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.
A man was paying about $30 a month to RocketMoney and the AI just to find subscriptions he had forgotten about, and using them only now and then. He had the AI connect to Plaid, where it found more subscriptions than the two apps ever had, and set up a weekly email listing his current subscriptions and any price changes.
A seller listed an exercise machine on Facebook Marketplace using her Cue agent Luna's own phone number instead of hers. Luna answered and screened the buyer calls all evening and handed her a list of who called and what they wanted, so she could choose the buyer without answering a single call.
Joseph Devoy uploaded his Liberty Mutual policy ($5,183/yr) and the AI switched him to Progressive at about $1,488/yr, buying the new policy and cancelling the old one in roughly five minutes. The switch saves him about $3,500 a year.
A man connected the AI to a Robinhood agent subaccount through its connector and gave it as much freedom as he could. It trades on its own and has made a small amount of money so far. He keeps the risk ring fenced in the subaccount rather than his main account.
A Threads user shared that the AI automatically negotiated their internet bill down, saving $30 without any manual work on their part. Replies were mixed between enthusiasm and privacy concerns about sharing financial info with Meta.
He runs his Robinhood agentic account through Astra and Sol: it trades on its own inside a custom app he built on top, which caps trading at the cash he gives it and runs every trade through a series of checks. He gets a note each day on what is going on with the account.
This only partly worked. Worth knowing before you try it.
The use-cases directory records someone having the AI monitor the Apple Store online and notify when an iPhone became available to pre-order — stock-watch automation for a launch.
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.