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?
