PocketWiseAI

PocketWiseAI

Your AI CFO for multi-bank financial clarity

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PocketWiseAI uses Claude AI to unify all your bank accounts, automatically categorize transactions with spending limits, parse bills from any spreadsheet, and optimize debt payoff strategies—giving you institutional-grade financial intelligence in one dashboard.
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Launch tags:Fintech•Artificial Intelligence•Finance
Launch Team / Built With
Intercom
Intercom
Startups get 90% off Intercom + 1 year of Fin AI Agent free
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Carleton Cabarrus
Maker
📌
Hey Product Hunt! 👋 I'm Carleton, founder of CodeSages LLC, and I'm excited to share PocketWiseAI with you today! **What inspired me to build this:** Like many of you, I was managing my finances in a messy spreadsheet—tracking bills across multiple banks, trying to figure out where my money was going, and stressing about the best way to pay down debt. I knew I wanted to build an application that could use AI to help me categorize spending and optimize my debt payoff strategy, but I needed to figure out the right approach. The problem? Bank AI assistants like Erica could only see one institution. Budgeting apps required painful manual data entry. Financial advisors were too expensive. Nothing out there could see my complete financial picture across all my accounts. So I started brainstorming with Gemini on the best solution architecture. That's when PocketWiseAI took shape—an app that could connect multiple banks, leverage AI for smart insights, and actually help people manage their finances intelligently. **Launched on Vercel last month**, and now I'm ready to share it with the world. **What makes it special:** 🏦 **Universal Multi-Bank Support** - Connect ALL your accounts (73% of Americans use multiple banks) 🤖 **Claude AI Integration** - Built on Anthropic's Claude for truly personalized insights 📊 **Smart Auto-Categorization** - 30+ categories with custom spending limits and alerts 💳 **AI Debt Optimization** - Avalanche, Snowball, or let AI find your optimal strategy 📈 **Messy Data Friendly** - Upload any Excel/CSV—AI parses it instantly 💰 **Complete Income Tracking** - Salary, freelance, one-time income with date ranges 🔮 **12-Month Forecasting** - Multiple AI models predict your financial future 🔐 **Bank-Level Security** - Plaid Premium + Supabase RLS for complete data isolation **The app is production-ready** and solves the exact problems I set out to fix: - No more manual data entry from messy spreadsheets - Real-time alerts when approaching spending limits - AI-powered debt strategies that save thousands in interest - Works beautifully on any device **Try the 14-day free trial** (no credit card required) and see if it transforms your financial life! What features would you want to see next? I'm here all day to answer questions! 🚀 **Carleton Cabarrus** Founder, CodeSages LLC carleton.cabarrus@codesages.net
Carleton Cabarrus
Maker

🤯 The AI Revolution in Personal Finance is HERE! 🤯

We are incredibly excited to announce that PocketWise AI is officially LIVE on Product Hunt!

PocketWise is your AI-Powered Financial Assistant, built to take the guesswork and stress out of managing your money. We've packed it with everything you need to master your finances and predict your future with confidence:

✨ Your AI Financial Superpowers:

  • 🔮 What-If Analysis: Go beyond tracking! Model any financial scenario (new investment, big purchase, career change) and instantly see the realistic impact on your net worth and cash flow.

  • 🧠 Personalized AI Insights: Get smart, actionable advice and savings strategies powered by Claude AI, tailored specifically to your spending patterns.

  • 🤖 Automated Bill Tracking: Upload any spreadsheet and let our AI automatically extract and organize your recurring bills for effortless management.

  • 🔗 Seamless Bank Integration: Securely connect all your bank accounts and credit cards with Plaid for automatic, reliable transaction syncing.

  • 🎯 Accelerated Savings Goals: Set your financial goals and receive AI-powered strategies designed to help you achieve them faster than ever before.

  • 📊 Comprehensive Budget Tracking: Monitor spending patterns with intelligent categorization and track progress toward your goals with clarity.

Ready to stop looking backward and start planning forward?

Show your support for the future of finance! Click below, upvote our launch on Product Hunt, and let us know which feature you're trying first!

Support PocketWise AI on Product Hunt!

#FinTech #AI #ProductHunt #FinancialFreedom #Budgeting

Carleton Cabarrus
Maker

PocketWiseAI - Your AI-Powered Financial Co-Pilot 💰🤖

Finally, a budget app that fills the gap Mint left behind — but smarter!

What makes it different:

🏦 Multi-Bank Aggregation — See ALL your finances in one place (73% of Americans need this!)

🧠 AI-Powered Debt Optimization — Goes beyond avalanche/snowball with Claude AI to find YOUR optimal payoff strategy

📊 Financial Forecasting — AI predicts your cash flow 6+ months out with customizable scenarios

🔮 What-If Calculator — Test "Can I afford this new bill?" before committing

🏠 Relocation Planner * NEW — Compare cost-of-living between cities with your actual bills

📱 Smart Bill Import — Upload spreadsheets or let AI detect income patterns from your transactions

⚡ Real-Time Alerts — Budget warnings, cash flow health scores, and spending limit notifications

Pricing that doesn't break the bank:

  • 🆓 Free tier (forever)

  • 💼 Basic: $15/mo

  • ⭐ Premium: $30/mo (unlimited AI)

Built by a solo developer frustrated with the lack of truly intelligent personal finance tools. Works on web, iOS & Android!*Will be on app store and google play store in the future!

What feature would make your financial life easier? 👇