Cashy — AI Financial Advisor

Hi! I'm Cashy, your AI financial advisor.

I'm connected to a demo database with 4 months of financial data for a US-based freelance web developer:

  • 11 accounts — Chase, PayPal, Stripe, Wise, Marcus, Fidelity, credit cards, and cash
  • 233 transactions — client invoices, business expenses, personal spending, transfers
  • 20 budgets — monthly spending limits across 35 categories

Ready to go with the free tier, or switch to your own LLM provider in the sidebar.

Ask me anything about your finances. Here are some ideas:

  1. "What accounts do I have?" — See all accounts and balances
  2. "How much did I spend this month?" — Spending breakdown by category
  3. "How much did I earn from clients in January?" — Income tracking
  4. "Am I over budget on anything?" — Budget vs. actual comparison
  5. "Show me my last 10 transactions" — Recent transaction history

Mode: Demo

Demo Data · Oct 2025 – Jan 2026 · USD

11 accounts · 233 transactions · 20 budgets

Capabilities

  • Check account balances
  • Analyze spending by category
  • Search transaction history
  • Compare budgets vs. actual
  • Create, update, delete transactions
  • Run custom SQL queries

Try asking

"What's the balance on Chase Business?"

"Am I over budget on anything?"

"I need a $1,500 laptop -- can I afford it?"

"Show me a pie chart of my spending"

"Chart my budget vs actual for January"

LLM Provider

Using Free Tier (Qwen/Qwen2.5-7B-Instruct) -- no API key needed