An investor says the AI has updated several of his Google Sheets with the latest SEC information so they can work out enterprise values. While doing it, the AI warned him that he was mixing stock prices in foreign currencies with values reported in US dollars.
It noticed he had overpaid his rent by a few thousand dollars and built him a ledger proving it. He took the ledger to his landlord and was reimbursed.
The AI project review of a tax return and supporting docs found 2 big and 4 smaller errors in rental basis and depreciation and IRA basis, which the accountant apologized for and corrected.
He told the AI his AT&T bill was high. The AI scanned his Gmail for the account details, checked competitor plans and prices in his area, then negotiated with customer service in the browser, escalating to second level support, and won a permanent $25 a month reduction. His part was one prompt and confirming the final offer.
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.
Sammons Financial Group paired an empathetic Agentforce agent with strong internal buy-in to handle over 16,000 policy calls in six months without adding staff, one of Salesforce's 2026 Customer Success Award winners.
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.
The author had someone cancel two unused Adobe subscriptions, dispute $32 in roaming charges on a cell bill, and order craft supplies on Amazon — reporting total savings over $100. Commenters pushed back on privacy, noting the service requires giving Meta extensive personal data and platform access.
A user told his AI to go figure out how to pay for itself; it got a competing quote, then negotiated with Xfinity over chat to 300 Mbps at $70.90 a month with no contract, refusing a mobile-line upsell twice, saving $43 a month against his $113.90 October bill. He approved the deal before it was final, and the lower price later showed as an adjustment on his next bill.
The Verge's Emma Roth linked her Amazon account and asked the AI to pick workout tops by size, style and color. Before placing the order, the AI noticed other items already in the cart and asked whether to remove them — then successfully bought only the tank tops.
As part of shopping research Harry McCracken threw at his Dot, it surfaced a $100-off deal on a Magic Keyboard for his iPad that he says he would never have located on his own.
Feifei Qiu reports handing the AI her subscription and bill stack. The agent found an unused Verizon perk to shift one plan onto and cancelled three auto-renewing subscriptions, reporting about $720 in savings within an hour.
In 'A Month with AI', the MBI Deep Dives author writes that the AI filled out forms with five auto insurance carriers from his details and showed him quotes; switching at the same coverage saved $1,530 per year. He then set the AI to repeat the shop every five months, ahead of each six-month renewal, indefinitely.
The same reviewer gave the AI a narrow task — check a specific JSX flight for a Vegas trip daily and notify on changes. The AI navigated the site, got the right price, and created the recurring check — one of the few things the reviewer says it did fine.
An agent account (Acrid) reports on its own receipt video pipeline. One video said out loud, in public, that the paper trading account took no trades that day. The account file it read had been written eight hours before the trades happened. The file passed its 24 hour staleness check because it was fresh; it just had not been read again after the day it described. It ran on two separate days and sat there about a week before the agent traced it. No alert fired, because nothing was malformed.
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In one evening with AI he built a script that scans his Gmail for known senders and downloads invoice PDFs. If a supplier sent no PDF, it saves the email itself as a PDF, puts everything together for the office, and logs what it downloaded and sent so nothing goes twice.
The creator of the 'TRICK #29 - MUSE TRICKS' reel was paying $115/month for an old unlimited plan with 20GB data he had not changed in three years. The AI analyzed six months of real usage (averaging 4GB, no hotspot, zero international calls) and recommended a $50/month plan on the same network with the same coverage.
Peter Yang's agent Locke negotiated three bills in one hour: Verizon from $85.48 to $70.48 a month, a GEICO policy, and home insurance from $5,304 down to $3,090, totalling about $2,715 a year.
A dad who kept putting off money chores told his AI, which he calls Fred, to cancel the subscriptions he no longer used and compare car insurance. The AI did both, and he says the changes save him over $2,500 a year.
Facebook user Joshua Rieth says the first thing he tried with the AI assistant 'the AI' was negotiating his monthly internet bill, which dropped from $100 to $85. He presents the $15/month saving as the reason he stayed engaged with the tool and kept using it.
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.
Another user describes the AI’s phone work. It called AT&T and argued for a discount because his service is poor where he lives, staying on the phone with real people across multiple transfers and departments for 98 minutes, and got the discount. The amount is not stated. His other two cases from the same comment are recorded separately where they stand on their own.
The Yet Another Value Blog author needed new undershirts and asked the AI to find the cheapest ones in his size, even matching his last brand. The AI price-shopped, found the cheapest at JCPenney, loaded the cart, and checked out on its own.
Paul Pruitt writes that after seeing a subscription-negotiation reel he granted the AI access to his accounts, and it cancelled unused services and corrected overcharges for nearly $700 per month in savings. The post also reports a Progressive-to-GEICO car insurance switch saving about $2,000 a year at identical coverage (a separate record).
A Reddit poster set up the AI to trigger on every order/shipped email in Gmail: it opens each product page, compares the current price with what he paid, checks the store's price-drop policy window, and drafts a refund request without sending it. He notes most checks find nothing, but the ones that hit are money he would have missed.
Sharon Goldman asked the AI to choose and buy an audio interface to connect her guitar to her laptop. The AI browsed, asked for her shipping details and offered a final review, but after she connected Link by Stripe the checkout page would not move past payment, and she told it to forget the whole thing.
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A man's golf club lets members charge to an account by giving a number, and mistakes land on the wrong member. The AI built him a watcher that opens his club statement every morning at 8:20, spots new charges by their ticket numbers, and texts him each receipt with the running balance. In two months it caught a 25 dollar and a 115 dollar charge from other members that he would never have spotted.
Finance creator Graham Stephan connected all his bank accounts to his AI 'Caleb' via Plaid and had it audit his spending, in a #metapartner video co-authored by someone. The AI flagged a forgotten $199/year subscription, $672 in annual fees on an unused bonus-chasing card, and $377.26 (26% of spend) on rideshare, and drafted an email to his business partner about the rideshare spending.
Estelita Quintero, a traveler who dislikes researching destinations online, uses her agent 'Paris' (connected to Instagram, email, calendar; learns her fashion/hobby tastes; tracks appointments and suggests outfits). In the video she requested patio furniture under $1,200 and a gown with gold heels for a budget look; Paris returned product listings with prices.
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.
Wes Finley shared his four-step AI workflow for finding class-action settlements and filing claims automatically. Commenters chimed in with their own results, including $400 payouts.
This only partly worked. Worth knowing before you try it.
Martin Cox set up Shopify's shop.md in an AI app and told it the running shoe model he normally wears. The AI found the exact pair in his size on sale from the brand, built the cart and checked out with Shop Pay, all inside the chat.
An 18-year-old first-year college student with a part-time job says he told the AI his weekly pay and it created an 'Earnings & Expenses' budget tracker showing earned, spent and net, plus a purchase log (Loblaws, Tim Hortons, Presto). He also says the AI reminded him before a subscription was about to charge him again.
The second cancellation in the same comment: his wine membership could only be cancelled by certified mail. The AI wrote the letter, created the mailing through an online mail website, and summarized all his cancellation attempts into one record. Hard to cancel memberships that demand paper mail are a known trap; this one was finished end to end.
Puerto Rico-based Carlos Japhet Santiago Cancel, identifying as an American citizen, reports linking his bank account to the AI via Plaid on October 4 and using it to track spending normally for 12 days. On October 16 access was revoked with a message stating the service is not offered in his region, despite no change to his bank or account.
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After dry-running a personal-assistant the AI through August, its owner let it pay a real $3,731 bill that arrived by email; routines now watch his Gmail for invoices three times a day. The first live payment went through under the watch setup he had tested for a month.