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Finance: AI Agents for Financial Clarity

Purpose-built AI agents that reduce burden, track outcomes, and engage patients daily — through SMS, voice, or video.

Budget & Planning Agents

  • Monthly Budget Builder Agent

  • Goal-Based Savings Agent

  • Emergency Fund Planner

  • Spending Behavior Analyzer

Daily Money Management Agents

  • Spending Tracker + Categorizer

  • Bill Reminder + Cash Flow Agent

  • Micro-Savings + Round-Up Agent

  • Overdraft Warning & Mitigation Agent

Credit & Debt Support Agents

  • Credit Score Monitor + Action Prompts

  • Debt Repayment Planner (Avalanche/Snowball)

  • Student Loan Journal Agent

  • Auto Loan + Mortgage Tracker

Life Stage Financial Agents

  • College Finance Agent

  • First-Time Homebuyer Planner

  • Marriage + Merged Finance Agent

  • Family Planning + Child Expense Forecaster

  • Retirement Readiness Agent

Risk & Tax Agents

  • Insurance Coverage Checklist Agent

  • Tax Prep + Quarterly Reminder Agent

  • W-2 vs 1099 Planning Agent

  • Audit Risk Journal Agent

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