Question: Is there a financial planning and analysis tool that integrates with Excel and provides AI-powered insights for quick answers to finance questions?

Vena screenshot thumbnail

Vena

If you're looking for a financial planning and analysis tool that integrates with Excel and offers AI-powered insights, Vena is a top pick. It's built on Microsoft 365 and uses AI and flexible data modeling to help with planning. Vena covers a broad range of financial planning needs, including budgeting and forecasting, strategic planning and cash flow management. It also lets you import your existing Excel spreadsheets and models into the system for better forecasting and analysis.

Datarails screenshot thumbnail

Datarails

Another top pick is Datarails, which automates data consolidation, financial reporting and budgeting for finance people using Excel. It integrates with common accounting software and ERPs, consolidating financial data into one system. Features include data consolidation, financial reporting, budgeting and AI-powered insights so people can focus on more important work like growth.

FinanceGPT screenshot thumbnail

FinanceGPT

For more advanced financial analysis and decision-making, FinanceGPT offers more advanced tools based on generative AI. It helps people with complex financial situations by aggregating data in real time, monitoring financial health and offering customizable forecasting. The system offers a variety of financial analysis tools, which makes it a good option for investors, financial managers and accountants.

Finpilot screenshot thumbnail

Finpilot

Finpilot is another AI tool that speeds up financial analysis workflows by automating data gathering and analysis. It's good at answering specific questions with precise answers and at visualizing trends directly from financial documents and the web. It's a good option for financial analysts and investment bankers who want to spend less time on research and more time on higher-level analysis and decision making.

Additional AI Projects

Facta screenshot thumbnail

Facta

Centralize and automate financial data from multiple sources into one unified set, enabling customized business intelligence and real-time analysis.

SheetSavvy AI screenshot thumbnail

SheetSavvy AI

Automates complex tasks, writes formulas, and integrates with various data sources to increase productivity and make data analysis faster and more collaborative.

Causal screenshot thumbnail

Causal

Build financial models by connecting to multiple data sources, and analyze your business with human-readable formulas and granular permissions.

Formula Bot screenshot thumbnail

Formula Bot

Turns text into various outputs, including Excel formulas, SQL queries, and more, to accelerate data analysis and spreadsheet workflows.

whatifi screenshot thumbnail

whatifi

Run dozens of business scenarios in seconds, making fast and confident decisions with real-time cash flow forecasting and visual financial modeling.

Ajelix screenshot thumbnail

Ajelix

Automate tasks, create formulas, and build dashboards with ease using AI-powered spreadsheet tools and a self-service BI platform.

DataGPT screenshot thumbnail

DataGPT

Get instant, analyst-level answers to data questions in seconds, with automated insights and visualizations, making complex data analysis accessible to everyone.

Luminal screenshot thumbnail

Luminal

Automate complex spreadsheet tasks up to 10 times faster with AI-driven cleaning, transformation, and analysis, using natural language prompts.

FormulaGenerator screenshot thumbnail

FormulaGenerator

Generate Excel formulas, VBA automations, and SQL queries from text prompts, and debug existing code with AI-powered error detection and correction.

ManyExcel screenshot thumbnail

ManyExcel

Generates formulas, regex patterns, and scripts in seconds, turning plain text into complex Excel and Google Sheets solutions with explanatory insights.

Tabula screenshot thumbnail

Tabula

Automate data workflows, standardize disparate sources, and gain real-time insights without coding, empowering data-driven decision-making across departments.

Rasgo screenshot thumbnail

Rasgo

Ask plain language questions and get instant, automated insights with 24/7 intelligent analysis, secured and customized with business context and visualizations.

FinChat screenshot thumbnail

FinChat

Combines institutional-quality financial data with advanced analytics and conversational AI to accelerate investment research, providing consistent rigor and detail.

Fintool screenshot thumbnail

Fintool

Accurately answers complex financial questions by analyzing SEC filings, earnings calls, and conference transcripts, providing pinpoint insights for informed investment decisions.

AlphaWatch screenshot thumbnail

AlphaWatch

Combines human oversight with AI-driven workflows to enhance decision-making and efficiency in financial services, with features like multilingual models and self-improving accuracy.

Quilt Labs screenshot thumbnail

Quilt Labs

Accelerate financial research with AI-driven search, extraction, and analysis tools, uncovering insights from vast datasets with ease and precision.

Athena screenshot thumbnail

Athena

Accelerate analytics workflows with an AI-native platform that learns your workflow, automates tasks, and enables collaborative data analysis with natural language interaction.

Glean.ai screenshot thumbnail

Glean.ai

Automates and analyzes accounts payable processes, providing intelligent insights and visibility into spending patterns for better financial decision-making.

SheetAI screenshot thumbnail

SheetAI

Automate tedious tasks in Google Sheets by describing them in plain language, and see the results with AI-powered functions and insights.

Onvo screenshot thumbnail

Onvo

Create interactive charts and insights with simple AI prompts, eliminating the need for complex queries and customizations.