Best financial planning Tools

Ultimate ChatGPT mega-prompts to help you grow, optimize, and scale your business with AI.

AI tax research assistant focused on 1031 exchanges.

Proforma.cash is a simple AI tool designed to help business owners better understand their business and cash flow

Build your wealth with AI-driven personalized investment plans

Proforma.cash is a simple AI tool designed to help business owners better understand their business and cash flow

Validate your Business Idea instantly with the help of AI

Uprise is a premium, AI-powered financial advisory platform that offers personalized financial optimization engine backed by certified financial advisors. It aims to provide comprehensive financial planning and advisory services for both individuals and partners.

Kairos Financial is a comprehensive financial services platform that offers investment management, financial planning, and portfolio management solutions.

MAPLE is your ultimate financial planning companion, thoughtfully designed from your perspective. It offers a fully digital, micro-personalized platform that brings your financial world together. MAPLE will help you achieve your financial goals.

Build your wealth with AI-driven personalized investment plans

A Personal Subscriptions Manager for Recurring Expenses

Retalon offers AI-based solutions for intelligent retailing. From pre-season planning to end-of-season markdowns, Retalon helps retailers optimize every step in their process.

Spellmint is an AI-powered team planning tool that transforms brainstorming into brilliance. It equips teams with cutting-edge planning tools to facilitate decision-making and create a clear and organized planning process.

Origin is the all-in-one money management platform. We\’re here to open up the financial conversation — helping you grow, track, manage, and save, all from one place.

Taxly.ai is an AI-powered tax assistant that simplifies the tax filing and preparation process in Australia. It eliminates the need for paperwork, automates tax deductions and filing, and offers personalized recommendations to optimize tax savings.

Parthean is an AI-powered personal finance education platform that provides comprehensive guidance on financial matters. It offers a range of features and tools to help users enhance their financial knowledge and make informed decisions.

Personal CFO is a financial management platform that empowers individuals to gain insights, make informed decisions, and achieve their financial goals.

IdeaBuddy is an innovative business planning software that helps aspiring entrepreneurs develop their ideas and start a business. It provides various tools and features such as product idea planning, whiteboard brainstorming, business guides, financial planning, idea validation, and business plan creation.

GRID is a smart spreadsheet surface that syncs with and visualizes data from spreadsheets and databases. It provides a familiar spreadsheet interface with powerful integrations for Notion and Airtable.