Best financial wellness plans tools in 2025

Circler

Automated bookkeeping for ticket brokers to track finances effortlessly.

Ask AI Credit Expert

Quick answers for credit score and debt management questions.

Humanlike

Smart AI for efficient financial management and invoice processing.

Subscription + from $16.00/m
open
Osfin.ai

Automated financial operations for seamless banking and reconciliation.

Uprise Embedded

Embedded financial advisory for small and medium-sized businesses.

Kniru

Manage personal finances with ease and clarity.

Bank Statement Converter

Convert PDF bank statements to a single CSV file efficiently.

Myuser

Streamlined payment infrastructure for instant bank transactions.

FlowCog

Visual financial management for informed business decisions.

FinWise

Navigate your financial life with personalized budgeting and insights.

Lexop

Streamlined communication for loan repayment and tracking.

Principal

Connect and track all your finances in one place.

cc:Monet

Efficient AI-based finance assistant for automated bookkeeping.

Paymefy

Automated debt recovery and payment management for businesses.

Skwad

Manage your budget and track expenses without linking bank accounts.

Showmemoney

Automated expense tracker for organizing personal finances.

Vic.ai

Automated accounts payable management with AI technology.

GoodBudget

Manage finances with a digital envelope budgeting system.

Nova Money

Forecast your finances and plan for a secure future.

Wefire

Personal finance assistant for managing savings and spending.

Paid + from $8.99/m
open
MoneyFarm

Online investment management for personal financial goals.

CountAbout

Manage budgets and track expenses with customizable features.

Free + from $9.99/y
open
Tendi

AI-driven personal finance management for informed decision-making.

Wealthfront

Automated investment management with high interest savings options.

Pluto

Personal finance management with tailored insights and education.