AI for Financial Analysts
Curated picks for modelling, research and reporting — from 397 tools we benchmark.
Top 10
Hand-picked. Same catalog the wizard ranks against — these are the ones that consistently land for this role.
The most versatile AI assistant — great for any task, free to start
Versatile assistant with Code Interpreter for ad-hoc analysis on any dataset.
Anthropic's AI — outstanding at analysis, long documents, and careful reasoning
Best generalist for long earnings transcripts, memos and 10-K analysis.
AI built into Word, Excel, Outlook, and Teams — the enterprise standard
AI inside Excel/Word/Outlook — the modelling and reporting heavyweight.
Microsoft's AI for Power BI — generate reports and insights in natural language
Microsoft Copilot inside Power BI for narrative reports and live dashboards.
Collaborative data notebooks with AI — analysis and apps in one platform
Notebook-style analytics with strong AI assist — Python + SQL in one.
Cloud analytics with AI — spreadsheet-familiar BI on top of your data warehouse
Spreadsheet-familiar BI on top of your data warehouse — no SQL required.
AI-powered business intelligence — search your data like Google
Search + AI on top of your data — natural-language BI for exec decks.
Open-source BI tool with AI — ask questions about your data in plain English
Open-source BI with AI-generated dashboards and queries.
AI-powered search with real-time web access and citations — the new Google
Citation-backed market, competitor and macro research with sources.
Chat with your data — upload any dataset and get instant analysis and charts
Indie pick: chat with any spreadsheet for instant analysis and charts.
Pricing
Starter
$0-25/mo
ChatGPT Free + Google Sheets + Wolfram Alpha free
Independent analysts and students. Code Interpreter on ChatGPT Free handles ad-hoc analysis up to 10MB files.
Pro
$100-300/mo
Claude Pro + Power BI Pro ($14) + Hex ($30) + Julius AI ($20) + Perplexity Pro ($20)
Sell-side analysts and corporate FP&A. Claude's 200K context window is essential for 10-K parsing.
Enterprise
$500+/mo per seat
ChatGPT Enterprise + Power BI Premium + Sigma Computing + ThoughtSpot Pro
Investment banks and large FP&A teams. SOC 2, data residency and integration with Snowflake/BigQuery.
Decision tree
