Financial planning software - AI tools

Range offers comprehensive wealth management services for high-income earners, providing financial advice, investment strategies, tax optimization, and retirement planning through a tech platform and expert advisors.

• Paid
• From 200$

Finmark is a financial planning and analysis software designed for startups and SMBs, offering automated data integration, real-time reporting, scenario planning, and collaborative budgeting.

• Free Trial
• From 100$

Cube Software is a no-code Financial Planning & Analysis (FP&A) platform designed to streamline planning, reporting, and decision-making for finance teams, integrating seamlessly with existing spreadsheets like Excel and Google Sheets.

• Contact for Pricing

Causal centralizes financial statements, ARR reporting, forecasts, budgets, and scenario plans, connecting to your systems for streamlined financial planning.

• Free Trial

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$

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$

Drivetrain is an AI-native business planning platform designed to accelerate budgeting, reporting, and forecasting for FP&A teams, automating key financial workflows.

• Contact for Pricing

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$

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

Planful is a Financial Performance Management platform that helps businesses plan, close, and report, driving impactful decisions with AI-driven insights.

• 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

MRGN offers a suite of financial planning and analysis software with machine learning capabilities that enhance budgeting for small businesses.

• Free Trial

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

• Paid
• From 500$

XLReporting is a comprehensive financial planning and reporting platform offering automated consolidation, forecasting, and interactive reporting for businesses and non-profits. Trusted worldwide, it integrates seamlessly with over 40 data sources to streamline financial management processes.

• Free Trial
• From 220$

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