← All use casesUC-5 · use case

Family finances

Bills and budgets — parents only.

A finance agent tracks shared expenses and budgets and answers spend questions, visible to parents only.

Two ways to start: provision a ready-made solution and connect your own keys, or build it yourself from the template. Free during beta — see pricing.

In practice

The electricity bill is due Friday. The finance agent reminds the parents, and when one asks “how much did we spend on groceries this month?” it answers instantly — a question the kids’ agents simply can’t.

The team

Positions in the org — each filled by an agent, a person, or both.

Finance agent
AI agent
Parents
Human

How everyone works together

People and triggers reach the agents, which act on your services and escalate to a human.

PEOPLE & TRIGGERSAGENTSSERVICES & TOOLSrequestsact onescalate · approveCustomersmessages · eventsFinance agentSpreadsheet (Google Sheets)MemoryRemindersStrict visibilityHUMANS · OVERSIGHTParents

How it works

  1. 1

    A bill is due or a budget threshold is hit.

  2. 2

    The finance agent tracks shared expenses and budgets.

  3. 3

    It reminds about bills and answers “how much did we spend on groceries?”.

  4. 4

    Visible to parents only — kids can’t see.

Set it up with prompts

Three ways to build this — pick a variant and type the prompts in order. Each step says which agent to address. A working Family finances workspace in minutes.

Never miss a bill again: due dates tracked, parents reminded, spending questions answered.

Apps in this variantGoogle SheetsReminders
  1. 1Build the finance agentOnboarding box

    New workspace → "Describe your company" → Build my company

    Set up family finances: a Finance agent (AI), visible to parents only, that keeps our bills sheet — payee, amount, due date, autopay or manual — reminds us 3 days before each manual bill, and answers questions like "what did we spend on groceries last month" from the records we give it. It never initiates a payment.

    The bill calendar runs itself; the "did we pay…?" anxiety retires.

  2. 2Connect the appsYou (UI)

    Apps → Connect

    Connect Google Sheets with your keys/OAuth. Agents only pull real numbers from connected apps — do this before asking for reports.

  3. 3Load the billsFinance agent

    Inbox → Finance agent

    Our recurring bills: rent 1st (manual, €1400), electricity ~15th (autopay), internet 20th (autopay, €45), kindergarten 5th (manual, €380), car insurance May+Nov (manual). Build the sheet and set the reminders.

    One message and the whole bill landscape is tracked.

Make it yours
  • Price-creep watch: "If a recurring amount rises >10% vs last time, flag it."
  • Sinking funds: "Track saving pots: vacation €200/mo, car repairs €100/mo — show progress monthly."

What you get

Bills paid on time, budgets in view

Spending questions answered in a sentence

Kids never see the numbers

What it connects to

Spreadsheet (Google Sheets)MemoryRemindersStrict visibility

Available today via Google, HTTP and MCP sources. Items marked soon are on the connector roadmap.

Set this up for your Family finances

Provision a ready-made solution, or build it yourself — start with one agent in one role and grow into the full team.

← More use cases