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AI Chatbot for Finances

Simplify your financial management with an AI chatbot. Automate budgeting, expense tracking, and inquiries. Free to try.

Loved by 160k+ Customers

Easy as one, two, three

How to Create an AI Finance Chatbot

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Connect Your Tools

Onboard your chatbot by giving it access to your tools and instructions to follow.

Provide Your Rules

Tell Lindy how you want her to assist with your financial questions.

Take it Live

Once ready, Lindy will be there to help manage your finances with you.

Lindy is the simplest way to create AI agents — smart automations that integrate with all your apps, from Gmail to HubSpot, to save you hours a week and help you grow your business.

How can Lindy’s AI Chatbot for Finances help you?

Learn more about creating an Chatbot for Finances

Tools

Integrate with your favorite tools.

Templates

What else can Lindy do?

Voice of the Customer

Records meetings and shares key quotes with your team on Slack.

Case Study Drafter

Drafts and edits case studies from interviews or transcripts.

Web Monitoring

Instant alerts for website updates and changes.

+1 other

Marketing Focus Group

AI marketing experts refine your content with feedback.

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Web Researcher

Performs advanced research based on your request.

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Meeting Notetaker

Captures meeting details and delivers summaries to Slack.

+2 others

Contact Finder Info

Find anyone's contact details instantly

Chat With Your Meetings

Provides instant answers about past meetings from notes.

FAQ

Frequently asked questions

What is an AI Finance Chatbot?

An AI Finance Chatbot can instantly manage your financial tasks, from budgeting to expense tracking. Using Lindy, you can create a custom finance chatbot that will handle your financial needs quickly and efficiently.

How can I create a personal AI assistant?

Simply tell Lindy what financial tasks you need managed, and she’ll handle them for you. Over time, she’ll learn from your feedback to improve and provide more accurate management. You can also customize her instructions to match your exact needs.

What else can Lindy do?

Yes, you can customize your Finance AI Chatbot made with Lindy. Just provide detailed instructions during the setup process, or at any time in the settings panel.

What kind of tools can Lindy integrate with?

Integrating your AI Finance Chatbot with your existing tools is easy. Lindy supports over 3,000 integrations, allowing you to connect with your favorite apps. Just pick the tool you want to integrate with, enter your login details, and connect. Once connected, you can create custom triggers for Lindy to respond to, or have her complete tasks from within your other tools.

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