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.
Range is a wealth management platform that combines AI-driven financial analysis with access to a team of Certified Financial Planners for high-income households.
High-income professionals, Tech executives with equity compensation, Entrepreneurs, Physicians
Fathom is a financial reporting, analysis, and forecasting tool that integrates with accounting platforms to provide visual insights and report commentary.
Small and medium-sized businesses, Accountants and bookkeepers, Franchise groups, Business advisors
PortfolioAssist is an AI-powered financial planning platform designed to help advisors accelerate portfolio analysis and generate insights.
Certified Financial Planners (CFPs), Financial Advisors
Pilot provides bookkeeping, tax preparation, and CFO services for startups and small businesses using a combination of software and human expertise.
Startups, Small business owners, Growth-minded companies, Professional services firms
OpenGov is a cloud-based platform providing budgeting, financial management, and operational tools designed for local and state government agencies.
Local governments, State agencies, Municipalities, Government finance departments
modlr is a corporate performance cloud platform designed for business modelling, financial forecasting, and collaborative planning.
Companies requiring concurrent multi-user modelling, Finance teams moving away from manual spreadsheets, Operations managers requiring real-time reporting
Ludus provides AI bots designed to predict market fluctuations and identify arbitrage opportunities in financial trading.
Traders, Investment firms, Machine learning developers
LivePlan is a business planning tool that helps entrepreneurs build lender-ready plans and track financial performance via accounting integrations.
Entrepreneurs, Small business owners, Startups, Business consultants
Ibbaka Valio is a pricing strategy platform that uses AI to help B2B SaaS companies implement value-based pricing and track customer value.
B2B SaaS executives, Pricing and revenue leaders, Product management teams, Customer success teams
Pigment is an enterprise business planning platform that uses agentic AI to help finance, sales, HR, and supply chain teams coordinate their plans.
Mid-market companies, Enterprise organizations, Finance teams, Revenue Operations teams
Equidam is an online startup valuation platform that provides data-driven valuation reports using five different financial methodologies.
Startup founders, Angel investors, Venture capital firms, Business advisors
DealWorthIt is an AI-powered platform designed to help real estate investors find on-market and off-market properties and perform financial underwriting.
Real estate wholesalers, Fix-and-flip investors, Real estate syndicators, Real estate brokers
Danfe is an AI-powered stock analysis platform that provides insider trading data, news analysis, and portfolio building tools.
Individual Investors, Market Analysts
Copia Wealth Studios provides wealth management software for family offices and RIAs, featuring AI document ingestion and portfolio tracking.
Family Offices, Registered Investment Advisors (RIAs), Ultra-High-Net-Worth Investors, Wealth Management Firms
Edstruments is a budget management platform that provides cloud-based budgeting tools and AI-powered invoice scanning for organizations.
K12 Schools, Non-Profit Organizations, Higher Education Institutions, Government Agencies
Solid Edge Investing is an AI-powered stock valuation platform designed to identify investment opportunities in European and US markets.
Investors, Financial Advisors, Investment Firms
Kepler is an AI finance platform that traces answers back to original source documents, pages, and line items to support verifiable data analysis.
Investment bankers, Equity researchers, Hedge fund analysts, Private equity firms
Best Money Moves is a mobile-first financial wellness platform providing AI-powered insights and budgeting tools for employees and organizations.
Small Businesses, Mid-Market Companies, Enterprise Companies, Higher-Education Institutions
Wisdomise is an AI-powered automated index fund platform for digital assets providing automated rebalancing and real-time analytics.
Financial Advisors, Investment Firms, Wealth Management Companies, Digital Asset Investors
Vidrio Financial provides data management and portfolio monitoring for institutional investors managing alternative assets.
Asset Managers, Family Offices, Endowments & Foundations, Sovereign Wealth Funds
Sturppy Plus provides AI-assisted financial modeling and automation for established businesses to manage KPIs, reporting, and what-if analysis.
Established businesses, Startups with existing revenue, Companies with $10K+ monthly revenue, Funded startups
Responsive provides financial advisors with workflow automation, AI-powered insights, and a client portal to support wealth management activities.
Financial Advisors, Wealth Management Firms, Financial Planning Companies, Banking Institutions
TreasuryView is a debt management tool that helps automate loan tracking and interest calculations for finance teams moving away from spreadsheets.
CFOs, Treasury professionals, Finance teams, Small and mid-market companies
Enfusion by CWAN is a cloud-based investment management platform providing portfolio management, execution, and risk monitoring.
Asset Managers, Hedge Funds, Corporate Treasuries, Insurance Companies
deFacto Planning is an Integrated Business Planning platform that connects Microsoft tools with a model-based architecture for forecasting and analytics.
Mid-market companies, Enterprise organizations, Fortune 500 companies, Organizations using the Microsoft ecosystem
Cost Rates Advisor calculates budgeted hourly rates and benchmarks equipment and service costs for printing, packaging, and apparel businesses.
Printing businesses, Packaging companies, Apparel and embroidery shops, Industry consultants
CircleBlack is a wealth management platform that aggregates financial data and centralizes advisor workflows into a single interface.
Breakaway Advisors, Established RIAs, Enterprise Wealth Management Firms, Financial Advisors
Budget Maestro (now Centage) is a cloud-native FP&A platform designed for budgeting, forecasting, and consolidated reporting for mid-market finance teams.
Mid-market finance teams, CFOs, Controllers, Mid-market business owners
Workday Adaptive Planning provides enterprise performance management for financial, workforce, and operational planning and budgeting.
Small and medium-sized businesses, Enterprise companies, Finance and FP&A teams, Operations managers
GrantCue is a grant discovery and management platform that uses AI to help teams find funding opportunities and track applications in one workspace.
Nonprofits, Municipalities, Grant writers, Program managers
Avestor is a capital raising platform that supports fund creation and investor management for private offerings, SPVs, and syndications.
Fund Managers, Investment Firms, Capital Allocators, Debt Originators
Anaplan is a scenario planning and analysis platform that uses AI to help organizations align financial and operational plans.
Enterprise companies, Financial planning teams, Supply chain managers, Operations leads
Aloan is an AI-powered commercial underwriting automation platform that supports document collection, financial spreading, and credit memo generation.
Community Banks, Credit Unions, Commercial Lenders, Non-Bank Lenders
8alert is an AI-driven investment platform providing robo-advisory, portfolio management, and trading education for individual and institutional investors.
Individual investors, Hedge funds, Investment firms, Brokers
Alphanso Wealth is a wealth management platform providing financial advisory services and AI-supported analysis with a flat-fee pricing model.
High-net-worth individuals, SMB owners, Couples with shared financial goals, Employees with complex equity compensation