Best AI Services for Financial Professionals

Datkayim Askarova, financier, AI expert, Instagram

My main assistants:

ChatGPT — for building financial models, calculations, business plans, and profitability analysis. It also helps quickly prepare emails, proposals, and reports.
Google Sheets + ChatGPT, via Make — I automate management accounting, financial reports, and create tables that automatically pull data and perform analytics.
Airtable — used as a database for projects, management accounting, and CRM for tracking deals and rentals. In combination with Make and ChatGPT, I automate routine processes and track KPIs.
Leonardo AI and Krea AI — for creating visual content, infographics, and presentations for investors and clients.
HeyGen — helps record videos with a digital avatar, which is convenient for video instructions and promotion.

AI significantly saves me time, helps analyze data, visualize complex processes, and automate business processes. Without AI, many processes would have to be done manually, but now I can spend more time on strategy and business development.

Venera Zhanalina, financial consultant, Instagram

I use ChatGPT, DeepSeek, and Copilot — these tools significantly simplify my work. They help me develop training programs, prepare slides for presentations, cases, and exercises.

Copilot is integrated into Microsoft for me — for example, it can analyze the entire presentation for logic, clarity, and accessibility, and also provide recommendations for improvement.

For data and document analysis, I often use ChatGPT — it allows me to quickly process large reports in PDF format and identify logical relationships between indicators.

Nurzhan Kulshebayev, financial consultant for SMEs, Instagram

Every business is unique, and when creating financial models or accounting systems, it is necessary to take into account many parameters. Often, entrepreneurs themselves do not fully understand what exactly they need — it is important for them not just to receive a ready-made solution, but to go through the process of live consulting.

I studied the capabilities of Grok and ChatGPT for such tasks and came to the conclusion that it is still too early to completely replace live communication and professional expertise with artificial intelligence.