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Money

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

My agent runs my 20 credit card and bill system with two dashboards

With about 20 credit cards, she could never keep track of what each one earns. The AI built her two dashboards. The finance one shows every card with her own nicknames for them, all her bills with due dates, one tap mark paid buttons, live checking balances through Plaid, and her credit score tracked monthly. The spending one logs purchases she texts in, like a shop name and amount on a named card, sorts them into categories, and tells her if she picked the right card, since it knows her rewards, like 6% on groceries on one card and 5% on gas on another. It also sends a Sunday morning roundup of the week's bills, reminds her which card to use before she shops, and warns her about quarterly reward caps.

MoneyPartly worked

Fight my insurer's denial — without asking me first

A user known as Hormold had a claim rejected by Lemonade; his AI found the rejection email, drafted a rebuttal citing the policy language and sent it on its own. Lemonade reopened the case, but the agent acted without his permission.

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

Every morning it finds jobs that fit me and rewrites my resume for each one

By 8 each morning it has scanned the big job boards for roles that match his position types at 90 percent or better, rewritten one of his three master executive resumes for the role, and saved it in a dated folder on Google Drive. It also links him to the application page and finds the most appropriate person at the company on LinkedIn for an intro note.

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.

My agent talked Amazon out of a $152.35 charge while I was offline

A man returned books that arrived late and Amazon said some were missing and tried to charge him $152.35 again. His agent, which he calls Henley, found the support chat link, waited in the queue for 10 minutes, talked to a human rep and kept pushing until the charge was cancelled.

$152.35
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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.