Top AI tools for Financial Planner

Trya is an AI-powered budgeting application that helps users manage their finances through personalized budget creation, expense tracking, and bank synchronization. Available for free on iOS and Android, it offers advanced security features and compatibility with over 150 European banks.

• Freemium

19Pine is an AI-powered customer service assistant that handles calls to lower bills, cancel subscriptions, and resolve support issues, eliminating long hold times and frustrating transfers.

• Freemium
• From 25$

Jellybean is a user-friendly bill splitting platform that streamlines group expenses for friends, roommates, and travelers. Easily track, share, and settle costs in real-time.

• Free

PlentyPlan is an AI-driven personal finance tool that helps users create budgets, track expenses, manage debt, and monitor assets with integrated biblical wisdom for financial guidance.

• Free

Insurance AI is an advanced artificial intelligence system designed to provide instant answers and guidance for insurance-related inquiries, from policy coverage to claims processing.

• Free

Lapius AI automatically checks your hospital bills against insurance and medical records, identifies overcharges, and disputes errors through voice and written negotiations.

• Free Trial

FinanceGPT is an AI-powered financial analysis platform that transforms complex financial data into actionable insights, combining generative AI with financial data, charts, and expert knowledge for enhanced decision-making.

• Contact for Pricing

o9 Solutions is an advanced AI-driven enterprise platform that streamlines business planning, demand forecasting, supply chain management, and sustainability initiatives across industries.

• Contact for Pricing

Plann3r streamlines professional meeting scheduling with customizable branding and personal communication features, helping users regain control over their calendars while offering a personalized client experience.

• Paid
• From 19$

FullCalculator offers over 3,700 free, reliable, and easy-to-use online calculators across finance, health, engineering, science, and more, helping users quickly solve complex calculation problems with accuracy.

• Free

Venturekit is an AI-powered business plan generator that creates comprehensive, professional business plans in minutes. It combines business planning with AI consultation and content creation capabilities.

• Freemium
• From 16$

Totu Calculator provides 250+ free online calculators across multiple categories including finance, health, math, physics, and construction, offering instant, accurate calculations without sign-ups or paywalls.

• Free

PortfolioPilot offers a comprehensive AI-driven platform for self-directed investors to optimize their financial assets with advanced security and personalized investment advice.

• Freemium
• From 29$

ShowMeMoney is an AI-powered expense tracking application that uses OpenAI technology to automatically process and categorize financial data, offering smart features like Auto Sync and comprehensive visualization tools to help users manage their spending efficiently.

• Pay Once
• From 3$

Clocr offers secure digital asset management, emergency planning, and estate organization services, designed to protect your legacy and provide peace of mind for your family.

• Freemium
• From 30$

Notion Finance Tracker is an API-enhanced template designed for seamless personal finance management within Notion, offering real-time asset pricing, multi-currency budgeting, and interactive charts. This tool provides automated financial monitoring, easy transaction recording, and a one-time payment for lifetime access.

• Pay Once

Branch is an AI-powered insurance platform that simplifies buying home and auto insurance, built for savings.

• Contact for Pricing

EarnUp is an award-winning AI-powered financial wellness platform that automates debt paydown and savings for consumers while providing financial institutions with engagement tools to improve customer retention and reduce risk.

• Contact for Pricing

CalcPad is a free toolkit of calculators for real life, helping users figure out BMI, plan savings, achieve fitness goals, and understand financial metrics like APR.

• Free

Useful Formulas accelerates your workflow by providing ready-to-use spreadsheet formulas for both Excel and Google Sheets, enabling fast automation of repetitive tasks.

• Free Trial
• From 19$

dyrectori is an AI-powered directory management platform that enables users to create, customize, and organize personalized directories for contacts, products, assets, and more with advanced search and collaboration features.

• Freemium
• From 20$

CalendarBudget is an online budgeting tool that helps users visualize income, expenses, and account balances on a calendar, ensuring timely bill payments and efficient financial planning.

• Free Trial
• From 12$

Neon is an AI-driven payment platform that enables users to split essential bills into manageable installments, offering smarter, faster financial decisions and tailored repayment plans.

• Freemium

Linkdra is an AI-powered lead generation platform that helps businesses connect with qualified prospects through automated searches, personalized messaging, and intelligent CRM features.

• Freemium
• From 40$

Shayr is an AI-powered personal finance app that connects bank accounts, tracks spending, and provides financial insights for individuals, couples, and families.

• Freemium
• From 3$

Aequify is an AI-powered platform that simplifies cross-border tax and financial management for expats by automatically syncing global accounts, providing tax compliance alerts, and generating advisor-ready reports.

• Freemium
• From 7$

S5 Stratos offers an AI-driven platform for retail and CPG merchandising. It helps businesses optimize assortment planning, merchandise financial planning, and allocation.

• Contact for Pricing

DailyPalAI offers a comprehensive collection of 45+ free AI-powered tools for content creation, design, data analysis, and automation, all accessible without sign-ups or limits.

• Free

Fiscor empowers users to achieve smarter financial planning with lifetime projections, goal-based tracking, and advanced scenario simulations, all in one intuitive platform.

• Freemium

PaisaCalc offers free financial calculators and tools for budgeting, loans, savings, and taxes, designed for Indian users with accuracy and privacy.

• Free

Life2vec.io is an AI-powered platform offering tools like a lifespan calculator to provide personalized insights into life expectancy and well-being. It helps users make informed decisions for a healthier and potentially longer life.

• Free

Tandem is an AI-powered app that helps couples share expenses, track spending, plan purchases, and coordinate their day-to-day activities to simplify living together.

• Contact for Pricing

FindCostSeg is an AI-powered directory that helps users locate tax, accounting, and real estate advisory firms specializing in cost segregation services across the United States.

• Other

Financial Flow is an AI-powered financial news platform that provides smart summaries, real-time stock prices, and sentiment analysis from major financial news sources. It offers traders and investors efficient ways to consume market information with price impact tracking and portfolio insights.

• Freemium

Unitor is an AI-powered financial assistant that helps you analyze data, set realistic goals, and achieve financial freedom faster. It offers personalized planning, smart allocation, and financial health analysis.

• Free Trial
• From 10$

Reconcile offers small businesses AI-driven financial insights, real-time dashboards, and compliance alerts by connecting with QuickBooks to simplify financial management. Access an AI business advisor for strategic decision-making.

• Free Trial
• From 30$

Wealthbox CRM is an AI-powered customer relationship management platform designed specifically for financial advisors, offering contact management, workflow automation, and AI-driven note-taking capabilities to streamline client collaboration and business growth.

• Freemium
• From 59$

Savology is an AI-powered financial wellness platform that provides foundational financial planning, literacy education, and management tools to help households improve their financial health through personalized plans and professional support.

• Contact for Pricing

Anchor Investment Management is a boutique Registered Investment Adviser providing comprehensive financial planning, investment management, and retirement solutions through personalized 1-on-1 advisor relationships.

• Contact for Pricing

Wallos is an open-source, self-hostable web application designed to manage personal subscriptions and recurring expenses with enhanced data privacy and customization options.

• Free

Budget Quest is an AI-powered RPG platform that helps users manage finances through gamified budgeting, expense tracking, and personalized insights.

• Freemium
• From 6$

MyFinancialPrograms is a financial comparison platform that helps users find better deals on mortgages, loans, insurance, and debt management, with community-based recommendations and state-specific resources.

• Free

Alphanso is an AI-powered investment platform that provides personalized financial advice, portfolio management, and market insights through advanced analytics and real-time monitoring of assets from over 12,000 brokers.

• Paid

Quicko Pro is an AI-powered practice management platform that helps advisors manage orders, customers, payments, and teams in one place, featuring a powerful order management system and AI Sidekick for enhanced productivity.

• Free Trial

Jump is an AI meeting assistant specifically designed for wealth advisors. It automates note-taking, task creation, and compliance record generation from client conversations, integrating deeply with advisor CRMs.

• Free Trial
• From 75$

Saxo is a comprehensive financial platform offering both simple investing and advanced trading tools with AI-driven market analysis, stock lending, and professional trading capabilities.

• Other

DollarDrip is an AI-powered investment platform that helps users implement and optimize dollar-cost averaging strategies through portfolio management, AI-driven balancing, and community insights.

• Freemium
• From 5$

FinWise is a comprehensive personal finance management platform that combines AI-powered transaction categorization, budgeting tools, and financial forecasting to help users master their money and reach their financial goals.

• Free Trial
• From 9$

MoneyMade AI helps you discover investment opportunities. Ask a question and explore various investment options tailored to your needs.

• Free

CreditReady is an AI-powered financial wellness platform that provides personalized action plans and unbiased credit advice through its TiM AI companion to help users achieve their financial goals.

• Free