Financial Planning App
The best 70 Financial Planning App AI tools - Free & Paid
Explore 70 AI for Financial Planning App
$29/mo
5
Budget Tracker & Planner is a free online money management tool that tracks financial transactions, monitors spending, and offers insights on monthly habits.
Freemium
Finstreets is an AI-driven financial planning platform offering calculators, a financial search engine, educational resources, and a budget planner, helping users manage investments, expenditures, and gain insights into personal finance and cryptocurrency.
Subscription
Simplify Money App is a personal finance management tool that uses AI to offer tailored financial insights, automate goal-based planning, manage debt, and optimize tax liabilities, helping users make informed financial decisions and improve their overall financial health.
Freemium
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 seamlessly.
Subscription
5
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 for better financial management.
Freemium
5
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
5
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
5
Trillion is a budget management app that enables users to track income and expenses, categorize transactions automatically, and generate detailed reports, all while supporting multiple accounts and currencies for effective personal finance management.
Free
$9.99/mo
5
Zumma Financial is a personal finance platform that organizes budgeting, income tracking, expense management, featuring receipt scanning/manual entry and city-specific financial resources.
Subscription
5
Honeydue is a finance app designed for couples to collaboratively manage their finances. It facilitates tracking shared expenses, discussions about spending, and offers a streamlined overview of financial status, all aimed at reducing conflicts and enhancing financial harmony within relationships.
$5/mo
4.6
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
Prospr is a meal planner app with features for creating personalized meal plans based on macro targets, tracking macros, generating grocery lists, and AI coaching.
Freemium
$0/mo
AI Business Plan Generator enables quick creation of customized business plans by guiding users through context-aware questions. It offers industry insights, market analysis, and financial projections, streamlining the planning process for startups and academic projects.
Freemium
$8.99/mo
5
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
5
The Fortune AI app is an accounting software that automates transaction classification and delivers in-depth financial analytics for modern entrepreneurs. It offers streamlined financial management, real-time alerts, and extensive cash flow monitoring for informed decision-making.
Free trial
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 management and decisions.
Free trial
Peek is an AI-driven financial management app that automatically tracks spending, connects to bank accounts, and provides weekly updates, facilitating goal setting and simplifying financial oversight for busy users.
Free trial
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
FlowSavvy automates time blocking for efficient weekly planning, aiding in time management. It offers smart scheduling, color-coded tasks, and syncs seamlessly across web, iOS, and Android platforms to simplify task management and boost productivity.
Freemium
FitnessAI is a personalized fitness app that generates tailored workout plans using AI. It tracks physical changes, adapts training regimens, and provides exercise guidance, ensuring effective progression for users of all fitness levels.
Freemium
5
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 planning, and validating their plans.
Free trial
Financial AI Companion is a personalized financial assistant that helps users identify their financial personality and provides tailored guidance on budgeting, saving, investing, and managing debt, promoting informed decision-making and enhancing financial literacy.
Freemium
$12.00
IdeaBuddy is an all-in-one business planning software tool that helps users develop, test, launch, and grow their business ventures through features such as idea validation, financial planning, and a step-by-step business guide.
Free trial
Finance Stuff is a personal finance tracker that automates expense tracking, connects accounts for investment visibility, and provides AI-powered insights. It features growth charts for effective budgeting and employs secure data handling practices to protect user privacy.
Subscription
5
Crbit is a personal finance app that facilitates collaboration on shared finances, offering features like budget creation, transaction monitoring, and expense tracking. It prioritizes privacy and is suitable for individuals, families, and joint financial planning.
Free trial
Flyfin is an AI-powered tax service for freelancers and self-employed individuals. It simplifies tax filing and ensures accurate tax filing.
Free trial
$0
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 asset aggregation for optimized investment strategies.
Free trial
AppZen is an AI-driven financial automation tool that simplifies expense reporting and compliance. It features automated receipt matching, real-time compliance checks, and advanced analytics, enhancing efficiency and accuracy for finance teams while minimizing manual workloads.
Freemium
$0/mo
GoalFocus is an AI-driven task management app that helps users efficiently set and reach goals. It combines features like focus timers, Eisenhower Matrix prioritization, and progress tracking to combat procrastination and maintain focus on objectives.
Freemium
$20/mo
5
Amigo AI is an AI-driven personal finance management tool that provides personalized advice on budgeting, spending, and investments. It logs transactions, adapts to user habits, and offers quick insights via a responsive chatbot across Apple devices.
Freemium
5
Socra is an AI assistant designed to help individuals set and achieve their goals.
Freemium
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 tracking, spending insights, bill negotiation, net worth tracking, credit score monitoring, a
Free trial
us$0/mo
Decision Mentor is an AI decision-making app that simplifies problem-solving via criteria analysis. It presents choices visually, prioritizes criteria, and provides evidence-based guidance for improved individual or team decisions.
Subscription
5
FamSync is an AI-powered family organizer app that synchronizes personal calendars, offers task management, note-taking, photo sharing, and meal planning features with recipes, meal plans, and shopping lists. It also utilizes ChatGPT for family activity, parenting, budgeting, and cooking suggestion
Subscription
$19
5
Akiflow is a time-blocking digital planner that consolidates tasks, meetings, and events from over 3,000 applications. Its AI co-pilot, real-time notifications, and customizable calendar enhance efficiency and collaboration for users with complex schedules.
Freemium
us$ 29/mo
Foodzilla is a comprehensive meal planning and nutrition coaching software designed for professionals with features such as a recipe builder, mobile app, nutrition reports, automated grocery lists, and customization options.
Free trial
$14.99
AI-powered personal investment plans tool empowers you to tailor your financial future. Get a personalized investment plans that are tailored to you.
Freemium
Qashboard is a financial management AI tool that links accounts, analyzes transactions, and visualizes insights via an easy-to-use dashboard. It ensures secure finance tracking & organization, prioritizing data privacy and offering an intuitive conversational interface for informed decisions.
Free trial
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 portfolio monitoring for informed financial choices.
Freemium
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 decks, and customizable templates for sharing.
Freemium
$20/$15
5
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
$15/mo
PlanPros is an AI-driven business plan generator that helps create tailored, comprehensive plans in minutes, featuring executive summaries, market analysis, and financial projections, making it easier for entrepreneurs to attract investors and secure funding.
Free trial
5
Moning: Wealth Management Platform for Global Asset View & Intelligent Investment Decisions - Enhances Investment Strategy for Maximized Gains.
Free
Solid Apps Ultra Focus Evo is an all-in-one productivity suite encompassing Ultra Focus (goal setting), Formed (habit tracking), Solid Diary (journaling), Solid Notes (note-taking), Solid Calendar (scheduling) and Evo (enhanced productivity) in a minimalist design.
Subscription
5
Skedpal is an AI-powered smart calendar app that automates task prioritization and scheduling, ideal for professionals and freelancers. It adjusts agendas automatically, improving productivity and reducing time management stress.
Free trial
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 decision-making in asset management and financial planning, catering to investors, financial m
Freemium
Fundaplan is an AI-driven business plan generator that allows entrepreneurs to create customized, investor-ready plans in minutes. It covers market research, financial projections, and compliance, providing step-by-step guidance for users at any experience level.
Free trial
5
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
PlanFit is an AI workout planner catering to beginners, offering personalized plans, optimized exercises, and detailed guides for effective workouts. With 'Max' as a virtual trainer, users can track progress and stay motivated on their fitness journey.
Freemium
SparkReceipt is a comprehensive preaccounting tool that simplifies financial record management through receipt scanning, expense tracking, document management, and accountant collaboration, with cloud access and support for 150 currencies.
Freemium
$24.99/mo
5
AI Finance Assistant cc:Monet saves 95% of your manual input time, streamlines your invoices and employee claims, and gains actionable insights to make smarter business decisions. Handle everything seamlessly from precise invoice scanning, smart categorization, employee claim submission, approval wo
Free trial
$90 or 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, and versatile export options.
Subscription