AI for Personal Finance
Financial workflows are full of repetitive, rule-based work that should be automated. Expense categorization, transaction classification, budget reporting — these are exactly the kinds of tasks where AI pays for itself quickly.
I build Python-based AI agents that handle this work accurately, consistently, and without ongoing manual input.
What I build
- Expense classification agents — LLM-based categorization across any number of categories, applied consistently to every transaction
- Financial reporting automation — dynamic reports by category, time period, and volume — generated automatically without spreadsheet work
- Budget preparation workflows — real-time visibility into spending patterns, not just end-of-month snapshots
- Custom integrations — connected to your existing data sources via API
Who this is for
- Freelancers and consultants managing personal and business expenses across many categories
- Small business owners spending hours on monthly financial administration
- Teams where financial reporting is manual, inconsistent, or delayed
Case Studies
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AI Expense Classification Agent
90% reduction in classification time. 100+ monthly transactions, 30 categories, zero errors. Delivered in 4 weeks.
Stack
Python, LangChain, OpenAI, FastAPI, PostgreSQL.
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