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Money

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

Audit my taxes and find my CPA's mistakes

In a thread about a Garmin MCP and privacy tradeoffs, a commenter says the AI found errors his CPA had made in his returns. Amending them recovered over $100,000, at the cost of feeding the agent a lot of personal financial information.

$100,000one time

Claim my California unclaimed money: $954 for me, $897 for my wife

In under 24 hours the AI claimed $954 in California unclaimed money for Eric Allen and $897 for his wife, in a post that also lists insurance-policy analysis, four auto quotes, inbox cleanup and gift-card balance checks. Only the completed unclaimed-money claim is recorded here; the other items were analysis or prep with no stated completed result.

$954one time

My agent checks every month for money owed to me and my family

He set up a monthly check for himself and his close family. The AI searches state unclaimed property sites and open class action settlements that fit the products and services they use. It found $250 from an old utility company in his name and $1,500 in his mom's name from an insurance company, and it found three class actions he could join and filled out the forms for him. It only pings him when something new shows up.

$1,750
MoneyPartly worked

Track my phone trade-in until the credit actually lands

Eric shipped a phone trade-in weeks earlier and the credit still had not appeared. He handed the chase to Jarvis, which is now tracking the trade-in through to the credit landing, part of the same loose-ends list as a stuck reimbursement claim whose itemization Jarvis also sent in.

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

Audit my $800k portfolio and catch my advisor cloning my Roth into a taxable account

A 37-year-old who suspected his big-firm advisor treated his roughly $800,000 portfolio as an afterthought uploaded his statements, gain/loss and trade history to the AI. The audit found two years of S&P underperformance - and the real problem: when he asked the firm to extend a successful Roth IRA strategy to his taxable individual account, they copied the exact same asset ratios across, so dividend-heavy holdings now throw off ordinary-income tax every year, a non-issue inside the Roth. Confronted, the advisor called it a known model limitation. He is firing the firm.

Recover $836 of my unclaimed property in a background money sweep

One itemized line in Armand Ruiz's September 15 errands post credits the AI with recovering $836 of his unclaimed property during a background finance sweep. The sweep's $2,120.95 total is already recorded from press coverage; this record isolates the unclaimed-property component that coverage did not itemize.

$836one time

User's chat shows an internet bill cut from $75+tax/month to $45/month after

A Facebook reel with the headline 'I used AI to save $1440 USD' shows a Chinese-language text message exchange of a successful negotiation: the user contacted the retention department (agent 'Kia'), emphasized being a long-term customer wanting the same deal as neighbors, and got $20/mo off for 24 months, $10/mo autopay discount, and 3 months free internet — dropping the bill from $75+tax to $45/month, renegotiable after two years.

$75

Run our family's $30-a-week grocery loop with AI tracking the pantry

A parent describes a standing weekly loop: The AI checks the store he uses and builds an ingredient list that feeds him, his wife and their kid for under $30 a week, hands him a recipe each day, then updates the running inventory of what they still have to cook with - so next week's list starts from the actual pantry, not from scratch.

MoneyWent wrong

My first payment with AI was blocked

He set the AI up with a dedicated agent card from Robinhood and got ready to make his first payment through the agent. The payment was blocked.

This one went wrong. See what happened before you try it.

Get my expired $200 Verizon gift card reissued

Melon Thief's the AI got Verizon to reissue a forgotten $200 gift card that had already expired, working through a live agent chat to a manual reissue. The replacement was set to arrive in 30 to 45 days.

$200one time
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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.