Results for “financial planning”

19 tools in the directory · Updated 2 Nov 2026

“financial planning”Ways to use: iOSShowing 19 tools

Rogoby RogoAI platform for financial institutionsContact sales
Digitsby DigitsAI-native general ledger for automated bookkeeping and real-time financials$65+/moFree trial
AlphaSenseby AlphaSenseAI research platform for market intelligence and financial analysisContact sales
TaxGPTby TaxGPTYC S24Research tax questions and prepare work for professional reviewContact sales
Zocksby ZocksTurn advisor conversations into notes and structured client updates$67+/user/moFree trial
Lumoby ProtonPrivacy-focused AI chat assistant with zero-access encrypted conversationsFreemium
PixVerseby PixVerseAI video generation platform with a web app, agent, canvas, marketing tools and CLIFreemium
Sanasby SanasReal-time speech AI for accent, language, and audio enhancementUnknown
Sudowriteby SudowriteAI writing partner for fiction writersPaid
SkedPalby SkedPalAI calendar that schedules your to-do list into time blocks and reschedules as plans change.$9.95+/moFree trial
Cometby PerplexityPerplexity's Chromium-based browser with a built-in AI assistantFree
Piby Inflection AIA conversational personal AI for talking things through and daily tasksUnknown
Gemini Enterpriseby GoogleOne universal Google Cloud agent for email, docs, code, data, and business apps.Contact sales
Fellow AI Meeting Assistantby FellowAI meeting notetaker with governance controls for regulated teamsFreemium
Docytby DocytAI-native ERP for hotel accounting, payments and reportingContact sales
ChatPDFby ChatPDFChat with PDFs and other documents using AI, with cited answersFreemium
Motionby MotionYC W20AI planner that schedules tasks, projects, meetings and docs in one appPaid
Langdockby LangdockYC S23AI platform for company-wide chat, agents, workflows and API access€25+/user/moFree trial
Legoraby LegoraYC W24AI operating system and agent for legal workContact sales