Best Tools for Agencies 2026
Updated: February 2026
Professional tools for marketing, design, and creative agencies. Manage clients, projects, and deliverables at scale. We've curated 15 tools specifically suited for agencies.
Key Takeaways
- Prophix is our #1 pick for ai for finance for agencies in 2026.
- We analyzed 15 ai for finance for agencies tools to create this ranking.
- 4 tools offer free plans, perfect for getting started.
- Average editorial score: 6/100 - high-quality category.
15 AI for Finance Tools for Agencies

ChartGen AI
Your AI Data Analyst: Transform raw data into professional reports and actionable insights in minutes.

Scienaptic AI
Elevate your lending with inclusive AI for smarter credit decisions and real outcomes.
AlphaSense
AI-powered market intelligence and search platform for strategic business decisions.

Rogo
Purpose-built AI platform for finance professionals to work smarter, move faster, and win more deals.
Botkeeper
AI-powered bookkeeping solution designed specifically for accounting firms to automate tasks and scale operations.
Numerai
Crowdsourced hedge fund that leverages AI and data science for stock market predictions.

AnChain.AI
AI-powered platform for cryptocurrency risk, investigation, and AML compliance.

Joiin
Automate financial reporting and consolidation with AI-powered insights for multi-entity businesses.
FundGuard
Unifying investment accounting with a cloud-native, AI-enabled platform for real-time data.
BlackLine
Unstoppable Finance Through AI-Enabled Solutions for the Office of the CFO.

FloQast
Unify and optimize your accounting teams with AI-powered workflows for a faster, more accurate close.
Trade Ideas
AI-driven stock scanning and charting platform for real-time momentum detection and trading signals.
Best AI for Finance for Other Use Cases
Frequently Asked Questions
What is the best ai for finance tool for agencies?
Based on our analysis, Prophix is the top choice for agencies, with a score of /100.
Are there free ai for finance tools for agencies?
Yes! ChartGen AI, Numerai, Minara offer free plans suitable for agencies.