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Audit my bank accounts and flag every wasted dollar

Finance creator Graham Stephan connected all his bank accounts to his AI 'Caleb' via Plaid and had it audit his spending, in a #metapartner video co-authored by someone. The AI flagged a forgotten $199/year subscription, $672 in annual fees on an unused bonus-chasing card, and $377.26 (26% of spend) on rideshare, and drafted an email to his business partner about the rideshare spending.

$199

How it works

  1. Create agent 'Caleb' in an AI app
  2. Connect all bank accounts via Plaid
  3. Pull transaction and spreadsheet data
  4. Flag a forgotten $199/year subscription
  5. Flag $672 in annual fees on an unused card
  6. Flag $377.26 (26%) rideshare spend
  7. Draft an email to his business partner about rideshare spending

Why it’s worth knowing

One Plaid connection produced a full cross-account waste audit with exact figures.

Where it’s from

Summarized from a public post on instagram.com. See the original ↗

Upgraded prompt

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Try next

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Every idea is a real post from someone who tried it, summarized in our words, with a link to the original. App names are swapped for plain words.