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I tried 100+ AI Tools. These are the Best for Finance
The best AI tools for Financial Analysts in 2026.
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In this video I’ll show you some of the best AI tools specifically for finance. These tools cover the entire life cycle of a financial analyst, starting with AI tools to research companies like Fintool and Alphasense, then import and clean up the findings with Quadratic. Following that, we just into Excel to look at data analysis tools like the COPILOT function, which is great for smaller tasks. For larger multi-step processes like creating a financial model, tools like Claude in Excel are much more handy. We go over an example using a loan amortization table. another alternative to Claude in Excel is Tracklight, which also works as an add-in and is specifically for financial modeling in Excel. Then we go over generating presentations and pitch decks using Claude in PowerPoint. We also suggest some tools outside of powerpoint like Bricks or Gamma.
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Chapters:
0:00 - AI Research Tools
2:49 – AI Data Import and Cleaning Tools
5:55 – Data Analysis and Financial Modeling Tools
10:47 – Pitch Deck and Presentation Tools
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