Expense Summarizer AI Agent
Gain clarity and control over your spending with the power of AI. This workflow automatically analyzes your expenses, uncovers spending patterns, and helps you make smarter financial decisions with ease.
How It Works
Upload your expense data – Simply provide your expense sheet or file containing transaction details.
AI processes your data – The agent reads and organizes your expenses for quick and accurate insights.
Ask any question – Want to know how much you spent on food last month or travel this quarter? Just ask.
Smart filtering and grouping – The system summarizes and groups your expenses by date, category, or profile, based on your request.
💫 What You’ll Get
Clear and concise summaries of your total spending.
Automatic grouping of transactions by categories like travel, food, or utilities.
Instant insights into where your money is going and which areas you can optimize.
Custom answers to any expense-related question you ask.
🎯 Perfect For
Individuals, freelancers, accountants, and small business owners who want a quick, smart, and effortless way to understand their spending habits. Ideal for financial tracking, budgeting, or monthly reporting.
Ready to take control of your finances? Let AI turn your raw expense data into meaningful insights today!
Frequently asked
Questions
Traditional chatbots follow pre-set scripts. Agents think, act, and adapt like an employee. They can connect to APIs, remember context, and handle entire workflows instead of just answering questions.
Not at all. You simply describe what you want in plain language. For advanced tasks, you can connect your APIs — but no coding is required.
Agents can replace repetitive roles like:
• Answering support tickets
• Scheduling meetings
• Updating your CRM
• Following up with leads
• Handling refunds or returns
• Even niche roles like link-building outreach or document intake
Our agency pricing starts at $1990/year for 5 clients. You recover this price with just 2 sales and each additional client costs seat costs you $25/month extra. You can bring your own Open AI key and make number of chats unlimited, we give you quota of 30,000 AI Credits each month. Checkout our pricing.
Agents are portable. You can run them on WhatsApp, Messenger, Slack, your website, CRM, or even bundle them as MCPs inside other AI systems like Claude or ChatGPT.
We're migrating all legacy chatbots into AI Agents. You don't need to do anything — they'll automatically get upgraded, with smarter capabilities and cross-platform portability.
Your data is securely hosted in AES-256 encrypted databases. Agents only access the APIs and documents you authorize, and you can revoke permissions anytime.
We offer live demos, community support, and detailed recipes to get you started quickly. You can also book a 1:1 session and we'll help you out to walk through your exact use case.
