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Money

Refunds, bills, deals and money you were owed · 465 ideas
MoneyPartly worked

Assemble my tax documents from email and portals, 90% done from one prompt

Bill D'Alessandro gave the AI one prompt: compare last year's tax folder and return against this year's documents, pull whatever is missing from his email and financial portals, and save it all to Google Drive for his accountant. It got about 90% of the way there.

This only partly worked. Worth knowing before you try it.

My agent runs my 20 credit card and bill system with two dashboards

With about 20 credit cards, she could never keep track of what each one earns. The AI built her two dashboards. The finance one shows every card with her own nicknames for them, all her bills with due dates, one tap mark paid buttons, live checking balances through Plaid, and her credit score tracked monthly. The spending one logs purchases she texts in, like a shop name and amount on a named card, sorts them into categories, and tells her if she picked the right card, since it knows her rewards, like 6% on groceries on one card and 5% on gas on another. It also sends a Sunday morning roundup of the week's bills, reminds her which card to use before she shops, and warns her about quarterly reward caps.

Combine two accounting systems into one invoice table

CData's Dot pulled monthly invoiced totals from Xero for one business unit and QuickBooks Online for the other, checked currencies and invoice statuses matched, and returned one combined table for November 2025 to August 2026. March 2026 was strongest at $28,000 combined; the post notes the test account held demo data.

Win back $950 of a deposit with a statute-citing letter

A renter fed the AI his lease, the deduction statement and move-out photos after a landlord withheld a $1,200 cleaning fee from a $2,500 deposit. The AI checked California law and wrote a dispute letter citing the statute, and he recovered $950.

$950

Build an agent that shops the internet to a budget for me

Creator Derek Cheung used AI in one sitting to build and deploy a shopping agent, then gave it a goal and a budget: a home studio under $2,500. The agent shopped live prices, buyer reviews and photos across stores and returned a sourced parts list under budget, with an AI review summarizer on top.

$2,500

Get me car insurance quotes — Progressive $220 vs my $300 Mercury

A Silicon Valley corporate lawyer says the AI obtained car insurance quotes for him — GEICO $307/month, Progressive $220/month — against his current Mercury premium of $300/month, a saving of about $80/month or roughly $1,000 a year; a AAA quote attempt failed on website issues. He notes he supplied detailed personal and family information for the comparison but withheld his credit card number.

$80a month

Fight every company that shorts me — refunds, appeals, warranties

Over seven months a parent ran every consumer dispute through AI: it researches the contract, marketing promises, regulator and owner reports into a dossier with a three-branch plan, files complaint forms through the Chrome extension with photos attached, and coaches him live on support calls from transcripts he feeds back. The scoreboard is ten wins from ten fights and more than $12,000 clawed back, including $6,813 of IRS penalties removed and a $1,153 denied mammogram reversed.

$12,000

Buy me a red-carpet outfit in chat

In a #metapartner demo co-authored by someone, creator Parker Pannell delegated a day of tasks to his AI 'Fluffy', including buying a red-carpet outfit. Screen recordings show the AI purchasing a $150 suit after he provided his payment details, alongside subscription savings, an OpenTable booking and email drafts.

$150
MoneyPartly worked

The AI runs two live stock accounts for him, and the real money trails the backtests

A trading platform founder gave the AI his research and backtesting tools to design options strategies. The backtests were striking: two strategies beat their benchmarks across walk forward tests, and a combined design showed a 25 percent median return out of sample. The live money tells a soberer story. As of October 16 his original $25,000 account stands at $26,746.61, up 6.99 percent after giving back much of an early 26.58 percent run, and the newer $13,500 account is at $12,904.45, down 4.41 percent. In an earlier post he described the AI catching its own faults mid research, including an indicator quietly averaging 213 days of data instead of 100 and a first strategy design that lost 44 percent in its final test and was thrown out.

This only partly worked. Worth knowing before you try it.

My agent reviews my card spending every week and flags anything odd

Every week his agent scans every credit card, breaks spending down by family member, flags anything odd, and lists every charge from high to low. He says it catches things he could miss. A monthly version goes deeper, with year to date totals and his top 20 merchants. His transactions come through Plaid's read only connector.

My agent talked Amazon out of a $152.35 charge while I was offline

A man returned books that arrived late and Amazon said some were missing and tried to charge him $152.35 again. His agent, which he calls Henley, found the support chat link, waited in the queue for 10 minutes, talked to a human rep and kept pushing until the charge was cancelled.

$152.35

Run a household money sweep: exemption, insurance, power, claims

One user listed what his AI did over a few weeks: filed his homestead exemption back to 2024 (about a $4,000 refund on the way plus roughly $2,000 a year), switched his car insurance to Progressive (about $1,500 a year), moved him to a cheaper power plan (about $800 a year), filed 20+ class-action claims for him and his wife (about $500 expected) and applied to 15+ jobs that led to interviews. He put the total at about $9,000, with forms prepared for his approval.

$9,000one time
MoneyPartly worked

My agent chases the money I am owed, by email and by phone

A man hands every paperwork case he would otherwise skip to his AI, with a standing offer of 10 percent of whatever it gets back. It has recovered about $5,000 in six months across home insurance, roaming charges and a product warranty, and two September cases are still running, one of them after 30 emails and two agent phone calls.

$5,000
This only partly worked. Worth knowing before you try it.

With zero coding knowledge he built accounting software that reads his invoices, and dropped his $1,000 a year package

He says he has zero knowledge of coding. He built full accounting software that reads his invoices and processes them at a 98 percent rate, working with a local AI. It replaced the package that cost him $1,000 every year. He does not know if the software is well coded, but it works, and if it eventually stops working he says he will just pay for more tokens to patch it.

$1,000a year
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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.