financial overview tool - AI tools

Nemo automates financial analysis and reporting, providing CEOs with clear, actionable insights to drive growth and make data-driven decisions.
- Contact for Pricing

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

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

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$

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

Trezy is an AI-powered tool that helps small business owners manage cash flow, forecast financial performance, and gain insights for better decision-making.
- Paid
- From 39$

Surparse automates financial reporting and analysis by connecting directly to your accounting data, providing instant insights and custom dashboards.
- Free Trial
- From 69$

Monarch Money is a comprehensive personal finance platform that helps you track, budget, plan, and collaborate on your financial goals. It simplifies money management by consolidating all your accounts into a single, clear view.
- Paid
- From 9$

Nuvio is an AI-powered financial management platform that acts as a virtual CFO, providing insights and predictions for startups and growing businesses.
- Free Trial
- From 24$

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

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$

Pluto is an AI-driven finance management tool that analyzes financial patterns, predicts needs, and provides actionable insights to optimize your financial health. It offers personalized recommendations and integrates with various financial platforms for comprehensive management.
- Free

LiveFlow automates financial reporting and analysis by integrating with QuickBooks and other platforms, turning spreadsheets into live FP&A dashboards.
- Paid
- From 500$

EvryThink is an AI-powered financial management platform designed to simplify business finances for freelancers, startups, and SMEs with automated tools and real-time insights.
- Freemium
- From 20$
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