Table of Contents
- TL;DR
- Key Criteria I Used in Testing Finance Question AI Tools
- Top AI Tools for Finance Questions: My Full Review
- 1. AskYourPDF
- How it works
- Pricing
- My Verdict on Overall Performance
- 2. AskSia Finance AI Solver
- How it works
- Pricing
- Verdict on Overall Performance
- 3. Smodin Finance AI Solver
- How it works
- Pricing
- Verdict on Overall Performance
- 4. Hyperspace AI Quantitative Finance Q&A Assistant
- How it works
- Pricing
- Verdict on Overall Performance
- 5. Edubrain.ai Homework Finance Help
- How it works
- Pricing
- Verdict on performance overall
- My Final Verdict: Why AskYourPDF Wins
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Excerpt
AI makes finance easier. I tested 5 tools that solve formulas, explain data, and analyze documents—AskYourPDF came out the best for real finance work.
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I Tested 5 Best AI Tools for Finance Questions: Here’s a Review
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If you’re a finance person like me, then you’d agree that this job can be demanding and, not ot lie, AI solutions are a lifesaver.
There are many AI tools available that help with financial questions.
I’ve been able to narrow down (this wasn’t easy at all) to 5 tools that help to explain complex terms, analyze documents, and answer your finance questions in simple terms.
Here’s my review:
TL;DR
- A great finance AI should be able to tackle formulas, interpret data, and clearly explain the results.
- AskYourPDF stands out as the best because it not only solves questions but also analyzes full financial documents, offering richly contextual explanations backed by references.
- Meanwhile, there are others like AskSia, limited to quick student problem solving; Smodin AI, limited to advanced finance research; and Edubrain.ai, limited to basic personal finance help.
Key Criteria I Used in Testing Finance Question AI Tools
It is crucial to always check for the key features of an AI finance tool. Here are things to look out for.
- Accuracy and Correctness: Without a doubt, the tool should handle numbers, formulas, and calculations without “errors”.
- Transparency of Steps: I made sure to look for tools that showed how they got an answer, not just the result.
- Domain Knowledge: Tested across different areas such as academic finance, personal budgeting, and quantitative analysis.
- Input Flexibility: I evaluated whether the AI could understand tables, text, PDFs, or even screenshots.
- Output Style: I assessed its explanations, summaries, charts, and code snippets.
- Pricing & Free Tier: I also compared what users can access for free and the costs of each tool, either monthly or yearly.
- Data Privacy & Safety: I ensured the AI protected user data, primarily financial or personal information.
Top AI Tools for Finance Questions: My Full Review
We begin with the outperformer:
1. AskYourPDF
AskYourPDF is an AI-powered platform that allows you to upload PDF or other document types and engage with them through a conversational interface.
Instead of just reading or summarising manually, you can simply “chat with” your finance reports, case studies, e-books, or documents by asking questions and receiving responses based on the content.
The platform is mainly used by students, professionals, researchers, and anyone working with long or complex documents.
Finance-related ones aren't an exception.
How it works
To use this tool, you first need to upload the finance document.
Then you can do any of the following:
- Have a Conversation with Your Finance Documents: Ask specific questions, such as “What are the key points in Chapter 3?”, and get quick, accurate answers from the document.
- Pick Out Key Quotes or Data: It can extract important statistics or citations. AskYourPDF can pull them out without you having to scroll through pages.
- Generate Summaries for Presentations or Reports: It can rapidly create executive summaries or key points for meetings or assignments.
- Get Information Fast: You can also ask questions to locate details like dates, references, or section summaries, instead of searching manually.
- Simplify Text: It breaks down complex sections of the document into simpler language for better understanding.
- Organize, Export, and Merge Notes: This tool can also save or copy your AI-generated notes into Google Docs, Notion, or Word for easy editing and sharing.
Pricing
- Free plan: The free plan has limited usage.
- Premium plan: This plan costs $11/month, billed annually. It features 50 documents and 2,500 pages per day.
- Pro plan: This costs $14/month, billed annually, and features 6,000 pages, 100,000 questions, and 150 documents per day.
- Enterprise plan: Custom pricing and unlimited features.
My Verdict on Overall Performance
AskYourPDF is perfect for document interaction, such as summarizing, getting insights, or treating your PDF like a “chatable” partner.
It’s super duper helpful when you need context, want to skip manual reading, or need a quick lookup.
. As a tool, it’s handy, though it’s wise to double-check sensitive data regularly.
2. AskSia Finance AI Solver
AskSia Finance AI Solver is a tool that specialises in finance homework and problem-solving.
It’s part of the AskSia platform, which provides AI assistance for different subjects.
The finance module is designed for tasks such as solving finance questions, processing equations, and providing academic finance assistance.
How it works
You are first to input a finance problem like a typed text, screenshot, or PDF excerpt.
AskSia analyzes the question, identifies the relevant financial formulas or theory, and then offers a solution.
It provides detailed explanations, so you see how it arrived at the answer. It supports clarifications or multiple input types.
Pricing
- Plus plan: This plan goes for $1 per day trial. Then for $100 per year. You can get unlimited assignment help and reading summaries.
- Super plan: The same $1/day trial and then 144/year. Here, you can get an in-class recording with a transcript and exam-ready notes.
- A+ plan: Also, the same $1 day trial, and you can pay $210/year. This comes with unlimited and advanced features.
Verdict on Overall Performance
AskSia is a good choice, especially for finance homework and academic work.
It provides explanations of the process, and the free access makes it available.
Unfortunately, it’s not very reliable for deep quantitative modeling or real-world market data, but it's best for teaching and solving typical course problems.
3. Smodin Finance AI Solver
Smodin provides a “Finance AI Solver and homework solver” feature as part of its suite of components.
It helps users solve financial problems through text or image input.
How it works
You need to first submit financial questions either by typing or uploading images or text. The AI then analyzes the problem, identifies formulas or finance principles, and provides a solution.
It offers step-by-step explanations to help you understand the process behind the result.
Pricing
- Writing plan: This plan costs $9/month and you get full access to research, essay, summarizer, and humanizer.
- Reviewing Plan: This costs $15/month and you get full access to the AI detector, Plagiarism checker, translator, and AI grader.
- Ultimate plan: This is a bigger plan, and it costs $18/month when billed annually. This plan gives you full access to everything in the writing and reviewing plan, plus additional features.
Verdict on Overall Performance
Of course, it does well as a homework aid. And the accessibility is great for students.
But there’s a gap in terms of advanced interaction with the document. There’s a limitation to what you can do with any finance-related document you upload beyond answering questions.
4. Hyperspace AI Quantitative Finance Q&A Assistant
This is another AI-powered platform that works with chatbots to generate text, image, voice, and music.
How it works
To use this tool effectively, you would start by creating an account on Hyperspace (there is a “Try For Free” option).
Within the platform, you can pick among an extensive catalog of AI models, like text generators, image-generators, voice models, chatbots, etc.
The next step is to send in a prompt or request.
For instance, “create a graph for this data,” or “generate a summary version”.
After the prompt, the AI model processes it and returns an output in the form of text, an image, or audio.
The interface lets you switch models or refine the results.
Pricing
- Hyperspace has a single main subscription, which costs $19.99/month for an “All-in-One Access” to its catalogue of 1,000+ models.
- Single models or tools cost about $20 each if bought separately, without the subscription.
- There is a “Try For Free” option that allows you to test the platform before committing.
Verdict on Overall Performance
Hyperspace centralizes different AI modalities such as text, image, audio, and all in one interface.
This is good for flexibility, but the downside is that performance and output quality depend on the particular model you’re on. This means that not every model will deliver high results for every task.
5. Edubrain.ai Homework Finance Help
Edubrain is an AI homework helper that covers several subjects, including finance.
It helps with assignments, financial modeling, and deeper explanations.
How it works
You are to upload or type in your finance questions or assignment details in PDF (image of text) format.
Edubrain solves the problem, calculating values, explaining concepts, and showing steps.
It offers detailed, explanatory answers and sometimes attaches extra visuals or breakdowns.
Pricing
- Free plan: This plan is free and includes features such as free file uploads, three free attempts per homework tool, etc.
- AI-Plus plan: This advanced plan offers unlimited messages per month and unlimited attempts for the AI detector, PowerPoint generator, diagram generator, and more.
Verdict on performance overall
Edubrain is user-friendly and suitable for academic finance tasks and homework.
But you really can’t trust it for professional finance analysis.
My Final Verdict: Why AskYourPDF Wins
After testing all five tools, it is clear that each shines in a specific area.
However, when it comes to overall versatility, accuracy, and depth of understanding, AskYourPDF clearly takes the lead.
It allows you to upload complex financial reports or case studies and ask specific and advanced questions.
You can try AskYourPDF with the Pro plan for FREE for 3 days. This plan allows you to ask unlimited questions, save time with summaries, chat with 20 documents at once, and process up to 6,000 pages per document.
It also gives you access to advanced AI (GPT-4, Claude 3.5 Sonnet, and more).
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