Find the right AI tools for any job, task or industry.TASK
Financial modelling & valuation
Build and check three-statement, DCF, LBO and comparable-company models and the decks that present them. ToolGrail lists 21 AI tools for this task, including Claude, Abacum, Anaplan and Cube.
Tools for this task
| Tool | What it does | Pricing | Type | Evidence |
|---|---|---|---|---|
| ClaudeAnthropic | A conversational assistant for documents, research, analysis, and software work. | Free + paid | Tool | Source reviewed |
| AbacumAbacum | AI-native business planning platform with an AI agent that helps teams plan with shared data and logic. | Pricing not verified | Tool + MCP | Site checked |
| AnaplanAnaplan | Scenario planning and analysis platform that combines AI, data and connected planning. | Pricing not verified | Tool | Site checked |
| CubeCube | AI financial intelligence platform for FP&A teams working in spreadsheets, browsers and chat. | Pricing not verified | Tool + MCP | Site checked |
| DrivetrainDrivetrain | AI-native FP&A software for forecasts, budgets, headcount plans and scenarios. | Pricing not verified | Tool | Site checked |
| PigmentPigment | Integrated business planning platform with agentic AI for analysis, modelling and planning. | Pricing not verified | Tool | Site checked |
| ShortcutShortcut | AI agent for Excel that builds and edits spreadsheets, formulas and LBO, DCF and three-statement models. | Pricing not verified | Tool | Site checked |
| Microsoft Excel CopilotMicrosoft | Copilot assistance for formulas, analysis and charts in Excel. | Pricing not verified | Tool | Site checked |
| CaptideCaptide | Agentic AI systems and APIs built on public companies’ disclosures for hedge funds and investment banks. | Pricing not verified | Tool | Site checked |
| DaloopaDaloopa | Financial data and AI automation for the public-equity investment research cycle. | Pricing not verified | Tool + MCP | Site checked |
| MacabacusMacabacus | Excel and PowerPoint add-in for financial modelling and presentation workflows, with AI deck review and writing help. | Pricing not verified | Tool | Site checked |
| Capable Cap TableNot verified | Your startup's cap table in Claude or ChatGPT: ownership, vesting, 409A, round models and exits. | Pricing not verified | Tool + MCP | Site checked |
| EdgarStackNot verified | SEC EDGAR financials, ratios, peer comps, filing diffs and Excel models. | Pricing not verified | MCP | Site checked |
| Fiscal.aiFiscal.ai | Investment research platform combining financial data, analytics and conversational AI; formerly FinChat. | Pricing not verified | Tool + MCP | Site checked |
| LSEG WorkspaceLSEG | Financial data, market news and analytics with AI-powered intelligence in one workspace. | Pricing not verified | Tool + MCP | Site checked |
| Model MLModel ML | AI finance agent for financial institutions working across documents, models and presentations. | Pricing not verified | Tool + MCP | Site checked |
| S&P Capital IQ ProS&P Global Market Intelligence | Financial market intelligence platform with AI-powered insights across public and private company data. | Pricing not verified | Tool | Site checked |
| BasisNot verified | The Excel engine for AI agents: read, check and edit Excel models over MCP. | Pricing not verified | MCP | Site checked |
| ExitValue.ai M&A MultiplesNot verified | Median EV/EBITDA and EV/Revenue multiples by industry and deal size from real M&A transactions. | Pricing not verified | MCP | Site checked |
| EquitestNot verified | Business valuations, financial statements, industry benchmarks and M&A comparables. | Pricing not verified | Tool + MCP | Site checked |
| RogoRogo | AI analyst platform built for investment banking and financial research. | Pricing not verified | Tool | Site checked |
Roles that do this work
CFA charterholderInvestment banking analystGraduate analyst in financeEquity research analystCFA candidateInvestment analyst traineeEquity research associateInvestment analystFinancial modellerSEBI registered research analystFixed income analystSenior equity research analystPrivate equity associateVenture capital analystInvestment bankerM&A analystTransaction services analystVenture capital associateFund of funds analystPrivate equity vice presidentPrivate equity partnerVenture capital partnerFinance internJunior financial analyst
Sectors where it is common
ToolGrail gives general information about AI tools. It is not financial, investment, tax, legal, medical or other professional advice, and a listing is not an endorsement. No paid ranking. Catalog updated 2026-11-13; each tool shows its own review date and evidence level. Tool fit is an editorial suggestion based on published capabilities. See sources & methodology →