Top 5 AI Tools For Finance You MUST Know in 2026
A first-year IB analyst costs $200,000 a year, fully loaded. Claude AI runs a complete DCF valuation for under $1. That's the shift happening right now inside the world's top financial institutions.
In this video, I walk you through the 5 AI tools already deployed at Goldman Sachs, KKR, Deloitte, and PwC — and show you exactly how to use each one across investment banking, accounting, and corporate finance. Real use cases. Real prompts. Real outputs.
TOOLS COVERED
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🔵 Claude AI — Financial modeling, pitch book drafting, document analysis, compliance documentation
🟢 NotebookLM — Multi-document research, data room analysis, earnings call preparation
🟣 Perplexity Finance — Live market data, SEC filings, automated equity research pipelines
🟠 Shortcut AI — DCF, LBO & 3-statement models built in Excel from natural language
🟡 Canva AI — Pitch decks, board reports, and client presentations from your data
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WHO THIS IS FOR
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Financial analysts · Investment bankers · CFOs · FP&A professionals · Chartered accountants · Auditors · Finance students entering the industry
00:00 — Introduction & Claude AI
02:13 — NotebookLM
04:36 — ChatGPT, Gemini & Perplexity
05:23 — Shortcut AI
07:09 — Chronicle HQ & Canva AI