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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

#1

Planful

★ 4.3

Best AI FP&A platform for mid-market and enterprise finance teams.

Custom pricing

Read review → #2

Datarails

★ 4.4

Best Excel-native AI FP&A for SMB finance teams.

From ~$2,000/mo

Read review →

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.