Search Results
Tools with 'financial-planning' tag
Octopus AI - Financial Planning & Analysis Platform
AI-powered financial planning platform for startups. Creates budgets, analyzes ERP data, builds investor decks, and predicts financial impact of business decisions.
Parthean - AI Financial Planning Platform for Advisors
AI-enhanced financial planning platform that helps advisors accelerate client onboarding, automate data extraction, conduct research, and create tax-efficient strategies.