Top AI tools for # financial planning

LendEDU is a comprehensive financial education platform that provides expert research, ratings, and comparisons for student loans, personal loans, mortgages, and other financial products to help consumers make informed decisions.

• Free

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

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

Freelance Spreadsheets offers creative freelancers an intuitive, easy-to-use Google Sheets solution for managing budgets, profit and loss, projections, and pricing, all at an affordable one-time cost.

• Pay Once

Mortguage.app provides instant mortgage payment estimates, helping users budget and plan for home loans with ease and confidence.

• Free

Know Your Dosh is a secure, FCA-regulated financial management platform that enables families to track and manage their assets, liabilities, and wealth from a single dashboard. With features like real-time bank account syncing, document storage, and collaborative access, it streamlines all aspects of family finance for peace of mind.

• Freemium
• From 5$

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

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

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$

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

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

Calculate your exact take-home pay after taxes and deductions with our free, comprehensive paycheck calculator using state-specific tax rates and formulas.

• Free

Wells Fargo offers a wide range of banking and financial services, including checking and savings accounts, loans, credit cards, and investment options, with digital tools for convenient management.

• Other

Bizplan is a comprehensive business planning platform that combines guided business plan creation, financial tools, educational resources, and access to a community of experts to help startups organize, accelerate, and fund their business ideas.

• Freemium
• From 21$

LowerMyBills is an AI-powered platform that helps users compare mortgage lenders, calculate payments, and access educational resources for buying or refinancing a home.

• Free

PlentyPlan is an AI-driven personal finance tool that helps users create budgets, track expenses, manage debt, and monitor assets with integrated biblical wisdom for financial guidance.

• Free

Ganacos is a cloud-based platform that provides integrated S&OP and FP&A solutions to help businesses streamline demand planning, supply planning, inventory planning, and financial performance management through collaborative tools and data-driven insights.

• Contact for Pricing

The Simple Dividend Calculator is a free, user-friendly tool that helps investors project dividend income and portfolio growth over time with simple inputs.

• Free

Casas y Terrenos is a real estate platform in Mexico offering property listings, mortgage credit simulation, and management tools for buyers, renters, and real estate professionals.

• Other

Worthy Bonds offers affordable property bonds starting at $10 each, providing a fixed APY with daily compounding interest, no fees, and no minimum balances, supporting residential real estate development across America.

• Other

Salary Inflation is an AI-powered tool that calculates salary adjustments based on inflation using the Consumer Price Index and data from the U.S. Bureau of Labor Statistics.

• Free

Curiyo provides comprehensive digital marketing insights, business strategies, and web development guidance through expert articles and practical advice for professionals and businesses.

• Other

Smart Stop Loss and Target Finder is an AI tool that analyzes stock market data to calculate optimal stop-loss and target prices based on user-defined risk-to-reward ratios, helping traders manage risk effectively.

• Other

PocketGuard is an all-in-one AI-powered money management platform that helps users track spending, create budgets, manage debt, and achieve financial goals through automated insights and personalized recommendations.

• Freemium
• From 7$

SubTracked is an AI-powered subscription management platform that helps users track, manage, and optimize recurring payments in one intuitive dashboard with features like renewal notifications, spending insights, and alternative suggestions.

• Free Trial
• From 2$

inBudget is a personal finance app for budget planning and money management that offers unlimited budgets and transactions with personalized tracking, including cryptocurrency monitoring and public budget sharing.

• Freemium
• From 5$

Expenzey is an intuitive expense tracking app that helps users monitor daily spending with privacy-focused features, offering smart categorization, analytics, and multi-account management without requiring login or data sharing.

• Free

Pinnacle Financial Partners provides a full range of banking services including deposit accounts, loans, mortgages, wealth management, and online banking solutions for both personal and business customers.

• Other