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financial-coach

AI Financial Coach

multi agentagnoLive in catalog

Get a personalized financial plan that looks at your income, expenses, and debts together — with a clear budget breakdown, savings strategy, and a side-by-side comparison of debt payoff approaches.

Use case

AI financial coaching agent—holistic money advice across budgeting, debt payoff, and investing goals.

How it works

Share income, spending, and debts; the agent builds a realistic budget, recommends how much to save, and compares debt payoff strategies side by side. Output is a clear action plan—not generic advice. Popular with fintech apps, employee benefits, and personal finance coaches.

Sample input

{
  "inputs": {
    "monthly_income": 5000,
    "dependants": 1,
    "manual_expenses": {
      "Housing": 1500,
      "Food": 450,
      "Transportation": 200,
      "Utilities": 180,
      "Entertainment": 120
    },
    "debts": [
      {
        "name": "Credit Card",
        "amount": 3000,
        "interest_rate": 22.5,
        "min_payment": 75
      },
      {
        "name": "Car Loan",
        "amount": 8500,
        "interest_rate": 6.5,
        "min_payment": 250
      }
    ]
  }
}

Example payload for the docs—send it with your app's auth and provider keys as described in the API reference, using /agents/financial-coach/execute.

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