Finance Guide – Growthyfai

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 Project 🎥 Open Demo Video 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: A finance management bot designed to assist users in tracking expenses, budgeting, and investment planning while generating leads for financial coaching.

💪 Strengths:  
✅ Comprehensive features including smart budgeting, expense tracking, and debt management.  
✅ User-friendly onboarding process that simplifies setup.  
✅ Multi-channel expense capture options enhance usability.  
✅ Provides educational content for users looking to improve financial literacy.

🧑‍💻 Gaps / Risks:  
✅ Lacks personalized financial advice, which may limit effectiveness for complex financial situations.  
✅ Reliance on user input for accuracy; potential for errors if users do not engage fully.  
✅ Limited marketing strategy mentioned for attracting users to the bot.  
✅ No clear differentiation from existing finance management tools in the market.

🚀 Actionable Next Steps:  
✅ Enhance user engagement by incorporating gamification elements to motivate consistent use.  
✅ Develop a marketing plan to effectively reach target audiences, especially students and freelancers.  
✅ Consider integrating AI-driven personalized recommendations based on user data for improved financial advice.  
✅ Gather user feedback post-launch to identify areas for improvement and feature expansion.  
✅ Explore partnerships with financial institutions for credibility and user acquisition.

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