financial overview tool - AI tools

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

• Contact for Pricing

Fiscor empowers users to achieve smarter financial planning with lifetime projections, goal-based tracking, and advanced scenario simulations, all in one intuitive platform.

• 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

Avocado Finance is a comprehensive AI-powered platform that centralizes your financial data, offering personalized insights and tools to track net worth, savings, investments, and future financial goals.

• Free Trial
• From 7$

7Assets is an AI-powered digital platform that provides a comprehensive overview of your assets, including cash flow, real estate, securities, and alternative investments. It simplifies financial management with data-driven insights and automated processes.

• Free

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$

HouseMunny is an AI-powered personal finance manager that helps users track expenses, create budgets, and gain financial insights through automated categorization and visual reporting.

• Freemium
• From 6$

Toshl is a personal finance app that helps users track expenses, manage budgets, and visualize money flows across multiple accounts and currencies.

• Freemium

Budget Manager is a financial management tool that enables users to log expenses, set financial expectations, and compare real-time spending against planned budgets for improved financial control.

• Free

Mint, now integrated with Credit Karma, offers comprehensive financial tracking, spending analysis, and net worth monitoring tools. Manage your finances in one place with insights to help you grow your money.

• Free

Profit Leap offers an AI-powered business advisor named Huxley that combines specialized business knowledge with data analysis to deliver instant insights and strategic financial recommendations for businesses of all sizes.

• Contact for Pricing

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$

Surparse automates financial reporting and analysis by connecting directly to your accounting data, providing instant insights and custom dashboards.

• Free Trial
• From 69$

NetworthShare is an online platform for tracking your net worth, comparing it anonymously with others, and engaging with a community focused on financial growth and advice.

• Free

re:cap is a capital operating system offering AI-powered financial insights, debt funding solutions, liquidity analysis, and finance automation for businesses in the digital economy.

• Freemium
• From 49$

Budget$ Planner empowers users to manage their finances efficiently with customizable templates, an intuitive dashboard, and financial goal-setting features.

• Paid

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$

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$

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

Tiller automatically tracks your financial data in Google Sheets and Excel, providing daily updates, customizable templates, and comprehensive budgeting tools.

• Paid
• From 7$

Taproot Budgeting offers a streamlined way to set up and manage personal budgets, monitor expenses, share financial plans, and analyze spending trends for confident money management.

• Other

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

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$

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

• Paid
• From 500$

Should I Pay Off Loan is an AI-driven tool that helps users evaluate the financial, emotional, and credit score implications of paying off loans versus investing, providing personalized recommendations without storing personal data.

• Free

Budgetfy uses AI to categorize and analyze financial statements, providing valuable insights into spending habits and financial trends. It offers complete privacy, custom categories, and multi-currency support.

• Free Trial
• From 5$

Fyenance is a privacy-first desktop app for personal finance management, offering a simple and elegant interface with offline functionality and lifetime updates. Users enjoy full control over their financial data, intuitive reporting, and one-time transparent pricing.

• Pay Once

Truthifi is an AI-powered financial wellness tool that monitors investments for over 100 common risks and opportunities, providing insights into fees, performance, and asset allocation to help users make informed financial decisions.

• Freemium
• From 20$

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$

Budgetlite offers convenient expense and income tracking, budget creation, and financial reporting, accessible online for individuals on the go.

• Freemium