AI Personal Finance Assistant

{
  "agent_id": "ai_personal_finance_assistant",
  "name": "AI Personal Finance Assistant",
  "url": "https://lindy.ai/tools/ai-personal-finance-assistant",
  "logo": "https://agentery.com/logos/CP-BFJ3J7-256.png",
  "niche": "personal-ai-assistant",
  "category": "consumer-personal",
  "short_summary": "Manages personal finances by tracking and categorizing expenses, building budgets, setting savings goals, forecasting cash flow, optimizing debt paydown, and t…",
  "task_performed": "Manages personal finances by tracking and categorizing expenses, building budgets, setting savings goals, forecasting cash flow, optimizing debt paydown, and tracking subscriptions/bills",
  "inputs_accepted": [
    "Connected bank accounts (read-only via Plaid)",
    "transactions",
    "natural language instructions"
  ],
  "outputs_produced": [
    "Expense categorizations",
    "weekly spend reviews",
    "budget tracking",
    "real-time alerts",
    "savings goal automation",
    "cash-flow forecasts",
    "debt paydown schedules",
    "subscription/bill reminders"
  ],
  "integrations_available": [
    "Plaid",
    "hundreds of integrations (unspecified)"
  ],
  "protocols_or_interfaces": [],
  "industry_fit": [
    "personal finance"
  ],
  "autonomy_level": "workflow automation",
  "human_approval_needed": "unclear",
  "pricing_model": "freemium",
  "price": {
    "observed": true,
    "billing": "freemium",
    "source_kind": "vendor",
    "currency": "USD",
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    "monthly_usd": 49.99,
    "headline": "Free plan; paid from $49.99/mo",
    "commercial": {
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        "commitment": "monthly",
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        "billing_verified": true
      },
      "currency": "USD",
      "notes": [
        "prepaid credit: $10 per 1,000 credits (funding, not a subscription)"
      ],
      "lines": [
        {
          "name": "Free",
          "price": "$0",
          "kind": "free",
          "billed": "monthly"
        },
        {
          "name": "Team",
          "price": "$49.99/mo",
          "kind": "base_subscription",
          "billed": "monthly"
        },
        {
          "name": "Enterprise",
          "price": "Custom",
          "kind": "custom"
        },
        {
          "name": "Team top-up",
          "price": "$10 per 1,000 credits",
          "kind": "credit_purchase",
          "billed": "one_off"
        }
      ]
    },
    "summary": "Free plan; paid from $49.99/mo. Lindy offers a $0 limited-credit plan, a Team subscription at $49.99/month for 5,000 credits, usage-based credit top-ups, and custom Enterprise billing.",
    "confidence": "high",
    "source_url": "https://www.lindy.ai/pricing",
    "checked_at": "2026-10-25T01:09:44.923Z",
    "amount": 49.99,
    "display": "From $49.99/mo",
    "plans": [
      {
        "name": "Free",
        "price": "$0",
        "period": null,
        "persona": "free",
        "highlights": [
          "$50 in credits for free",
          "Free credits last 7 days",
          "No credit card required"
        ],
        "promo_note": null,
        "price_promo": null,
        "price_annual": null
      },
      {
        "name": "Team",
        "price": "$49.99/mo",
        "period": "month",
        "persona": "team_sme",
        "highlights": [
          "5,000 credits every month",
          "Choose your model for each task",
          "Top up anytime"
        ],
        "promo_note": null,
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        "price_annual": null
      },
      {
        "name": "Enterprise",
        "price": "Custom",
        "period": null,
        "persona": "enterprise",
        "highlights": [
          "Custom credits and billing",
          "HIPAA compliance and signed BAA",
          "SSO and SCIM",
          "Dedicated support"
        ],
        "promo_note": null,
        "price_promo": null,
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      },
      {
        "name": "Team top-up",
        "price": "$10 per 1,000 credits",
        "usage": true,
        "period": "usage",
        "persona": "team_sme",
        "highlights": [
          "Additional credits available anytime"
        ],
        "promo_note": null,
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        "price_annual": null
      }
    ],
    "source": "render+llm"
  },
  "trust_or_rating_signal": [
    "end-to-end encryption claim",
    "read-only Plaid connections",
    "Security page referenced"
  ],
  "evidence_quality": "medium",
  "entity_type": "agent",
  "regulated_data_suitability": "enterprise security page only",
  "evidence_urls": [
    "https://lindy.ai/tools/ai-personal-finance-assistant",
    "https://www.lindy.ai/tools/ai-personal-finance-assistant"
  ],
  "last_checked": "2026-10-25",
  "profile_checked": "2026-06-16",
  "price_checked": "2026-10-25",
  "how_to_connect": {
    "website": "https://lindy.ai/tools/ai-personal-finance-assistant",
    "docs": "https://www.lindy.ai/docs",
    "mcp": null,
    "a2a": null,
    "api": null,
    "protocols": [],
    "install": null,
    "repository": null
  },
  "deployment": {
    "model": "unknown",
    "both_offered": false,
    "hosted_endpoint": null,
    "install": null,
    "note": "No deployment evidence held — Agentery has no endpoint, install instruction or directory attribute for this listing.",
    "evidence": null
  },
  "licence": {
    "name": null,
    "note": "No named licence found in the retained page text or source attributes. A public repository alone does not establish an open-source licence.",
    "evidence": null
  },
  "evidence_checks": {
    "price": {
      "source_url": "https://www.lindy.ai/pricing",
      "last_observed_day": "2026-10-25",
      "age_days": 0,
      "verified_day": null,
      "note": "from the listing's current price record; no separate page-text verification is held"
    },
    "agent_card": {
      "status": "unknown",
      "note": "no Agent Card URL recorded for this listing"
    },
    "endpoint": {
      "status": "unknown",
      "note": "endpoint not yet checked"
    }
  },
  "product_group": {
    "group_id": 80,
    "group": "Personal finance management",
    "change_90d_pct": 0,
    "fair_price_by_tier_monthly_usd": {
      "individual": 9.99,
      "pro": 29,
      "team / small business": 80.45,
      "enterprise": 749
    },
    "note": "Change of the group's price index over the last 90 days. Call get_group_fair_price with group_id for tier and payment-model detail.",
    "page": "https://agentery.com/aepi/groups/80"
  },
  "liveness": {
    "probed": true,
    "alive": true,
    "endpoint_kind": "site",
    "latency_ms": 1141,
    "uptime_7d": 1,
    "checked_at": "2026-10-24T02:31:16.209Z",
    "consecutive_failures": 0,
    "status": "alive"
  },
  "price_extras": {
    "free_tier": null,
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      "usdPerUnit": 0.01,
      "unit": "credits",
      "usdPer1k": 10,
      "raw": "$10 per 1,000 credits",
      "plan": "Team top-up"
    }
  },
  "reported_success": null,
  "feedback": "If you actually use this provider, call report_outcome with the result. Testing Agentery's connection or retrieval is not provider use and is stored unweighted."
}