Sales

Customer Support

Use cases

Email Automation

Meeting Recording

Integrations

Gmail

Zoom

Twilio

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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

When this happens...

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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.

AI Text Generator

Learn more about creating an Chatbot for Finances

Tools

Integrate with your favorite tools.

Weights & Biases

Google Docs

Agent

GitHub

Microsoft Teams

Freshworks CRM

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Templates

What else can Lindy do?

Email Negotiator

Handles inbound inquiries, negotiating deals on your behalf.

Email Thread Summarizer

Summarizes lengthy email threads for easy organization.

Voice of the Customer

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

Calendar Audit

Weekly meeting category overview (e.g., internal, sales, external).

Chat With Your Meetings

Provides instant answers about past meetings from notes.

Email Triager

Label and triage your inbox for better organization.

Daily Digests

Detailed sales call preparation with attendee and company information.

Newsletters Into Twitter Content

Extracts topics from newsletters, drafts tweets, and sends via Slack.

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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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