personal finance AI tools - AI tools

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$

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$

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$

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

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$

FinanceGPT Chat empowers users to build custom AI co-pilots for personalized financial insights, market analysis, and smarter decision-making using semantic search.

• Freemium

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

• Freemium
• From 4$

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

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$

Copilot Money is a personal finance management app for Mac, iPhone, and iPad, using AI for smart categorization to help track spending, manage budgets, and monitor investments.

• Paid
• From 8$

Tendi is an AI-powered financial advisor that provides personalized financial guidance, helping users manage their money, set goals, and make smarter financial decisions through automated analysis and custom recommendations.

• Freemium

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

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

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$

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

• Other

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$

Decisional is an AI Financial Analyst for Private Markets, automating workflows, enabling deep data analysis, and improving decision-making accuracy for financial firms.

• Free Trial
• From 99$

Geldhelden offers a free webinar and online course series teaching you how to leverage AI to improve your finances. Learn practical AI strategies and applications to achieve financial independence.

• Free

Fi Money is an AI-driven digital banking app designed to simplify personal finance through smart tracking, investment, payments, and spending insights.

• Freemium

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

Mezzi is a financial management platform that uses AI to help users optimize their investments, reduce taxes, and minimize fees without the need for expensive financial advisors.

• Freemium
• From 10$

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

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

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

Allio Capital leverages advanced AI and macroeconomic analysis to deliver dynamically optimized investment portfolios with comprehensive wealth tracking for smarter investing.

• Other

Candlestick leverages advanced AI to provide weekly stock picks for personalized investment strategies, aiming to outperform the market.

• Other

Mafin is an advanced AI model from Vectify AI, specializing in financial data analysis. It enhances investment research efficiency by providing accurate insights from up-to-date financial documents and real-time market data.

• Contact for Pricing

AI4FIRE is an AI-powered tool designed to simplify the journey to Financial Independence, Retire Early (FIRE) by providing real-time tracking, AI analytics, and personalized financial habit recommendations.

• Free Trial
• From 24$

ShowMeMoney is an AI-powered expense tracking application that uses OpenAI technology to automatically process and categorize financial data, offering smart features like Auto Sync and comprehensive visualization tools to help users manage their spending efficiently.

• Pay Once
• From 3$

Dibba.ai is an AI-powered finance tool designed to help users track expenses automatically via SMS and Apple Pay, import statements, or manual entry to facilitate saving.

• Freemium