Best 9 AI Financial Planning to use in 2025

WegoPro is a cloud-based platform that combines corporate travel booking with expense management. Companies use it to book business trips, track travel expenses, and get detailed reports about their spending patterns.

Causal is a financial modeling and planning platform designed to replace traditional spreadsheets for number-crunching tasks. Instead of working with cells and complex formulas, you build models using variables that represent real business concepts like Revenue, Costs, or Headcount.

Pendo is an all-in-one Software Experience Management platform designed to help businesses understand and improve how users interact with their digital products. Think of it as the central command center for your product team, combining analytics, guidance, and feedback tools in one place.

Forecastr is a "financial planning and CFO services platform" that helps startups and small businesses create accurate financial forecasts and make data-driven decisions. The platform combines sophisticated financial modeling software with human expertise from experienced CFOs and financial analysts.

Upflow is a comprehensive accounts receivable automation platform designed specifically for B2B companies struggling with late payments and cash flow management. Think of it as your finance team's smart assistant that handles all the tedious work of collecting money from customers.

LiveFlow is a financial planning and analysis platform built to automate reporting for businesses using QuickBooks Online and Xero. Think of it as a bridge between your accounting software and spreadsheets, but much smarter.

Fuelfinance is an all-in-one Financial Planning and Analysis (FP&A) solution built specifically for startups and small to medium businesses. Think of it as your entire financial department in the cloud, but without the expensive hiring costs or complex setup processes.

Drata is an AI-powered security and compliance automation platform built to deliver continuous monitoring and automated evidence collection for audit readiness. Think of it as a mix between traditional compliance tools and modern automation, but better.

Chargebee is a comprehensive subscription billing and revenue management platform designed for businesses that operate on recurring revenue models. Think of it as your complete billing system that handles everything from simple monthly subscriptions to complex usage-based pricing models.