70 Top AI financial planning and analysis tools
Explore the top 70 AI tools for financial planning and analysis. 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 planning and analysis
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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
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
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
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
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
AI-powered personal investment plans tool empowers you to tailor your financial future. Get a personalized investment plans that are tailored to you.
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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
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
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
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
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
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
Budget Tracker & Planner is a free online money management tool that tracks financial transactions, monitors spending, and offers insights on monthly habits.
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.
Plannit AI is a fast business plan generator catering to entrepreneurs, owners, and educators. It provides AI-edited, collaborative plans across 50+ industries, featuring financial projections, accurate pitch .. 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
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
BizPlanner AI's Business Plan Generator creates tailored business plans efficiently. A four-step AI-driven process simplifies plan generation, featuring detailed sections, in-browser editing, AI regeneration, .. Show more
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
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
PlotGPT
4.7ChatGPT's Data Analyst can transform your prompts into infographics and provide insights on investment ideas, locations, future soulmates and other statistics using tables and charts.
NeoAnalyst is an AI-powered data analysis platform for businesses. It provides pre-built models, instant queries, predictive analytics, visualizations, and custom recommendations to streamline decision-making, .. 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
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.
Fora ERM is an AI tool designed for C-suite executives to streamline decision-making, identify potential business challenges in advance, simplify agenda preparation, and aid in strategic planning with a focus o .. Show more
Beatandraise is an AI-powered financial research tool that provides real-time information on various aspects of the financial markets.
AIStartupInsights is a platform tailored to support startups at various stages of growth. It helps you understand your market, plan your growth, and stay ahead of the competition. With actionable insights and c .. 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
Monarch AI Assistant is an app for better personal financial outcomes through personalized advice and insights.
askexcel is an AI tool that simplifies data analysis and report generation, ideal for academia and research. It offers quick results with language flexibility and data security, making it user-friendly for stud .. Show more
The AI Business Plan Generator is a cutting-edge tool that creates professional business plans in 15 minutes. With language support for multiple languages and guidance through vital business questions, it strea .. Show more
PG's Principles AI Mentor is a chat tool that provides personalized guidance based on Paul Graham's principles, recreating a framework for decision-making and assisting with business strategy, product developme .. Show more
Tradepost.ai is an AI-powered tool that personalizes investment insights by summarizing financial newsletters and SEC filings. It allows customization of the AI model, provides real-time alerts on filings, and .. Show more
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
AlphaResearch is a tool that helps investors extract information from unstructured texts, filings, earnings call transcripts, and other financial data to make informed investment decisions.
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
The AI Pestel Analysis Generator expedites creation of in-depth company PESTEL reports encompassing political, economic, social, technological, environmental, and legal factors. It facilitates external environ .. Show more
AI Consulting Tools is an AI-powered productivity tool for consultants that automates the generation of SWOT analyses, user personas, and Lean canvases.
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
Moning: Wealth Management Platform for Global Asset View & Intelligent Investment Decisions - Enhances Investment Strategy for Maximized Gains.
Bizway is an AI business planning assistant that helps entrepreneurs, students, and consultants formulate and execute business ideas by providing guidance on market research, roadmap creation, business model pl .. Show more
SWOTAnalysis.dev is an AI-powered tool that generates a SWOT analysis for a company based on its description, identifying internal and external factors affecting success.
VentureKit is an AI tool that generates detailed business plans and provides valuable insights to help users make informed decisions. It offers tailored strategies, market research, and financial projections fo .. Show more
Julius AI is a powerful data analysis tool that allows users to analyze structured and unstructured data, including spreadsheets, Google Sheets, and Postgres databases. With Julius AI, users can perform advance .. Show more
CostGPT is an AI-powered software cost calculator, transforming project ideas into detailed cost estimates, timelines, and tech stack recommendations. It simplifies budgeting and project planning for accurate s .. Show more
EarnGPT AI tool boosts traders' earnings 20x by providing instant knowledge, optimizing portfolios, and personalized investment analysis. It features a user-friendly interface, custom content preferences, and .. 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
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
Flowpoint is an AI-powered tool that generates daily website audits and provides recommendations for technical, UI/UX, and content enhancements to optimize website performance based on user journeys.
Hepta AI is an AI-powered tool that simplifies statistical analysis for scientific research. With just a few clicks, users can easily analyze their data and generate accurate results without spending hours manu .. 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
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