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CashBot — Smart Budget

CashBot — Smart Budget

Paid Finance & Trading ✓ Verified

CashBot is your easy, powerful personal finance app: -Beautiful dashboard: see balance, income vs expenses, daily allowance and budget progress at a

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Finance & Trading AI

About this Tool

CashBot — Smart Budget

CashBot is your easy, powerful personal finance app:

-Beautiful dashboard: see balance, income vs expenses, daily allowance and budget progress at a

CashBot is your easy, powerful personal finance app:

-Beautiful dashboard: see balance, income vs expenses, daily allowance and budget progress at a glance.

-AI Assistant: ask questions about your spending, get actionable saving tips, or use points to chat.

-Smart entry methods:

-Scan receipts (OCR) to auto-fill merchant & amount.

-Voice entry — speak naturally to add transactions.

-Manual keypad for quick entries.

-Advanced analytics: daily trends, category averages, budget progress bars

Pros & Cons

✓ Pros

  • ✓Mobile apps for iOS and Android
  • ✓AI-powered features

✗ Cons

  • ✗Requires a paid subscription for full access
  • ✗Some advanced features may require higher-tier plans

Key Features

🔧

Shipped Apps

🔧

MediHelp

🔧

Split Bill

🔗

MPG Connects

🔧

CosmoHelp

🔧

StoryTime Bear

🔧

100 Greats

🔧

Core Expertise

📋 Scripts & Prompts for CashBot — Smart Budget +

Copy these AI-powered scripts to get maximum value from this tool. Sign up free to copy.

📄 Template
Fine Tuning
Intermediate ⏱ 10 min
Sometimes no matter what tricks you throw at the model, it just won’t do what you want it to do.…
🔐 Browse All Scripts in the Vault →

🔌 MCP Servers for CashBot — Smart Budget +

Connect these MCP servers to give Claude, Cursor & Cline superpowers with this tool. Sign up free to copy install commands.

🔌
osaurus
Intermediate ⭐ 4,448 📱 Claude Desktop, Cursor, Continue.dev
Own your AI. The native macOS harness for AI agents -- any model, persistent memory, autonomous execution, cryptographic identity. Built in Swift. Fully offline. Open source.
GitHub
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Alpha Vantage MCP Server
Low 📱 macos, linux, windows
MCP for Alpha Vantage time-series and fundamentals data.
🔓 Sign Up Free to Install
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Alpaca's Trading API
Intermediate 📱 Claude Desktop, Cursor, Continue.dev
**[AlphaVantage](https://mcp.alphavantage.co/)** - Connect to 100+ APIs for financial market data, including stock prices, fundamentals, and more from [AlphaVantage](https://www.alphavantage.co)
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Finnhub MCP Server
Low 📱 macos, linux, windows
MCP for Finnhub stock and crypto data with news.
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🤖 AI Agents for CashBot — Smart Budget +

Pre-built automation agents that work with this tool — import in one click. Sign up free to access.

🤖 CLAUDE CODE
Claude Code Financial Analyst Skill
▶ On-demand
Claude Code skill that ingests SEC filings, parses MD&A and risk factors, and outputs a structured valuation memo with DCF, comparable multiples, and key ratios.
https://github.com/anthropics/claude-cookbook
⬇ Import Agent Docs
🤖 CREWAI
CrewAI Portfolio Rebalancer Crew
⏰ Scheduled
CrewAI workflow with three agents collaborating to scan a brokerage account, identify rebalancing opportunities respecting wash-sale rules, and produce an execution-ready trade list.
https://github.com/crewAIInc/crewAI-examples
🔓 Sign Up Free to Import
🔗 LANGCHAIN
LangChain Earnings-Call Analyzer
⚡ Event
LangChain pipeline using Whisper transcription plus a structured-output LLM step to compare current-quarter management tone against prior quarters and emit a diff report.
https://github.com/langchain-ai/langchain
🔓 Sign Up Free to Import
🤖 CLAUDE CODE
Claude Skill: Personal CFO
⏰ Scheduled
Claude Code skill that uses the Plaid MCP server to fetch transactions, categorize spending, project month-end balances, and surface anomalies via push or email.
https://github.com/anthropics/claude-cookbook
🔓 Sign Up Free to Import
🤖 Browse All AI Agents →

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Who Is This For?

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Developers

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Freelancers

Tags

Finance & Trading Paid Android Api iOS

Frequently Asked Questions

CashBot — Smart Budget is available as paid. Visit the tool's website for the latest pricing details and plan options.

Visit the CashBot — Smart Budget website to check whether a free tier or free trial is available.

CashBot — Smart Budget is available on Android, Api, iOS. Check the official website for the latest platform support.

Many tools offer free trials to let you test before subscribing. Check the CashBot — Smart Budget website for current trial availability and duration.

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