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Case Study

AI-Powered Spending Assistant

The Challenge

One person came to us with a simple frustration: they never knew where their money was going until the end of the month, by which point it was too late. They had tried budgeting apps and spreadsheets but nothing stuck - it all required too much effort to maintain.

What We Built

We built a tool that connects to bank accounts, tracks spending in real time and uses AI to spot patterns the user would miss. It detects things like rising subscription costs, unusual spending spikes and whether the user is on track to exceed their budget before it happens. Every week it sends a personalised email digest - a clear breakdown of where the money went, what changed, and what to watch out for. No app to open, no dashboard to check. The insights come to the user.

AI Pattern DetectionBank Account IntegrationAutomated Email DigestsReal-time Spending Alerts
AI
Spending Analysis
Weekly
Email Digests
Bank
Account Connection
Real-time
Alerts

The Outcome

The finished assistant turns raw bank transactions into a weekly, plain-English money update. It combines account connection, pattern detection, budget warnings and automated email delivery so users can review changes without maintaining a spreadsheet or opening a dashboard every day.

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