Best financial planning methodologies tools in 2025

Fina

Manage personal and business finances with ease and clarity.

Claap

Automated workflow support for sales professionals.

cc:Monet

Efficient AI-based finance assistant for automated bookkeeping.

Adaptive Insights

Comprehensive financial and operational performance management solution.

7Assets

Organize and analyze your financial assets effortlessly.

Genius Sheets

Connect QuickBooks data to Excel and Google Sheets seamlessly.

Vic.ai

Automated accounts payable management with AI technology.

Docyt

Automated bookkeeping for efficient financial management.

Financial Fusion

Virtual financial advisor delivering real-time insights and reports.

Sheshi FR

Automated financial reporting for accurate and quick statements.

Circler

Automated bookkeeping for ticket brokers to track finances effortlessly.

GAO

Independent evaluations of government programs and finances.

MoneyCoach

Personal finance management for tracking expenses and budgets.