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 financial planning through an AI-driven interface. 💪 Strengths: ✅ Comprehensive features including smart budgeting and expense capture. ✅ User-friendly onboarding process that simplifies setup. ✅ Provides educational insights on investing and debt management. ✅ Captures leads for financial coaching, benefiting both users and advisors. 🧑‍💻 Gaps / Risks: ✅ Lacks personalized financial advice, which may limit user trust. ✅ Dependency on user input for accuracy; may deter less tech-savvy individuals. ✅ Potential data privacy concerns with financial information handling. ✅ Limited appeal to those seeking advanced financial strategies. 🚀 Actionable Next Steps: ✅ Enhance user trust by incorporating a disclaimer about data privacy and security measures. ✅ Consider adding a tutorial or FAQ section to assist less tech-savvy users. ✅ Explore partnerships with financial advisors to provide personalized advice options. ✅ Gather user feedback to refine features and improve user experience. ✅ Promote the bot's educational aspects to attract a broader audience.
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