financial planning software for businesses - AI tools

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$

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

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

• Free Trial

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$

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

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

FlowCog is an AI-powered financial projection platform that helps businesses visualize finances, analyze growth scenarios, and make data-driven decisions for investors and strategic planning.

• Freemium
• From 119$

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

• Free Trial

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$

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

• Contact for Pricing

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$

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$

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

• Freemium

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