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Money

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

Reconcile 10 months of bank statements to $0 uncategorized, then run my books

A small-business owner who had stopped paying a leased accountant reported on X (via WhatAgentsCanDo, Oct 20) that the AI reconciled 10 months of bank statements in one evening, matched every client payment to its invoice, and closed the books to $0 uncategorized. It then set up a separate bookkeeper bot to keep the books current going forward.

MoneyPartly worked

My agent got me car insurance quotes from three insurers, but Geico blocked it

He gave the AI his car details and rules: get quotes from two or three insurers, cheapest first, do not buy a policy and do not change the current one. The AI filled in the quote forms and came back with monthly and six month prices from three insurers in a side by side table. Geico would not complete the request at all. He says it saved him time filling in forms.

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

Cancel my unused services and correct my overcharges

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).

$700a month
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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.