Financial advisor productivity tools - AI tools

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

• Freemium

Endex is an AI agent designed for financial services, automating analytical workflows, unifying data sources, and generating presentation-ready outputs. It acts as an AI financial co-worker to optimize team tasks.

• Contact for Pricing

Cornerpen offers over 60 free browser-based tools for PDF manipulation, image editing, spreadsheet processing, financial calculations, and productivity enhancement, all without downloads or sign-ups.

• Free

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$

Financial Cents is an accounting practice management software designed to help firms track client work, automate processes, manage communication, and meet deadlines efficiently.

• Paid
• From 69$

Farsight AI offers advanced AI-powered automation solutions tailored for the financial services industry, improving accuracy and efficiency in complex tasks.

• Contact for Pricing

Solver is an extended financial planning and analysis (xFP&A) software platform that integrates AI capabilities to streamline budgeting, reporting, consolidation, and data analysis for businesses across various industries.

• Contact for Pricing

AskBrian is an AI-powered digital assistant designed to help business professionals and consultants automate routine tasks, handle translations, create presentations, and conduct research, available 24/7 through multiple platforms.

• Freemium
• From 10$

Arkifi offers a powerful finance workflow automation tool using Generative AI. It eliminates manual tasks and ensures trustworthy, hallucination-free results, empowering finance professionals to focus on strategic thinking.

• 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.

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Powder is an AI-powered platform that transforms unorganized financial information into high-quality, actionable data, optimizing efficiency and enhancing client satisfaction for wealth management firms.

• Paid
• From 1250$

HeronAI is an AI-powered analytics platform that transforms manual data analysis into actionable insights in minutes, connecting to QuickBooks and Excel to empower data-driven decision-making for businesses.

• Contact for Pricing

PivotXL is an AI-powered financial planning and analysis platform that automates Excel workflows, providing centralized data management, multi-dimensional analysis, and automated reporting for finance teams.

• Freemium
• From 249$

Folio by Amitree is an AI-powered email assistant that automatically organizes business emails, documents, and contacts into Smart Folders while creating shareable timelines to keep everyone synchronized during complex processes like real estate transactions.

• Freemium
• From 29$

Daftar is an AI-powered productivity tool designed to streamline operations for small agencies, freelancers, and consultancies. It automates tasks like time tracking, invoicing, and reporting to enhance efficiency.

• Freemium
• From 15$

DataSnipper accelerates productivity for audit and finance professionals by automating data extraction, cross-referencing, and verification within Excel.

• Paid
• From 59$

Midday streamlines financial tasks for freelancers and businesses, offering automated invoicing, time tracking, file reconciliation, and a financial overview with an AI assistant.

• Free

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

Allyf is an accounting copilot that automates tasks like managerial account creation and statement reconciliation, freeing up finance teams. Launch your own customized accounting copilot.

• Free

Accounting.bi connects accounting systems with PowerBI and Excel to build online financial dashboards and professional printable reports for business intelligence and smart decision-making.

• Freemium
• From 7$

Zillion provides AI-powered analysts for financial firms, automating complex analysis, streamlining workflows, and handling increasing workloads with sophisticated financial tools and domain expertise.

• Freemium
• From 25$

Maimo is an AI workspace designed to streamline industry research by enabling users to save, analyze, and retrieve information from various sources like documents, webpages, and audio files.

• Freemium
• From 20$

CogniCor provides an AI Copilot for financial advisors, broker-dealers, and RIAs, automating tasks like form filling, scheduling, and alert management to enhance productivity and client relationships.

• Contact for Pricing

Function Point streamlines agency operations with integrated tools for project management, CRM, financials, collaboration, and business intelligence, helping creative agencies optimize workflow and profitability.

• Paid
• From 55$

An enterprise-grade AI-powered financial research platform that processes SEC filings, earnings calls, and private documents in real-time, providing comprehensive analysis and insights for investment professionals.

• Freemium

interVal is an AI-powered SaaS platform designed for accounting firms, wealth management firms, and banks to automate discovery, gain insights, and drive growth for their SMB clients.

• Contact for Pricing

Profit Leap offers an AI-powered business advisor named Huxley that combines specialized business knowledge with data analysis to deliver instant insights and strategic financial recommendations for businesses of all sizes.

• Contact for Pricing

Avocado Finance is a comprehensive AI-powered platform that centralizes your financial data, offering personalized insights and tools to track net worth, savings, investments, and future financial goals.

• Free Trial
• From 7$

Vena Solutions is an AI-powered Financial Planning & Analysis (FP&A) platform designed to enhance Microsoft Excel capabilities for businesses. It streamlines budgeting, forecasting, reporting, and financial close processes, facilitating better collaboration and data-driven decision-making.

• Contact for Pricing

Onnix is an AI-powered platform designed to enhance the productivity of banking teams by automating tasks and providing quick, accurate data analysis and content generation.

• Contact for Pricing