He and his wife hold pensions, SIPPs, property, mortgages and ISAs across seven or more places. He built a planner that aggregates and prices all of it, projects future values, and sends push alerts with rebalance signals when goals are met. The monthly Excel update he used to do by hand is now a five minute browse.
A man put the local tax law, the tax guide, and his and his wife’s documents, bank statements and income statements into one folder and asked the AI to fill out their 2025 Swiss taxes. He says there was nothing to fix, and he submitted it.
The creator had the AI go through his credit card statements, and it found a $720 GoDaddy charge that he had never noticed. The creator runs several small businesses and points to a full video about how he fired GoDaddy and now runs 8 websites for about $1 a month.
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.
Dan Zhao posted a dark-mode screenshot recommending the AI for auto-insurance shopping, claiming over $1,000/year in savings. The comparison shows six-month premiums: Progressive $1,556 as the new leader vs Costco Connect $2,142.75 and current GEICO $2,324.63.
Finance blogger Andrew told the AI he needed new undershirts. Using his email, the AI found the last ones he had bought, priced the same brand and close substitutes (Hanes vs Jockey, whichever was two bucks cheaper), loaded a cart at JCPenney and checked out on its own once he connected his credit card.
Allie K. Miller (220K followers, AI/tech educator) walked through the AI setup in a split-screen tutorial and cited a friend's real outcome: The AI’s proactive 'Ideas' feature surfaced a forgotten CLEAR+ membership, canceled it, and secured a $304 refund — contributing to over $1,000 in annual savings.
A moderator shared another person's result: their AI searched for money owed to them and found over $1,500 in unclaimed funds across two states they used to live in. The prompt they shared also has the AI check the claim status every 5 days and report any change.
Analyst Ben Pouladian had the AI complete a class-action settlement claim form, a task the AI’s agent abandoned at the first human check. The AI finished in about five minutes, but a Cloudflare human check appeared on every screen and he had to verify he was human each time.
This only partly worked. Worth knowing before you try it.
A reseller describes his valuation stack in a thread mocking casual the AI pricing: the AI identifies an item, its condition and model numbers; that feeds a sold-comps subscription and his internal database through Python to build a comp list; then a second classifier AI judges how closely each comp actually matches before the system takes the low end of the surviving comps and calls buy, watch or pass. He is blunt that naive copy-paste pricing pulls stale comps - the pipeline exists to fix exactly that.
In shipwithmuse.live's errands catalog, one 'finding money you forgot about' entry reports a full sweep of every state's unclaimed-property database by name and past cities, which turned up $88.92. The catalog notes it was as reported by the build author and not independently audited.
He connected the AI to FreshBooks and ConnectWise through a connector he built, so his work time gets logged as he goes. Month end invoicing went from most of a day of typing to reviewing drafts.
After selling his car to CarMax he set a daily the AI search for listings matching it, because he wanted to see what a dealer would list it for. It found the listing within a week.
Steve Morseman gave the AI his ISP account info and asked it to cut the bill or improve service. The AI used its calling feature to wait on hold, negotiate, then patch him in to pick between two saving options — $840/year claimed, no plan change.
Commenting on a money thread, he says the AI found him over $1,000 in states he used to live in, money he did not know about. On one claim the only thing he had to do was enter his social security number at that step. $600 showed up a few days later. For the other states, which need forms that were emailed to him, the AI built him a package and checklist to fill them out.
Commenting on the 26 use cases post, she says she gave the AI access to her budget tracker sheets. It updates the tracker with her balances, and she set up alerts for when a category goes over plan. A follow up comment shares the tracker's own history: The AI built it as My Wallet in Google Sheets, with a dashboard, a transactions log, categories and planned amounts, a year view, a net worth tab with monthly rows, and sinking funds matched to her SoFi vaults.
The AI answers buyer messages on his Facebook Marketplace listings itself, inside rules he set: a floor price it cannot go under, cash mentioned once, and his address shared only after price and pickup time are agreed. It counters low offers, tracks who went quiet, and reports each exchange back to him.
A SpaceX launch engineer says his AI talked with a treadmill company's sales rep and got the price, the subscription and the assembly fee lowered, then paid. He says it saved $750, and no brand or receipt was shown.
A man needed hardware for a piece of furniture and ran AI to find it. It beat his best Google results by 18% by finding smaller shops, applying a discount code, signing up to a newsletter for a better code once he approved, and checking the shipping by putting the item in the cart and going to checkout.
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.
PayPal had told the IRS he had done tens of thousands of dollars of business through it, when the real figure was $150. With its help he disputed the claim and the entire tax bill was eliminated.
In the same roundup, another user's Dot went through a live chat to cancel an in-flight wifi subscription and obtained a refund. No amount or provider is named in the account.
Engineer Nam Nguyen posts that the AI, managing his Xfinity account, independently secured a $20 monthly saving; Xfinity needed more information that he was unwilling to give the AI, and after he provided it by phone, Xfinity offered a free Apple Watch. Commenters discuss the automation boundary the handoff illustrates.
The AI built him a small app that works out his net worth from his holdings every day. It refreshes on its own each day and sends him an alert when a market move is big enough to change the picture.
Colombian consultant Darío Palacio Isaza sent his Instinct agent to find a product with exact specs across online stores. Mercado Libre's security check blocked the agent repeatedly, so the purchase went to Éxito.com, a store he had never used, because its product page was machine-readable.
From the same day to day list, with the exact wording shared so others can copy it: every weekday at 11 am his AI checks AMD, Intel and Dell, and only pings him if one moves 5 percent or more or there is major news, staying silent otherwise. He presents it as the model for how he uses the agent: quiet ongoing jobs with a clear trigger, not a stream of updates.
He wired a double entry bookkeeping tool into AI and snaps photos of receipts as they come. When he fed it a batch of bank statements for his rental property, the reconciliation flagged a missing $47 charge for him to check.
A bearded creator (Medo, 6.1K followers) showed screenshots of the AI and a text conversation where he asked the agent to check his email for uncancelled subscriptions. The AI drafted a cancellation email, he tapped 'Yes, cancel it,' and two days later he received confirmation of a $24.99 refund.