Personal CFO Lite
Analyses bank and credit-card CSV exports to surface spending patterns, recurring bills, lifestyle creep, a 90-day cash-flow estimate, and practical savings ideas.
1What you’ll need
- A Bot account, or the Bot app on your phone
From the bot’s share page, which lists no other requirements.
Avoid sharing passwords, keys or private personal data.
2Set it up
Summary from the bot’s share page:
- Open Personal CFO Lite’s share page with Open in Bot.
- Add Personal CFO Lite in Bot.
- Start a chat with Personal CFO Lite, then review what it produces and check any factual claims.
3Use it
Shared by Unknown. Open it in Bot to start using it.