Best plan presentation tools in 2025

Motley Fool Investment Service

Investment guidance for long-term stock market success.

Free trial + from $199/y
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GiniMachine

AI-driven predictive modeling for informed decision-making.

Showmemoney

Automated expense tracker for organizing personal finances.

Vic.ai

Automated accounts payable management with AI technology.

StockMarketGPT

AI-powered investment analysis and trading insights.

Free trial + from $13.50/m
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Stratosphere.io

AI-driven insights for efficient stock research and investment decisions.

WallStreetMojo

Comprehensive finance education for aspiring analysts.

STRATxAI

AI-driven investment solutions tailored for individual goals.

Onnix

Personalized AI co-pilot designed for banking professionals.

Proco

Financial software for streamlined workflows and cost reduction.

MarketAlerts.ai

AI-powered stock signal and market analytics tool.

BARK

Sales data analysis to boost business insights and profitability.

Capechat

Automation solution for faster banking operations and compliance.

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
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Charli AI

Automated investment insights for smarter portfolio management.

Mrgn

Real-time analytics for restaurant operations and cost management.

Financialinsights.ai

Analyze financial documents for clear insights into companies' health.

Hiredscore

Integrated HR and finance management system for growth-focused businesses.

ConnectBooks

Syncs eCommerce data with accounting software for better finance management.

EarningsDigest

Instant summaries of earnings calls for financial professionals.

Free + from $29/m
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Docyt

Automated bookkeeping for efficient financial management.

100+ ChatGPT Mega-Prompts for Business

Unlock productivity with over 200 business-focused prompts.

QuantConnect

A platform for automated trading and quantitative research.

AlphaResearch

Efficient financial research for informed investment decisions.