Top AI tools for # Financial Modeling

IDU-Concept provides AI-driven financial planning and analysis tools that streamline budgeting, forecasting, and reporting processes, transforming finance teams into strategic partners.

• Contact for Pricing

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

Deep Node develops evolving AI technology for day-trading, designed to adapt to changing market conditions and identify profitable short-term trading opportunities across multiple assets.

• Contact for Pricing

Startup Falcon is an AI-powered valuation tool designed to help entrepreneurs and investors determine a startup's worth using globally recognized qualitative methods.

• Freemium

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$

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$

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$

PrivCo offers an advanced AI-powered database for in-depth research and insights on U.S. private companies, complete with financial data and verified contact information.

• Free Trial
• From 167$

MarketXLS integrates real-time financial market data, advanced analytics, and AI-powered functions directly into Excel, streamlining investment research and trading analysis.

• Paid
• From 70$

Eqvista is an AI-powered platform offering comprehensive equity management, cap table solutions, and IRS-compliant valuation services for startups and private companies.

• Freemium
• From 2$

Nextscenario is an AI-powered financial platform that automates reporting, consolidates data from 100+ integrations, and provides real-time KPI visualization for businesses.

• Contact for Pricing

Business Functions is a comprehensive function library for Microsoft Excel that enhances business plans, budgets, and cashflow models with accurate projections and efficient building blocks.

• Other

Cresa is an AI-powered analyst for commercial real estate (CRE) that automates deal screening, document analysis, and report generation, helping investment teams operate more efficiently.

• Free Trial

Poindexter is an AI-powered financial planning tool that enables businesses to create expert-level forecasts and pro-forma financial statements without spreadsheets, designed for users of all backgrounds to drive better business decisions.

• Freemium
• From 15$

DiffEngineX is a specialized software utility that identifies differences between Excel workbooks, including formulae, constants, defined names, cell comments, and VBA code, with advanced features for alignment and reporting.

• Free Trial

Equitest is an AI-powered business valuation software that enables financial professionals to create comprehensive valuation reports up to 100 times faster than traditional methods, with guaranteed accuracy and expert support.

• Free Trial

Kruze Consulting provides specialized accounting, bookkeeping, tax services, and fractional CFO support for venture capital-funded startups, helping them maintain financial transparency and investor readiness.

• Paid
• From 650$

Discounting Cash Flows is an AI-powered financial modeling platform that provides instant stock valuations for over 40,000 equities using customizable valuation models without spreadsheets.

• Freemium

PropertyMetrics provides web-based commercial real estate software for creating proformas and brochures, offering intuitive tools for valuation, analysis, and presentation without spreadsheets or complex enterprise software.

• Freemium
• From 129$

EASA is a software platform that converts Excel spreadsheets into secure, scalable web apps while maintaining full Excel compatibility with formulas, VBA, macros, and add-ins.

• Contact for Pricing

Growexa is an AI-powered business plan generator that creates loan-ready documents aligned with 40+ bank and SBA lender requirements, producing 60+ page PDFs in minutes through automated content generation and financial modeling.

• Freemium
• From 13$

Parsec Labs is an AI-powered platform that automates financial modeling by transforming documents into fully-linked models in under 5 minutes, helping finance professionals make better investment decisions.

• Freemium
• From 29$

SilkFlo is an AI-powered Value Realization Platform that helps enterprise teams justify, govern, and measure the ROI of AI and technology initiatives, replacing spreadsheets with a unified system for financial governance.

• Freemium
• From 75$

PyXLL is a Python add-in for Microsoft Excel that integrates Python into Excel, enabling users to create custom functions, macros, and tools without VBA, leveraging the full Python ecosystem for data analysis, automation, and application development.

• Free Trial
• From 30$

Quill AI offers AI tools for financial analysts, including an Excel add-in for model updates and a web app for querying SEC filings and earnings calls.

• Paid
• From 39$

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

• Free Trial

Zillion provides AI-powered analysts for financial firms, automating complex analysis, streamlining workflows, and handling increasing workloads with sophisticated financial tools and domain expertise.

• Freemium
• From 25$

Wefranch is a platform designed to help franchisees find and launch franchise locations, and assist franchisors in launching and expanding their businesses. It achieves this through a combination of software, data analytics, and a supportive community.

• Paid
• From 499$

Arkifi offers a powerful finance workflow automation tool using Generative AI. It eliminates manual tasks and ensures trustworthy, hallucination-free results, empowering finance professionals to focus on strategic thinking.

• Contact for Pricing

Daloopa automates financial data updates, helping analysts build and maintain financial models efficiently. It provides comprehensive, auditable data with direct links to source documents.

• Freemium

FiMo Copilot is an AI-powered tool that generates customized and professional DCF models for over 14,000 listed companies. It allows for instant model creation, AI-driven updates, and in-depth fundamental analysis.

• Free

Swallow is a pricing operations platform that allows users to build, test, and deploy pricing models. Transform Excel spreadsheets into APIs for financial products.

• Free Trial

Centauri AI offers a modern data processing and analytics solution tailored for alternative investments. It helps financial professionals efficiently manage and analyze complex financial data.

• Contact for Pricing

Slidebean offers an AI-powered pitch deck creator and expert consulting services to help startups secure funding. The platform provides tools and resources for crafting compelling presentations and financial models.

• Paid
• From 10$

ExcelMaster.ai is an AI-powered tool that helps users master Excel by generating accurate formulas, VBA code, and Python scripts. It outperforms competitors in handling complex data structures and real-world Excel tasks.

• Paid
• From 7$

SageFusion leverages AI to optimize investment portfolios, aiming for superior returns and advanced risk management. It offers transparent, real-time investment visibility and unique risk management strategies.

• Contact for Pricing

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

• Other

Benki offers interpretable AI solutions for M&A, streamlining due diligence, sourcing, risk analysis, and compliance with transparent audit trails.

• Contact for Pricing

AIdea Catalyst is an AI-powered platform designed for entrepreneurs to validate business ideas, analyze markets, and develop startup strategies using modern frameworks like the Business Model Canvas and Lean Startup.

• Freemium
• From 20$

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

• Free Trial

Rose AI is an intuitive platform for financial analysts, simplifying data discovery, visualization, and analysis using advanced language models while ensuring data integrity.

• Contact for Pricing

Rose AI is an intuitive platform designed for financial analysts, integrating advanced language models for seamless data discovery, visualization, and traceable analysis.

• Contact for Pricing

Shidosha is an AI-powered platform designed to guide entrepreneurs through every stage of building, launching, and scaling their startups.

• Freemium
• From 29$

Corporate Finance Institute (CFI) offers expert-led online finance and banking training, certifications, and productivity tools. Master in-demand skills like financial modeling, data analysis, and AI for finance to advance your career.

• Paid
• From 29$

Foundersqr offers ambitious founders a suite of performance-driven tools, powered by deep learning, to enhance team dynamics, manage products, forecast outcomes, and accelerate startup growth.

• Freemium
• From 15$

Delphia utilizes AI and diverse data sources, including consumer data, to develop sophisticated investment strategies, primarily targeting professional investors through its hedge fund and related ventures.

• Contact for Pricing

Subset is an AI-powered tool that allows users to generate spreadsheets, including financial models and budgets, simply by describing them.

• Free Trial