Finance Bot
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
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
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