Finance
AI-Powered Accounting Firm
Bookkeeping, reconciliation & tax prep — 10x faster
#accounting#bookkeeping#tax#finance
View →
Financeby finwiseapp
Personal Finance App
AI financial advisor for the masses — at $10/month
A B2C personal finance product built on agents: users connect bank accounts, and AI categorises transactions, spots bad habits, builds budget plans, finds savings opportunities, and sends weekly financial health reports.
Agents
4
Estimated cost / mo
$130
Estimated revenue / mo
$4k–$12k
First output
< 2 min
Agent Roster
Goals
→Categorise 100% of transactions automatically on sync
→Generate personalised budget plan within 5 minutes of signup
→Surface top 3 savings opportunities every week
→Send weekly financial health score with actionable tips
Knowledge Base
./knowledge/
├──budget_frameworks.md
├──savings_strategies.md
├──spending_categories.md
├──financial_health_metrics.md
Skills
transaction-categorisationbudget-planningsavings-analysisfinancial-reportinganomaly-detection