Top AI tools for Financial Planner

SmartAsset is an AI-driven financial technology platform that provides comprehensive financial planning tools, calculators, and connects users with qualified financial advisors through intelligent matching algorithms.

• 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$

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

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

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

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

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

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

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

• Freemium

NexJ provides a comprehensive CRM and integrated desktop solution designed specifically for financial advisors, helping them manage client lifecycles, automate workflows, and improve efficiency.

• Contact for Pricing

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

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$

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$

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$

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

• Other

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

• Freemium
• From 6$

Cleardocs provides a comprehensive online legal document suite for company, trust, and SMSF formations, trusted by over 100,000 customers with fast, cost-effective document creation.

• Other

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

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$

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

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$

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$

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

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$

Vings is an AI-powered personal finance platform that helps users manage wealth across banking and crypto with automated tracking, budgeting, and investment insights.

• Freemium
• From 5$

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

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

YouCanBookMe is an AI-powered scheduling automation platform that helps small businesses save time, get more clients, and increase revenue through customizable booking pages, payment integrations, and automated workflows.

• Freemium
• From 10$

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

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$

Zerodha is India's largest discount brokerage platform offering commission-free equity delivery trading, flat fee intraday/F&O trades, and comprehensive investment services across stocks, derivatives, mutual funds, ETFs, and bonds.

• Freemium

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$

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$

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$

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$

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

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$

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

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

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$

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

• Free

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$

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

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

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$

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$

Banktivity is a macOS/iOS-based financial app offering comprehensive budgeting, investment tracking, and money management tools with secure bank connections and cross-device sync.

• Free Trial
• From 7$

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

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

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$