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soporte en decisiones financieras

  • An AI agent that tracks expenses, categorizes spending, provides budget recommendations, and forecasts financial trends.
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    What is Personal Finance Assistant AI Agent?
    Personal Finance Assistant AI Agent is an open-source, AI-driven tool developed to streamline personal financial management through natural language conversation. It enables users to log daily expenses by simply chatting, automatically categorizes transactions, and organizes data into comprehensive budgets. Leveraging OpenAI's GPT-4 model, it analyzes spending patterns to generate tailored budgeting recommendations, forecasts future expenditures, and visualizes financial trends with easy-to-read charts. Users can set savings goals, receive alerts when nearing budget limits, and query real-time insights about their finances. The agent stores data locally in a SQLite database for privacy, while being extensible to integrate with banking APIs or customize categories. Its intuitive interface makes it accessible for individuals and small businesses to optimize financial planning and decision-making.
    Personal Finance Assistant AI Agent Core Features
    • Conversational expense logging
    • Automated transaction categorization
    • Personalized budget recommendations
    • Spending forecast and trend analysis
    • Financial goal tracking
    • Interactive data visualization
  • Arthur and Edison: AI-driven tools to aid bookkeeping and business growth.
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    What is fdo.ai?
    Arthur and Edison by fdo.ai are AI-powered tools designed to assist small business owners. Arthur simplifies bookkeeping by automating tasks like invoicing, expense tracking, and financial reporting, thus saving time and resources. Edison supports the creation and growth of small businesses through business planning, market research, financial management, and strategic guidance. Both tools aim to empower entrepreneurs to focus on their core operations and make informed decisions.
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