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May 15, 2026 at 09:52 AM
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AI tools every finance professional should know in 2026

Putting together a practical list for this community. Not theoretical stuff — tools that are actually being used in finance and accounting right now. Will add to this as people comment. Starting list: 1. Microsoft Copilot — integrated into Excel/PowerPoint, being used for financial analysis and deck creation at most Big Four 2. Bloomberg AI Assistant — natural language querying of Bloomberg terminal 3. Digits — AI-driven close automation for accounting teams 4. Notion AI + Perplexity — research and synthesis for analysts 5. ChatGPT/Claude — financial drafting, scenario analysis, earnings call summaries What am I missing?
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4 answers
1 month ago
Great additions — updating the main thread with these. The tax research tools are particularly interesting. Harvey AI at Big Four is something I hadn't heard about directly. This community is genuinely useful.
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1 month ago
For FP&A and SME finance: Pigment (AI-powered FP&A and forecasting), Mosaic (real-time financial intelligence), and Runway (cash flow modelling with AI layer). These are replacing the manual Excel-based rolling forecast models that finance teams have spent years building.
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1 month ago
For tax professionals: Thomson Reuters CoCounsel (AI legal/tax research), KPMG KPMG Clara (their audit intelligence platform), Harvey AI (being piloted at multiple Big Four for tax and legal analysis). The tax research tools in particular are already replacing what junior associates used to do.
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1 month ago
For quant finance: Cursor AI (coding assistant, transformational for Python-based modelling), GitHub Copilot (same), and the OpenBB platform (open-source Bloomberg alternative with AI layer). These are actively changing what a junior quant can produce.
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