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

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$

SGB Analyzer is an AI-powered platform that automates tracking and analysis of Sovereign Gold Bonds (SGBs), providing real-time alerts, interactive comparisons, and weekly market reports to help investors capture discount opportunities.

• Pay Once

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

• Freemium

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

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

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$

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$

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

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

inBudget is a personal finance app for budget planning and money management that offers unlimited budgets and transactions with personalized tracking, including cryptocurrency monitoring and public budget sharing.

• Freemium
• From 5$

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

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

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

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$

TradingKey is an AI-powered financial platform that provides comprehensive stock analysis, market insights, and investment tools to help investors make data-driven decisions.

• Other

PanParagon is a free mobile application that helps users store receipts digitally, track expenses, find promotions, and manage shopping lists and loyalty cards in one place.

• Free

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$

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

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$

Macaron is a personal AI agent designed to enhance daily living by building real-life tools based on user requests, featuring Deep Memory for personalized growth and unique interactions.

• Other

Fyenance is a privacy-first desktop app for personal finance management, offering a simple and elegant interface with offline functionality and lifetime updates. Users enjoy full control over their financial data, intuitive reporting, and one-time transparent pricing.

• Pay Once

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

PolicyX is an AI-powered insurance platform that provides instant answers, compares insurance plans, and helps users understand policy options through its AI chatbot assistant Pixie, available 24/7.

• Free

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$

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

• Free Trial

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

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

Plika es una solución de Financial Planning & Analysis (FP&A) que utiliza inteligencia artificial y machine learning para automatizar informes financieros, optimizar procesos de previsión y planificación, y crear dashboards analíticos personalizados.

• Contact for Pricing

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$

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

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

Pocket Bitcoin is a European Bitcoin brokerage service that automatically exchanges bank transfers into Bitcoin and sends them directly to users' personal wallets, offering simple fees and personal support.

• Other

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$

SigFig provides AI-powered wealth management platforms offering personalized, tax-efficient, and diversified portfolio solutions for both enterprise clients and individual investors.

• Contact for Pricing

Investment Calculator is an online tool that helps users plan and optimize their retirement savings by simulating various investment strategies and lifestyle choices. Get personalized insights on monthly contributions, projected outcomes, and advice for achieving your financial retirement goals.

• Free

HyperJar is a spending app that helps users organize and control their finances through digital jars, offering cashback rewards, bill splitting, and prepaid cards for individuals and families.

• Free

Calcues offers a wide range of free, accurate calculators for financial planning, health tracking, mathematics, and everyday utilities with intuitive interfaces.

• Free

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$

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

• Paid
• From 7$

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$

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

Ditto offers personalized insurance advice and end-to-end assistance for health and life insurance, helping users make informed decisions with expert guidance and lifetime claim support.

• Free

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

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$

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$

Helgi Library is a data analytics platform providing extensive economic indicators, company reports, and sector analysis across 181 countries and 32 sectors.

• Contact for Pricing

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$

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

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$