Top AI tools for # Financial Modeling

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$

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

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

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$

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$

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

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

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

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$

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$

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

• Other

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

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$

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$