How to Talk to Your Money with AI
What if managing your money was as easy as sending a text? With Finn, it is. No spreadsheets, no calculators, no finance jargon — just plain language conversations about your real financial data.
The Old Way vs. The Finn Way
Traditional budgeting tools require you to log in, navigate menus, interpret charts, and manually categorize transactions. Finn flips that entirely. You just ask a question, and you get an answer.
What You Can Ask
Here are real examples of conversations people have with Finn:
- “How much did I spend on Uber this month?”
- “What's my savings rate right now?”
- “Create a $300 budget for entertainment.”
- “Show me a pie chart of my spending categories.”
- “Set a goal to save $5,000 by December.”
- “Notify me if any purchase is over $200.”
- “How much do I owe on my credit cards?”
Chat Anywhere
The real magic is that Finn works outside the app too. Opt in to text messaging and you can chat with Finn via SMS, iMessage, WhatsApp, or RCS — right from your phone's messaging app.
Want a quick spending check while you're out shopping? Text Finn. Curious if your paycheck hit? Text Finn. Everything syncs back to the app automatically.
Finn Remembers
Unlike generic AI chatbots, Finn has memory. It remembers your past conversations, your preferences, and your financial context. This means conversations stay continuous — you don't have to repeat yourself or re-explain your situation every time.
More Than Answers
Finn doesn't just answer questions. It can also:
- Generate bar, line, and pie charts on request
- Scan receipts and extract transaction details
- Send you daily, weekly, or monthly spending summaries
- Proactively alert you about important changes
- Walk you through onboarding for goals, budgets, and debt plans
Getting Started
Once you've connected your accounts in the WellthPlan app, tap the Finn button and start chatting. Try asking about your spending last week — you'll be surprised how natural it feels to manage money through conversation.