The best financial planning in 2024

Tried, tested, and reviewed by the community

My-legacy.aiAvocado FinanceBloxAster KeyPrometAI
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My-legacy.ai
103 reviews
My-Legacy.ai stands out as a specialized platform built for estate planning related services. Get instant answers, personalized recommendations, actionable workflow and estate attorney references through our AI-powered platform backed by 12-pending patents.
Albite Zurita
Piyali
Raya Sen
Albite Zurita and 186 others use My-legacy.ai
29 reviews
Modeliks is a business planning and investor reporting software for startups and SMEs. It helps the user build a professional financial model, report to investors with automated dashboards and create an investor ready pitch deck or business plan.
Ebru
Ivo Ivanovski
Ebru and 50 others use Modeliks
Avocado Finance
60 reviews
Avocado Finance is a beautiful personal finance app, designed for people who want to build their wealth and reach their financial goals. It comes fully-featured with financial planning, investments tracking, and all the tools a modern PFM app should have.
Manikantan S
Kiki Mam
Akash Solanki and 119 others use Avocado Finance
Blox
15 reviews
Financial management reimagined … with Blox: Streamline planning and reporting, ditch the complex spreadsheets. Trusted by finance teams, Blox integrates operational and financial data for clear visibility, empowering bold decisions and fueling rapid growth.
Michael Gammon
Simon Ritchie
Bindiya
Michael Gammon and 49 others use Blox
15 reviews
AI-powered Accounting with end-to-end Stripe integration and reconciliation. Built for global businesses, offering multi-currency accounting and invoicing, payments, automated sync with 21k banks worldwide, tax tracking and more.
David Sorauer
Patrick Kollitsch
Zaher Ghaibeh
David Sorauer and 21 others use FISKL
Aster Key
14 reviews
Creating a personal financial statement is essential to understanding your finances, especially when applying for a loan. Aster Key is a mobile app that generates beautiful and verified financial statements in minutes. It's ultra-secure and private.
Aster Key  Brad Blumberg
Charle Henderson
MARION COLLIN
Aster Key Brad Blumberg and 22 others use Aster Key
PrometAI
19 reviews
PrometAI is an AI-powered, data-enriched, and framework-oriented tool that specializes in creating business plans and valuations. It is tailored for the needs of early-stage SME founders, facilitating the generation
Aqsa Sajjad
Emma Watson
Aqsa Sajjad and 19 others use PrometAI
28 reviews
Causal lets you build financial models effortlessly, connect them directly to your data, and share them with interactive dashboards and beautiful visuals. Run scenarios, compare versions, manage cash and burn, and prepare for fundraising.
Ali Abdaal
Jacqueline von Tesmar
Taimur Abdaal
Ali Abdaal and 108 others use Causal
Strabo
11 reviews
A Notion-Inspired Personal Finance Dashboard
Morgan Yahney
Amy Rizzo
Ben Waterman
Morgan Yahney and 21 others use Strabo
Transform your finances with Notion Finance Tracker. Crystal-clear clarity, automated tax calculations, Jar system for allocations, subscription tracking, and more. Empower your financial journey today!
Michael Thomas
Ghost Kitty
Marjan Arbab
Michael Thomas and 20 others use Candy Leaves Notion Finance Tracker