70 Top AI financial management tools
Explore the top 70 AI tools for financial management. Compare features, use cases, and pricing to find the perfect solution for your needs. Discover even more specialized AI tools with our AI-powered search.
Tools for: financial management
Pricing
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Budget Tracker & Planner is a free online money management tool that tracks financial transactions, monitors spending, and offers insights on monthly habits.
Tendi is an AI-driven personal finance advisor that assists users in goal setting, budgeting, debt reduction, saving, investing, retirement planning, and provides insights, alerts, and a user-friendly dashboard .. Show more
Zumma Financial is a personal finance platform that organizes budgeting, income tracking, expense management, featuring receipt scanning/manual entry and city-specific financial resources.
Monarch AI Assistant is an app for better personal financial outcomes through personalized advice and insights.
FinanceGPT is an AI tool that converts intricate financial data into valuable insights & narratives. It provides personalized forecasting, real-time data collection, and sophisticated analytics for better deci .. Show more
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Goodbudget Envelope Budgeting modernizes traditional budgeting with virtual envelopes for spending, saving, and giving. Track finances and share budgets while saving for big expenses and managing debt seamlessl .. Show more
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 industr .. Show more
Moning: Wealth Management Platform for Global Asset View & Intelligent Investment Decisions - Enhances Investment Strategy for Maximized Gains.
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 monito .. Show more
Parthean AI's Money Automated streamlines finances by automating savings, investments, and debt repayment. It provides effortless transfers, spending analysis, and tailored financial plans, simplifying money m .. Show more
AnalyzX by TrezyGo is an AI tool that analyzes financial health by assessing key metrics and company valuation. It offers reports in multiple languages, prioritizes user privacy, and provides security features .. Show more
Fudget is a user-friendly, cross-device budgeting tool with a free version for up to 5 budgets and a Plus subscription for unlimited budgets, real-time sharing, and advanced features.
SageFusion is an AI-powered asset management platform catering to accredited investors. It combines trend forecasting and statistical models to optimize returns, providing transparent, liquid investments with .. Show more
Harriet AI is a small business finance tool that simplifies expense tracking, cash flow optimization, and bookkeeping through an integrated dashboard. It provides a comprehensive financial view and includes on .. Show more
NeonFin is an AI-driven personal finance tool that uncovers spending patterns, provides interactive budgeting, and delivers real-time insights while simplifying receipt scanning and categorized expense tracking .. Show more
Kairos Finstack is an AI-powered financial management tool that tailors financial products to your needs. Receive personalized analysis, step-by-step recommendations, and access educational resources to help yo .. Show more
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 tool .. Show more
FinanceOps is an AI solution that enhances finance collection operations through automation, cost reduction, and resource optimization. It utilizes empathetic AI agents for round-the-clock collections, resulti .. Show more
Wally is an AI-powered personal finance app that tracks spending, bills, and budgets effortlessly. It provides insights, personalized guidance, and instant answers to financial questions. Stay on top of finance .. Show more
Simpla AI is an all-in-one AI financial tool that provides personalized tax advice, advanced solutions, document automation, statement analysis, and insightful business intelligence for improved tax, accounting .. Show more
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 handl .. Show more
Finance Brain is an AI-powered chatbot offering instant finance and accounting answers. Users get 3 free questions upon sign-up. Access 24/7 support for quick responses to any finance query.
Folioprojects is an AI-powered portfolio management tool for real assets. It optimizes value, enhances performance, and simplifies project workflows through AI-assisted management, data-rich dashboards, and st .. Show more
AI-powered personal investment plans tool empowers you to tailor your financial future. Get a personalized investment plans that are tailored to you.
Entendre is an AI-driven crypto accounting tool for enterprises. It automates blockchain tracking, financial analysis, and journal entries, providing transparent, efficient, and customizable web3 accounting so .. Show more
Fin-GPT AI Co-Pilot is an affordable financial data aggregation tool for analysts and firms, comparable to Bloomberg Terminal. It delivers advanced insights, minimizes biases, and simplifies multi-source analy .. Show more
Digits is an advanced AI tool transforming accounting processes with automated bookkeeping, financial analysis, and insightful reports. With live dashboards and top-notch security, it assists in scaling operati .. Show more
FinanceGPT Chat is an AI tool that provides personalized financial co-pilots, enabling deep insights through semantic search on financial queries. Users can upload documents and sources for customized, data-dri .. Show more
Kniru AI-powered Finance is an all-inclusive aid that offers custom investment, expense, retirement planning, tax, and credit management insights. It provides personalized savings tips, bill reminders, and por .. Show more
Rocket Money is an all-in-one financial management tool that simplifies tracking subscriptions, managing spending, creating budgets, and improving financial wellness. Features include automated subscription tra .. Show more
AI Stock Radar: Pioneering AI investment tool enhancing stock research. Simplifies fundamental analysis, identifies high-performers, and equips users with AI-driven insights for informed decisions.
Osfin.ai automates financial operations, offering features like reconciliation, cash flow visibility, smart invoice processing. It enhances efficiency, accuracy, and transparency in financial closings through .. Show more
Brightflow AI is an e-commerce financial intelligence platform utilizing AI to optimize cash flow management. It provides precise forecasts, real-time monitoring, and integrates with popular e-commerce tools f .. Show more
Mesha is an AI-driven bookkeeping and tax solution offering real-time financial insights, expert tax advice, and compliance services. Access a dedicated team of professionals, streamline financial processes, an .. Show more
PortfolioPilot is an AI-powered financial assistant that provides in-depth portfolio analyses, personalized recommendations, and economic insights. It ensures risk management, tailored suggestions, and secure .. Show more
ProAI is an AI-powered platform offering tailored solutions for business planning, funding, and market research. It integrates essential resources, provides on-demand guidance, and utilizes AI-based business ad .. Show more
FinNews.ai is an AI-driven finance tool for US stocks, cryptocurrencies, forex, and news. It delivers real-time insights, quantitative analysis, predictive modeling, anomaly detection, and timely updates for i .. Show more
Ence is a business platform providing seamless operations, swift invoicing, and automated cash flow management. It simplifies financial tasks using customizable templates, digital receipts, sales monitoring, a .. Show more
Arthur by Edison FDO is an AI-based bookkeeping tool for small businesses. It streamlines financial recordkeeping, enabling entrepreneurs to concentrate on core operations while providing user-friendly account .. Show more
Beatandraise is an AI-powered financial research tool that provides real-time information on various aspects of the financial markets.
RhinoWatchlist is an AI-powered stock management tool that provides personalized analytics, global finance insights, and essential metrics like P/E valuations. It centralizes access to stock info, financial sc .. Show more
ReadAnnualReports.com is an AI-powered tool that rapidly analyzes 10-K reports, delivering insights on par with Goldman analysts in a fraction of the time. It enables users to easily compare reports for inform .. Show more
BuildKeeper is construction management software catering to small firms. It offers project streamlining through functions like budgeting, real-time cost estimation, invoicing, team organization, expense tracki .. Show more
Client Reports is a versatile AI tool for professional services, enabling effortless creation of client reports in areas like business plans, valuations, and diligence. It efficiently communicates project upda .. Show more
Expense Sorted is an AI tool that makes categorizing and tracking expenses simple, you can use AI to automatically categorize your expenses, saving you time and effort. It integrates with Google Sheets, to spee .. Show more
RetireMint is a virtual retirement planning assistant that offers personalized guidance, expert tools, and assessments for building a comprehensive retirement roadmap. Plan confidently and be well-prepared for .. Show more
PortfolioPilot is an AI-powered tool that delivers personalized investment recommendations and in-depth portfolio analysis. It combines economic insights with individual needs to offer risk evaluations, contin .. Show more
Inven is an AI tool for finance/business pros, utilizing AI to locate promising companies faster, offering market intelligence, networking opportunities within industries, and removing time-consuming manual se .. Show more