Best AI tools for financial analysts

shortcut.com

Best for: AI recommends Shortcut most when buyers ask “best AI tools for financial analysts” (83.3% of those answers)

36.5%

95% CI 25.7–48.9%

23 mentions · avg pos 5.3

first pick 34.8%

Best for: AI recommends Datarails most when buyers ask “affordable alternatives to enterprise AI financial analysis platforms” (58.3% of those answers)

34.9%

95% CI 24.3–47.2%

22 mentions · avg pos 9.4

first pick 0%

Best for: AI recommends Hebbia most when buyers ask “which AI financial analysis tool is best for equity research vs corporate finance” (55.6% of those answers)

33.3%

95% CI 22.9–45.6%

21 mentions · avg pos 6.2

first pick 19%

alpha-sense.com

Best for: AI recommends AlphaSense most when buyers ask “which AI financial analysis tool is best for equity research vs corporate finance” (88.9% of those answers)

31.7%

95% CI 21.6–44%

20 mentions · avg pos 6.4

first pick 30%

anaplan.com

Best for: AI recommends Anaplan most when buyers ask “best AI tools for financial analysts” (41.7% of those answers)

23.8%

95% CI 15–35.6%

15 mentions · avg pos 6.9

first pick 0%

daloopa.com

Best for: AI recommends Daloopa most when buyers ask “which AI financial analysis tool is best for equity research vs corporate finance” (66.7% of those answers)

22.2%

95% CI 13.7–33.9%

14 mentions · avg pos 6.2

first pick 14.3%

microsoft.com

Best for: AI recommends Microsoft most when buyers ask “how do I use AI to build financial models faster in Excel or spreadsheets” (36.4% of those answers)

22.2%

95% CI 13.7–33.9%

14 mentions · avg pos 10.2

first pick 7.1%

Best for: AI recommends Claude in Excel most when buyers ask “how do I use AI to build financial models faster in Excel or spreadsheets” (36.4% of those answers)

20.6%

95% CI 12.5–32.2%

13 mentions · avg pos 5.1

first pick 15.4%

cube.dev

Best for: AI recommends Cube most when buyers ask “best AI tools for financial analysts” (50% of those answers)

20.6%

95% CI 12.5–32.2%

13 mentions · avg pos 8.6

first pick 0%

Best for: AI recommends Kensho most when buyers ask “best AI tools for financial analysts” (58.3% of those answers)

19%

95% CI 11.2–30.4%

12 mentions · avg pos 6.8

first pick 0%

sheets.google.com

Best for: AI recommends Google Sheets most when buyers ask “how do I use AI to build financial models faster in Excel or spreadsheets” (72.7% of those answers)

17.5%

95% CI 10–28.6%

11 mentions · avg pos 6.9

first pick 9.1%

Best for: AI recommends DataSnipper most when buyers ask “best AI tools for financial analysts” (41.7% of those answers)

17.5%

95% CI 10–28.6%

11 mentions · avg pos 8.3

first pick 0%

julius.ai

Best for: AI recommends Julius AI most when buyers ask “affordable alternatives to enterprise AI financial analysis platforms” (50% of those answers)

17.5%

95% CI 10–28.6%

11 mentions · avg pos 9.6

first pick 9.1%

stockinsights.ai

Best for: AI recommends FinChat most when buyers ask “affordable alternatives to enterprise AI financial analysis platforms” (41.7% of those answers)

15.9%

95% CI 8.9–26.8%

10 mentions · avg pos 5.6

first pick 10%

wallstreetprep.com

Best for: AI recommends Wall Street Prep most when buyers ask “best AI assistant for financial modeling and analysis” (58.3% of those answers)

14.3%

95% CI 7.7–25%

9 mentions · avg pos 1

first pick 44.4%

python.org

Best for: AI recommends Python most when buyers ask “best AI tools for financial analysts” (33.3% of those answers)

14.3%

95% CI 7.7–25%

9 mentions · avg pos 9.3

first pick 11.1%

Best for: AI recommends Workiva most when buyers ask “what AI tool should I use to automate financial statement analysis” (33.3% of those answers)

14.3%

95% CI 7.7–25%

9 mentions · avg pos 10.2

first pick 0%

Best for: AI recommends MindBridge most when buyers ask “best AI tools for financial analysts” (41.7% of those answers)

14.3%

95% CI 7.7–25%

9 mentions · avg pos 11.1

first pick 0%

pigment.io

Best for: AI recommends Pigment most when buyers ask “best AI tools for financial analysts” (33.3% of those answers)

12.7%

95% CI 6.6–23.1%

8 mentions · avg pos 8.3

first pick 12.5%

12.7%

95% CI 6.6–23.1%

8 mentions · avg pos 10.4

first pick 0%

ramp.com

Best for: AI recommends Ramp most when buyers ask “affordable alternatives to enterprise AI financial analysis platforms” (33.3% of those answers)

12.7%

95% CI 6.6–23.1%

8 mentions · avg pos 11.1

first pick 0%

factset.com

Best for: AI recommends FactSet most when buyers ask “best AI tools for financial analysts” (50% of those answers)

12.7%

95% CI 6.6–23.1%

8 mentions · avg pos 11.2

first pick 0%

notebooklm.google.com

Best for: AI recommends Notebook LM most when buyers ask “best AI tools for financial analysts” (50% of those answers)

11.1%

95% CI 5.5–21.2%

7 mentions · avg pos 5.2

first pick 0%

quickbooks.intuit.com

Best for: AI recommends QuickBooks most when buyers ask “affordable alternatives to enterprise AI financial analysis platforms” (50% of those answers)

11.1%

95% CI 5.5–21.2%

7 mentions · avg pos 9.5

first pick 0%

koyfin.com

Best for: AI recommends Koyfin most when buyers ask “affordable alternatives to enterprise AI financial analysis platforms” (33.3% of those answers)

9.5%

95% CI 4.4–19.3%

6 mentions · avg pos 4.2

first pick 0%

drivetrain.ai

9.5%

95% CI 4.4–19.3%

6 mentions · avg pos 8.5

first pick 0%

9.5%

95% CI 4.4–19.3%

6 mentions · avg pos 9.4

first pick 0%

Best for: AI recommends Alteryx most when buyers ask “best AI tools for financial analysts” (41.7% of those answers)

9.5%

95% CI 4.4–19.3%

6 mentions · avg pos 10

first pick 0%

numerous.ai

Best for: AI recommends Numerous most when buyers ask “how do I use AI to build financial models faster in Excel or spreadsheets” (63.6% of those answers)

9.5%

95% CI 4.4–19.3%

6 mentions · avg pos 12

first pick 0%

runwayml.com

7.9%

95% CI 3.4–17.3%

5 mentions · avg pos 5.4

first pick 0%

Best for: AI recommends Vena most when buyers ask “affordable alternatives to enterprise AI financial analysis platforms” (33.3% of those answers)

7.9%

95% CI 3.4–17.3%

5 mentions · avg pos 7.8

first pick 0%

7.9%

95% CI 3.4–17.3%

5 mentions · avg pos 8.5

first pick 0%

trullion.com

Best for: AI recommends Trullion most when buyers ask “affordable alternatives to enterprise AI financial analysis platforms” (33.3% of those answers)

7.9%

95% CI 3.4–17.3%

5 mentions · avg pos 9.3

first pick 0%

7.9%

95% CI 3.4–17.3%

5 mentions · avg pos 14.8

first pick 0%

7.9%

95% CI 3.4–17.3%

5 mentions · avg pos 15.4

first pick 0%

Best for: AI recommends FinRobot most when buyers ask “affordable alternatives to enterprise AI financial analysis platforms” (33.3% of those answers)

6.3%

95% CI 2.5–15.2%

4 mentions · avg pos 1.5

first pick 75%

energent.ai

Best for: AI recommends Energent.ai most when buyers ask “what AI tool should I use to automate financial statement analysis” (50% of those answers)

6.3%

95% CI 2.5–15.2%

4 mentions · avg pos 2.7

first pick 25%

xero.com

6.3%

95% CI 2.5–15.2%

4 mentions · avg pos 9.3

first pick 0%

datarobot.com

Best for: AI recommends DataRobot most when buyers ask “best AI tools for financial analysts” (33.3% of those answers)

6.3%

95% CI 2.5–15.2%

4 mentions · avg pos 12.5

first pick 0%

6.3%

95% CI 2.5–15.2%

4 mentions · avg pos 14.3

first pick 0%

6.3%

95% CI 2.5–15.2%

4 mentions · avg pos 14.5

first pick 0%

brex.com

6.3%

95% CI 2.5–15.2%

4 mentions · avg pos 15

first pick 0%

tableau.com

Best for: AI recommends Tableau most when buyers ask “best AI tools for financial analysts” (33.3% of those answers)

6.3%

95% CI 2.5–15.2%

4 mentions · avg pos 23.3

first pick 0%

4.8%

95% CI 1.6–13.1%

3 mentions · avg pos 6

first pick 0%

v7labs.com

Best for: AI recommends V7 most when buyers ask “what AI tool should I use to automate financial statement analysis” (41.7% of those answers)

4.8%

95% CI 1.6–13.1%

3 mentions · avg pos 6

first pick 0%

financegpt.uk

4.8%

95% CI 1.6–13.1%

3 mentions · avg pos 6.7

first pick 0%

apers.app

Best for: AI recommends Apers XL-2 most when buyers ask “how do I use AI to build financial models faster in Excel or spreadsheets” (36.4% of those answers)

4.8%

95% CI 1.6–13.1%

3 mentions · avg pos 7.5

first pick 0%

Best for: AI recommends Endex most when buyers ask “how do I use AI to build financial models faster in Excel or spreadsheets” (36.4% of those answers)

4.8%

95% CI 1.6–13.1%

3 mentions · avg pos 8

first pick 0%

Best for: AI recommends Cleo most when buyers ask “affordable alternatives to enterprise AI financial analysis platforms” (33.3% of those answers)

4.8%

95% CI 1.6–13.1%

3 mentions · avg pos 8.7

first pick 0%

4.8%

95% CI 1.6–13.1%

3 mentions · avg pos 9.3

first pick 33.3%

4.8%

95% CI 1.6–13.1%

3 mentions · avg pos 10

first pick 0%

4.8%

95% CI 1.6–13.1%

3 mentions · avg pos 14.3

first pick 0%

3.2%

95% CI 0.9–10.9%

2 mentions · avg pos 1.5

first pick 50%

brightwave.io

Best for: AI recommends Brightwave most when buyers ask “how can AI help analysts write clearer investment research reports” (33.3% of those answers)

3.2%

95% CI 0.9–10.9%

2 mentions · avg pos 5

first pick 0%

usefathom.com

3.2%

95% CI 0.9–10.9%

2 mentions · avg pos 6

first pick 0%

venasolutions.com

3.2%

95% CI 0.9–10.9%

2 mentions · avg pos 6

first pick 0%

oracle.com

3.2%

95% CI 0.9–10.9%

2 mentions · avg pos 7

first pick 0%

3.2%

95% CI 0.9–10.9%

2 mentions · avg pos 7

first pick 0%

zoho.com

Best for: AI recommends Zoho most when buyers ask “affordable alternatives to enterprise AI financial analysis platforms” (33.3% of those answers)

3.2%

95% CI 0.9–10.9%

2 mentions · avg pos 7.5

first pick 0%

3.2%

95% CI 0.9–10.9%

2 mentions · avg pos 8

first pick 0%

stackai.com

3.2%

95% CI 0.9–10.9%

2 mentions · avg pos 8

first pick 0%

3.2%

95% CI 0.9–10.9%

2 mentions · avg pos 9.5

first pick 0%

3.2%

95% CI 0.9–10.9%

2 mentions · avg pos 12

first pick 0%

snowflake.com

3.2%

95% CI 0.9–10.9%

2 mentions · avg pos 14.5

first pick 0%

chatfin.ai

3.2%

95% CI 0.9–10.9%

2 mentions · avg pos 19.5

first pick 0%

3.2%

95% CI 0.9–10.9%

2 mentions · avg pos 20

first pick 0%

3.2%

95% CI 0.9–10.9%

2 mentions · avg pos 31.5

first pick 0%

f6s.com

3.2%

95% CI 0.9–10.9%

2 mentions

first pick 0%

visualping.io

Best for: AI recommends Visualping most when buyers ask “how can AI help analysts write clearer investment research reports” (33.3% of those answers)

3.2%

95% CI 0.9–10.9%

2 mentions

first pick 0%

claude.com

1.6%

95% CI 0.3–8.5%

1 mentions · avg pos 3

first pick 0%

1.6%

95% CI 0.3–8.5%

1 mentions · avg pos 3

first pick 0%

workday.com

1.6%

95% CI 0.3–8.5%

1 mentions · avg pos 3

first pick 0%

bloomberg.com

1.6%

95% CI 0.3–8.5%

1 mentions · avg pos 4

first pick 0%

1.6%

95% CI 0.3–8.5%

1 mentions · avg pos 4

first pick 0%

ajelix.com

1.6%

95% CI 0.3–8.5%

1 mentions · avg pos 5

first pick 0%

waveapps.com

1.6%

95% CI 0.3–8.5%

1 mentions · avg pos 5

first pick 0%

1.6%

95% CI 0.3–8.5%

1 mentions · avg pos 6

first pick 0%

powerbi.microsoft.com

1.6%

95% CI 0.3–8.5%

1 mentions · avg pos 6

first pick 0%

domo.com

1.6%

95% CI 0.3–8.5%

1 mentions · avg pos 7

first pick 0%

jirav.com

1.6%

95% CI 0.3–8.5%

1 mentions · avg pos 7

first pick 0%

maxio.com

1.6%

95% CI 0.3–8.5%

1 mentions · avg pos 7

first pick 0%

1.6%

95% CI 0.3–8.5%

1 mentions · avg pos 7

first pick 0%

1.6%

95% CI 0.3–8.5%

1 mentions · avg pos 8

first pick 0%

1.6%

95% CI 0.3–8.5%

1 mentions · avg pos 8

first pick 0%

expensify.com

1.6%

95% CI 0.3–8.5%

1 mentions · avg pos 9

first pick 0%

fyle.com

1.6%

95% CI 0.3–8.5%

1 mentions · avg pos 11

first pick 0%

spendesk.com

1.6%

95% CI 0.3–8.5%

1 mentions · avg pos 11

first pick 0%

1.6%

95% CI 0.3–8.5%

1 mentions · avg pos 12

first pick 0%

narrativescience.com

1.6%

95% CI 0.3–8.5%

1 mentions · avg pos 13

first pick 0%

1.6%

95% CI 0.3–8.5%

1 mentions · avg pos 15

first pick 0%

hopper.com

1.6%

95% CI 0.3–8.5%

1 mentions · avg pos 15

first pick 0%

1.6%

95% CI 0.3–8.5%

1 mentions · avg pos 26

first pick 0%

otio.ai

Best for: AI recommends Otio most when buyers ask “what AI tool should I use to automate financial statement analysis” (33.3% of those answers)

1.6%

95% CI 0.3–8.5%

1 mentions

first pick 0%

1.6%

95% CI 0.3–8.5%

1 mentions

first pick 0%

tubeonai.com

Best for: AI recommends TubeOnAI most when buyers ask “how can AI help analysts write clearer investment research reports” (33.3% of those answers)

1.6%

95% CI 0.3–8.5%

1 mentions

first pick 0%

o11.ai

Best for: AI recommends o11 most when buyers ask “best AI assistant for financial modeling and analysis” (50% of those answers)

1.6%

95% CI 0.3–8.5%

1 mentions

first pick 0%