25 Better AI Tools in the Financial planning Category

Trillion is an all-in-one budget app designed to simplify your finances. Track expenses, manage accounts, and set goals with AI planning, AI-driven insights, and AI-powered categorization. multi-currency support, free budgeting tools, and multilingual access.

Market Genius AI transforms earnings call transcripts into interactive dashboards. Our AI analyzes complex financial data, providing clear visualizations and actionable insights. Save time, spot trends, and make informed investment decisions with ease.

Combine the best of AI with all public financial data. Retire early with Calypso Copilot.

> Streamline deals, operations, and finance effortlessly under an intuitive platform. > Upload files, manage tasks, contacts, and approvals, all in one centralized hub. > Gain market insights on products, freight, and players with AI-driven analytics.

Transform your financial management with our AI-powered expense tracking solution. Seamlessly integrating with Airtable and your existing systems, our tool automates data entry, provides intelligent insights, and simplifies expense management.

WalletWave is an open-source AI transaction tracker. Log transactions in natural language, view them on a sleek dashboard, track recurring charges, and get alerts before renewals. Stay on top of your expenses effortlessly.

Norn combines LLMs with quantitative analysis to simplify investment research. What once required months to years of learning can now be done with prompts like 'How is MSFT doing?' or 'Help me build a portfolio with MSFT, NVDA, and LLY'.

An extension to understand and verify thesis behind investment advices you see on youtube. SkepTICK is a your finfluencer sherlock!

Unlock your financial potential with Finance Rants! Our AI-driven platform offers personalized guidance to enhance your financial stability and overall well-being, transforming your spending, saving, and investing habits.

Ernie.AI is trained off earnings reports of the top companies in the S&P 500 to answer questions regarding company financials. The purpose is to empower investors to make educated financial decisions and create an innovative way to search through documents.

My-Legacy.ai stands out as a specialized platform built for estate planning related services. Get instant answers, personalized recommendations, actionable workflow and estate attorney references through our AI-powered platform backed by 12-pending patents.

HomeScore is your AI homebuying sidekick that helps you plan & buy your home. Browse a listing site, pick a property, & get a full analysis. Initially, we are focused on helping you make smarter decisions & save money with your inspection.

TigerEye is an AI-powered planning platform for go-to-market leaders in sales, marketing and finance. TigerEye enables rapid scenario testing and collaborative execution throughout the year.

Kudwa is an A.I. CFO Co-pilot that is digitizing the CFO role to help SMEs take data and finance-driven decisions for their business. >> Current product: a full-fledged FP&A and reporting solution. >> Vision: A.I. CFO Co-copilot.

We're here to provide you with the insights, strategies, and tools you need to craft an effective fundraising profile and compelling financial model on an AI-powered platform.

PlanePrice™ brings transparency to the aircraft market by providing a fast and free way for prospective buyers to know the approximate market value of an aircraft—without requiring a subscription to a third-party aircraft valuation tool.

This product answers the following questions with datas and AI: 1. With my current assets, can I afford to retire now? 2. How did my finances increase so significantly? Or, why did they diminish?

CCAI: Your AI-powered guide to navigating credit card choices. Simplifying complex terms, offering tailored advice, and answering your queries, CCAI transforms the way you understand and select credit cards, bringing financial clarity at your fingertips.

Empower your financial journey with Cashvisory, India's first GPS for young professionals. Gain insights, make informed decisions, and plan your wealth effortlessly through our automated DIY platform.

Real-time AI analysis of US stocks, cryptocurrencies, forex, and the finance sector news, offering bullish or bearish insights with one click, making decision-making faster and more convenient.