Best AI tools for< Create Financial Plan >

Venture Planner is an AI-powered platform designed to help users generate professional business plans effortlessly. By answering a series of multiple-choice questions, users can create detailed financial forecasts without the need for typing. The platform is fully bespoke to each user's business, offering automated projections, professional quality plans, and strategy suggestions. With over 50,000 users across 74 industries in 22 countries, Venture Planner leverages cutting-edge AI technology to outpace competitors and provide data-driven insights for informed decision-making.

IdeaBuddy is an innovative business planning software powered by AI that helps entrepreneurs, startups, and business organizations turn their great ideas into successful ventures. With IdeaBuddy, you can develop, test, and launch your business idea, all in one place. Whether you are starting from scratch, looking for funding, or wanting to expand, IdeaBuddy meets you where you're at.

Validator by Yazero is a platform that helps users validate their startup ideas using AI. It provides a community where users can share their ideas, get feedback, and find collaborators. Validator also offers a variety of features to help users improve their ideas, such as idea validation, market research, and financial planning.

Monarch Money is an all-in-one money management platform that helps you track your finances, collaborate with your partner or financial advisor, and achieve your financial goals. It offers a variety of features, including budgeting, investment tracking, transaction categorization, and financial planning. Monarch Money is available on the web, iOS, and Android.

Streetbeat is an innovative investment platform that simplifies and automates investing activities. It serves as a solution for navigating the complexity of financial markets and deriving actionable insights. Streetbeat offers AI Agents for businesses to automate tasks and enhance client services, while individuals can access an AI-powered financial advisor to manage investments. The platform aims to make investing more accessible and efficient for users.

BotGPT is a 24/7 custom AI chatbot assistant for websites. It offers a data-driven ChatGPT that allows users to create virtual assistants from their own data. Users can easily upload files or crawl their website to start asking questions and deploy a custom chatbot on their website within minutes. The platform provides a simple and efficient way to enhance customer engagement through AI-powered chatbots.

Business Machine is an AI-powered tool designed to assist in business planning. It utilizes advanced algorithms and machine learning to analyze data, trends, and market insights to provide valuable recommendations for strategic decision-making. With Business Machine, users can create detailed business plans, forecast financial outcomes, and optimize their operations for growth and success.

Venturekit is an AI-powered business plan generator that helps entrepreneurs and small business owners create comprehensive business plans. It uses advanced AI technology to analyze user input and generate tailored business plans that include market research, financial projections, and marketing strategies. Venturekit's plans are designed to help businesses make better decisions, operate with confidence, and get a clear path forward.

Akeeva is a user-friendly online platform that simplifies end-of-life planning. It offers tools and resources to help individuals organize their affairs and communicate their wishes to loved ones. Akeeva aims to alleviate the stress and burden associated with end-of-life decisions by providing a comprehensive and easy-to-use solution.

Spellmint is an AI-powered team planning tool that revolutionizes decision-making processes by turning brainstorming into brilliance. It offers cutting-edge planning tools for product planning, marketing strategy, growth planning, design documentation, technical documentation, financial planning, legal planning, HR planning, social media strategy, and web creation. With Spellmint, users can streamline various business processes and tasks with the help of AI-driven insights and efficiency.

Qdeck is an AI-powered platform designed to assist financial professionals, such as financial advisors and institutional asset managers, in streamlining and enhancing client communication, research, and marketing efforts. The platform leverages generative AI technology to provide real-time market insights, personalized communications, and hyper-personalized content creation. With access to over 50,000 data sources daily, Qdeck aims to revolutionize wealth management practices by analyzing extensive data from multiple sources and enhancing client service through seamless CRM integration.

Sana AI is an advanced artificial intelligence tool designed to assist users in various tasks. It utilizes cutting-edge AI algorithms to provide accurate and efficient solutions. The tool is user-friendly and offers a wide range of features to enhance productivity and decision-making processes. Sana AI is suitable for individuals and businesses looking to streamline their operations and improve overall efficiency.

Origin is a financial management platform that provides users with a holistic view of their finances, personalized recommendations, and guidance from AI-powered planners and Certified Financial Planners. It offers features such as net worth tracking, budgeting, saving, investing, and tax assistance, all in one place for a monthly fee of $12.99.

SearchGPT is an AI tool that offers a Spreadsheet Generator feature. Users can enter a prompt and generate a spreadsheet based on the given instructions. The tool can handle complicated spreadsheets, although they may take some time to generate. SearchGPT is designed to assist users in creating spreadsheets efficiently and accurately.

Neuralful AI is an innovative AI tool developed by Neuralfulai Ltd. It offers a wide range of AI solutions to cater to various needs. The tool is designed to provide advanced AI capabilities to users across different industries, helping them streamline processes, make data-driven decisions, and enhance overall efficiency. With Neuralful AI, users can leverage cutting-edge technology to unlock new possibilities and drive innovation in their respective fields.

SheetAI is an AI application that integrates with Google Sheets to provide users with a suite of AI-driven functions to automate tasks, generate insights, and simplify copywriting. Users can describe tasks in plain English and let the AI handle repetitive tasks, create lists, tables, and more. The application is trusted by universities, companies, and professionals, offering a seamless experience for enhancing productivity and efficiency within Google Sheets.

Wally is the world's first AI-powered personal finance app. It helps you track your spending, create budgets, and plan for the future. Wally is available on iOS and Android devices.

PortfolioGPT is an AI-powered platform that enables users to generate smart investment portfolios in seconds. It leverages OpenAI's advanced algorithms to automatically create personalized portfolios based on user input, including risk tolerance, investment amount, and financial goals. With features like personalized risk profiling, instant portfolio suggestions, and simple user input, PortfolioGPT aims to simplify the investment process for both novice and experienced investors. The platform offers subscription plans for users to access unlimited queries per day and receive tailored investment recommendations.

Ergodic is an AI tool called Kepler that enables data-driven decisions for businesses. Kepler acts as an AI action engine, bridging the knowledge gap between business context and data to help optimize processes, identify opportunities, and mitigate risks. It goes beyond number crunching to build a digital version of the business, allowing users to create scenarios and evaluate outcomes. Kepler focuses on taking action directly, without the need for complex dashboards, providing insights on what needs to be done, why, and the potential outcomes. Ergodic aims to empower businesses with AI-driven solutions for strategic decision-making.

Datarails is a financial planning and analysis platform for Excel users. It automates data consolidation, reporting, and planning while enabling finance teams to continue using their spreadsheets and financial models. With Datarails, finance teams can save time on repetitive tasks and focus on strategic insights that drive business growth.

Euler's Shield is a decentralized, AI-powered financial system designed to stabilize the value of Pi Coin at $314.159. It combines blockchain, machine learning, and cybersecurity to ensure the security, scalability, and decentralization of the Pi Coin ecosystem.

Swarms provides simple, reliable, and agile tools to create your own Swarm tailored to your specific needs. Currently, Swarms is being used in production by RBC, John Deere, and many AI startups.

ChatGPT Queue Prompts is a collection of prompt chains designed to enhance interactions with large language models like ChatGPT. These prompt chains help build context for the AI before performing specific tasks, improving performance. Users can copy and paste prompt chains into the ChatGPT Queue extension to process prompts in sequence. The repository includes example prompt chains for tasks like conducting AI company research, building SEO optimized blog posts, creating courses, revising resumes, enriching leads for CRM, personal finance document creation, workout and nutrition plans, marketing plans, and more.

agentUniverse is a multi-agent framework based on large language models, providing flexible capabilities for building individual agents. It focuses on multi-agent collaborative patterns, integrating domain experience to help agents solve problems in various fields. The framework includes pattern components like PEER and DOE for event interpretation, industry analysis, and financial report generation. It offers features for agent construction, multi-agent collaboration, and domain expertise integration, aiming to create intelligent applications with professional know-how.

finagg is a Python package that provides implementations of popular and free financial APIs, tools for aggregating historical data from those APIs into SQL databases, and tools for transforming aggregated data into features useful for analysis and AI/ML. It offers documentation, installation instructions, and basic usage examples for exploring various financial APIs and features. Users can install recommended datasets from 3rd party APIs into a local SQL database, access Bureau of Economic Analysis (BEA) data, Federal Reserve Economic Data (FRED), Securities and Exchange Commission (SEC) filings, and more. The package also allows users to explore raw data features, install refined data features, and perform refined aggregations of raw data. Configuration options for API keys, user agents, and data locations are provided, along with information on dependencies and related projects.

OpenAGI is a framework designed to make the development of autonomous human-like agents accessible to all. It aims to pave the way towards open agents and eventually AGI for everyone. The initiative strongly believes in the transformative power of AI and offers developers a platform to create autonomous human-like agents. OpenAGI features a flexible agent architecture, streamlined integration and configuration processes, and automated/manual agent configuration generation. It can be used in education for personalized learning experiences, in finance and banking for fraud detection and personalized banking advice, and in healthcare for patient monitoring and disease diagnosis.

This repository contains an assistant proposal for the Semantic Kernel, allowing the usage of assistants without relying on OpenAI Assistant APIs. It runs locally planners and plugins for the assistants, providing scenarios like Assistant with Semantic Kernel plugins, Multi-Assistant conversation, and AutoGen conversation. The Semantic Kernel is a lightweight SDK enabling integration of AI Large Language Models with conventional programming languages, offering functions like semantic functions, native functions, and embeddings-based memory. Users can bring their own model for the assistants and host them locally. The repository includes installation instructions, usage examples, and information on creating new conversation threads with the assistant.

FinRobot is an open-source AI agent platform designed for financial applications using large language models. It transcends the scope of FinGPT, offering a comprehensive solution that integrates a diverse array of AI technologies. The platform's versatility and adaptability cater to the multifaceted needs of the financial industry. FinRobot's ecosystem is organized into four layers, including Financial AI Agents Layer, Financial LLMs Algorithms Layer, LLMOps and DataOps Layers, and Multi-source LLM Foundation Models Layer. The platform's agent workflow involves Perception, Brain, and Action modules to capture, process, and execute financial data and insights. The Smart Scheduler optimizes model diversity and selection for tasks, managed by components like Director Agent, Agent Registration, Agent Adaptor, and Task Manager. The tool provides a structured file organization with subfolders for agents, data sources, and functional modules, along with installation instructions and hands-on tutorials.

AIlice is a fully autonomous, general-purpose AI agent that aims to create a standalone artificial intelligence assistant, similar to JARVIS, based on the open-source LLM. AIlice achieves this goal by building a "text computer" that uses a Large Language Model (LLM) as its core processor. Currently, AIlice demonstrates proficiency in a range of tasks, including thematic research, coding, system management, literature reviews, and complex hybrid tasks that go beyond these basic capabilities. AIlice has reached near-perfect performance in everyday tasks using GPT-4 and is making strides towards practical application with the latest open-source models. We will ultimately achieve self-evolution of AI agents. That is, AI agents will autonomously build their own feature expansions and new types of agents, unleashing LLM's knowledge and reasoning capabilities into the real world seamlessly.

The LLMEvaluation repository is a comprehensive compendium of evaluation methods for Large Language Models (LLMs) and LLM-based systems. It aims to assist academics and industry professionals in creating effective evaluation suites tailored to their specific needs by reviewing industry practices for assessing LLMs and their applications. The repository covers a wide range of evaluation techniques, benchmarks, and studies related to LLMs, including areas such as embeddings, question answering, multi-turn dialogues, reasoning, multi-lingual tasks, ethical AI, biases, safe AI, code generation, summarization, software performance, agent LLM architectures, long text generation, graph understanding, and various unclassified tasks. It also includes evaluations for LLM systems in conversational systems, copilots, search and recommendation engines, task utility, and verticals like healthcare, law, science, financial, and others. The repository provides a wealth of resources for evaluating and understanding the capabilities of LLMs in different domains.

MindWork AI Studio is a desktop application that provides a unified chat interface for Large Language Models (LLMs). It is free to use for personal and commercial purposes, offers independence in choosing LLM providers, provides unrestricted usage through the providers API, and is cost-effective with pay-as-you-go pricing. The app prioritizes privacy, flexibility, minimal storage and memory usage, and low impact on system resources. Users can support the project through monthly contributions or one-time donations, with opportunities for companies to sponsor the project for public relations and marketing benefits. Planned features include support for more LLM providers, system prompts integration, text replacement for privacy, and advanced interactions tailored for various use cases.

Noema is a framework that enables developers to control a language model and choose the path it will follow. It integrates Python with llm's generations, allowing users to use LLM as a thought interpreter rather than a source of truth. Noema is built on llama.cpp and guidance's shoulders. It applies the declarative programming paradigm to a language model, providing a way to represent functions, descriptions, and transformations. Users can create subjects, think about tasks, and generate content through generators, selectors, and code generators. Noema supports ReAct prompting, visualization, and semantic Python functionalities, offering a versatile tool for automating tasks and guiding language models.

Companion is an Obsidian plugin that adds an AI-powered autocomplete feature to your note-taking and personal knowledge management platform. With Companion, you can write notes more quickly and easily by receiving suggestions for completing words, phrases, and even entire sentences based on the context of your writing. The autocomplete feature uses OpenAI's state-of-the-art GPT-3 and GPT-3.5, including ChatGPT, and locally hosted Ollama models, among others, to generate smart suggestions that are tailored to your specific writing style and preferences. Support for more models is planned, too.

LangChain is an amazing framework to get LLM projects done in a matter of no time, and the ecosystem is growing fast. Here is an attempt to keep track of the initiatives around LangChain. Subscribe to the newsletter to stay informed about the Awesome LangChain. We send a couple of emails per month about the articles, videos, projects, and tools that grabbed our attention Contributions welcome. Add links through pull requests or create an issue to start a discussion. Please read the contribution guidelines before contributing.

Agentic is a standard AI functions/tools library optimized for TypeScript and LLM-based apps, compatible with major AI SDKs. It offers a set of thoroughly tested AI functions that can be used with favorite AI SDKs without writing glue code. The library includes various clients for services like Bing web search, calculator, Clearbit data resolution, Dexa podcast questions, and more. It also provides compound tools like SearchAndCrawl and supports multiple AI SDKs such as OpenAI, Vercel AI SDK, LangChain, LlamaIndex, Firebase Genkit, and Dexa Dexter. The goal is to create minimal clients with strongly-typed TypeScript DX, composable AIFunctions via AIFunctionSet, and compatibility with major TS AI SDKs.

ai-collective-tools is an open-source community dedicated to creating a comprehensive collection of AI tools for developers, researchers, and enthusiasts. The repository provides a curated selection of AI tools and resources across various categories such as 3D, Agriculture, Art, Audio Editing, Avatars, Chatbots, Code Assistant, Cooking, Copywriting, Crypto, Customer Support, Dating, Design Assistant, Design Generator, Developer, E-Commerce, Education, Email Assistant, Experiments, Fashion, Finance, Fitness, Fun Tools, Gaming, General Writing, Gift Ideas, HealthCare, Human Resources, Image Classification, Image Editing, Image Generator, Interior Designing, Legal Assistant, Logo Generator, Low Code, Models, Music, Paraphraser, Personal Assistant, Presentations, Productivity, Prompt Generator, Psychology, Real Estate, Religion, Research, Resume, Sales, Search Engine, SEO, Shopping, Social Media, Spreadsheets, SQL, Startup Tools, Story Teller, Summarizer, Testing, Text to Speech, Text to Image, Transcriber, Travel, Video Editing, Video Generator, Weather, Writing Generator, and Other Resources.

AnyParser provides an API to accurately extract unstructured data (e.g., PDFs, images, charts) into a structured format. Users can set up their API key, run synchronous and asynchronous extractions, and perform batch extraction. The tool is useful for extracting text, numbers, and symbols from various sources like PDFs and images. It offers flexibility in processing data and provides immediate results for synchronous extraction while allowing users to fetch results later for asynchronous and batch extraction. AnyParser is designed to simplify data extraction tasks and enhance data processing efficiency.

Seasoned investment manager offering detailed financial plans and strategies.

Tailored financial strategies, guidance, and resources for startups | ver. 001

Advanced financial advisor for business and personal finance, with a focus on New Zealand.

您的财富增长伙伴，深度定制全球投资策略

Strategic AI advisor for wealth growth.

Witty bot with a touch of Aussie charm, adept in investment talk.

Aids couples in managing joint finances, budgeting for future goals, and navigating financial challenges together.

AI financial planner for UC Berkeley students

I research investments and create budgets with tax considerations.

Guides budget planning and control within projects.

Guides through portfolio creation, step by step.

Your friendly guide for easy budget planning. Member of the Hipster Energy Team. https://hipster.energy/team

A guide on healthcare legal planning

以《小狗钱钱》为模板的财务计划助手

Gen Z's ally in navigating the new-age financial landscape!

Forward-thinking financial mentor, blending cutting-edge solutions with principles that have stood the test of time

FinWiz-GPT is designed for finance professionals. It assists in market analysis, financial modeling, and understanding complex financial instruments. It's a great tool for financial analysts, investment bankers, and accountants.

Creates detailed business plans from a category or phrase.

Expert AI for financial & startup document creation

Expert in personal, corporate finance and investment strategies.