AI use cases for Financial Planning
Generative AI can be applied in various applications for financial planning. Here are some examples to explore below for inspiration with AI tools to get you started with using AI in financial planning.
๐ ๏ธ 70 AI tools for Financial Planning
Explore a dynamic list of some of the most popular tools to get you started with various AI use cases and applications for Financial Planning to streamline your workflows and productivity today.
FinanceGPT features
- Generative AI technology
- Customizable financial forecasting
- Real-time data aggregation
- Advanced analytics
- Targeted towards investors, financial managers, and accountants
Finalle features
- Twitter analysis
- Reddit analysis
- News analysis
- Blog post analysis
- Market insights
FinCheck by Trezy features
- Financial health assessment
- Annual statements analysis
- Multilingual reports
- Privacy control
- Security features
Tendi features
- AI-powered personal financial advisor
- Assists in setting financial goals, planning, budgeting, and achieving milestones
- Analyzes spending, saving, and investing behaviors
- Provides actionable insights and personalized financial advice
- Ensures data security through advanced encryption and strict privacy protocols
FlowCog features
- User-friendly Flowcog Canvas for financial projections
- AI-driven inputs for streamlined modeling process
- Support for integrations with QuickBooks and Stripe
- Detailed financial statements and saas metrics
- Simulation analysis and data visualization dashboards
Fortune features
- Automated transaction categorizations
- Detailed financial analytics
- Forecasting finances across various banks worldwide
- Real-time alerts for every transaction
- Advanced transaction search capabilities
FolioProjects features
- AI project management assistant
- Data-rich dashboards for analysis
- Project portfolio management workflow
- Enterprise asset management life cycle support
- Predictive, prescriptive, and generative AI capabilities
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PennyFlo features
- Integrations
- Simple Visualization
- All-in-one solution
- Advanced Analytics
- Powerful Automation
SimFin features
- Unlock 20+ years of financial history for 5,000+ companies
- Backtest dynamic portfolio strategies
- Visualize stock market metrics
- Customized filters and complex conditions
- Download quality financial data via API
SageFusion features
- Trend forecasting
- Statistical models and financial statement analysis
- Risk management through portfolio hedging
- Transparent and liquid funds through Interactive Brokers
- Quick fund withdrawal within 48 hours
Mint features
- Financial transaction tracking
- Account linking with over 17,000 financial institutions
- Categorization of transactions
- Insights on monthly spending habits
- Expense tracking and analysis
FinanceGPT Chat features
- Build custom AI co-pilots
- Semantic search for understanding
- Document upload for tailored answers
- Data source connectivity
- Personalized financial insights
FinGPT features
- Llm training
- Nlp finetuning
- Finance
FIN-GPT features
- Data consolidation from various sources
- Affordable access to advanced tools
- Real-time data analysis capabilities
- User-friendly interface
- Enhanced decision-making through data-driven insights
PortfolioPilot features
- 360ยฐ portfolio analysis
- Hyper-personalized recommendations
- Economic insights engine
- Automatic risk identification
- Bank-level security
Qashboard features
- Financial data analysis
- Automated transaction tracking
- Conversational AI interface
- Secure data storage control
- Finance-related Q&A feature
Streamlined Finance features
- Stock fundamentals analysis
- Stock filtering by volume, market cap, etc.
- Identification of undervalued stocks
- Insights on high-growth stocks and dividend stocks
- Summarization of earnings transcripts and news articles
Futuresearch features
- Comprehensive risk assessments in 15 minutes
- Five-stage AI-powered workflow
- Daily analysis of new scenarios
- Search scenarios based on daily news
- Simulate future outcomes with accurate predictions
Cyberriskai features
- Cybersecurity risk assessment
- Automated quarterly risk audits
- Nist cybersecurity audit framework
- Comprehensive assessment report
- Employee cybersecurity practices
Fora Day features
- Insightful solutions within seconds
- Identifying potential business problems in advance
- Timely performance data for informed responses
- Simplifies executive agenda preparation
- Condensing OKR deciphering into concise, actionable points
ProAI features
- Business strategy generator
- Interactive Guidance and follow up
- Metrics monitoring and insights
- Market research
- Financial forecast
- Pitch deck generator
Inc. features
- Real-time global threat assessment
- Continuous monitoring and analysis of vast data sources
- Actionable intelligence delivery
- Comprehensive insights into evolving threats
- Integration of advanced data analytics, machine learning, and predictive modeling
BeeKrowd features
- Craft effective fundraising profiles and financial models
- Obtain financial model with a single prompt
- Calculate and display financial figures instantly
- Provide insightful charts, ratios, and metrics tracking
- Offer advanced analytics and reporting features
Frex features
- Retrieve precise information from sec filings using ai
- Engage with the ai in three ways: asking questions, creating charts, and generating reports
- Extract key data from sec filings and create professional powerpoint reports
- Offer information such as earnings per share, net income, and basic diluted earnings per share for companies like apple inc.
- Real-time access to knowledge-based information available up to september 2021
PortfolioPilot Insights features
- Personalized investment recommendations
- 360ยฐ portfolio analysis
- Tailored suggestions based on individual portfolio needs
- Continuous monitoring of the economy for risks
- Automated investment recommendations based on asset allocations
7Assets features
- Automated data capture
- AI-powered analyses
- Personalized suggestions
- Secure data management
- All-in-one asset management
AI-FraudGuard Ecommerce features
- Contactless conversion
- Fraud prevention
- Transaction monitoring
- Compliance processes automation
- Real-time monitoring
Fama One features
- Asset management
- Portfolio optimization
- Real-time market data
- Automated trading strategies
- Risk assessment and management
Flagright AI features
- Real-time transaction monitoring
- Case management
- Automated end-to-end solutions
- AI forensics for investigating suspicious activities
- Customer risk assessment automation
FinNews.AI -FREE features
- Real-time insights
- Quantitative analysis
- Predictive modeling
- Instantaneous analysis
- Anomaly detection
RAFA features
- Real-time insights
- Portfolio alerts
- Risk analysis
- Options activity monitoring
- Customizable AI agents
QuillAI features
- Document parsing
- SEC alerts
- Financial model generation
- Custom PDF uploads
- Multi-document AI chat
Warden features
- Streamlining security workflows
- Automated generation of technical architecture diagrams
- Identification of issues and risks within projects
- Automatic generation of risk factors
- Suggestion of possible mitigations for risks
Digits โ Accounting features
- 24/7 automated bookkeeping
- AI Advisor for financial analysis & insights
- Intuitive Reports for non-finance professionals
- Live Finance Dashboards for easy business monitoring
- Bank-grade Security for data protection
Mitigated.io features
- Transforms penetration test risk assessment reports into actionable workflows
- Leverages collaborative workspaces for task assignment and progress tracking
- Provides AI-enriched mitigation guidance for security vulnerabilities
- Supports easy import of assessment reports
- Enables users to enlist security mitigation services directly from the dashboard
AI Financial Report Expert features
- Create insightful and visually appealing financial reports for over 5,000 listed companies
- Access to free visualizations and insights
- Generate reports for popular companies across different industries
- Provides detailed income statements, cash flow statements, and other financial data
- Explore recent posts and insights on specific companies like Xiaomi Corporation, Li Auto Inc., and Apple Inc.
Inventive features
- Streamline rfis, rfqs, security reviews, rfps
- Generate reliable answers with ai
- Reduce reliance on subject matter experts
- Save substantial time and effort
- Up-to-date content
F.I.R.E on track features
- AI-powered financial assistant
- Personalized recommendations based on goals
- Real-time financial assistance
- Income, expenses, and savings tracking
- Goal reminders and progress tracking
BeatandRaise features
- Financial search
- Financial real-time information
- Company performance predictions
- Revenue insights
- Chatbot plugin
SheetGod features
- Generate custom formulas
- Assist with excel calculations
- Solve complex problems
Phishr features
- Interactive training
- Shows users what they missed in the email
- Preview of user experience when getting caught out
- Lifetime access for $1,400
- Training to identify phishing emails
ChatterQuant features
- Enterprise dashboards
- Real-time data access through APIs and embeds
- REST WebSocket APIs (upcoming)
- APIs for interaction and read access
- Track mentions of stocks and crypto tickers on social media platforms
Monarch money features
- Net worth syncing
- Budgeting
- Recurring investments
- Spending insights
- Collaborative solutions
GIGAMATIC features
- Financial management tools
- Cloud-based 'work wallet'
- Advanced analytics and personalized insights
- Tailored lending products and insurance plans
- Decentralized, encrypted network for data security
RiskAssessmentAI features
- Automate security questionnaire responses
- Scan documentation
- Build knowledge base
- Support various assessment formats
- Collaboration between teams
Kniru: AI-Powered Finance features
- Hyper-personalized financial management
- Precise and actionable insights
- State-of-the-art notifications
- Seamless connections to multiple accounts globally
- Anomaly detection for your portfolio
Uprise Embedded features
- AI-powered financial advisory platform
- Personalized financial optimization engine
- Automating regulatory compliance
- Concierge services for comprehensive financial planning
- Flexible integration options and white-label solutions
Hacker AI
4.6Hacker AI features
- Source code scanning
- Security weakness identification
- Potential exploitation detection
- Hacker targeting prediction
- Malicious actor analysis
FinanceBrain features
- AI-powered tool
- Instant answers to finance and accounting questions
- 24/7 chatbot support
- Free questions upon sign-up
- Quick responses
Parthean AI features
- Automate financial tasks
- Streamline money management
- Automatic saving, investing, and debt repayment
- Facilitate money transfers between accounts
- Provide insights on spending, investing, and credit
Moning features
- Global view of wealth management
- User-friendly dashboard for asset tracking and management
- AI analysis for investment strategy enhancement
- Dividend anticipation and tracking tools
- Access to exclusive dividend growth and safety scores
Simpla AI features
- Personalized tax advice in seconds
- Cutting-edge tax solutions
- AI-powered document processing for automating financial systems
- Upload financial statements for in-depth analysis
- Data security and insightful analytics
FinanceOps features
- Modernize collection operations
- Enhance collector efficiency
- Assign collections automatically
- Utilize AI-powered worklists, payments, and messages
- Integrate with leading ERP solutions
Dark Pools AI features
- Financial crime detection
- Anomalous behavior detection
- Data mapping
- Machine learning
- Data visualization
intelligencia.ai features
- Measuring the likelihood of success in drug development
- Identifying underlying drivers contributing to technical and regulatory risks
- Optimizing clinical trial design
- Standardizing risk evaluation processes
- Transparent and explainable AI features
RetireMint features
- Virtual retirement planning assistant
- Assessment of retirement readiness
- Personalized feedback and advice
- Professional assessments in various retirement-related areas
- Comprehensive retirement roadmap building tools and resources
PrometAI features
- SWOT analysis
- Porter's Five Forces
- advanced valuation tools
- secure data protection
- intellectual property security
RocketMoney features
- Automated subscription tracking
- Spending insights across multiple accounts
- Bill negotiation services
- Net worth tracking
- Smart savings options
RhinoWatchlist features
- Research stock trends
- Manage watchlist
- Provide insights on individual stock movements
- Global financial trends analysis
- Personalized analytics
Mezzi features
- Personalized steps to save on capital gains taxes
- Reduce fund fees
- Optimize portfolio allocation through advanced calculators and AI-powered suggestions
- Compare performance and allocations across different accounts for easy rebalancing
- Ad-free platform prioritizing data privacy and security
Gamma.ai
4.8Gamma.ai features
- Continuously monitors employees
- Notifies of security mistakes
Zumma features
- Budget creation
- Income and expenses tracking
- Receipt scanning
- Community access for finance resources and tips
- Availability in select cities
Ferret features
- Due diligence
- Relationship intelligence
- Risk avoidance
- Opportunity spotting
- Information access
Origin features
- Holistic net worth tracking
- Smart recommendations for achieving financial milestones
- AI-powered planner for real-time financial queries
- Guidance from certified financial planners
- Automated investing guidance without advisory fees
Client Reports features
- Unique client data room for uploading and utilizing client documents
- Automatic generation of client reports including business plans, company valuations, diligence reports, and investor reports
- Exportability of reports to Microsoft Word documents
- Insights and information on client's business activities, projects, and key performance indicators
- Applicability in various sectors such as finance, accounting, legal, construction, retail, and healthcare
Bara Platform features
- Advanced artificial intelligence tool
- In-depth analytics and predictive insights
- Cutting-edge algorithms and machine learning capabilities
- Intuitive dashboard for visualizing complex data sets
- Actionable insights for strategic decision-making
Kairos Financial features
- Personalized financial analysis
- Step-by-step recommendations
- Priority setting assistance
- Product tracking
- Financial literacy resources
Magnifi features
- Conversational AI guidance
- Goal planning
- Investment search
- Comparison features
- Whole-portfolio tracking
ChatGPT in Google Sheets features
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