Freemium Financial Planning AI tools

8 freemium tools for Financial Planning

Compare tools built for Financial Planning. Filter by pricing and access, then open a few before you commit.

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Price

Any Free Freemium Trial Paid

Platforms & integrationsAPI, web, mobile, and connected apps

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Any API Web iOS Android Chrome ext.

Works with

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Lumio Pro

Freemium

AI-driven money management app for couples to track finances and save together.

Source rating 5.0 Free + from £3 / month 12k/mo 12k views

Finance(105)

Opesway

Freemium

Opesway is a free, personalized F.I.R.E platform for financial planning and early retirement projections.

Source rating 5.0 Free + from $14 / month 2.6k/mo 2.6k views

Chatbot

Financial Fitness Passport ✓

Freemium

AI-powered financial guidance that turns data into actionable roadmaps.

Source rating 5.0 Free + from $9.99/mo 920 views 12 saves

Financial planning

GoalMentorAI

Freemium

AI-powered platform for personalized goal setting, planning, and achievement.

Source rating 5.0 Free + from $9.99 per month 283/mo 283 views

Goal setting

EQUO

Freemium

AI platform for personalized, explainable financial guidance.

Source rating 5.0 Free + from $9.99 / month 0 views

Agent

Eveski

Freemium

AI-powered subscription manager for expense tracking and personalized financial advice.

Source rating 5.0 Free + from €0.99 / month 0 views

Finance(105)

FinWheel

Freemium

AI-powered investment manager with personalized portfolios and automated adjustments.

Source rating 5.0 Free + from $5 / month 0 views

Automation

Crbit

Freemium

Crbit is a personal finance app for budgeting, expense tracking, and financial collaboration.

Source rating 5.0 Free + from $4.99 / month 0 views

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