Savings Strategist Agent
Upload. Analyze. Save. Your AI money optimizer that analyzes bank statements and provides personalized savings advice and behavioral nudges.
About Savings Strategist Agent
The Savings Strategist Agent is your personal AI financial coach that helps you understand and reduce unnecessary spending by analyzing uploaded bank statements, identifying patterns, and generating personalized savings advice. It empowers users to optimize their financial behavior without connecting directly to sensitive bank APIs, making it privacy-respecting and accessible.
Core Purpose
To help users understand and reduce unnecessary spending by analyzing uploaded bank statements, identifying patterns, and generating personalized savings advice and behavioral nudges — all presented via a chat interface and a PDF savings report.
Privacy-First
It empowers users to optimize their financial behavior without connecting directly to sensitive bank APIs, making it privacy-respecting and accessible. Files are processed securely and deleted immediately after analysis.
User Flow
1. Upload Statement
Upload PDF, CSV, or Excel bank statement with optional income and goals
2. AI Processing
Agent categorizes expenses, detects patterns, and calculates savings opportunities
3. Interactive Chat
Ask questions about spending patterns and get personalized advice
4. PDF Report
Download comprehensive savings analysis with actionable recommendations