AI for Finance: Best Tools of 2025
AI is reshaping financial services. From automated report generation to AI-powered portfolio analysis, finance professionals are using AI tools to serve more clients with less manual work. This guide covers the top AI tools built for finance professionals.
Top Rated AI for Finance
Anaplan
★ 4.4Best enterprise connected planning platform for large organizations.
Enterprise pricing
Datarails
★ 4.4Best Excel-native AI FP&A for SMB finance teams.
From ~$2,000/mo
Planful
★ 4.3Best AI FP&A platform for mid-market and enterprise finance teams.
Custom pricing
Mosaic Tech
★ 4.3Best strategic finance platform for high-growth tech companies.
From ~$5,000/mo
Cube
★ 4.2Best spreadsheet-native FP&A platform for growing finance teams.
From $1,500/mo
Frequently Asked Questions
How are financial advisors using AI?
Financial advisors use AI for client communication drafting, portfolio analysis, meeting summaries, and compliance documentation.
Is AI in finance regulated?
AI use in regulated financial services is subject to oversight. Always ensure AI tools you use are compliant with applicable regulations in your jurisdiction.