector views and peer benchmarks across 90+ countries for investment teams.
Freemium
PortfolioPilot aggregates all personal assets—brokerage, retirement, crypto, real‑estate, private equity—into a single dashboard, providing real‑time net‑worth tracking, automated tax optimization, scenario modeling, and AI‑driven portfolio recommendations for self‑directed investors and retirees.
Freemium
Financial Fusion is an AI‑powered platform that automatically analyzes P&L, balance sheets, and cash flow to deliver actionable insights. It offers CFO‑style guidance, generates concise reports, and integrates natively with QuickBooks, Xero, Zoho, and Excel via interactive dashboards.
Free trial
Datarails integrates with Excel, automating data consolidation from 200+ accounting, ERP, CRM, bank, and HRIS sources. It offers real‑time dashboards, AI‑driven variance insights, scenario modeling, and collaborative version control for efficient month‑end close and planning.
Freemium
Financial Fitness Passport is an AI-powered financial dashboard that analyzes your finances to generate a personalized score and retirement goal. It provides cash flow tracking, debt planning, scenario modeling, and an AI coach to offer actionable recommendations and next steps.
Free trial
- $9.99/mo
Bizplanr uses AI to generate structured business plans, market analyses, and financial forecasts quickly. It guides users through questions, offers templates, real‑time collaboration, and export options while maintaining secure data handling for varied industries.
Freemium
Evalyze is an AI-driven platform that analyzes startup pitch decks to provide an Investor Readiness Score and actionable feedback. It also features an AI-powered matching engine to connect startups with the most suitable investors based on their funding goals and market.
Freemium
- $10/mo
Budget Tracker & Planner is a free online money management tool that tracks financial transactions, monitors spending, and offers insights on monthly habits.
Freemium
- $29/mo
Fire Mate: AI-powered financial assistant guiding users towards financial independence. Features personalized recommendations, real-time support, easy income/expense tracking, goal setting, and progress monitoring for efficient money management.
Free
Powder automates extraction of data from diverse financial documents—brokerage statements, 401(k), tax returns, etc.—into spreadsheets and asset decks. It populates portfolio reviews, calculates weightings, and produces proposals quickly while ensuring compliance and data security.
Free
Origin Financial centralizes budgeting, investing, and forecasting. It syncs accounts, auto‑categorizes transactions, builds monthly budgets, cancels subscriptions, offers AI financial advice, tracks portfolio performance, models market shifts, and supports shared dashboards for couples, with tax an
Freemium
Negotyum Business Idea Test uses AI analytics to evaluate startup concepts, scoring over 100 factors such as industry, scalability, margins, and investment ratios. It delivers a dashboard with risk, financial viability, break‑even, and loan quality insights, enabling idea refinement before investmen
Free
LivePlan is a business plan software that helps entrepreneurs create detailed plans with AI assistance, offering sample plans, financial forecasting, and integration with accounting software for effective strategy formulation and performance tracking.
Freemium
- $20
MAPLE is an AI‑powered financial advisor that continuously optimizes portfolios, assesses risk, analyzes cash flow and debt, and plans retirement. It tracks goals, offers personalized recommendations, and ensures privacy through two‑factor authentication and SOC 2‑compliant encryption.
Freemium
FlowCog automatically syncs accounting data from QuickBooks, Xero, and Puzzle to create dynamic, real‑time financial projections. It replaces spreadsheets with an interactive canvas for revenue, cash runway, and break‑even analysis, enabling rapid what‑if comparisons for startups and small businesse
Free trial
Supermoney aggregates accounts, tracks transactions, and shows net worth, cash flow, assets and liabilities. It builds adaptive budgets, analyzes finances privately with Sense AI, offers prequalified loan/refinance comparisons, credit monitoring, alerts and goal tracking.
Freemium
Stock Alpha is an AI platform that answers questions about Indian stocks and summarizes reports, earnings calls, and investor decks for 200+ companies. It auto‑extracts tables, calculates ratios, and generates financial statements, letting analysts focus on analysis than data gathering.
Freemium
ValueSense is an AI-powered investment analysis platform that identifies undervalued stocks and calculates their intrinsic value. It provides advanced tools like a stock screener, backtesting, insiders trackers, and unlimited Excel downloads for deep financial research.
Freemium
Wefire is an AI-driven personal finance tool that offers insights into spending habits, investment opportunities, and cash flow analysis. It enhances financial literacy with educational resources while prioritizing user security and providing timely alerts for account activity.
Freemium
- $8.99/mo
Moning: Wealth Management Platform for Global Asset View & Intelligent Investment Decisions - Enhances Investment Strategy for Maximized Gains.
Free
Mezzi is an AI-enhanced investment tax management tool that provides personalized strategies to minimize taxes, cut fees, and enhance portfolio optimization. It features advanced calculators, secure data handling, and facilitates easy allocation rebalancing and performance tracking for efficient we
Freemium
Fina Money is a money management app that automates expense tracking, budgeting, and financial insights by securely syncing with bank accounts. It offers AI-powered categorization, customizable templates, and real-time analytics for personal and business finances.
Free trial
- $5/mo
Value Car utilizes AI technology for swift and accurate car valuations based on registration and mileage. It provides up-to-date estimated values to help users set realistic expectations and make informed decisions when selling their vehicles.
Freemium
FinanceGPT Chat lets finance professionals create AI agents for balance sheet analysis, cash flow forecasting, risk assessment, and fraud detection. Drag‑and‑drop interface selects data sources and defines tasks, with semantic search, and integrations to accounting, market feeds, and payment systems
Paid
Nume.AI is an AI-driven CFO tool designed for startup founders, providing real-time financial monitoring, insightful reports, and automated board updates. It alleviates financial stress by delivering instant answers and actionable recommendations, enabling founders to focus on business growth.
Freemium
Finlo uses AI to generate monthly, ten‑stock portfolios based on proven investment strategies. Users pick a strategy by risk tolerance, copy holdings to their brokerage, and receive pre‑market email updates with performance metrics versus the S&P 500.
Paid
CityFALCON aggregates real‑time financial news, filings, insider trades, and ESG data, scoring sentiment and relevance. It delivers customizable watchlists, charts, multilingual translations, and APIs for institutional users to monitor market trends, risk, and accelerate decision‑making.
Freemium
Finlight Real-Time Financial News API offers real-time financial data and AI-driven sentiment analysis with advanced query options. It supports multiple integration methods, enabling seamless incorporation of market intelligence into applications and automated systems.
Free trial
AlphaResearch indexes millions of filings, transcripts, and reports, enabling instant text search. It extracts sentiment, supplies structured financial data, sends alerts, offers visualization and a stock screener, and integrates with Excel and Google Sheets for investors.
Freemium
- $49.99/mo
Rocket Money centralizes checking, savings, credit, and investment accounts into one dashboard. It tracks subscriptions, offers cancellation help, provides real‑time spending insights, automatic budgeting, net‑worth and credit monitoring, savings automation, and bill‑negotiation services.
Free
PitchFit is a AI-powered platform that analyzes pitches and startups—providing market research, competitive intelligence, feasibility scoring and tailored financial models (revenue forecasts, cost and funding projections). It pairs real-time pitch training and feedback with investor matching by ind
Subscription
PitchGrade uses AI to score and refine pitch decks across six dimensions, auto‑generates investment theses, builds DCF and comparable models, matches decks to top investors, and delivers real‑time financial insights with exportable PPT/PDF decks.
Subscription
Cleo is an AI-powered personal finance assistant that streamlines money management through savings, budgeting, investment growth, credit building, and offers privacy-focused financial insights and tracking tools.
Freemium
FlyFin automatically scans linked accounts, identifies 200+ tax deduction categories, drafts returns, and has CPAs review and e‑file them. It offers quarterly estimates, exportable 1040, audit support, and a 100 % money‑back guarantee.
Paid
NeonFin offers a suite of 25+ free financial calculators that track budgeting, expenses, income, and investments. It guides building emergency funds, debt repayment, retirement contributions, and visualizes spending patterns for informed financial decisions.
Subscription
FolioProjects consolidates real‑estate asset, project, risk, and performance data into real‑time dashboards, ESG and incident metrics, and sentiment analytics. It offers AI‑generated reports, automated notifications, API and IoT integration, and stakeholder dashboards for portfolio and asset manager
Free
- $10
PlanPros AI Business Plan Generator creates comprehensive business plans in minutes by guiding users through questions on model, market, competition, and finance. It drafts executive summaries, market analysis, financial projections, and exports the finished plan to PDF or Word.
Freemium
- $15/mo
ExpenseSorted calculates your financial runway by dividing savings by monthly expenses, updating a Google Sheets template with AI‑driven expense classification. It supports offline encrypted storage, Interactive Brokers imports, portfolio analytics, customizable dashboards, and API integration for p
Free trial
Checkmyidea‑IA analyzes your business concept, evaluating market demand, competition, revenue potential, and feasibility. It delivers a structured report with strengths, weaknesses, and actionable recommendations for MVP design, pricing, launch, and growth, keeping all data confidential.
Paid
- $9.99
Trendspid is a comprehensive trade platform offering technical analysis tools, price alerts, market scanning, backtesting strategies, raindrop charts, unusual option flow tracking, and a 7-day free trial with market data from multiple sources.
Free trial
- $149/mo
Syft Analytics delivers AI‑powered dashboards and forecasting for accountants, analysts, and managers, consolidating data from accounting, e‑commerce, payroll, and ERP systems into IFRS/GAAP‑compliant statements. It offers real‑time spreadsheet integration, automated error detection, KPI insights, a
Subscription
- $23/mo