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Directory

AI tools for reports and dashboards

76 tools. Each one checked against its official site; prices as read on the day of verification.Directory last checked 23 Oct 2026. How we verify.

Which ones are right for me? · from $29

Equals

From $24,000/mo

Spreadsheet with live data connections to Stripe, SQL databases, and SaaS tools, plus AI agent for formulas, queries, and automated reporting

Reports and dashboardsAI-assisted

Verifiedlast checked 21 Oct 2026

Formula Bot

Free plan

AI-powered tool that generates Excel and Google Sheets formulas from plain text, analyzes data, creates dashboards, and automates recurring analytics workflows.

Reports and dashboards

Verifiedlast checked 23 Oct 2026

Fuelfinance

From $1,199/mo

Financial planning and analysis platform combining AI agents with human financial experts for cash-flow forecasting, budgeting, and automated month-end close

Reports and dashboards

Verifiedlast checked 23 Oct 2026

Futrli

From $40/mo

Financial forecasting platform owned by Sage with AI-powered cash flow predictions, scenario modeling, 3-way forecasting, and customizable reporting for accountants and small businesses.

Reports and dashboardsAI-assisted

Verifiedlast checked 21 Oct 2026

Gamma

Free plan

AI presentation generator that creates full slide decks from prompts or documents

Reports and dashboards

Verifiedlast checked 21 Oct 2026

Glide

Free plan

No-code platform that transforms spreadsheets and databases into progressive web apps with AI-powered components for internal business tools

Reports and dashboards

Verifiedlast checked 20 Oct 2026

Gong

From $1,300/mo

Revenue intelligence platform that records and analyzes sales calls, emails and meetings using AI to extract deal insights, update CRM fields, and provide coaching feedback

Reports and dashboards

Verifiedlast checked 23 Oct 2026

GPTExcel

Free plan

AI spreadsheet assistant that generates formulas, pivot tables, charts, and scripts for Excel and Google Sheets through plain-English prompts

Reports and dashboards

Verifiedlast checked 20 Oct 2026

Grist

Free plan

Open-source relational spreadsheet combining database structure with spreadsheet interface and AI assistance for formulas and data management

Reports and dashboardsAI-assisted

Verifiedlast checked 21 Oct 2026

Enterprise AI-powered search platform that uses NLP to analyze documents and extract insights from unstructured business data

Reports and dashboards

Verifiedlast checked 20 Oct 2026

Jirav

From $10,000/mo

Cloud-based FP&A platform with AI-powered forecasting, driver-based budgeting, scenario modeling, and three-statement financial planning for SMBs and accounting firms

Reports and dashboards

Verifiedlast checked 23 Oct 2026

Julius AI

Free plan

Conversational data analyst that interprets spreadsheets and databases, generating Python-based statistical analysis and visualizations through natural language

Reports and dashboards

Verifiedlast checked 21 Oct 2026

Katana

Free plan

Cloud-based inventory and manufacturing management platform with real-time tracking, AI-powered forecasting, and production scheduling for makers and product businesses

Reports and dashboardsBuilt for manufacturing (small and medium)

Verifiedlast checked 20 Oct 2026

Klipfolio

From $120/mo

Dashboard and reporting platform that connects to 130+ data sources to build customizable real-time KPI dashboards with scheduled reports and sharing

Reports and dashboards

Verifiedlast checked 23 Oct 2026

Metrics-first analytics platform with AI-powered insights, natural language querying, and anomaly detection for standardized business intelligence

Reports and dashboardsAI-assisted

Verifiedlast checked 21 Oct 2026

Metabase

Free plan

Open-source business intelligence platform with AI assistant (Metabot) for generating SQL queries, building dashboards, and analyzing data from natural language prompts.

Reports and dashboards

Verifiedlast checked 20 Oct 2026

Monday.com

Free plan

Work management platform with AI agents that automate tasks, generate reports, qualify leads, draft campaigns, and handle workflows using no-code builders and automations.

Reports and dashboards

Verifiedlast checked 23 Oct 2026

Netstock

From $900/mo

Cloud-based inventory optimization platform with AI-powered demand forecasting, automated reordering, and real-time analytics for distributors and manufacturers

Reports and dashboards

Verifiedlast checked 23 Oct 2026

Pipedrive

From $14/mo

Sales CRM with visual pipeline management, workflow automation, email tracking, and AI-assisted lead scoring and deal forecasting

Reports and dashboards

Verifiedlast checked 23 Oct 2026

Plus AI

From $10/mo

AI add-on for Google Slides and PowerPoint that generates presentation drafts from prompts or documents

Reports and dashboards

Verifiedlast checked 21 Oct 2026

Polymer

From $25/mo

AI-powered business intelligence platform that generates dashboards and visualizations from spreadsheets and data sources using conversational AI and automated insights.

Reports and dashboards

Verifiedlast checked 20 Oct 2026

Praxedo

From $39/mo

Cloud-based field service management software with AI scheduling, dispatch, mobile apps with offline mode, and work order tracking for service companies

Reports and dashboards

Verifiedlast checked 20 Oct 2026

Precoro

From $499/mo

Cloud procurement platform with AI-powered invoice processing, purchase order automation, budget tracking, and approval workflows for mid-sized businesses

Reports and dashboards

Verifiedlast checked 23 Oct 2026

Prediko

From $49/mo

AI-powered inventory forecasting and demand planning app for Shopify brands with automated purchase order recommendations and multi-location stock management

Reports and dashboards

Verifiedlast checked 23 Oct 2026

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13 questions, a report in minutes, three verified picks with prompts, playbooks and a 90-day plan. From $29.

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