AI is flooding into finance. Every vendor claims their tool will save you hours, improve accuracy, and let your team be more strategic. But the real question for CFOs isn’t what’s out there—it’s what actually works in practice.

These are the kinds of discussions people are having in the F Suite community. CFOs and finance leaders from a wide range of company sizes and industries swap notes on AI finance tools every day. They’re leaning on each other to determine the most effective and impactful tools to implement.

In this guide, we’ll give you an insider’s look at the AI tools that our community members are getting the most out of. But, AI in finance isn’t one-size-fits-all. Different tools are built for different problems—from forecasting to invoice automation to contract review. To make the landscape easier to navigate, we’ve grouped leading options into three categories:

• Financial planning & analysis (FP&A)

• Accounting, financial operations, and expense management

• General-purpose AI for finance

Each category includes a summary table for quick reference, followed by brief breakdowns of the most notable vendors.

7 AI Tools for FP&A

Pigment

Pigment is the most frequently praised FP&A platform in the F Suite community. CFOs highlight its ability to handle large datasets, roll up KPIs like bookings and ARR, and flex beyond financial modeling. Many describe it as adding one to two analyst-equivalents of output for lean teams. Pigment’s metadata structure makes it easier to scale planning while still letting FP&A keep control.

From an F Suite member: “Pigment has the chops to handle big datasets and go beyond financial modeling into bookings, ARR, and other KPIs. For our three-person team, it does the work of 1.5 FTEs.”

Aleph

Aleph gets attention for how fast it can be implemented—some members were live within a day of seeing a demo. It’s praised for streamlining reporting and collaborative planning inside Excel, though some CFOs note it’s still evolving as an early-stage product. Its AI features are valued for quickly surfacing insights in familiar workflows.

From an F Suite member: “We were up and running basically the day after our demo. Reporting was automated right away, and the platform has been flexible as we start using it for planning.”

Runway

Runway is gaining traction for top-line planning and “what if” modeling. Members highlight its ability to take in multi-dimensional data across sales and marketing to connect forecasts to revenue. While it requires setup and effort to get right, CFOs see strong upside in its AI-driven scenario analysis.

From an F Suite member: “Runway is a powerful tool for top-line planning. Once live it handles multi-dimensional data really well.”

Abacum

Abacum earns points for flexibility and adaptability. Finance leaders say one person can manage the platform even as teams scale. For fast-growing companies, its data model and AI assistant make it easier to pivot quickly and produce board-ready outputs when executives demand new scenarios.

From an F Suite member: “We’ve been on Abacum for nearly two years. It’s easy for one person to manage and flexible enough to adapt quickly as our models change.”

Drivetrain

Though less widely adopted than Pigment or Vena, Drivetrain shows up often in evaluations. Members find its AI-native approach compelling, with automation for anomaly detection and forecasting. Many see it as an up-and-coming option that blends FP&A automation with forward-looking analysis.

From an F Suite member: “When we compared providers, Drivetrain stood out among competitors, especially for its new AI-native options.”

Vena Solutions

Vena is a familiar choice for CFOs who want to keep an Excel-first workflow. Community members rely on it to automate board decks, refresh rolling forecasts, and connect GL data into PowerBI. The AI layer helps reduce manual reporting, but CFOs emphasize the need for training and dedicated ownership to make it stick.

From an F Suite member: “Vena automates our board decks and rolling forecasts. We can refresh a model in under an hour and pull financials in minutes with minimal Excel work.”

Planful Predict

Planful is described as a workhorse—powerful but dependent on clean ERP and HRIS data. CFOs use it for robust multi-statement forecasting and reporting across multiple dimensions. Once implemented, AI helps surface risks and improve forecast accuracy, making it a dependable option at scale.

From an F Suite member: “Once implemented, Planful can create all three statements for actuals and forecasts across dimensions and time periods. It’s a powerful, flexible tool.”

4 Honorable Mentions for AI FP&A Tools

While not as frequently discussed by F Suite members, these tools often come up in broader FP&A conversations:

• Concourse – Uses AI agents for variance commentary, forecasting, and close reviews; known for making financial models more accessible.

• Zyprova – Positioned as an xP&A platform connecting planning across functions with AI-driven updates.

• Brixx – Lightweight option that quickly turns spreadsheets into dashboards and visuals.

• Julius AI – Natural language “AI data analyst” for querying CSVs/Excel and running quick backtests.

8 AI Tools for Accounting, Financial Operations, and Expense Management

Glean

Members say Glean makes vendor onboarding and invoice approvals seamless. Many saw smoother processes, thanks to AI-driven invoice scanning and fraud detection features. CFOs highlight that it reduces manual allocation work and provides strong vendor analytics.

From an F Suite member: “We moved from our old vendor to Glean and haven’t looked back. Invoice scanning, approvals, and vendor analytics all run smoothly with minimal effort.”

Tabs

Tabs is described as a “game-changer” by finance leaders who rely on it for end-to-end contract-to-cash automation. Community members emphasize its ability to handle billing, accounts receivable, revenue recognition, and GL posting in one platform. For CFOs, that means fewer silos and more time saved during close cycles.

From an F Suite member: “Tabs has completely automated our contract-to-cash process—billing, A/R, rev rec, even GL postings. It’s been worth every penny.”

Nominal

Though newer, Nominal is gaining traction among CFOs looking for consolidation and automation in the close process. Community feedback notes strong recommendations for its AI-powered reconciliations, particularly for global accounting needs. It’s seen as an efficient alternative to more established but heavier platforms.

From an F Suite member: “When we needed global consolidation and close automation, Nominal came highly recommended as a modern AI-driven option.”

Numeric

Numeric consistently receives strong endorsements from the community. CFOs say it accelerates close velocity and visibility with features like automated prepaid schedules and flux descriptions. The AI-driven flux analysis is especially valued for cutting manual work while improving accuracy.

From an F Suite member: “Switching to Numeric sped up our close and improved visibility. The AI-powered flux descriptions and prepaid schedules have been game changers.”

Ramp

Ramp gets glowing reviews for consolidating spend management. CFOs appreciate its ability to replace multiple platforms by combining corporate cards, bill pay, and reimbursements in one place. Ramp’s AI-driven spend insights and controls make it easier to enforce policies and manage cash flow with confidence.

From an F Suite member: “Ramp consolidated cards, bill pay, and reimbursements in one platform. We replaced multiple tools and got a simpler process with cash back on spend.”

Rillet

Community members call Rillet a true ERP challenger. CFOs highlight its CPA-led onboarding, fast close cycles, and intuitive workflows. AI underpins anomaly detection, reconciliations, and reporting. For many, Rillet represents a leap forward compared to incumbents like NetSuite and Sage, especially for SaaS businesses.

From an F Suite member: “Rillet cut our close cycle to a couple of days and halved our audit prep. Their CPA-led onboarding made implementation smooth.”

Campfire

Campfire earns praise for ease of use and speed. CFOs describe implementations measured in weeks, not months, and highlight its SaaS-native design with revenue recognition built in. AI support helps with reconciliations and consolidations, making it an attractive alternative for finance teams frustrated with legacy ERP.

From an F Suite member: “We switched from a traditional ERP to Campfire and it handles revenue recognition, consolidations, and multi-currency far more intuitively—and at a lower cost.”

Tropic

Finance leaders use Tropic to offload procurement negotiations. Community feedback highlights meaningful time savings, especially for teams without a dedicated procurement function. AI-driven market comps and workflow automation help ensure vendors are secured at or below market pricing, with less hands-on effort from the CFO’s team.

From an F Suite member: “Tropic saved us meaningful time on contract negotiations. They delivered ROI by handling renewals and securing better pricing where our team couldn’t.”

10 Honorable Mentions for AI Accounting Tools

These tools were highlighted less often in F Suite member discussions, but they often appear in broader finance conversations when members discuss the AI tools they’re using.

• Brex – Automates expense workflows and spend management.

• Exante – Automates the full contract-to-cash cycle, cutting Days Sales Outstanding with AI-powered invoicing and collections.

• EasyComp – Streamlines commission management with automation and audit-ready payouts.

• Klarity – Focused on ASC-606 revenue recognition; uses AI to flag contract terms and generate audit trails.

• Stampli – Automates invoice capture, coding, and approvals for accounts payable.

• Vic.ai – Learns from invoice history to improve AP automation and reduce manual review.

• Inscope – Helps automate ESG and audit reporting workflows with AI-driven compliance support.

• Zenskar – Tailored for SaaS billing automation, especially usage-based pricing models.

• Nintex – Workflow automation tool often used in finance for document-heavy processes.

• Bill.com / Divvy (BILL Spend & Expense) – Combines corporate cards with spend management software for real-time controls.

6 General-Purpose AI Tools for Finance

Not every AI tool in a CFO’s stack comes from a finance vendor. There’s a baseline set of general-purpose platforms that almost everyone experiments with before, or alongside, dedicated finance tools. Think of them as the everyday utilities: drafting, summarizing, and analyzing before data ever makes its way into FP&A or accounting systems.

In the F Suite community, these tools aren’t the ones leaders are actively recommending to each other—they’re assumed. ChatGPT, Gemini, and Copilot are table stakes for getting work done faster. The real insider discussions happen once teams outgrow these utilities and start layering in specialized finance AI.

ChatGPT

Still the most widely used LLM, ChatGPT is valuable for drafting memos, internal policies, and even finance models. Its strength lies in flexibility: custom GPTs can be tailored to company-specific needs. It’s best applied as a productivity booster—brainstorming, documentation, and summarization—rather than a system of record.

Gemini

Gemini is Google’s flagship model, strong in real-time research and analysis of long documents. It can process large volumes of financial data (up to a million tokens) and is deeply integrated with Google Workspace. It’s particularly useful when the team already runs on Gmail, Docs, and Sheets, providing seamless workflow fit.

Perplexity

Perplexity is built for research and due diligence. It provides conversational answers with inline citations, making it easier to validate sources. This mitigates the reputational risk of AI errors and supports high-stakes work like market analysis, board prep, or vendor research.

Claude

Claude is favored for summarization and document analysis, with a reputation for safer, less error-prone outputs. Finance teams can use it for condensing long contracts, policies, or earnings transcripts into digestible insights.

Microsoft Copilot

Copilot embeds AI directly into Excel, Outlook, and Teams. It automates tasks like variance analysis, meeting summaries, and email drafting inside tools finance teams already use. It has the lowest barrier to entry if your team already uses Microsoft Office.

NotebookLM

NotebookLM analyzes uploaded documents—contracts, financial records, or investor decks—and provides cited summaries. It creates a research layer across disparate files, helping CFOs and controllers cut time spent piecing together data manually.

How to Evaluate AI Finance Tools

Beyond following the recommendations of your peers, the first step in evaluating AI finance tools is to clearly define the problem you need to solve. Chasing vendor hype instead of focusing on workflows that create the most friction for your team risks adding unnecessary complexity to the business.

Once the problem is clear, you can start evaluating different AI solutions. Here are four factors to always consider:

• Purpose-built vs. general AI models. Dedicated tools target specific finance use cases, while general-purpose platforms like ChatGPT or Gemini offer flexibility but require more setup and oversight. For most CFOs, the trade-off is speed of adoption versus control.

• Data security and privacy. Finance data is among the most sensitive in the business. AI vendors should be held to the same standards you’d apply to an ERP or payroll provider, with clear compliance certifications and audit-ready processes.

• Tech stack integration. AI is only valuable if it connects seamlessly with your existing systems—ERP, GL, BI. Without strong integration, it becomes just another silo.

• Team readiness and scalability. Even the best tool fails if your team can’t or won’t use it. Assess whether adoption fits into existing workflows and can scale as the business grows.

Approach vendor discussions or research processes with these filters in mind. They will help you save time and limit spending countless hours testing the latest recommended tool.

Get Insight Into the AI Tools CFOs Actually Use

AI in finance isn’t slowing down. New platforms appear every quarter, each promising efficiency, accuracy, and insight. The real challenge is knowing which ones will stick. That’s where the value of the F Suite community shines: CFOs sharing what works in practice, what doesn’t, and what’s next on their radar.

This guide reflects those conversations. It’s not just a list of vendors—it’s a snapshot of the tools finance leaders are really betting on today. And as the landscape keeps evolving, the best way to stay ahead is to be part of that conversation.

Join the F Suite community to compare notes with other CFOs and keep a pulse on the AI tools shaping modern finance.