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.