AI financial planning software - AI tools

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$

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$

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

Payflow.ai provides Luca, a specialized AI agent for corporate finance, automating FP&A, reporting, and analysis for midsized and growing companies by integrating diverse data sources.

• Contact for Pricing

Amigo AI is a personal finance management tool that leverages AI to provide tailored financial advice, smart budgeting, and transaction logging. It helps users simplify, secure, and enhance their financial management.

• Paid
• From 1$

wallet.AI provides intelligent engines that analyze financial data to help users make better daily financial decisions. Founded in 2012, the platform helps individuals understand their financial behavior.

• Contact for Pricing

Lucid is an AI-powered platform for instant financial reporting, analysis, and forecasting, designed for businesses of all sizes to make informed decisions swiftly and manage finances effectively.

• Freemium
• From 50$

LivePlan is an AI-powered business planning and financial forecasting platform that helps entrepreneurs create professional business plans, manage cash flow, and make data-driven decisions for business growth.

• Paid

Neontra leverages AI to simplify personal finance, offering powerful budgeting, spending tracking, and forecasting tools for individuals and businesses. The platform enables users to set and achieve financial goals with custom planning and actionable insights.

• Freemium
• From 9$

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

TheFinAdvisor is an AI-powered financial advisor that provides personalized investment strategies and guidance. It helps users achieve their financial goals, from paying off debt to investing and retirement planning.

• Paid
• From 2$

Intellectia.AI is a powerful platform that uses artificial intelligence to provide investment analysis and insights for stocks, ETFs, and cryptocurrencies.

• Paid
• From 15$

Centage is an advanced, AI-driven financial planning and analysis (FP&A) software offering automated budgeting, forecasting, scenario planning, and consolidated reporting for finance teams seeking to eliminate spreadsheet errors and boost planning efficiency.

• Paid
• From 950$

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

Alfie Invest leverages AI to instantly provide financial information, analysis, and recommendations on stocks, ETFs, markets, and investing.

• 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$

TIFIN is a fintech platform that leverages AI to build innovative solutions for financial services, offering specialized tools for investors, advisors, and asset managers.

• Contact for Pricing

WellTrade.ai is an AI-powered financial advisor that provides data-driven investment recommendations for stocks and ETFs. It simplifies investing by analyzing comprehensive financial data to offer clear buy, sell, or hold advice.

• Free

WeFIRE is an AI-powered personal finance copilot providing personalized financial insights and planning tools 24/7. It helps users achieve financial independence and retire early (FIRE) through comprehensive analysis and tailored recommendations.

• Free

Precanto is an AI-powered FP&A platform that enhances financial decision-making, reveals opportunities, and detects exceptions early with precision.

• Contact for Pricing

Stockaivisor leverages generative AI to provide advanced financial analysis, predictive analytics, and automated portfolio management for over 20,000 stocks and portfolios.

• Paid
• From 29$

Finance Rants is an AI-powered financial guidance platform that helps users understand their financial personality through a comprehensive quiz and provides personalized financial assistance through an AI assistant.

• Free

Octopus AI helps startups and businesses create realistic budgets, forecast scenarios, and streamline financial approvals using AI-driven insights.

• Freemium

BizPlanner.AI is an AI-driven platform designed to help entrepreneurs and businesses create professional business plans efficiently and affordably.

• Pay Once
• From 10$

SimplyBudget AI revolutionizes financial management with AI-powered transaction logging, insightful budgeting breakdowns, and effortless loyalty card management.

• Freemium
• From 4$

PrometAI is an advanced AI business plan generator that helps entrepreneurs and businesses create comprehensive, professional business plans with integrated valuation tools, strategic analysis, and financial projections.

• Freemium
• From 39$

OneStream is an AI-powered enterprise finance platform that unifies financial and operational data for faster planning, improved forecasting accuracy, and streamlined financial close processes.

• Contact for Pricing

SimplyBudget AI is an AI-powered application designed for smart financial management, helping users track expenses, set goals, and manage budgets effectively.

• Freemium
• From 4$

Optimum Vertex AI is an AI-powered platform providing traders and investors with tools for trade planning, strategy analysis, and execution review across various markets.

• Free Trial
• From 149$

Jiffy is an AI-powered financial analysis tool that helps users analyze, compare, and screen stocks. It offers personalized guidance and streamlines financial decision-making.

• Free Trial