SOFTWARE TYPE
Explore AI tools and software platforms related to Financial Planning. Compare options by business fit, pricing, features, and use cases.
Explore 71 Financial Planning tools for business workflows. Compare software by use case, features, pricing model, integrations, and practical fit.
Farseer is an FP&A platform that unifies financial planning, forecasting, and reporting in a real time environment for enterprise finance teams.
Enterprise finance teams, CFOs, Revenue and sales teams, HR teams in large organizations
CloudBudget is a cloud-based budgeting application built on the Salesforce Lightning Platform that supports automated calculations and multi-currency budgeting.
Salesforce users, Finance administrators, Nonprofit organizations, Mid-market finance teams
Centage Planning Maestro provides budgeting automation, forecasting, and multi-entity reporting for mid-market finance teams.
Mid-market finance teams, CFOs and Controllers, Multi-entity organizations, Nonprofit financial managers
Capboard is an equity management platform designed for startups to handle cap tables, stock option plans, and investor relations.
Startup founders, Limited liability companies, Early-stage investors
Alplanir is a business planning platform providing self-service forecasting and AI/ML-driven analysis for finance, HR, and supply chain teams.
Finance teams, HR managers, Supply chain operations, Sales and marketing leads
PortfolioPilot is a financial advisor platform that supports net worth tracking across multiple asset types, tax optimization, and investment advice.
Individual Investors, Self-directed investors
The Mortgage Office is a web-based loan management platform designed for loan origination, servicing, and fund management for private and community lenders.
Private Lenders, Community Development Financial Institutions (CDFIs), Nonprofit Housing Organizations, Government Housing Agencies
Sactona is an EPM and FP&A platform that uses a Microsoft Excel-based interface to support budgeting, forecasting, and global performance management.
Finance teams, FP&A professionals, Enterprises with multiple subsidiaries, Global organizations
Questis provides employees with 1:1 financial coaching from certified professionals and a budgeting app to help manage personal finances.
Mid-market companies, Enterprise organizations, HR and Benefits managers, Companies focusing on employee retention
Optalitix Models converts Excel, Python, and R models into cloud-hosted APIs without requiring manual coding.
Insurance companies, Reinsurers, Managing General Agents (MGAs), Lending institutions
Multiply is an AI-powered platform designed to automate the financial advice lifecycle, from client onboarding to annual reviews for wealth managers.
Financial Advice Firms, Wealth Management Firms, Fintech Companies
Kepion is an FP&A software platform built on Microsoft Fabric that provides financial planning, forecasting, and reporting capabilities.
Mid-market companies, Enterprise companies, FP&A teams, Finance leaders
Abacum is an AI-native FP&A platform that connects financial data and workflows to support planning, forecasting, and reporting.
CFOs, FP&A teams, RevOps teams, HR teams
Kavout is an investment research platform that uses AI to help investors screen for stocks and analyze market data across 30+ global markets.
Retail investors, Active traders, Solo investors
Global Predictions provides AI-based financial advisory tools and economic forecasting for individuals, family offices, and fintech institutions.
Financial Advisors, Family Offices, Fintech Companies, Self-directed Investors
Profit.com provides market data, financial screeners, and simulated trading competitions for individual investors.
Individual Investors, Novice Traders, Experienced Traders
Moneymap combines AI tools with fiduciary Certified Financial Planners to provide personalized financial planning for tech professionals.
Tech professionals, Individuals seeking fiduciary financial advice, Users who prefer a blend of AI and human coaching
lumiq is a cloud-based wealth management platform designed for portfolio construction, asset allocation optimization, and goals-based financial planning.
Financial Advisors, Wealth Management Firms, Family Offices, Asset Managers
iCashPro is a cash flow forecasting and financial planning platform that uses mathematical modeling and scenario planning to predict future liquidity.
Finance professionals, Large project-oriented organizations, Enterprise finance teams, Organizations with complex payment networks
fi360 toolkit by Broadridge provides financial advisors with fiduciary training, data analytics, and investment evaluation tools to support compliance.
Financial Advisors, Registered Investment Advisors (RIAs), Broker-Dealers, Bank Trust Departments
emformX is a cloud-based digital advisory platform providing multibank financial instrument information and OTC instrument monitoring for banking teams.
Relationship bankers, Corporate treasury teams, Bank risk and compliance teams
Buildable.AI provides an AI platform featuring financial management, content generation, and automated customer interaction tools for small and medium businesses.
Small business owners, Individual makers, Mid-market companies, Enterprise teams
Board is an AI continuous planning platform designed to unify financial and operational planning for enterprise organizations.
Enterprise companies, Finance departments, Supply chain managers, Retail operations leads
atina provides an AI analyst, Lucy, that supports financial planning and analysis by syncing data and updating models within existing spreadsheets.
Fractional CFOs, FP&A service providers
ValueEQ provides financial intelligence and valuation tools, using AI to help professionals conduct M&A analysis, DCF calculations, and market benchmarking.
M&A Advisors, Private Equity Firms, Corporate Finance Teams, Valuation Professionals
Foresight AI integrates private company investment data to support sourcing, due diligence, and portfolio management.
Venture Capital Firms, Private Equity Firms, M&A Teams, Corporate Development Firms
Finbots provides an AI-powered credit risk platform designed to help lenders build, validate, and deploy custom credit scorecards using a no-code interface.
Retail lenders, SME lenders, Digital banks, Fintech lending companies
FinFit is a collection of GPT-4 prompts designed to help users navigate financial planning and investment strategies using ChatGPT.
Beginner investors, Experienced investors, Small business owners, ChatGPT users
Stropro is an Australian investment platform providing licensed financial advisers with AI-assisted screening and multi-issuer structured product access.
Licensed financial advisers, Private wealth management firms, Family offices, Corporate treasuries
RightCapital provides financial planning tools for advisors and RIAs, featuring automated data import and visual client reporting.
Financial Advisors, Registered Investment Advisors (RIAs), Wealth Management Firms
Reval is a multi-tenant SaaS treasury management platform that provides real time cash visibility and machine learning-powered forecasting for global corporations.
Global Corporations, Enterprise Companies
Pinnakl is a cloud-based platform for hedge funds that integrates trade execution, portfolio management, CRM, and secure document sharing.
Hedge funds, Investment professionals, Portfolio managers, Investor relations teams
Neubrain provides business analytics software focused on budgeting, forecasting, and performance management for organizations.
Mid-market companies, Enterprise organizations, Government agencies, Nonprofit organizations
myICLUB.com provides investment club accounting, unit value tracking, and tax preparation tools for U.S.-based investment partnerships.
U.S. investment clubs, Investment partnerships, Club treasurers, Fundamental-based investors
CalcMaster is a free online platform providing over 500 calculators for finance, health, math, and business utilities.
Freelancers, Small business owners, Financial planners, Operations managers
Round Treasury is a finance command system that unifies banking, payments, and yield optimization using AI agents for business finance teams.
CFOs, Mid-market companies, Enterprise companies, Venture capital firms