Best 105 Finance(105) Tools in 2026

Spending tracking and budgeting
Automated index investing and stock bundles
High-yield cash account
AI-powered financial guidance and certified financial planners
Estate planning tools
Tax optimization

Origin $12.99/month or $99/year Try Origin for free, then $12.99/month or $99/year.

Users can sign up for Origin to connect their financial accounts, track spending, create budgets, invest in various assets, plan their estate, and access financial advice from AI and certified financial planners.

No-code workspace design
Workflow automation
Knowledge management
Project management
Relational database
CRM
AI Assistant
API
Templates
Integrations

Free $0 for nimble teams that value flexibility in tools and costs. Includes 10 users, 10 databases, Unlimited entities, Collaborative docs, Formulas, automations, integrations, AI included.
Standard $12 per seat/month billed annually for smaller companies looking to connect all things work. Everything in Free, plus Unlimited databases, Unlimited commenters and guests for free, AI, Charts, Whiteboards, AI included.
Pro $20 per seat/month billed annually for growing businesses determined to work their way. Everything in Standard, plus AI, plenty of it, User groups, Advanced permissions, JS automations, Unlimited version history, AI included.
Enterprise $40 per seat/month billed annually for larger organizations seeking a secure and scalable solution. Everything in Pro, plus Unlimited automations, Unlimited integrations, SAML SSO, SCIM provisioning, US, EU, UK, or APAC data residency, Customer success manager.

Design your workspace from the ground up with no-code, add templates, connect data, automate workflows, and manage permissions. Integrate with other tools or replace them entirely. Shape the workspace to match your work style and scale as you grow.

Data consolidation
Financial reporting & monthly close
Budgeting & Forecasting
Scenario modeling
Analysis
Data visualization
AI-powered FP&A Genius
Excel integration

Datarails allows users to keep working in their Excel environment while automating consolidation and reporting. Users can integrate with accounting software, ERPs, and CRMs to consolidate data, create dashboards, and use AI for insights.

Liveness Detection
Deepfake Detection
Facial Recognition
Photo ID Matching
(1:N) Face Search
Age Verification
Iris Recognition

To use Facia.ai, businesses can integrate its APIs and SDKs into their software for facial recognition, liveness detection, and deepfake detection. They can also deploy Facia's solutions on-premises for enhanced security and customization.

AI Agent for automated customer interactions
Agent Assist for real-time guidance
Conversation Intelligence for performance insights

Request a demo on the website to see Cresta in action. The platform offers AI Agent, Agent Assist, and Conversation Intelligence to transform conversations and workflows.

AI-powered investment advice
Portfolio tracking and analysis
Tax optimization and tax-loss harvesting
Estate planning and scenario modeling
Net worth visualization

PortfolioPilot Free $0 per month Smart Portfolio Monitoring to let you stay on top of your finances. Net Worth Tracking. Visualize your asset allocation in a single dashboard. Portfolio Analysis. Discover risks and opportunities based on your portfolio. Scenario Modeling. Monte Carlo simulations of the past and future.
PortfolioPilot Gold $29 per month ($20/month Billed annually) Personalized recommendations by an AI Advisor with real financial advice. Personalized Recommendations. Actionable recommendations based on your portfolio. Tax Impact & Continuous Tax-loss Harvesting. AI Assistant. Ask questions about your portfolio or anything investing related. Fee Visualization. See the fees you pay in one place.
PortfolioPilot Platinum $99/month Want even more advanced tools for investing? Try PortfolioPilot Platinum to get access to AI equity research tools and more features.

Users can sign up for a free account or start a free trial to access PortfolioPilot's features. They can connect their investment accounts, manually add securities, or use the Easy AI Portfolio Import to upload their portfolio. The platform then provides personalized insights, recommendations, and tools to optimize their investments.

No-code bot builder
AI Studio for training knowledge bases
Live chat monitoring
Analytics dashboard
Enterprise-grade security with data encryption
Flexible hosting options

GPT Chatbots From $99/mo Our easy and simple chatbot platform offers 3 pricing plans with transparent pricing adapted to startups & growing teams. Start a free trial with no credit card.

Build AI agents with a few easy steps: Create a knowledge base by training your AI with content from websites and documents, build and deploy your AI agent to address business challenges, monitor reports and optimize AI performance, and expand with more use cases across your business.

AI Bookkeeping
AI Financials
AI Insights & Dashboards
AI Invoicing
AI Bill Pay

AI Accounting $100 Get accounting software that handles bookkeeping, bill pay, and real-time insights for you.
Full-Service Upgrade $350 For businesses needing hands-on support from dedicated (human) accountants.

Connect your bank accounts, credit cards, and other financial accounts to Digits. The AI will automatically categorize transactions, generate reports, and provide insights. You can also use the platform for invoicing and bill payments. For more hands-on support, opt for the Full-Service Upgrade.

AI-powered bookkeeping
AI Business Checking
AI Business Credit Card
AI Bill Pay
AI Reimbursements
Fractional CFO services
Tax Accountant services
Payroll services

AI Bookkeeping - Starter $494/Monthly (Billed Annually) Basic AI Bookkeeping For Pre-Revenue Companies + Dedicated Finance Team
AI Bookkeeping - Growth $719/Monthly (Billed Annually) Advanced AI Bookkeeping For Revenue Companies + Dedicated Finance Team
AI Bookkeeping - Enterprise Custom Pricing Custom AI Bookkeeping For Complex Companies + Dedicated Finance Team
Fractional CFO - CFO Starter $1,350/Monthly (Annual Contract) + $2,000 setup fee Annual Budgeting, Budget vs. Actual Analysis, 12 Month Cash Flow Forecast
Fractional CFO - CFO Growth $2,610/Monthly (Annual Contract) + $6,000 setup fee Everything in CFO Lite, plus: Financial Model & Dynamic Scenarios, Monthly Model Update, Executive Summary, 6 Hours of Advisory and Support, KPIs Tracking
Fractional CFO - CFO Enterprise Custom Pricing Everything in CFO Growth, plus: Budgeting and Financial Modeling, Management Reporting Package, Detailed Cash Flow Projections, Metric Benchmarking, Quarterly Board Meeting Prep, Fundraising Support, Ad-hoc Strategic Projects
Taxes - Tax Starter $2,499/Annually Taxes for Pre-Revenue Companies
Taxes - Tax Growth $3,899/Annually Taxes for companies generating revenue up to $500K
Taxes - Tax Enterprise Custom Pricing Taxes for companies generating revenue over $500K
Payroll - Payroll Manager Service $199/Monthly (Annual Contract) Employee Onboarding, Termination & Ongoing Support, Payroll System Management, Compliance Across All States And Jurisdictions*

To use Zeni, connect your business accounts to the platform. Zeni's AI will automatically categorize transactions, and a dedicated finance team will ensure accuracy. You can then access real-time dashboards, reports, and key metrics to manage your finances.

AI Readiness Assessment (ZBrain XPLR)
Custom AI Application Building (ZBrain Builder)
Pre-built AI Agents
Data Security and Privacy
Integration with Enterprise Tools

Growth $999 /month Includes 200000 Credits/Month, 5 Credits/Execution, 5 GB Knowledge Storage, API Access, and Email Support. 7 days free trial
Enterprise Plan Contact for Pricing Includes Custom SSO, Unlimited Builder Users, Unlimited Integrations, Deployment Assistance, InfoSec Review, API Access, and Priority Email Support.

ZBrain guides organizations from AI readiness evaluation and opportunity identification to full-scale solution implementation. Users can leverage ZBrain XPLR for AI readiness assessment, ZBrain Builder to build custom AI applications, and ZBrain AI Agents to streamline processes.