Best financial planning software tools in 2025

Snaptobook

Manage receipts and invoices all in one place effortlessly.

Circler

Automated bookkeeping for ticket brokers to track finances effortlessly.

BringTable

Transform bill images into organized data effortlessly.

Wertu

Automated bookkeeping and tax management for expats in Spain.

Loci Solutions

Expert property accounting for efficient management and growth.

Docyt

Automated bookkeeping for efficient financial management.

Relay

Centralized dashboard for investment portfolio management and analysis.

Timmy

Personal finance companion for tracking spending and saving smartly.

Formularizer

Effortlessly generate and manage spreadsheet formulas.

Qashboard

View and manage all your finances in a single dashboard.

Maxint

Personal finance tracker for budgeting and net worth management.

Finance Rants

Discover your financial personality and enhance money management skills.

AI4Fire

Personalized financial coaching for early retirement planning.

Parthean

Streamlined financial planning for advisors and clients.

7Assets

Organize and analyze your financial assets effortlessly.

Ask AI Credit Expert

Quick answers for credit score and debt management questions.

Brancher

Create AI applications without coding experience.

Percy Lab

Streamlined login management for online accounts and services.

SmartDispute.ai

AI-driven credit repair for effective dispute management.

Free trial + from $49/m
open
Babbl

Stay updated with real-time stock market trends and alerts.

Free + from $15/m
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Kniru

Manage personal finances with ease and clarity.

Squawk Market

Real-time audio feed for immediate market news and insights.

FinNews

Get real-time insights on stocks, crypto, and forex news.

Skwad

Manage your budget and track expenses without linking bank accounts.

MarketAlerts.ai

AI-powered stock signal and market analytics tool.