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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