A financial analyst stares at a spreadsheet with 50,000 rows of transaction data
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AI tools for Financial Analysts
48 tools tagged for financial analysts · Finance, Accounting & Insurance · best fit first, then monthly traffic
ProFormaGen starts free for basic models
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An investment banking analyst builds a valuation model in Excel with dozens of assumptions scattered across worksheets
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Turning spreadsheets into videos usually eats up hours
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You can start querying financial data within minutes
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Shortcut is an AI agent for Excel that builds and edits spreadsheets and financial models.
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ChatPDF is a document question-answering app: upload a PDF, ask questions in plain language, and get answers with built-in citations that point back to the source passage.
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Sourcetable connects directly to MySQL, PostgreSQL, and MongoDB databases
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A finance director gets a Slack message at 4pm asking for Q3 P&L by EOD
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Connect marketing and business data to AI agents
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AI-powered investigations, grounded in evidence.
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Barie AI combines deep research, task automation, and content generation into a single system built around what it claims is the world's largest context window
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AI that works on your documents while you do other things
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Financial institutions open RiskInMind AI to a dashboard where Ava, the director agent, acts as the central hub
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Finds overcharges and savings in payment provider fees
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Pecunio AI is a finance intelligence workspace that connects to Xero and turns live accounting actuals into executive dashboards, forecasts and AI agents.
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Turning IT spending into strategic value requires more than spreadsheets and static budgets
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Raghim AI is an enterprise agent platform for organizations that need AI to stay inside their own infrastructure.
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Access financials, ownership, ETF exposure, and filings - all directly from SEC XBRL
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Rows is a spreadsheet built around an AI data analyst.
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Its Work agent can plan a project, take actions across connected apps and files, and produce finished spreadsheets, slides, documents and web apps, including tasks that run for hours.
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Box AI is the enterprise AI layer of Box that answers questions, extracts data and drafts content directly from files stored in Box.
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Smallpdf AI PDF, also called Chat with PDF, lets you upload a document and talk to it.
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Sheets is part of Google Workspace, so the assistant sits next to everything else a team already uses: shared files, live co-editing and the same login.
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