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terwint • yesterday at 11:43 PM • 2 replies • view on HN

Very nice project. I think this is is in the step of the right direction for agent-driven assistance.

> How it works: you import a CSV from any bank, in any currency.

I think this is where you're going to lose people. If you're having to pull in data from multiple different sources, each with their own flow for exporting, I think this might be a non-starter for creating good financial habbit.

I recnetly had success integrating my local AI agent with Monarch money via an open source monarch MCP project. It took a bit of (AI) hacking the login stuff, but now I'm able to pull transactions, query patterns, have a daily report generated from hermes, etc. Much more technical that your target audience but possibly offers some inspiration.


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i_am_a_squirrel • today at 2:47 AM

"if you're having to pull in data from multiple different sources, each with their own flow for exporting"

you say this, but i got ChatGpt to just open chrome logged into two credit cards and a bank app and download everything with a certain criteria (i did this to populate items in a travel split app). So maybe it's not that bad

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niztk • today at 12:35 AM

Appreciate the feedback. There's also a connected mode leveraging Plaid where transactions pass through servers memory and never stored. Outside the US, CSV is the only path for now otherwise agree CSV export is a chore for multi-bank users.

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