Top financial planning AI tools

UniBee is an open-source subscription billing and payment management platform that helps SaaS businesses optimize their finances through automated billing, multiple payment gateway support, and AI-powered analytics.

• Freemium

Skwad is a secure budgeting application that processes bank transaction alerts through email, eliminating the need to share sensitive banking credentials while offering comprehensive financial management features.

• Free Trial
• From 2$

MoneyMade AI helps you discover investment opportunities. Ask a question and explore various investment options tailored to your needs.

• Free

Panax offers an AI-powered cash management platform that streamlines treasury operations, optimizes liquidity, and provides strategic financial insights.

• Contact for Pricing

MonAi is an AI-powered expense tracking app that allows users to input expenses naturally, as if speaking to a friend, with automatic categorization and iCloud storage integration.

• Free

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

FlowCog is an AI-powered financial projection platform that helps businesses visualize finances, analyze growth scenarios, and make data-driven decisions for investors and strategic planning.

• Freemium
• From 119$

SnaptoBook is an AI-powered receipt management solution that helps users digitize, organize, and manage receipts for reimbursements, tax purposes, and expense splitting.

• Free Trial

Taxly.ai is an AI-powered tax assistant that helps Australian freelancers, contractors, and sole traders automate their tax filing process with intelligent deduction identification and expert CPA support.

• Contact for Pricing

Principal is a comprehensive financial management platform that allows users to track all their bank accounts, investments, and debts in one place, supporting over 11,000 financial institutions and offering AI-powered portfolio insights.

• Free Trial
• From 10$

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$

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

Worgit is a comprehensive AI business productivity platform offering 150+ tools and templates for creating documents, presentations, spreadsheets, and marketing campaigns. It streamlines business operations with automated content generation across multiple departments.

• Freemium
• From 49$

Finance Rants is an AI-powered financial guidance platform that helps users understand their financial personality through a comprehensive quiz and provides personalized financial assistance through an AI assistant.

• Free

Lumio is a comprehensive financial management app designed specifically for couples to track shared expenses, manage household bills, and save together, connecting with over 120+ banks and credit cards.

• Freemium
• From 3$

FinWise is a comprehensive personal finance management platform that combines AI-powered transaction categorization, budgeting tools, and financial forecasting to help users master their money and reach their financial goals.

• Free Trial
• From 9$

Moning provides a comprehensive suite of tools to manage your wealth, analyze investments, and track dividends. Enhance your investment decisions with AI-powered insights.

• Free

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

SpendSights is an AI-powered financial tracking tool that automatically processes bank statements, categorizes transactions, and provides spending insights without requiring banking credentials or SMS access.

• Freemium
• From 42$

Nuvio is an AI-powered financial management platform that acts as a virtual CFO, providing insights and predictions for startups and growing businesses.

• Free Trial
• From 24$

Paro is an AI-powered platform that connects businesses and accounting firms with top-tier finance and accounting professionals. It offers a range of services to optimize financial operations and drive growth.

• Contact for Pricing

StartupStudio AI leverages artificial intelligence to guide entrepreneurs through every stage of building a business, from idea validation to investment planning.

• Freemium

Venturekit is an AI-powered business plan generator that creates comprehensive, professional business plans in minutes. It combines business planning with AI consultation and content creation capabilities.

• Freemium
• From 16$

MAPLE is a next-generation financial advisor that provides personalized advice to help users achieve their financial goals. It analyzes assets, tracks goals, and delivers optimized wealth management recommendations.

• Free

BizPlanner.AI is an AI-driven platform designed to help entrepreneurs and businesses create professional business plans efficiently and affordably.

• Pay Once
• From 10$

My-Legacy.ai offers a secure, AI-powered platform for comprehensive life and inheritance planning, featuring tools like Legacy Score, asset portfolio management, and a secure digital vault.

• Freemium

Octopus AI helps startups and businesses create realistic budgets, forecast scenarios, and streamline financial approvals using AI-driven insights.

• Freemium

Global Predictions offers an AI-powered platform for personalized financial advice and portfolio management, leveraging a proprietary Economic Insights Engine. It provides tools for individuals, family offices, and institutions.

• Freemium

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

• Contact for Pricing

Fire on Track is a platform designed to help users track their Financial Independence, Retire Early (FIRE) goals. It features personalized goal setting, progress tracking, and an AI assistant for financial guidance.

• Free

Capitara is an AI-powered financial management platform that combines budgeting, analytics, and an AI assistant to provide real-time business insights and financial analysis. It helps companies track key SaaS metrics and make data-driven financial decisions.

• Free Trial
• From 50$

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

• Contact for Pricing

Reconcile is an AI-powered financial dashboard that connects with QuickBooks, providing real-time insights, compliance alerts, and personalized financial advice. It helps businesses save time and money, streamlining financial management.

• Paid
• From 30$

MRGN offers a suite of financial planning and analysis software with machine learning capabilities that enhance budgeting for small businesses.

• Free Trial

Geldhelden offers a free webinar and online course series teaching you how to leverage AI to improve your finances. Learn practical AI strategies and applications to achieve financial independence.

• Free

Tendi is an AI-powered financial advisor that provides personalized financial guidance, helping users manage their money, set goals, and make smarter financial decisions through automated analysis and custom recommendations.

• Freemium

Honeydue is a financial management app designed specifically for couples to manage their money together, offering shared visibility and communication features.

• Free

Spendtally is a smart receipt scanning and expense tracking tool that helps users understand their spending patterns and save money through automated financial insights and analysis.

• Freemium
• From 12$

An AI-powered financial tracking app designed for freelancers to monitor income, expenses, and business performance with automated receipt scanning and benchmarking features.

• Freemium

neonFin is a personal finance management tool that combines AI-powered receipt scanning, advanced analytics, and gamification to help users track and improve their spending habits.

• Freemium
• From 5$

MyInvestment-AI is an AI-powered investment planning tool that analyzes your financial situation to create personalized investment strategies aligned with your goals and risk tolerance.

• Paid
• From 10$

MyLoans.ai is an AI-powered platform that provides instant, personalized student loan guidance to help borrowers navigate complex loan decisions and potentially save thousands in repayments.

• Free

DollarDrip is an AI-powered investment platform that helps users implement and optimize dollar-cost averaging strategies through portfolio management, AI-driven balancing, and community insights.

• Freemium
• From 5$

Monarch Money is a comprehensive personal finance platform that helps you track, budget, plan, and collaborate on your financial goals. It simplifies money management by consolidating all your accounts into a single, clear view.

• Paid
• From 9$

ShowMeMoney is an AI-powered expense tracking application that uses OpenAI technology to automatically process and categorize financial data, offering smart features like Auto Sync and comprehensive visualization tools to help users manage their spending efficiently.

• Pay Once
• From 3$

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$

Goodbudget is a modern budget tracking app that uses the virtual envelope budgeting method to help users manage their finances across devices and share budgets with family and friends.

• Freemium

Crbit is an AI-powered personal finance management app that enables collaborative budgeting, expense tracking, and financial planning with family members, featuring an AI assistant named Wally for personalized financial insights.

• Freemium
• From 5$

TheFinAdvisor is an AI-powered financial advisor that provides personalized investment strategies and guidance. It helps users achieve their financial goals, from paying off debt to investing and retirement planning.

• Paid
• From 2$

A comprehensive financial management platform that helps users track subscriptions, manage spending, and automate savings through AI-powered insights and human expertise.

• Freemium