Top AI tools for # financial planning

5 Dollar Bill Helper is a financial management app that helps users balance bills and spending with features like bill tracking, due date reminders, and a unique Bill Balancer, available on iOS and Android.

• Freemium
• From 5$

Ditto offers personalized insurance advice and end-to-end assistance for health and life insurance, helping users make informed decisions with expert guidance and lifetime claim support.

• Free

Motif is a powerful investing platform that offers thematic investing portfolios, automated impact portfolios, and IPO access with transparency and low costs.

• Freemium
• From 10$

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

FundMentor AI provides personalized financial planning and goal-setting through advanced artificial intelligence, offering tailored advice and actionable insights to help users achieve their financial objectives.

• Freemium

DocFinance is a treasury management software that automates financial processes, integrates with over 300 ERP systems and banking networks, and provides solutions for cash flow, credit risk, and financial planning to enhance business efficiency.

• Contact for Pricing

Trya is an AI-powered budgeting application that helps users manage their finances through personalized budget creation, expense tracking, and bank synchronization. Available for free on iOS and Android, it offers advanced security features and compatibility with over 150 European banks.

• Freemium

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

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$

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$

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

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

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$

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

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$

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

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

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

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

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

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

• Freemium