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": "subscription",
    "currency": "USD",
    "lowest_monthly_usd": 29.99,
    "monthly_usd": 29.99,
    "headline": "From $29.99/mo",
    "summary": "From $29.99/mo. Lindy offers Plus, Pro, and Max subscriptions at $29.99, $99.99, and $199.99 per user per month, with Enterprise pricing available through sales.",
    "confidence": "high",
    "source_url": "https://www.lindy.ai/pricing",
    "checked_at": "2026-09-02T04:14:53.108Z",
    "amount": 29.99,
    "display": "From $29.99/mo",
    "plans": [
      {
        "name": "Plus",
        "price": "$29.99 /mo per user",
        "period": "month",
        "persona": "pro",
        "highlights": [
          "3k credits / user / mo",
          "Standard usage"
        ],
        "price_annual": null
      },
      {
        "name": "Pro",
        "price": "$99.99 /mo per user",
        "period": "month",
        "persona": "pro",
        "highlights": [
          "15k credits / user / mo",
          "5x more than Plus"
        ],
        "price_annual": null
      },
      {
        "name": "Max",
        "price": "$199.99 /mo per user",
        "period": "month",
        "persona": "pro",
        "highlights": [
          "35k credits / user / mo",
          "~12x more than Plus"
        ],
        "price_annual": null
      },
      {
        "name": "Enterprise",
        "price": "Talk to sales",
        "period": null,
        "persona": "enterprise",
        "highlights": [
          "HIPAA compliance and signed BAA",
          "Shared usage and bonus credits",
          "Dedicated support",
          "Audit logs",
          "Onboarding and enablement"
        ],
        "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": "2026-06-16",
  "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": []
  },
  "liveness": {
    "probed": true,
    "alive": true,
    "endpoint_kind": "site",
    "latency_ms": 1029,
    "uptime_7d": 1,
    "checked_at": "2026-09-02T02:30:57.915Z",
    "consecutive_failures": 0,
    "status": "alive"
  },
  "price_extras": {
    "free_tier": null,
    "unit_cost": null
  },
  "reported_success": null,
  "feedback": "If you use this listing, call report_outcome afterwards — it sharpens rankings for everyone including you."
}