Financial planning and analysis platform - AI tools

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$

Precanto is an AI-powered FP&A platform that enhances financial decision-making, reveals opportunities, and detects exceptions early with precision.

• 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

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

• Free Trial

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

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$

Planswell provides free AI-powered financial planning tools and personalized advice from local advisors to help users calculate retirement age, optimize debt, investments, and insurance.

• Free

Smart Invest Returns offers a suite of intelligent financial calculators to help users plan investments, retirement, and real estate decisions with data-driven insights.

• Free

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

• Contact for Pricing

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

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

Plootus is an AI-driven financial advisory platform that provides personalized retirement planning and investment guidance through algorithmic analysis and secure client-focused services.

• 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$

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$

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

MoneyOnFIRE is an AI-powered financial planning tool that provides personalized, actionable steps to optimize finances and achieve financial independence goals faster through advanced calculations and scenario analysis.

• Other

Parthean is an AI-powered financial planning platform that streamlines client onboarding, data extraction, and financial analysis for financial advisors, combining paraplanning capabilities with comprehensive client management tools.

• Contact for Pricing

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

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

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

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$

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

• Contact for Pricing

Golden Compass is a comprehensive financial education platform offering interactive tools, market news, and educational resources to help users manage budgets, track investments, and achieve financial goals.

• Free

Clear simplifies financial report analysis by allowing users to extract insights, ask questions, and navigate documents effortlessly. Access over 10,000 pre-loaded financial reports or upload your own.

• Freemium
• From 20$

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$

OneStream is an AI-powered enterprise finance platform that unifies financial and operational data for faster planning, improved forecasting accuracy, and streamlined financial close processes.

• Contact for Pricing

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$

Invxst is an AI-powered financial analysis platform that helps users analyze financial reports, interact with AI-driven insights, and track market movements through comprehensive dashboards and interactive tools.

• Freemium
• From 29$

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$

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$