Best milestone setting tools in 2025

Qashboard

View and manage all your finances in a single dashboard.

BeeBeeAI

AI-driven financial analysis for informed investment decisions.

BeatandRaise

Instant access to SEC filings and data analysis tools.

Loci Solutions

Expert property accounting for efficient management and growth.

mool.ai

Accelerates document creation for strategic teams using specialized templates.

Fundeze.io

AI-driven matching for startups and investors.

Kudos - Smart Wallet

Smart wallet for maximizing credit card rewards and tracking expenses.

Finbots

Automated credit risk assessment for lenders and financial institutions.

Calypso

AI-powered assistant for analyzing public equities and investment data.

Co-Founder AI

Generate quick and detailed business reports with AI insights.

WappGpt

Personal AI assistant enhancing productivity through WhatsApp.

FinanceBrain

AI assistant offering finance and accounting answers anytime.

YNAB (You Need A Budget)

Budgeting software for managing expenses and savings effectively.

Harriet.ai

Real-time financial management for small businesses.

AI4Fire

Personalized financial coaching for early retirement planning.

mindbridge.ai

Automated financial risk detection and anomaly analysis solution.

Reporfy

Transforms data into engaging visual reports for better insights.

Unitor.ai

AI assistant for personalized financial planning and analysis.

Paid + from $9.99/m
open
FinWise

Navigate your financial life with personalized budgeting and insights.

Origin

A comprehensive financial management resource for individuals.

Quantifind.com

Automated financial crime detection and risk assessment.

Profit Leap

Streamlined financial management for informed business decisions.

RocketMoney

Manage subscriptions and budgets seamlessly in one place.

JustRecap

Summarizes audio-visual content into structured insights for learning.

QnAPe

A financial planning calculator for investment growth and savings.