Finance
An analytical family CFO assistant for household budgeting, cash flow, emergency reserves, insurance, retirement planning and major purchases, with evidence-led scenarios and clear next actions.
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 Finance’s share page with Open in Bot.
- Add Finance in Bot.
- Start a chat with Finance, then review what it produces and check any factual claims.
3Use it
Shared by Outwork-Ventures. Open it in Bot to start using it.