Lili Banking

About this Tool

Lili is an AI-powered banking and financial management app built specifically for freelancers and self-employed individuals. Its AI automatically sets aside money for taxes based on your income patterns, tracks business expenses, and provides financial insights for solo entrepreneurs.

Lili’s Tax Bucket feature uses AI to calculate the optimal amount to save for taxes from each deposit. The platform’s expense tracking, invoicing, and tax optimizer features help freelancers manage their finances without an accountant.

Key Features

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AI Tax Savings Optimizer

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Automatic Tax Buckets

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Freelancer Expense Tracking

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Business Invoicing

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Business vs Personal Separation

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Annual Tax Reports

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High-Yield Savings

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No Monthly Fees

📋 Scripts & Prompts for Lili Banking +

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

📄 Template

Build My Personal Budget & Zero-Based Spending Plan

Beginner ⏱ 15 min

You are a certified financial planner. Create a complete zero-based budget for me. Monthly take-home income: [INCOME] Fixed monthly expenses:…

Monthly take-home income

Fixed expenses

Variable expenses

Debt payments

Financial goals

💬 Prompt

Design My Investment Portfolio â€” Any Goal

Intermediate ⏱ 12 min

You are a fee-only fiduciary financial advisor with expertise in portfolio construction. Design my investment portfolio. Investment goal: [GOAL] (retirement…

Investment goal

Years until goal

Risk tolerance

Monthly investment

Account types

Current allocation

Your age

💬 Prompt

AI Tax Optimization Strategy

Intermediate ⏱ 15 min

You are a CPA and tax strategist. Identify every legal tax optimization strategy for my situation. Filing status: [STATUS] Employment…

🔓 Sign Up Free to Copy Free forever · No credit card

📄 Template

Debt Elimination Snowball + Avalanche Hybrid Plan

Beginner ⏱ 10 min

You are a debt specialist. Create my complete debt elimination plan. Debts I owe: [DEBT_LIST] (name, balance, interest rate, minimum…

🔓 Sign Up Free to Copy Free forever · No credit card

📄 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.…

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🔐 Browse All Scripts in the Vault →

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