Best AI for Financial Analysts: The 2026 Toolkit
o11 TeamJan 15, 2026
The “Modern Analyst” doesn’t just know shortcuts; they know how to leverage AI.
The Toolkit
For Speed: Macabacus
Still the king of keyboard shortcuts.
For Workflow: o11
The only tool that connects your analysis to your output (Slides/Memo).
For Research: AlphaSense
The “Google for Finance” that finds the data points you need to model.
For Verification: usecrunched.com
The automated checker that ensures you didn’t fat-finger a hardcode or a logical step.
Explore o11 solutions
These app pages are the primary product surfaces that connect to this topic.
AI for Excel · Microsoft 365
o11 for Excel
Native AI for finance, strategy, and ops teams.
AI for PowerPoint · Microsoft 365
o11 for PowerPoint
Decks tied to live data, not generic templates.
AI for Google Docs · Google Workspace
o11 for Google Docs
Native AI for Workspace document workflows.