Financial Modeling AI
The best 50 Financial Modeling AI tools - Free & Paid
Explore 50 AI for Financial Modeling AI
ceofriend.ai is an AI advisor platform that delivers competitor analysis, strategic guidance, and board-ready outputs like investor decks, budgets, and SWOT analyses. It also enables users to run cash-flow scenarios, detect revenue leaks, and monitor market trends through an interactive chat interfa
Freemium
- $179/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
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
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
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
Generate a 25‑page, bank‑compliant business plan in seconds. Simbly.ai guides users through a questionnaire, creates a five‑year forecast, market and competitor analysis, and delivers editable Word or Excel files, securely stored in the EU.
Paid
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
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
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
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
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
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
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.
Freemium
AI‑driven research platform that supplies monthly stock picks, real‑time 5%‑move alerts, earnings previews, and analyst‑validated recommendations. It merges proprietary data, machine‑learning models, and hedge‑fund expertise to pinpoint buy‑and‑hold opportunities for investors.
Freemium
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
AI Excel Bot translates natural‑language prompts into accurate Excel or Google Sheets formulas—SUMIF, VLOOKUP, array functions—providing step‑by‑step explanations and on‑demand VBA script generation. Available as a Chrome extension or add‑in for quick, in‑app access.
Freemium
- $2.99/mo
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
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 landing‑page template, and an MVP outline to accelerate prototype development.
Paid
Business Generator guides entrepreneurs through structured planning, prompting target customers, revenue models, tech stacks, industry, investment, competition, skills, impact, and compliance. It outputs a data‑driven business plan with market positioning and growth strategy in 30+ languages.
Subscription
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
BizPlanner AI automatically generates full investor‑ready business plans from minimal inputs, creating executive summaries, market analysis, SWOT, competitor profiles, financial projections, and regulatory sections. Editable in a Notion‑style interface, it exports to Word or PDF.
Subscription
- $9.99/mo
Upmetrics AI Business Plan Generator simplifies creating business plans in 10 minutes with AI writing and financial assistance, pitch deck generator, and resources for entrepreneurs, educators, and students to validate ideas and secure funding.
Subscription
- $14/mo
Quantum AI is a free, web‑based 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
FormulAI is an AI assistant that streamlines spreadsheet tasks in Excel and Google Sheets. It explains formulas step‑by‑step, builds formulas from natural language, converts sheets into a queryable database, and generates synthetic data for testing.
Freemium
Calcgen AI enables users to create custom interactive charts, graphs, and calculators for data visualization. It includes tools for financial analysis, scientific calculations, and educational purposes, catering to a broad range of professional needs.
Subscription
Powerdrill Bloom is an AI assistant platform that lets teams collaborate via a sidebar, using agents to analyze data and produce insights on topics, product comparisons, market trends, and forecasts, organized as searchable reference trails, tailored for analysts.
Paid
The AI tool is a homework helper that uses math to provide solutions and explanations. It can solve math problems from a photo, generate practice problems, and adjust its explanations to fit the user's learning style.
StockInsights.ai uses AI to analyze U.S. and Indian public company filings and earnings transcripts, producing concise summaries and tag‑based insights. It offers alert criteria, a portfolio dashboard, and RESTful APIs for seamless research integration.
Freemium
NOF1 is an AI trading platform linking multiple LLMs to live market execution, model chat logs and a public leaderboard, enabling transparent benchmarking, real‑time P&L, chain‑of‑thought review, strategy-mode analytics and time-series performance charts.
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
Magnifi is an AI-powered investor tool that offers personalized opportunity discovery, analysis, goal planning, investment search/comparison, portfolio tracking, and integrated account access. It provides data, planning tools, and assistance to help subscribers make informed decisions.
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
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, and finance management.
Free trial
- $9.99/mo
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
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
Parthean automates client onboarding, data extraction, and research for financial advisors. Its AI‑powered paraplanner delivers rapid investment reports, risk metrics, tax‑efficiency strategies, and draft plans, while clients access mobile tools for documents and task tracking.
Subscription
AI Consulting Tools is an AI-powered productivity tool for consultants that automates the generation of SWOT analyses, user personas, and Lean canvases.
Free trial
IdeaBuddy is a business‑planning platform guiding entrepreneurs through idea validation, business model canvas, financial projections, and full plan creation. It auto‑updates, offers AI content, multi‑language support, templates, team collaboration, and export to PDF, Word, Excel.
Free trial
- $12
Slidebean is an AI‑powered tool that auto‑generates slide content and layouts for investor decks. It supports real‑time collaboration, integrates financial modeling for budgeting, and provides analytics on viewer engagement.
Subscription
- $7/mo
MyMap turns text prompts into mind maps, flowcharts, SWOT, timelines, and database schemas on an infinite canvas. It auto‑generates and places nodes with real‑time AI context awareness, letting users drag, connect, and reorganize for brainstorming and planning.
Freemium
- $12/mo
Airfocus AI delivers AI‑generated product requirement documents, user stories, and concise summaries via slash commands. It analyzes feedback sentiment, reduces jargon, offers edits, streamlines repetitive tasks, and helps prioritize roadmap items.
Freemium
- $5.75/mo
InciteAI is an AI investment tool that streamlines stock and crypto trading through real-time insights, accurate financial guidance, and sophisticated stock forecasts, all powered by its robust data analysis algorithm spanning decades.
Free
intelliAssets aggregates digital asset data into a unified dashboard, offering real‑time portfolio value, detailed P&L, automated allocation charts, risk metrics like beta and VaR, and AI‑driven insights for informed investment decisions and analysis.
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
The AI tool provides a curated selection of recent news articles about various stocks and investment opportunities to inform users' investment decisions.
Freemium
Rolemodel.ai is an AI tool that creates custom avatars and conversational AI assistants to enhance personal growth and productivity. It uses GPT-4 technology and provides expert guidance and resources for its users.
Usage based
- $19.99/mo