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Finance Planning Tools

Discover 8 Finance Planning tools on AI Tech Suite, including Pocket Adviser, Clockwork and WeFIRE

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Pocket Adviser

Web

finance planning

Pocket Adviser is an AI tool automating financial advice for the next generation, helping you manage money, make investment decisions, and achieve financial goals.

Clockwork

AI-powered FP&A software for fast financial planning and analysis. Integrates with QuickBooks & Xero.

WeFIRE

Paid

Web

finance planning

WeFIRE is an AI-powered personal finance copilot that provides personalized services 24/7, helping users achieve financial freedom with cutting-edge AI technology.

Project Candle

Web

finance planning

Project Candle is an innovative platform focused on revolutionizing individual financial futures through forward-thinking solutions and an agentic approach to opportunity transformation.

Unitor

Paid

Web

finance planning

Unitor is an AI-powered financial assistant that helps users set and achieve financial goals through personalized planning, smart income allocation, and financial health analysis.

Kairos Finstack

Web

finance planning

AI-powered financial planning tool that curates personalized financial product recommendations.

FlowCog

Freemium

Web

finance planning

FlowCog simplifies business finance with financial projections and automated data syncing. Visualize your finances and make better decisions with AI-powered tools.