#1 · Google
NotebookLM
Use for: Interrogating a pension statement, prospectus or policy pack with inline citations.
Watch out: Deliberately refuses outside knowledge — that is the point, not a fault.
AI desk
Best AI tools for finance and insurance
A live board of the AI tools that actually do finance and insurance work — research, market data, underwriting, claims and bookkeeping — scored on published criteria and recalculated every day.
Live boardRecalculated 12 August 2026 · 14 tools tracked
Live
#1NotebookLM8.25—#2Perplexity Finance8.25—#3Fiscal.ai (FinChat)7.75—#4Koyfin7.50—#5ChatGPT7.50—#6Claude7.50—#7Gemini7.50—#8AlphaSense7.00—#9Bloomberg Terminal AI6.50—#10Sixfold6.50—#11Hebbia6.25—#12Eigen Technologies6.25—#13Docyt6.25—#14Gradient AI6.00—
Today's ranking
| # | Tool | Category | Score | 24h |
|---|---|---|---|---|
| 1 | NotebookLM Source-grounded notebook that answers only from the documents you upload. Good for: Interrogating a pension statement, prospectus or policy pack with inline citations. | Research | 8.25 | —unchanged since yesterday |
| 2 | Perplexity Finance Answer engine with a finance mode showing tickers, filings and cited sources. Good for: Source-first company and macro research where you want the footnote. | Research | 8.25 | —unchanged since yesterday |
| 3 | Fiscal.ai (FinChat) Company research assistant answering questions over standardised financial data. Good for: Segment-level fundamentals and quick KPI history for listed companies. | Research | 7.75 | —unchanged since yesterday |
| 4 | Koyfin Market data and screening platform with AI-assisted search and summaries. Good for: Charting fundamentals and building watchlists without terminal pricing. | Markets | 7.50 | —unchanged since yesterday |
| 5 | ChatGPT General-purpose assistant with web browsing, file analysis and data-analysis tooling. Good for: Summarising filings, drafting budgets, explaining policy wording in plain English. | General assistant | 7.50 | —unchanged since yesterday |
| 6 | Claude Long-context assistant strong on document reading and structured extraction. Good for: Reading a 90-page annual report or an insurance policy end to end. | General assistant | 7.50 | —unchanged since yesterday |
| 7 | Gemini Assistant integrated with Google Search grounding and Workspace documents. Good for: Fast grounded lookups and spreadsheet-based money modelling. | General assistant | 7.50 | —unchanged since yesterday |
| 8 | AlphaSense Enterprise market-intelligence search over filings, transcripts and broker research. Good for: Professional document search with generative summaries over a licensed corpus. | Research | 7.00 | —unchanged since yesterday |
| 9 | Bloomberg Terminal AI AI summarisation of news and earnings inside the Bloomberg Terminal. Good for: Desk workflows where the underlying data licence already exists. | Markets | 6.50 | —unchanged since yesterday |
| 10 | Sixfold Underwriting assistant that summarises submissions against an insurer's own guidelines. Good for: Life and specialty underwriting triage with an auditable reasoning trail. | Insurance | 6.50 | —unchanged since yesterday |
| 11 | Hebbia Matrix-style document analysis for diligence across large private-market datasets. Good for: Extracting the same field across hundreds of contracts or memos. | Research | 6.25 | —unchanged since yesterday |
| 12 | Eigen Technologies Document-intelligence platform used for policy, claims and contract data extraction. Good for: Turning unstructured policy wording into structured, checkable fields. | Insurance | 6.25 | —unchanged since yesterday |
| 13 | Docyt AI bookkeeping automation for categorisation, reconciliation and reporting. Good for: Small-business back office where ledgers are already in a supported system. | Accounting | 6.25 | —unchanged since yesterday |
| 14 | Gradient AI Risk-scoring and claims-analytics models for health, workers' comp and P&C insurers. Good for: Portfolio-level loss forecasting and claim severity triage. | Insurance | 6.00 | —unchanged since yesterday |
What each tool is good for
#2 · Perplexity
Perplexity Finance
Use for: Source-first company and macro research where you want the footnote.
Watch out: Citations can be thin blogs, not primary filings — check the domain.
#3 · Fiscal.ai
Fiscal.ai (FinChat)
Use for: Segment-level fundamentals and quick KPI history for listed companies.
Watch out: Standardised data can differ from a company's own reported basis.
#4 · Koyfin
Koyfin
Use for: Charting fundamentals and building watchlists without terminal pricing.
Watch out: AI features sit on top of data tiers; coverage differs per tier.
#5 · OpenAI
ChatGPT
Use for: Summarising filings, drafting budgets, explaining policy wording in plain English.
Watch out: Will answer confidently without a source unless you demand citations.
#6 · Anthropic
Claude
Use for: Reading a 90-page annual report or an insurance policy end to end.
Watch out: No native market data; numbers must come from documents you supply.
#7 · Google
Gemini
Use for: Fast grounded lookups and spreadsheet-based money modelling.
Watch out: Grounding quality varies; always open the cited link.
#8 · AlphaSense
AlphaSense
Use for: Professional document search with generative summaries over a licensed corpus.
Watch out: Enterprise sales process; not an option for retail investors.
#9 · Bloomberg
Bloomberg Terminal AI
Use for: Desk workflows where the underlying data licence already exists.
Watch out: Terminal-only; capabilities are not available standalone.
#10 · Sixfold
Sixfold
Use for: Life and specialty underwriting triage with an auditable reasoning trail.
Watch out: Carrier deployment only; not a consumer quote tool.
#11 · Hebbia
Hebbia
Use for: Extracting the same field across hundreds of contracts or memos.
Watch out: Built for institutions; output still needs analyst review.
#12 · Eigen
Eigen Technologies
Use for: Turning unstructured policy wording into structured, checkable fields.
Watch out: Configuration-heavy; accuracy depends on your training set.
#13 · Docyt
Docyt
Use for: Small-business back office where ledgers are already in a supported system.
Watch out: Automated categorisation still requires a human close review.
#14 · Gradient AI
Gradient AI
Use for: Portfolio-level loss forecasting and claim severity triage.
Watch out: Model outputs need bias and regulatory review before pricing decisions.