{
  "schemaVersion": 1,
  "version": "2026-09-04",
  "dateReviewed": "2026-09-04",
  "license": "CC BY 4.0",
  "canonicalPage": "https://llm-stats.com/best-ai-for-finance",
  "methodologyUrl": "https://llm-stats.com/research/best-ai-for-finance/2026-09-04/methodology.md",
  "evidenceClass": "first-party documentation audit",
  "productPerformanceTested": false,
  "missingEvidenceScoredAsFailure": false,
  "records": [
    {
      "rank": 1,
      "product": "Claude for Financial Services",
      "category": "Financial analysis",
      "bestFor": "Analysts and deal teams combining spreadsheets, documents, and market data",
      "pricing": "Contact sales; selected finance capabilities are available on paid Claude plans",
      "priceEvidence": "quote_only",
      "securitySummary": "Anthropic states that commercial customer inputs and outputs are not used for model training by default.",
      "securityEvidence": "contract_confirmation_required",
      "capabilities": [
        "Excel",
        "Modeling",
        "Research",
        "Connectors"
      ],
      "firstPartySourceCount": 2,
      "firstPartySources": [
        {
          "label": "Financial Services",
          "url": "https://www.anthropic.com/news/claude-for-financial-services"
        },
        {
          "label": "Finance capabilities",
          "url": "https://www.anthropic.com/news/advancing-claude-for-financial-services"
        }
      ]
    },
    {
      "rank": 2,
      "product": "Microsoft 365 Copilot",
      "category": "Microsoft finance workflow",
      "bestFor": "Finance teams whose models, decks, communication, and data live in Microsoft 365",
      "pricing": "Microsoft 365 Copilot Business currently displayed from $18/user/month annually",
      "priceEvidence": "public_numeric_price",
      "securitySummary": "Enterprise data protection, tenant controls, and agent management are included in business offerings.",
      "securityEvidence": "contract_confirmation_required",
      "capabilities": [
        "Excel",
        "Microsoft 365",
        "Reporting",
        "Agents"
      ],
      "firstPartySourceCount": 1,
      "firstPartySources": [
        {
          "label": "Plans and pricing",
          "url": "https://www.microsoft.com/en-us/microsoft-365-copilot/pricing"
        }
      ]
    },
    {
      "rank": 3,
      "product": "ChatGPT Enterprise",
      "category": "General finance workspace",
      "bestFor": "Organizations that need flexible analysis, research, files, and custom workflows",
      "pricing": "Custom Enterprise pricing; Business standard seats from $20/month annually",
      "priceEvidence": "public_numeric_price",
      "securitySummary": "Business and Enterprise data is not used for training by default; Enterprise adds configurable retention and data residency.",
      "securityEvidence": "published_controls",
      "capabilities": [
        "Analysis",
        "Excel",
        "Research",
        "Custom workflows"
      ],
      "firstPartySourceCount": 3,
      "firstPartySources": [
        {
          "label": "Financial services",
          "url": "https://openai.com/solutions/industries/financial-services/"
        },
        {
          "label": "Business pricing",
          "url": "https://openai.com/business/pricing/"
        },
        {
          "label": "Business data",
          "url": "https://openai.com/business-data/"
        }
      ]
    },
    {
      "rank": 4,
      "product": "AlphaSense",
      "category": "Investment research",
      "bestFor": "Investment, strategy, and market-intelligence teams researching companies and industries",
      "pricing": "Contact sales; trial available",
      "priceEvidence": "quote_only",
      "securitySummary": "Buyers should validate content entitlements, internal-content permissions, retention, and regional controls for their deployment.",
      "securityEvidence": "contract_confirmation_required",
      "capabilities": [
        "Filings",
        "Transcripts",
        "Citations",
        "Monitoring"
      ],
      "firstPartySourceCount": 2,
      "firstPartySources": [
        {
          "label": "Platform",
          "url": "https://www.alpha-sense.com/platform/generative-search/"
        },
        {
          "label": "Investment research",
          "url": "https://www.alpha-sense.com/solutions/generative-ai-investment-research/"
        }
      ]
    },
    {
      "rank": 5,
      "product": "Cube",
      "category": "FP&A",
      "bestFor": "FP&A teams that want governed planning and analysis while keeping spreadsheet workflows",
      "pricing": "Sales-assisted plans; verify current package pricing",
      "priceEvidence": "quote_only",
      "securitySummary": "Finance teams should confirm permissions, write access, approval controls, and audit behavior during the pilot.",
      "securityEvidence": "contract_confirmation_required",
      "capabilities": [
        "FP&A",
        "Forecasting",
        "Variance",
        "Spreadsheets"
      ],
      "firstPartySourceCount": 2,
      "firstPartySources": [
        {
          "label": "AI agents",
          "url": "https://www.cubesoftware.com/ai-agents"
        },
        {
          "label": "Pricing",
          "url": "https://www.cubesoftware.com/pricing"
        }
      ]
    },
    {
      "rank": 6,
      "product": "Pigment",
      "category": "Enterprise planning",
      "bestFor": "Organizations coordinating finance plans with revenue, workforce, and operations",
      "pricing": "Contact sales",
      "priceEvidence": "quote_only",
      "securitySummary": "Validate data residency, model providers, access roles, audit logs, and retention against the intended planning data.",
      "securityEvidence": "contract_confirmation_required",
      "capabilities": [
        "Planning",
        "Scenarios",
        "Forecasting",
        "Operations"
      ],
      "firstPartySourceCount": 2,
      "firstPartySources": [
        {
          "label": "Platform",
          "url": "https://www.pigment.com/"
        },
        {
          "label": "Pigment AI",
          "url": "https://www.pigment.com/ai"
        }
      ]
    },
    {
      "rank": 7,
      "product": "Datarails FP&A Genius",
      "category": "Excel-based FP&A",
      "bestFor": "Finance teams that want conversational analysis over consolidated Excel-based data",
      "pricing": "Contact sales",
      "priceEvidence": "quote_only",
      "securitySummary": "Confirm source permissions, data residency, model-processing terms, and auditability during procurement.",
      "securityEvidence": "contract_confirmation_required",
      "capabilities": [
        "FP&A",
        "Excel",
        "Consolidation",
        "Reporting"
      ],
      "firstPartySourceCount": 1,
      "firstPartySources": [
        {
          "label": "FP&A Genius",
          "url": "https://www.datarails.com/genius-ai-in-finance/"
        }
      ]
    }
  ]
}