AI Tools Directory

Curated AI tools for finance teams — reviewed by practitioners, not marketers.

P

Pigment

FP&A & Modeling

Enterprise business planning platform with AI-powered scenario analysis and cross-functional planning.

M

Mosaic

FP&A & Modeling

Strategic finance platform with real-time dashboards, automated reporting, and AI-driven insights for SaaS.

N

Notion AI

Reporting & BI

AI-powered workspace for documentation, wikis, and project management with built-in writing and analysis.

R

Runway

FP&A & Modeling

Modern financial planning platform built for startups and growth-stage companies. Real-time scenario modeling.

L

Luminance

Document & Contract AI

AI for legal and financial document review — diligence, contract analysis, and anomaly detection at scale.

M

Make

Automation

Visual automation platform for complex workflows. Excellent for multi-step finance process automation.

C
Editor's Pick

ChatGPT (GPT-4o)

General AI

OpenAI's flagship model — strong at data analysis, code generation, and structured financial outputs.

P

Perplexity

General AI

AI-powered research engine — real-time financial data, market research, and competitive intelligence.

D

Domo

Reporting & BI

Cloud-based BI platform with AI features for real-time dashboards, data integration, and alerting.

C
Editor's Pick

Claude

General AI

Anthropic's AI assistant — excels at long-form financial analysis, policy writing, and nuanced reasoning.

I

Ironclad

Document & Contract AI

Contract lifecycle management platform with AI clause detection, auto-redlining, and approval workflows.

V

Vena Solutions

FP&A & Modeling

Complete planning platform built on Excel with AI-powered insights, consolidation, and close management.

R

Rows

Reporting & BI

Spreadsheet with built-in AI and integrations — pull live data from APIs, databases, and SaaS tools.

D
Editor's Pick

Datarails

FP&A & Modeling

FP&A platform that connects to your Excel models and automates data consolidation, reporting, and budgeting.

n

n8n

Automation

Open-source workflow automation — self-hostable, with AI nodes for building custom finance automations.

K
Editor's Pick

Klarity

Document & Contract AI

AI-powered revenue recognition and contract review — reads contracts and extracts key terms automatically.

Z

Zapier AI

Automation

Automate workflows across 6,000+ apps with AI-powered actions, natural language automation builder.

P
Editor's Pick

Power BI Copilot

Reporting & BI

Microsoft's AI assistant for Power BI — natural language queries, auto-generated reports, and DAX help.

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