Finance Guide

Diamond AI Agents Hackathon
Garima • Mentor & Community Manager at Growthyfai.
Tools: Thinkstack, chatgpt, canva
Description: Finance management bot, will help you with your finances and money management

Detailed Description

An AI assistant that tracks expenses, builds a zero-stress budget, reminds you of bills, and creates simple payoff/investment plans—while capturing qualified leads for paid financial coaching.
Not financial advice; for education only.

Who it serves

Individuals (students, salaried pros, freelancers) needing clarity and discipline.

Advisors/coaches who want pre-qualified leads + automated prework.

Core features

2-min onboarding → income, fixed bills, debts, goals

Smart Budget: 50/30/20 baseline + custom categories

Expense Capture: quick messages, CSV upload link, or Google Sheet sync

Bill & Due Reminders: UPI/credit card/EMI dates

Debt Plan: snowball/avalanche with timeline

Starter Investing Plan (education): goals, SIP estimate, emergency fund

Monthly Report: spend vs plan, savings rate, debt progress

Loading AI Review…
Booting AI Coach…

Submission Review & Analysis

✨ Summary: A finance management bot designed to assist users with budgeting, expense tracking, and investment planning while generating leads for financial coaching. 💪 Strengths: ✅ Comprehensive features including smart budgeting and debt repayment plans. ✅ User-friendly onboarding process that simplifies setup. ✅ Multi-channel expense capture options enhance usability. ✅ Educational focus on financial literacy, appealing to a broad audience. 🧑‍💻 Gaps / Risks: ✅ Lacks personalized financial advice, which may limit user engagement. ✅ Reliance on user input for accuracy; potential for data entry errors. ✅ May not integrate with all financial institutions, limiting functionality. ✅ Competition from established financial apps could impact user acquisition. 🚀 Actionable Next Steps: ✅ Enhance user engagement by incorporating personalized financial advice options. ✅ Improve data integration capabilities with more financial institutions. ✅ Consider adding gamification elements to encourage regular use and tracking. ✅ Gather user feedback to refine features and address pain points. ✅ Develop a marketing strategy targeting specific user demographics for better reach.
Smart AI Review. Work on each pointer shared to make your project perfect.

AI Coach (asks anything about this submission)

Hey! I’ve gone through the submission. Ask me anything — gaps to fix, better tools, next steps, whatever you need.

Community Feedback

  • No feedbacks yet
Created with ❤️ by Growthyfai