Agent First AI Personal Finance Manager

Agent First AI Personal Finance Manager

Agent-first money management, not another dashboard.

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Agent First is an experimental, agent-first personal finance manager. You talk to an AI that can search, clean up, and batch-edit your transactions and accounts, with every change going through a reviewable change set. Today it ships with concrete widgets for accounts, transactions, and categories; the vision is generic widgets powered by flexible data queries so the agent can handle more of the work over time.

Agent First AI Personal Finance Manager launches

Launch date
Agent First AI Personal Finance Manager
Agent First AI Personal Finance ManagerAgent-first money management, not another dashboard.

Launched on December 1st, 2025