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

1
Prophix logo

Prophix

AI-powered financial planning, reporting, and close for complex mid-sized businesses.

Paid
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2
ChartGen AI logo

ChartGen AI

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

Free
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Rogo logo

Rogo

Purpose-built AI platform for finance professionals to work smarter, move faster, and win more deals.

Paid
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Botkeeper logo

Botkeeper

AI-powered bookkeeping solution designed specifically for accounting firms to automate tasks and scale operations.

Paid
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Numerai logo

Numerai

Crowdsourced hedge fund that leverages AI and data science for stock market predictions.

Freemium
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Joiin logo

Joiin

Automate financial reporting and consolidation with AI-powered insights for multi-entity businesses.

Paid
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FundGuard logo

FundGuard

Unifying investment accounting with a cloud-native, AI-enabled platform for real-time data.

Paid
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FloQast logo

FloQast

Unify and optimize your accounting teams with AI-powered workflows for a faster, more accurate close.

Paid
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Trade Ideas logo

Trade Ideas

AI-driven stock scanning and charting platform for real-time momentum detection and trading signals.

Freemium89/100
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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.