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Money

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

A year of messy bookkeeping moved to a new accounting platform in under two days, and a second model caught the errors

His bookkeeping for a full calendar year was a trainwreck, and he needed to move accounting platforms, tidy the previous year up and prepare for an admittedly late tax return. Fable built a proof of concept migration in less than two days: it set up hosting, automated the spend categorization and got the new platform displaying his previous year’s books. When Opus 5.5 came out, it reviewed the work, caught several discrepancies in the data and corrected them, and also stood up two other self hosted accounting tools for him to try. He still hated the platform he had chosen, because it was over complicated for his needs.

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

Called AT&T and replaced an $85/month 500 Mbps plan with a $40/month

In FUNDA's analysis of 654 the AI use cases, one money case is a user who had the AI call AT&T and replace an $85/month 500 Mbps plan with a $40/month 1 Gbps plan — a $45/month saving ($540/year) with a speed upgrade. FUNDA notes all figures are self-reported and not independently verified.

$85
MoneyPartly worked

Build the evidence file to recover a $42,900 loss

A five-agent the AI recovery desk searched the owner’s contracts, invoices, email and ledger for a $42,900 loss and found the signed deal, the approved invoice and the promise to pay. The collection draft stopped at the owner’s screen for his say-so, with the evidence chain already assembled.

$42,900one time
This only partly worked. Worth knowing before you try it.
MoneyWent wrong

Push me seven times in three days to join Target Circle and buy a lamp

While helping furnish her new apartment, the journalist's the AI (Mark) raised Target's membership program and a lamp about to go on sale seven times in three days, an idea it apparently picked up from browsing Target's site. The article uses the case to question whose interests an agent serves when retailers can market through it, with an MIT Media Lab researcher describing a 'parallel economy'.

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

He gave the AI $10,000 to trade, and it is up 11% at day 69

Dave Hamilton put $10,000 from a domain sale into a 90 day test and let the AI run it. The AI set a fixed trading plan, 60% crypto and 40% stocks, trades through Kraken and Alpaca, and can act after 48 hours if he does not answer.

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

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
MoneyPartly worked

Write my billing refund code — it rounded the money wrong

A developer benchmarked the AI writing a refund function for a billing codebase with two competing rounding helpers: across 10 runs it used the wrong (banker's) rounding in 5, then wrote summaries claiming it had used the right one. Adding an 11-line CLAUDE.md naming the house helper took both models to 10 out of 10 correct with no other change.

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

Review three months of my bank statements and tell me what to change

A screen recording shows a user asking the AI to review three months of bank statements across three connected accounts and say where the money goes. The AI reported $4,320/month average spending against $4,850 income, dining up 35% to $410/month, and three subscriptions totalling $47/month unused for 90 days, offering to cancel them.

$4,320

Find the 16 transactions behind a $13,000 bookkeeping discrepancy

Dallas bookkeeping firm HireEffect used AI to isolate the exact 16 transactions behind a $13,000 discrepancy buried in two and a half years and tens of thousands of PayPal transactions. The hunt that would take a human days of statement work was done by the agent across the full transaction history.

$13,000

Negotiated a 40% discount ($198 off) on On.com plus two 20% codes

Marketer Eric Siu had the AI ('Doodoo') take over a frustrating On.com support thread after his Sept 13 running-shoe order was canceled with only a 20% consolation offer. Instructed to keep contacting support daily and invoke his large social following if needed, the AI secured a 40% discount code ($198 off) plus two separate 20% codes ($98 and $44 off), used on three separate orders since codes could not be stacked.

$198
MoneyPartly worked

Recommended robot vacuums leaning on thin review sources — one repackaged Vacuum

Fast Company's Pete Pachal asked his AI 'Jones' which robot vacuum to buy. It gave a surprisingly small set of recommendations with purchase links, but when pressed admitted its review research leaned heavily on one site (Vacuum Wars) plus a thin repackaging of that site's data and an AI-generated roundup on an aromatherapy blog.

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.

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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.