{"id":1535,"date":"2026-03-18T07:02:52","date_gmt":"2026-03-18T07:02:52","guid":{"rendered":"https:\/\/kensmartips.com\/finance\/?p=1535"},"modified":"2026-03-18T07:02:52","modified_gmt":"2026-03-18T07:02:52","slug":"i-tried-100-ai-tools-these-are-the-best-for-finance","status":"publish","type":"post","link":"https:\/\/kensmartips.com\/finance\/?p=1535","title":{"rendered":"I tried 100+ AI Tools. These are the Best for Finance"},"content":{"rendered":"<p><iframe loading=\"lazy\" width=\"480\" height=\"270\" src=\"\/\/www.youtube.com\/embed\/KKmvJZ4irlY\" frameborder=\"0\" allowfullscreen><\/iframe><\/p>\n<p>The best AI tools for Financial Analysts in 2026.<br \/>\n\ud83d\udc49 Get the FREE 5 Essential Resources for Using ChatGPT at Work: https:\/\/clickhubspot.com\/96898e<\/p>\n<p>LEARN:<br \/>\n\ud83d\udc49 Excel for Business &amp; Finance Course: https:\/\/www.careerprinciples.com\/courses\/excel-for-business-finance<br \/>\n\ud83d\udcc8 The Complete Finance &amp; Valuation Course: https:\/\/www.careerprinciples.com\/courses\/finance-valuation-course<br \/>\n\ud83d\udd25 Power BI for Business Analytics: https:\/\/www.careerprinciples.com\/courses\/power-bi-for-business-analytics<br \/>\n\ud83d\ude80 All our courses: https:\/\/www.careerprinciples.com\/all-courses<\/p>\n<p>In this video I\u2019ll 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.<\/p>\n<p>\u25ac\u25ac\u25ac\u25ac\u25ac\u25ac\u25ac\u25ac\u25ac\u25ac\u25ac\u25ac\u25ac\u25ac\u25ac\u25ac\u25ac\u25ac\u25ac\u25ac\u25ac\u25ac\u25ac\u25ac\u25ac\u25ac\u25ac\u25ac\u25ac\u25ac\u25ac\u25ac\u25ac\u25ac\u25ac\u25ac\u25ac\u25ac\u25ac\u25ac<\/p>\n<p>Chapters:<br \/>\n0:00\u200b -\u200b AI Research Tools<br \/>\n2:49\u200b &#8211; AI Data Import and Cleaning Tools<br \/>\n5:55\u200b &#8211; Data Analysis and Financial Modeling Tools<br \/>\n10:47\u200b &#8211; Pitch Deck and Presentation Tools<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The best AI tools for Financial Analysts in 2026. \ud83d\udc49 Get the FREE 5 Essential Resources for Using ChatGPT at [&hellip;]<\/p>\n","protected":false},"author":0,"featured_media":1536,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-1535","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/kensmartips.com\/finance\/?p=1535\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"I tried 100+ AI Tools. These are the Best for Finance - FINANCE\" \/>\n<meta property=\"og:description\" content=\"The best AI tools for Financial Analysts in 2026. \ud83d\udc49 Get the FREE 5 Essential Resources for Using ChatGPT at [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/kensmartips.com\/finance\/?p=1535\" \/>\n<meta property=\"og:site_name\" content=\"FINANCE\" \/>\n<meta property=\"article:published_time\" content=\"2026-03-18T07:02:52+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/kensmartips.com\/finance\/wp-content\/uploads\/2026\/03\/ytb_thumb-42.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"480\" \/>\n\t<meta property=\"og:image:height\" content=\"360\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/kensmartips.com\/finance\/#website\",\"url\":\"https:\/\/kensmartips.com\/finance\/\",\"name\":\"FINANCE\",\"description\":\"Your Best Finance Guide\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/kensmartips.com\/finance\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/kensmartips.com\/finance\/?p=1535#primaryimage\",\"inLanguage\":\"en-US\",\"url\":\"https:\/\/kensmartips.com\/finance\/wp-content\/uploads\/2026\/03\/ytb_thumb-42.jpg\",\"contentUrl\":\"https:\/\/kensmartips.com\/finance\/wp-content\/uploads\/2026\/03\/ytb_thumb-42.jpg\",\"width\":480,\"height\":360},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/kensmartips.com\/finance\/?p=1535#webpage\",\"url\":\"https:\/\/kensmartips.com\/finance\/?p=1535\",\"name\":\"I tried 100+ AI Tools. 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