Finance Bot – Growthyfai

Diamond AI Agents Hackathon

Garima • Mentor & Community Manager at Growthyfai.

Tools: Thinkstack ai, Loom, Canva, chatgpt

Description: My bot helps people with their financial management and taxes

🚀 Open Project 🎥 Open Demo Video View All Submissions

Detailed Description

Concept (1-liner)

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

Loading AI Review…

Booting AI Coach…

Submission Review & Analysis

✨ Summary: Finance Bot is an AI assistant designed to help users manage their finances, track expenses, and create budgets while generating leads for financial coaching.

💪 Strengths:  
✅ Intuitive onboarding process that simplifies user setup.  
✅ Comprehensive features for budgeting, expense tracking, and reminders.  
✅ Targets both individual users and financial advisors, broadening its market appeal.  
✅ Educational focus ensures users understand financial concepts without offering direct advice.

🧑‍💻 Gaps / Risks:  
✅ Lacks a demo that showcases real-time functionality and user experience.  
✅ Potential privacy concerns with sensitive financial data handling.  
✅ May require ongoing updates to stay relevant with changing financial regulations.  
✅ Limited appeal to users who prefer more personalized financial advice.

🚀 Actionable Next Steps:  
✅ Develop a live demo or video walkthrough to illustrate the bot's capabilities.  
✅ Implement robust data security measures and clearly communicate them to users.  
✅ Consider adding personalized financial advice features to enhance user engagement.  
✅ Gather user feedback to refine features and improve usability.  
✅ Explore partnerships with financial institutions for credibility and user trust.

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