Top AI tools for # financial planning

Spentrip is an AI-powered travel expense tracker app that automates expense capture and categorization, making budgeting seamless for travelers. Instantly track, organize, and analyze travel spending with minimal manual entry.

• Freemium

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

Poppy Legal is an AI-powered platform designed for legal departments to analyze, manage, and optimize their outside counsel spend, automating invoice processing and providing actionable insights.

• Paid
• From 500$

Dibba.ai is an AI-powered finance tool designed to help users track expenses automatically via SMS and Apple Pay, import statements, or manual entry to facilitate saving.

• 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$

Asper is an AI-powered budgeting app designed to help users manage finances, reduce impulse spending, and achieve savings goals through personalized insights and playful notifications.

• Freemium
• From 5$

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

Pigment is an AI-native business planning platform designed to integrate data, enhance collaboration, and support strategic decision-making across various departments.

• 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

VentureDrafts uses AI to generate complete, bank-approved business plans for UK entrepreneurs in under 15 minutes, featuring detailed financial analysis and market insights. Secure funding and investment with professionally structured plans accepted by major UK banks and funding schemes.

• Pay Once

Spindle AI is an enterprise Scenario Intelligence solution that uses AI to help businesses answer critical pricing, tariff, and margin questions rapidly and with greater accuracy.

• Contact for Pricing

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$

Plenty was an AI-powered financial platform for couples, offering robo-advisory, budgeting, and net worth tracking. Plenty's product is now closed as the company has joined Wealthsimple.

• Freemium

Finma is a privacy-focused finance management app for iOS that consolidates bank and credit card statements, automatically creates transaction entries, and offers tools for budgeting and expense tracking.

• Other

SimplyBudget AI is an AI-powered application designed for smart financial management, helping users track expenses, set goals, and manage budgets effectively.

• Freemium
• From 4$

Caretta is a privacy-focused AI-driven financial app designed to help users effortlessly track expenses, analyze spending habits, and optimize savings through smart budgeting tools.

• Other

Allio Capital leverages advanced AI and macroeconomic analysis to deliver dynamically optimized investment portfolios with comprehensive wealth tracking for smarter investing.

• Other

BudgetPak by XLerant offers a comprehensive, cloud-based software solution designed to streamline budgeting, forecasting, and financial reporting for small to mid-sized organizations, emphasizing usability and collaboration.

• Contact for Pricing

Budgyt streamlines financial planning with collaborative budgeting, agile forecasting, and data-driven reporting for businesses and nonprofits, eliminating spreadsheet complexity through a secure, user-friendly platform.

• 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$

Titan is an award-winning Registered Investment Advisor that delivers managed wealth services, combining real human advisors with AI-driven investment management and personalized financial guidance for clients across the US.

• Paid
• From 25$

Nerd is an AI-powered WhatsApp budgeting assistant that simplifies personal finance, tracks spending, and helps users meet financial goals with actionable insights.

• Other

Expense Guide is a user-friendly financial management tool designed to help individuals, especially freelancers, track expenses, plan for the future, and build financial security.

• Free Trial
• From 4$

Mortgage Recast Calculator helps users estimate their new monthly payments and interest savings after making a lump-sum payment toward their mortgage principal, simplifying the mortgage recasting process.

• Free

Zirtue is a secure digital platform that helps users borrow, lend, and repay money with friends and family, eliminating paper IOUs and adding transparency to personal loans.

• Free

WalletHub provides a comprehensive platform for managing credit, budgeting, investments, and identity protection with real-time data and advanced financial tools.

• Free

Currency Convertor UK provides up-to-date exchange rates from the Bank of England with fast currency conversion tools, historical data charts, and IBAN checker services for the UK market.

• Free

HoneyMoney helps users manually track spending, plan cash flow, and forecast finances without connecting bank accounts, offering total financial control and increased spending awareness.

• Paid

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

• Paid

myFICO enables users to view their official FICO credit scores, monitor credit reports across multiple bureaus, and receive identity theft protection, supporting smarter financial decisions.

• Freemium
• From 20$

MapMySuccess provides small business entrepreneurs with personalized business forecast reports, scenario simulations, and expert-backed insights to support informed decision-making and growth planning.

• Paid

HireCA is a comprehensive consulting service that transforms business ideas into real-world products, offering strategy, development, and launch support across tech, crypto, and business domains.

• Contact for Pricing

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

• Freemium

Albusi provides AI-enhanced business document templates and consulting services, including pitch deck reviews and fractional CFO support, to help startups secure funding and strategic growth.

• 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

CalcPad is a free toolkit of calculators for real life, helping users figure out BMI, plan savings, achieve fitness goals, and understand financial metrics like APR.

• Free

Acterys is an AI-driven enterprise planning and analytics platform that integrates with Microsoft Fabric, Power BI, and Excel to streamline financial planning, forecasting, and business intelligence for organizations of all sizes.

• Contact for Pricing

CD Interest Calculator is a free online tool that helps users determine their certificate of deposit earnings based on initial deposit, APY, term length, and compounding frequency, providing accurate results for informed investment decisions.

• Free

PivotXL is an AI-powered financial planning and analysis platform that automates Excel workflows, providing centralized data management, multi-dimensional analysis, and automated reporting for finance teams.

• Freemium
• From 249$

Renest is a tax preparation service that helps students save money on taxes year-round by identifying and maximizing eligible tax benefits, with an average of $500+ in additional refunds.

• Other

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$

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

Fintera is a comprehensive financial planning tool offering calculators for conventional and Sharia finance, including mortgage, investment, savings, and spending tracking, to help users make informed financial decisions.

• Other

Profit Calculate is an AI-powered tool that helps businesses determine net profit and profit percentage using both unit-based and revenue-based calculation methods.

• Free

Payoff Genius is an AI-powered financial technology tool that helps users create customized debt payoff plans, track accounts, and optimize strategies to become debt-free faster.

• Freemium
• From 7$

Harpoon is forward-looking time-tracking and invoicing software that helps agencies, studios, and freelancers plan and forecast a profitable future through financial goal tracking, real-time revenue forecasting, and automated billing.

• Freemium
• From 9$

Kualto empowers users to track spending and forecast future balances using a manual, organized budgeting approach. Plan ahead and avoid financial surprises with cash flow projections and spending reports.

• Freemium
• From 5$

Louisiana Mortgage Calculator is a free online tool designed to help users estimate monthly mortgage payments, total loan costs, and amortization schedules for home purchases in Louisiana.

• Free

FullCalculator offers over 3,700 free, reliable, and easy-to-use online calculators across finance, health, engineering, science, and more, helping users quickly solve complex calculation problems with accuracy.

• Free

Homestratosphere provides a suite of real estate calculators and educational resources to help users make informed decisions about mortgages, home affordability, and property investments.

• Free