Financial Modeling AI
The best 50 Financial Modeling AI tools - Free & Paid
Explore 50 AI for Financial Modeling AI
Bizplanr uses AI to generate structured business plans, market analyses, and financial forecasts quickly. It guides users through questions, offers templates, realātime collaboration, and export options while maintaining secure data handling for varied industries.
Freemium
Finlo uses AI to generate monthly, tenāstock portfolios based on proven investment strategies. Users pick a strategy by risk tolerance, copy holdings to their brokerage, and receive preāmarket email updates with performance metrics versus the S&PāÆ500.
Paid
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 advisors to optimize strategic plans and positioning for growth.
Free trial
Syft Analytics delivers AIāpowered dashboards and forecasting for accountants, analysts, and managers, consolidating data from accounting, eācommerce, payroll, and ERP systems into IFRS/GAAPācompliant statements. It offers realātime spreadsheet integration, automated error detection, KPI insights, a
Subscription
- $23/mo
Fiscal.ai Terminal offers a publicācompany research platform with global financial data for stocks, ETFs, and funds. It aggregates investorārelations content, KPI and analyst estimates, delivers AI summaries, customizable dashboards, realātime feeds, portfolio tracking, notifications, and lowālatenc
Freemium
The PrometAI AI Business Plan Generator simplifies business plan creation with strategic guidance, AI-assisted content generation, and expert valuation tools. It ensures security and offers step-by-step guidance, making planning effortless for all entrepreneurs.
Freemium
- $29/mo
Generate a 25āpage, bankācompliant business plan in seconds. Simbly.ai guides users through a questionnaire, creates a fiveāyear forecast, market and competitor analysis, and delivers editable Word or Excel files, securely stored in the EU.
Paid
Mool.ai delivers AIāpowered, structured analysis for over 50,000 listed and private companies, offering forensic financial reviews, KPIālinked valuations, ESG and risk stress tests, and instant sector views and peer benchmarks across 90+ countries for investment teams.
Freemium
Origin Financial centralizes budgeting, investing, and forecasting. It syncs accounts, autoācategorizes 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
AIādriven research platform that supplies monthly stock picks, realātime 5%āmove alerts, earnings previews, and analystāvalidated recommendations. It merges proprietary data, machineālearning models, and hedgeāfund expertise to pinpoint buyāandāhold opportunities for investors.
Freemium
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
Financial Fusion is an AIāpowered platform that automatically analyzes P&L, balance sheets, and cash flow to deliver actionable insights. It offers CFOāstyle guidance, generates concise reports, and integrates natively with QuickBooks, Xero, Zoho, and Excel via interactive dashboards.
Free trial
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
PortfolioPilot aggregates all personal assetsābrokerage, retirement, crypto, realāestate, private equityāinto a single dashboard, providing realātime netāworth tracking, automated tax optimization, scenario modeling, and AIādriven portfolio recommendations for selfādirected investors and retirees.
Freemium
FinanceGPT Chat lets finance professionals create AI agents for balance sheet analysis, cash flow forecasting, risk assessment, and fraud detection. Dragāandādrop interface selects data sources and defines tasks, with semantic search, and integrations to accounting, market feeds, and payment systems
Paid
StockInsights.ai uses AI to analyze U.S. and Indian public company filings and earnings transcripts, producing concise summaries and tagābased insights. It offers alert criteria, a portfolio dashboard, and RESTful APIs for seamless research integration.
Freemium
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
Edison offers AIāpowered tools for small businesses, automating bookkeeping, guiding strategy, managing marketing campaigns, and delivering realātime analytics for budgeting, forecasting, and resource allocation ā all within a unified interface for efficient growth.
Freemium
AI Assist is a powerful AI-powered data analysis tool that offers features such as real-time collaboration, formula generation, SQL writing, visual charting, and integrations with popular platforms.
Freemium
- $99/mo
Template.net's AI Production Engine is a content creation platform that instantly generates structured, layered outputs with full customization, leveraging AI agents for various industries.
Subscription
- $12/mo
Quantum AI is a free, webābased platform that matches learners to certified financial educators for structured courses on stocks, commodities, forex, and other instruments. The algorithm personalizes content, supports multiple languages, and safeguards user data with encryption.
Free
BizPlanner AI automatically generates full investorāready business plans from minimal inputs, creating executive summaries, market analysis, SWOT, competitor profiles, financial projections, and regulatory sections. Editable in a Notionāstyle interface, it exports to Word or PDF.
Subscription
- $9.99/mo
AI Excel Bot translates naturalālanguage prompts into accurate Excel or Google Sheets formulasāSUMIF, VLOOKUP, array functionsāproviding stepābyāstep explanations and onādemand VBA script generation. Available as a Chrome extension or addāin for quick, ināapp access.
Freemium
- $2.99/mo
Parthean automates client onboarding, data extraction, and research for financial advisors. Its AIāpowered paraplanner delivers rapid investment reports, risk metrics, taxāefficiency strategies, and draft plans, while clients access mobile tools for documents and task tracking.
Subscription
FoundrAI is an AIāpowered platform that helps founders and teams validate ideas, analyze markets, estimate TAM, build personas, conduct competitor SWOT, design GTM channels, and collaborate with realātime feedback and embedded advisor guidance.
Freemium
FormulAI is an AI assistant that streamlines spreadsheet tasks in Excel and Google Sheets. It explains formulas stepābyāstep, builds formulas from natural language, converts sheets into a queryable database, and generates synthetic data for testing.
Freemium
MoneyMade AI matches investors with diversified asset classesāreal estate, fine wine, art, stocks, crypto, collectiblesāby providing AIādriven, curated platform recommendations, investment details, and aggregated news, tax tips, and trending reads for informed decisions.
Freemium
Business Generator guides entrepreneurs through structured planning, prompting target customers, revenue models, tech stacks, industry, investment, competition, skills, impact, and compliance. It outputs a dataādriven business plan with market positioning and growth strategy in 30+ languages.
Subscription
Blueflame AI is an agentic platform for investment firms, unifying internal knowledge, thirdāparty systems, and public data into a single intelligence layer. It automates sourcing, diligence, research, monitoring, and reporting, accelerating decisionāmaking while ensuring compliance.
Paid
Datarails integrates with Excel, automating data consolidation from 200+ accounting, ERP, CRM, bank, and HRIS sources. It offers realātime dashboards, AIādriven variance insights, scenario modeling, and collaborative version control for efficient monthāend close and planning.
Freemium
Grantai is an AI-powered grant writing tool that helps organizations win grant funding with minimal effort.
Free trial
Stock Alpha is an AI platform that answers questions about Indian stocks and summarizes reports, earnings calls, and investor decks for 200+ companies. It autoāextracts tables, calculates ratios, and generates financial statements, letting analysts focus on analysis than data gathering.
Freemium
TheAnalystAI is an AI-powered investment research platform offering quick insights, in-depth reports, and customizable analysis for various investment strategies, streamlining the research process for traders and investors focused on market benchmarks and tailored insights.
Freemium
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
ValidatorAI evaluates startup ideas, scoring market fit, competitor landscape, TAM/SAM/SOM, and simulating customer responses. It outputs a structured value proposition, launch gaps, pivot suggestions, a landingāpage template, and an MVP outline to accelerate prototype development.
Paid
MAPLE is an AIāpowered 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 twoāfactor authentication and SOCāÆ2ācompliant encryption.
Freemium
AI Formatter.net is an AI-powered document formatting tool that instantly structures and styles resumes, letters, invoices, and more using a library of professional templates. Users simply upload a file, choose a template, and can then edit and export the polished document for ATS compatibility or p
Freemium
Math AI solves equations via typed input or image uploads, offering stepābyāstep explanations across arithmetic, algebra, geometry, calculus, trigonometry, statistics, and linear algebra. It delivers accurate solutions in seconds, available 24/7 for homework, research, and professional learning and
Free
FitnessAI applies AIādriven progressive overload, adjusting sets, reps, and weights in real time to sustain strength gains. It customizes 5ā30 minute workouts for any equipment, syncs AppleāÆWatch data for adaptive recovery, and offers guided demos with 3D body scans.
Freemium
Get free stock reports instantly with AI integration potential using gpt3.5-turbo.
Free trail
Scale AI delivers a fullāstack generativeāAI platform that integrates enterprise data, supports fineātuning, RLHF, and model safety evaluation, and enables secure AI agent deployment with complianceācertified cloud infrastructure for regulated and government use.
Freemium