15 Best AI Tools for Consultants in 2025
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Do you remember the time when "scientific management" was the driver for productivity and efficiency in consulting firms? That was back in the 20s, and you probably weren't around then.
However, times have shifted, and we are now in the age of AI. Everyone is looking for AI tools to speed up their work and simplify their processes. But this is only possible with the right tools.
Join me as we explore why you should use AI in your daily processes and identify 15 of the best AI tools for consultants to get you started.
Top advantages of using AI tools for consulting
There are several advantages to using AI in your consulting firm. These include:
To help you analyze large volumes of unstructured data and extract actionable insights, saving time and effort.
To automate simple everyday tasks and reduce operational costs.
AI will help users predict and forecast future client trends by analyzing historical data. This allows you to stay ahead of your client's challenges.
AI can help users understand clients on a deeper level.
Consultants can use it to provide clients with data-backed recommendations.
15 best AI tools for consultants to try
I was able to scour the web and identify the best 15 AI tools for consultants so that you don't have to. Check out our list and see which tool best fits your practice:
Notta: Best for all consultants
Quickbooks Online: Best for financial consultants
Confluence (Atlassian Intelligence): Best for operations consultants
Proxima: Best for marketing consultants
Levity AI: Best for customer service consultants
Power BI: Best for strategy consultants
Lex Machina: Best for legal consultants
IBM Watson: Best for risk and compliance consultants
Gong: Best for sales consultants
Livesnap: Best for public relations (PR) consultants
Beamery: Best for human resources (HR) consultants
DataRobot: Best for Information Technology (IT) consultants
Flick: Best for social media consultants
Zapier: Best for management consultants
Clarity AI: Best for sustainability consultants
1. Notta: Best for all consultants
Meetings play a fundamental part in a consultant's work process. It is your responsibility to ensure that they are always productive and efficient. Notta, an AI meeting assistant, can help you with this by automatically recording, transcribing, and summarizing your meetings.
It readily integrates with all the major meeting platforms, such as Zoom, Google Meet, Webex, and Microsoft Teams, and can also work for in-person meetings.
Pricing:
Free plan.
Pro plan: $14.99 monthly.
Business plan: $27.99 monthly.
Enterprise plan: Custom pricing.
Main use case: Notta boosts your meeting productivity by allowing you to focus more on the client and less on the documentation. It distills all your meeting insights into concise summaries that you can use to create reports efficiently.
Notta offers the most integrated AI meeting notes, summaries, and action items so nothing gets missed.
2. Quickbooks Online: Best for financial consultants
QuickBooks Online ranks top on our list due to its AI upgrades, making it much more appealing for financial consultants. It has AI features such as:
An AI Assistant tool: It generates accounting insights and streamlines communication.
A cash flow planner: It can provide 90-day cash flow forecasts. This is much better than Xero, which can only forecast for 30 days.
A workflow automation suite: Users can create custom instructions to automate daily tasks.
Pricing:
Simple Start: $35 monthly
Essentials: $65 monthly
Plus: $99 monthly
Advanced: $235 monthly
The price may be different depending on your country of origin.
Main use case: QuickBooks Online helps financial consultants automate their routine processes and generate valuable data-driven insights that can help with their daily operations.
3. Confluence (Atlassian Intelligence): Best for operations consultants
Confluence is an Atlassian workspace that enhances team collaboration. The platform allows users to share and organize documents, manage teams, track projects, and serve as a knowledge repository.
It features a collection of AI-powered tools (Atlassian Intelligence) that you can use to:
Get concise summaries from long documents.
Use an AI prompt to create or improve existing content.
Streamline team workflows by creating rules to automate some daily activities.
You can, however, only access these AI services on the Confluence Cloud Premium and Enterprise plan.
Pricing:
Confluence Premium: $9.73 per user/month.
Confluence Enterprise: Custom plan billed annually.
Main use case: Confluence with Atlassian Intelligence helps operational consultants streamline team collaboration and project management efforts.
4. Proxima: Best for marketing consultants
Proxima is an upcoming AI tool that has caught the eye of many marketing consultants. It uses machine learning and AI to curate custom high-intent audiences that brands can use when running paid ads on social platforms.
Brands like Noli can attest to the platform's impact after experiencing a 59% increase in new customer return on Ad spend (NC-ROAS). The platform also combines enterprise-grade analytics and benchmarks to provide users with strategies to boost customer lifetime value and reduce customer acquisition costs.
Pricing:
Starter: $1000 per month.
Pro: Custom pricing. Contact the sales team.
Main use case: Proxima helps marketing consultants optimize their client's advertising strategies. It focuses on reducing customer acquisition costs and increasing customer lifetime value.
5. Levity AI: Best for customer service consultants
Levity is a no-code AI tool that gives users better visibility and control of their business communication.
The AI analyzes your team's inboxes, gathers data, and gives you a complete picture of an organization's daily operations. It provides insights on what you can improve to increase business efficiency.
It also has an easy-to-use workflow builder to help teams streamline their daily repetitive tasks, such as scheduling appointments and routing customer inquiries.
Pricing:
Free plan
Startup plan: $99 monthly
Business plan: $299 monthly
Enterprise plan: Custom pricing, contact the sales team.
Main use case: Customer service consultants can use Levity to automate routine email tasks and reduce their response times.
6. Power BI: Best for strategy consultants
Strategy consultants visualize data to identify patterns and make swift decisions. Power BI can compile data from various sources and visualize it by creating interactive dashboards and reports.
It also facilitates the sharing of these reports across teams and departments.
Unlike other tools that offer similar services, Power BI has a low learning curve and is cheaper.
Moreover, it can integrate seamlessly with Microsoft Azure and Excel, platforms commonly used by many organizations to record and store data.
Pricing:
Power BI Desktop: Free
Power BI Pro: $10 per user monthly. (Will increase to $14 per user/month from April 1, 2025)
Power BI Premium per user: $20 per user monthly. Will increase to $24 per user/month from April 1, 2025)
Power BI Premium (P1 Capacity Node): starts at $4995 monthly
Main use case: Power BI helps strategy consultants transform raw data into meaningful insights through custom dashboards.
Use Notta's AI transcription tool to quickly and easily transcribe audio and videos. We guarantee accuracy and ease of use.
7. Lex Machina: Best for legal consultants
Lex Machina is an AI analytics platform that specifically serves users in the legal department. It analyzes a massive load of data from court dockets, cleans it, tags it, and uses it to predict case outcomes and provide litigation strategies.
Unlike other tools, Lex Machina allows users to refine the analytics criteria of a case using parameters such as the judge leading the case, the date, the court, and the findings.
Pricing: Custom pricing is available upon request.
Main use case: Lex Machina helps legal consultants predict legal outcomes and craft successful strategies they can use to win litigation cases.
8. IBM Watson: Best for risk and compliance consultants
IBM Watson is an AI tool that top firms use to analyze data and generate business insights. The AI helps risk compliance consultants identify compliance violations, predict future risks, and generate report summaries.
It can also be customized to fit the stringent compliance requirements of companies in the health and finance sector.
Organizations like JPMorgan Chase use IBM Watson's Contract Intelligence (COiN) to assess risks and detect fraud. This has helped reduce the time to review critical documents from 360,000 hours annually to seconds.
Pricing:
Free plan
Plus plan: $30 per month
Professional plan: $80 per month
A free trial is also available.
Main use case: IBM Watson helps compliance consultants identify instances of risk and fraud and provide recommendations based on data.
9. Gong.io: Best for sales consultants
Sales is a never-ending process that requires you always to bring your A-game, and Gong may be the tool you need to raise the stakes.
Gong is an AI-powered platform that sales consultants can use to monitor how brands speak to their clients and provide insights on improving their sales conversations.
The AI features a deal intelligence tool that can help flag at-risk deals and provide real-time suggestions on how sales consultants can adapt.
Pricing: It offers a custom fee. Fees include licenses priced per user and a base platform fee, depending on the organization's size.
Main use case: Gong helps sales consultants monitor the health of their deals and refine their sales strategies using data-driven insights.
10. Livesnap: Best for public relations (PR) consultants
PR consultants need to consistently monitor public perception to detect and solve emerging crises, understand competitors' positions in the market, and keep up with the trend for better campaign management.
Livesnap is an AI platform that accomplishes this mission by monitoring the media and market in real-time to stay ahead of trends and public opinions. It analyzes data to provide tactical, operational, and strategic signals for decision-making.
Pricing: Custom plan. Free demo available.
Main use case: LiveSnap helps PR consultants stay ahead of trends and public opinions in real time to anticipate crises, detect business opportunities, and manage online reputation.
11. Beamery: Best for human resources (HR) consultants
Beamery stands out as one of the leading AI tools for HR consultants because it can increase an organization's talent acquisition and retention speed while maintaining ethical standards during hiring.
The AI tool helps users recruit talents, train and upskill them, and finally, seamlessly mobilize them into their workflow.
With access to billions of data points, Beamery can help an organization identify the talent they may need now and in the future.
Pricing: Custom plan. Contact the team to request a demo.
Main use case: Beamery helps HR consultants accurately match candidates to their organizational roles based on their skills and potential level.
12. DataRobot: Best for Information Technology (IT) consultants
IT consultants no longer have to worry about implementing complex and time-consuming machine learning models in businesses. DataRobot automates this process for you, making it easier to build, deploy, and manage AI models without any technical skills.
It provides users with templates and an interactive guided flow they can follow step by step when building AI models. It also makes it easier to scale AI use across departments in an organization and continually provides insights on how to improve its accuracy and compliance.
Pricing:
Custom payment plan
Free trial for 14 days
Main use case: DataRobot helps IT consultants implement, monitor and scale AI solutions in organizations.
13. Flick: Best for social media consultants
Flick is a social media management tool I advise every social media consultant to get. Its AI features can generate fresh content ideas relevant to your brand, find quality hashtags that drive impressions and analyze the performance of your content.
It also provides an intuitive scheduling feature for users to plan their posts. I think its newest feature, Iris, is what every consultant should pay attention to. This AI assistant helps users craft and execute effective social media strategies for their brands.
Pricing:
Solo plan: $14 monthly
Pro plan: $30 monthly
Agency plan: $68 monthly
There is a 7-day free trial for all plans.
Main use case: Flick allows social media consultants to manage and grow brand socials easily.
14. Zapier: Best for management consultants
One of the top-rated management consulting tools on the market today is Zapier. This no-code platform solves all your integration issues, allowing you to seamlessly work with multiple software tools while maintaining operational efficiency.
It does this by creating workflows (Zaps) that connect all your apps, making sharing information easier. You can also automate some of these processes, reducing human error and saving time.
As your business needs evolve, Zapier allows you to introduce new tools and processes into your ecosystem, making it easy to scale.
Pricing:
Free plan
Professional: $29.99 monthly.
Team: 103.50 monthly
Enterprise: Contact sales for pricing.
Clarity AI: Best for sustainability consultants.
Main use case: Zapier optimizes the operations of business consultants by automating workflows and integrating a range of apps, increasing business efficiency.
15. Clarity AI: Best for sustainability consultants
Clarity is an analytics tool every sustainability consultant should include in their tech stack. It uses machine learning to analyze and compare sustainability practices from various governments, companies, and funds.
It sources this data from social media, news articles, and regulatory findings. After processing and analyzing, it generates insights that give investors a clear view of their investment's ESG performance.
Pricing: Contact the team to get custom pricing options.
Main use case: Clarity helps sustainability consultants improve their ability to assess and report on organizations' sustainability practices.
Choose the best consulting tool for your firm
You can only attain efficiency in your firm when using AI business consulting tools that lead towards your project's outcome. To find the best AI tool, ask yourself these questions:
Is there a specific need we should address using AI? It can be any challenge your firm is facing or growth opportunities.
Is the vendor committed to continuous improvement of the AI? Your requirements will change over time if you plan to scale your business. As such, you must find a tool that frequently updates and improves its processes to remain competitive and support your growth.
Is the AI intuitive and user-friendly to use? AI should make your work easier, not add to it. Find one that can only enhance your productivity.
Is the AI compatible with my existing systems? If you already use a CRM or project management software, find an AI tool that can integrate seamlessly.
Is the AI tool scalable? Find an AI tool that can adapt to your increase in users or data loads.
Does the vendor offer free trials or demos? AI tools can be pretty costly. Find tools offering a free trial period or a demo to evaluate if they meet your needs.
What are other users saying about the tool? Check out reviews online by other users to identify the benefits and shortcomings they are already facing when using the AI tool.
Just try it!
Clients today are more demanding than ever. They expect you to be fast, accurate, innovative, and result-oriented. AI tools enhance your service delivery by allowing you to make data-based decisions. It helps you identify common patterns and reduce any instances of human error or biases.
While there are many reasons to incorporate AI into your system, you should not be overly dependent on it. Maintain a balanced approach by using its strengths to complement your human expertise.
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