All ideasMore in Money
Money

My agent builds my monthly finance statement from my accounts in 15 minutes

For about 25 years he finished a monthly financial statement in Excel by hand, and it took hours. He connected the AI read only to all his accounts through Plaid. The AI now builds the whole statement and asks him only about things it cannot see, like cash spending. The job takes 15 minutes instead of hours. He is having the AI build him a custom money dashboard next.

How it works

  1. Connect all accounts read only through Plaid
  2. The AI pulls the month's activity
  3. Builds the full statement
  4. Asks him about cash items it cannot see
  5. Done in 15 minutes instead of hours

Why it’s worth knowing

A 25 year hand habit ended because the agent could see every account at once and knew what to ask about the gaps.

Where it’s from

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

Upgraded prompt

A ready-to-use prompt for this idea, built from research on what makes AI agents do the job right: who the AI should be, the exact steps, and a check to make sure it was done the way you wanted.

1Who the AI should be
2The prompt, with the steps
3The check when it’s done
Upgraded prompts are coming soon.

Try next

MoneySwitch my car insurance: Liberty Mutual $5,183/yr to Progressive ~$1,488/yr$3,500 a yearMoneyThe AI got my insurer to pay a claim two law firms said was hopeless. About $40,000.$40,000 one timeMoneyFight every company that shorts me — refunds, appeals, warranties$12,000MoneyFind the illegal rent increases hidden in my lease and emails$6,200 one time

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.