Top AI tools for Financial Planner

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

Mezzi is a financial management platform that uses AI to help users optimize their investments, reduce taxes, and minimize fees without the need for expensive financial advisors.

• Freemium
• From 10$

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$

Wisecut is an AI automatic video editor that helps content creators transform lengthy videos into engaging short-form content with smart features like highlight detection, automatic captioning, and intelligent music integration.

• Freemium
• From 10$

Budgetlite offers convenient expense and income tracking, budget creation, and financial reporting, accessible online for individuals on the go.

• Freemium

Caretta is a privacy-focused AI-driven financial app designed to help users effortlessly track expenses, analyze spending habits, and optimize savings through smart budgeting tools.

• Other

Reconcile is an AI-powered financial dashboard that connects with QuickBooks, providing real-time insights, compliance alerts, and personalized financial advice. It helps businesses save time and money, streamlining financial management.

• Paid
• From 30$

BetterWatchlist is an AI-powered financial analysis tool that provides real-time stock updates, performance analysis, and intelligent insights for stocks, ETFs, and cryptocurrencies.

• Freemium
• From 4$

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

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$

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

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

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$

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

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$

Rize Capital is an AI-powered investment chatbot that provides instant, accurate answers to complex financial questions, leveraging institutional-grade data for stocks, ETFs, cryptocurrencies, and more.

• Free

SolvedBy.Ai provides dynamic AI-powered solutions addressing complex operational and HR business challenges through forecasting, optimization, and predictive modeling to improve profitability and efficiency.

• Contact for Pricing

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

CoinSignal is an AI-powered cryptocurrency trading signal platform that provides real-time, unbiased analysis and actionable signals for top cryptocurrencies through automated technical analysis.

• Free Trial
• From 10$

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$

SmartDispute.ai is an AI-powered credit repair system that helps users identify and remove negative accounts affecting their credit score through automated dispute generation and tracking across all three credit bureaus.

• Paid
• From 49$

7Assets is an AI-powered digital platform that provides a comprehensive overview of your assets, including cash flow, real estate, securities, and alternative investments. It simplifies financial management with data-driven insights and automated processes.

• Free

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$

MyInvestment-AI is an AI-powered investment planning tool that analyzes your financial situation to create personalized investment strategies aligned with your goals and risk tolerance.

• Paid
• From 10$

Sheetcast is an innovative Excel add-in that enables users to convert spreadsheets into secure and customizable web applications in minutes, without any technical expertise required.

• Usage Based
• From 10$

Illinois Mortgage Calculator enables users to estimate their monthly mortgage payments by accounting for home price, down payment, interest rates, and loan term, giving insight into mortgage costs for Illinois properties.

• Free

Parthean is an AI-powered financial planning platform that streamlines client onboarding, data extraction, and financial analysis for financial advisors, combining paraplanning capabilities with comprehensive client management tools.

• Contact for Pricing

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$

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$

HIVE Tax AI is an agentic AI platform designed for tax professionals and financial planners, offering tools for efficient tax research, personalized tax planning, and client support.

• Free Trial
• From 99$

WealthBee is a comprehensive AI-powered trading journal and portfolio analytics platform designed to help traders optimize their strategies, manage positions, and analyze performance in real time.

• Freemium
• From 50$

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

A comprehensive financial management platform that helps users track subscriptions, manage spending, and automate savings through AI-powered insights and human expertise.

• Freemium

Selma is an AI-powered financial advisor that creates personalized investment plans based on your life and goals, offering automated portfolio management for long-term wealth growth.

• Usage Based
• From 2$

Buxfer provides comprehensive online tools for personal finance management, including budgeting, spending tracking, investment monitoring, and financial forecasting, syncing with thousands of banks globally.

• Paid
• From 10$

Fire on Track is a platform designed to help users track their Financial Independence, Retire Early (FIRE) goals. It features personalized goal setting, progress tracking, and an AI assistant for financial guidance.

• Free

TradingPlatforms.ai is a comprehensive review platform that provides detailed analysis and evaluations of AI trading platforms, bots, and tools to support traders and investors in making informed decisions.

• 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$

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$

Candlestick leverages advanced AI to provide weekly stock picks for personalized investment strategies, aiming to outperform the market.

• Other

SpendSights is an AI-powered financial tracking tool that automatically processes bank statements, categorizes transactions, and provides spending insights without requiring banking credentials or SMS access.

• Freemium
• From 42$

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$

Norn is an AI-powered stock data science platform that simplifies investment research, enabling investors to make smarter trades through advanced analytics, portfolio optimization, and AI assistance.

• Paid
• From 29$

Gravitate is an AI-powered real estate investment platform that analyzes and predicts properties with the highest potential returns, helping investors discover and evaluate investment opportunities more efficiently.

• Free Trial
• From 9999$

Vise is an SEC-registered Investment Advisor that provides AI-powered portfolio management solutions for financial advisors, enabling them to deliver personalized investment strategies and automated tax optimization at scale.

• Contact for Pricing

Tiller automatically tracks your financial data in Google Sheets and Excel, providing daily updates, customizable templates, and comprehensive budgeting tools.

• Paid
• From 7$

Streamlined Finance is a comprehensive stock analysis and research platform that helps investors discover, analyze, and compare stocks using AI-powered tools and customizable dashboards.

• Free Trial
• From 7$

Copilot Money is a personal finance management app for Mac, iPhone, and iPad, using AI for smart categorization to help track spending, manage budgets, and monitor investments.

• Paid
• From 8$

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

• Free

MAPLE is a next-generation financial advisor that provides personalized advice to help users achieve their financial goals. It analyzes assets, tracks goals, and delivers optimized wealth management recommendations.

• Free