AI Chatbot for Finances

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

Manage finances with AI
Loved by  160k+ Customers

Easy as one, two, three

How to Create an AI Finance Chatbot
Manage finances with AI
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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
Manage finances with AI

Tools

Integrate with your favorite tools.

All tools

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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Build AI agents in minutes to automate workflows, save time, and grow your business.

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400 free tasks
Manage finances with AI