AI tools for Financial Analysts

A financial analyst stares at a spreadsheet with 50,000 rows of transaction data

ProFormaGen starts free for basic models

An investment banking analyst builds a valuation model in Excel with dozens of assumptions scattered across worksheets

Shortcut is an AI agent for Excel that builds and edits spreadsheets and financial models.

Sourcetable connects directly to MySQL, PostgreSQL, and MongoDB databases

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

AI that works on your documents while you do other things

Financial institutions open RiskInMind AI to a dashboard where Ava, the director agent, acts as the central hub

Pecunio AI is a finance intelligence workspace that connects to Xero and turns live accounting actuals into executive dashboards, forecasts and AI agents.

Turning IT spending into strategic value requires more than spreadsheets and static budgets

Rows is a spreadsheet built around an AI data analyst.

AI assistant built to be helpful, harmless, and honest

A day trader spots a promising pattern on TradingView charts but can't code the Pine Script strategy to automate it

A day trader tracks tech stocks but misses a sudden shift in sentiment across Reddit forums that precedes a 12% drop

An options trader preparing for earnings season needs to filter through hundreds of possible plays while monitoring news that could shift sentiment in minutes

AI across Microsoft

PrometAI is an online artificial intelligence tool that enables creation of detailed business plans. It is designed to assist users through each stage of business plan development, providing a compreh

A sales manager gets Monday's revenue spreadsheet with 50,000 rows

It connects to Google Drive, Microsoft OneDrive, SharePoint, HubSpot, Jira, Microsoft 365 and Google Workspace so answers are grounded in business information.