personal finance software - AI tools

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$

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

• Free

Maxint is a personal financial analyst that organizes transactions, crafts budgets, tracks net worth, and helps you reach your financial goals.

• Free

Skwad is a secure budgeting application that processes bank transaction alerts through email, eliminating the need to share sensitive banking credentials while offering comprehensive financial management features.

• Free Trial
• From 2$

MoneyCoach is a comprehensive personal finance management app that helps users track spending, manage budgets, and reduce financial stress across Apple devices. It offers smart budgeting tools, family sharing capabilities, and multi-currency support.

• Freemium

Crbit is an AI-powered personal finance management app that enables collaborative budgeting, expense tracking, and financial planning with family members, featuring an AI assistant named Wally for personalized financial insights.

• Freemium
• From 5$

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

• Paid
• From 500$

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$

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$

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

• Freemium
• From 4$

Principal is a comprehensive financial management platform that allows users to track all their bank accounts, investments, and debts in one place, supporting over 11,000 financial institutions and offering AI-powered portfolio insights.

• Free Trial
• From 10$

PinnOne offers tools to simplify financial management within your Google Suite, including receipt management and software spend tracking.

• Paid
• From 39$

Goodbudget is a modern budget tracking app that uses the virtual envelope budgeting method to help users manage their finances across devices and share budgets with family and friends.

• Freemium

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$

Pennyflo is an AI-powered financial management platform that streamlines business operations through intelligent cashflow management, account integration, and automated financial operations.

• Free Trial

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

• Contact for Pricing

A comprehensive financial management platform that helps users track subscriptions, manage spending, and automate savings through AI-powered insights and human expertise.

• Freemium

Vyzer is a secure, automated, online investment portfolio tracking and wealth management platform designed for Limited Partnership (LP) investors.

• Freemium
• From 180$

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

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

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$

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$

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$

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