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
🚀 Open Channel 🎥 Open Project View All Submissions

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

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Submission Review & Analysis

✨ Summary: Finance Guide is an AI-powered financial management bot designed to assist users in tracking expenses, budgeting, and planning investments. 💪 Strengths: ✅ User-friendly onboarding process that simplifies initial setup. ✅ Comprehensive features including smart budgeting and expense tracking. ✅ Automated reminders for bills and due dates enhance user engagement. ✅ Captures leads for financial coaching, benefiting both users and advisors. 🧑‍💻 Gaps / Risks: ✅ Lacks personalized financial advice, which may limit user trust and reliance. ✅ Potential data privacy concerns with expense tracking and lead capture. ✅ Users may find the interface overwhelming if not properly guided through features. ✅ Limited educational resources on investment strategies could hinder user confidence. 🚀 Actionable Next Steps: ✅ Enhance user onboarding with interactive tutorials to familiarize users with features. ✅ Implement robust data privacy measures and clearly communicate them to users. ✅ Provide additional educational content on investment strategies to build user confidence. ✅ Gather user feedback regularly to refine features and improve user experience. ✅ Consider integrating a chatbot for real-time assistance and queries during usage.
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