Looking for the best AI tools for finance? In this article, I’ll break down the tools I personally use to improve planning, productivity, and performance in FP&A. There are hundreds of AI tools out there — but honestly, who has time to test them all?
In this post, I’ll show you a handful of AI tools I actually use to save time, cut admin, and stay ahead in finance and business planning roles. The trick? Use fewer tools, but use them really well — and make sure they actually work together.
🛠 1. Notion AI — My Second Brain
If you haven’t tried Notion AI, you’re missing out. It’s my go-to for:
- Generating meeting agendas
- Summarising notes
- Writing up action plans
- Brainstorming project ideas
I’ve set up pages for weekly planning, budgeting, and content drafting — all of which Notion helps automate or speed up with a few keystrokes. It keeps everything tidy and centralised.
✍️ 2. ChatGPT — My Fastest Collaborator
I use ChatGPT daily for:
- Drafting emails and reports
- Creating formulas
- Debugging Excel models
- Translating business jargon into human speak
Bonus tip: Save your favourite prompts as snippets in Notion or your notes app. That way you’re not reinventing the wheel every time.
📊 3. Causal — Smart Forecasting & Visualisation
Causal is a slick, browser-based tool for creating financial models and scenario planning with ease.
Instead of battling clunky spreadsheets, Causal lets me build interactive dashboards that look like they came from a design agency. Stakeholders actually engage with the output.
📅 4. Motion — My Calendar, But Smarter
I recently started using Motion, and wow — it’s like having a personal assistant that reorganises your day based on priorities.
It takes my to-do list, calendar events, and deadlines and auto-schedules them intelligently. For anyone in a role where tasks constantly shift, this is a game changer.
🔁 Bringing It All Together
What’s the point of using AI tools if they’re just siloed apps on your laptop?
Here’s how I tie them together:
- Draft strategy in Notion AI
- Build out the financial impact in Causal
- Use ChatGPT to refine the wording or run a logic check
- Auto-schedule deadlines in Motion
Simple. Effective. No bloat.
🎯 Final Thoughts
The trick isn’t using more AI — it’s using fewer tools really well.
When they talk to each other, and when you’ve got a repeatable system? That’s when the time (and brainspace) comes back.
💬 Have questions or want help setting this up for your team or business? Drop me a message — happy to share real-world workflows.