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Results for “financial planning”

47 tools in the directory · Updated

“financial planning”Ways to use: MCP serverShowing 47 tools
  • Conquestby ConquestFinancial planning software with a verifiable AI advice engine for advisors and wealth firms.Waitlist
  • Fieldguideby FieldguideYC S20AI-assisted audit and advisory work platform with agents for engagement planning, testing, review, financial statements, and orchestration.Contact sales
  • Pigment MCP Serverby PigmentConnect AI assistants to governed Pigment planning data and modelsUnknown
  • Lifesightby LifesightMarketing measurement and AI agents for planning and acting on marketing evidence.Contact sales
  • Digitsby DigitsAI-native general ledger for automated bookkeeping and real-time financials$65+/moFree trial
  • Samayaby SamayaFinancial research platform for investment professionals.Contact sales
  • Kensho LLM-Ready APIby S&P GlobalPython client and MCP server for querying S&P Global financial datasets from LLM applicationsContact sales
  • Daloopaby DaloopaAI-ready, source-linked financial data for investment research.Freemium
  • Tesorioby TesorioAI-enabled financial operations for accounts receivable and order-to-cash work.Contact sales
  • Ocoyaby OcoyaAI social media planning, writing, design and scheduling for brands.$29+/moFree trial
  • Kickby KickAutomate transaction categorization and prepare financial reportsFreemium
  • AlphaSenseby AlphaSenseAI research platform for market intelligence and financial analysisContact sales
  • CoLoopby CoLoopYC S21AI-supported qualitative research planning, interviewing and analysis.Contact sales
  • Zocksby ZocksTurn advisor conversations into notes and structured client updates$67+/user/moFree trial
  • Jockeyby TwelveLabsFind, understand and assemble footage with a media agentFreemium
  • Data Infrastructure Insights MCP Serverby NetAppInvestigate infrastructure telemetry and collection health with AIUnknown
  • Numeric MCPby NumericConnects Numeric's close and accounting data to AI models via MCP.Contact sales
  • Mosaic AIby DatabricksBuild and deploy AI agent systems grounded in enterprise dataPay as you go
  • LiveEO Treelineby LiveEOSatellite-AI vegetation risk monitoring and field work management for utility and rail networks.Contact sales
  • Automation Anywhere APA Platformby Automation AnywhereAgentic process automation platform that orchestrates AI agents, automations and people.Contact sales
  • Adapt Company Agentby AdaptCompany agents that use shared knowledge and connected business toolsFreemium
  • FLUX 3by Black Forest LabsMultimodal FLUX model family that generates video with audio and images, with action prediction for roboticsWaitlist
  • 9finby 9finAI-powered debt-market intelligence and research platform for credit teams.Contact sales
  • Visier Workforce AIby VisierEnterprise workforce intelligence layer that grounds HR and AI tools in governed people data.Contact sales
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