Oops! Something went wrong while submitting the form. Try again!
You're all set!
Check your Gmail for your free Google Sheet template and start managing your finances with confidence.
Get AI-powered Financial Planning in Google Sheets
Your AI Financial Planner automates your financial life in Google Sheets—from budgeting and goal tracking to real-time insights. Manage your money smarter with expert guidance tailored to your unique financial journey.
Google Workspace Application
Smart Money Management
Connect your Google Sheet to an AI Financial Planner that helps you organize, optimize, and take control of your finances.
✅ Click Get Started Now – We’ll email you the template with a built in link to install the app.
✅ Stay in Google Sheets – No new software to learn, everything stays where you already manage your money.
✅ Sync Your Accounts – Securely connect your bank to auto-organize income, expenses and all your accounts.
✅ AI-Powered Guidance – Get expert insights to budget better, save more, and plan smarter.
50+ Employee
4.9 (2.8k Reviews)
50+
9
2
3
4
5
6
7
8
9
0
9
2
3
4
5
6
7
8
9
5
%
Improve their Prosperity
1
2
3
4
5
6
7
8
9
0
0
2
3
4
5
6
7
8
9
0
%
Boost in
Net Worth
Net Worth
2
2
3
4
5
6
7
8
9
0
4
2
3
4
5
6
7
8
9
4
/
7
On-Demand Guidance
Your Path to Financial Prosperity
Take Control of Your Finances with AI-Powered Guidance
Automate Your Financial Life
Manage your finances effortlessly—AI organizes your Google Sheet so you don’t have to.
Clear Financial Picture
See all your accounts, spending, and savings in one place.
Effortless Setup
Just connect your accounts, and your sheet is automatically organized.
I noticed you’re not taking full advantage of your employer’s retirement match. By contributing $200 more each month, you’ll unlock an extra $200 in free money for your future. Let’s make it happen!
Tailored Financial Planning
A smarter way to reach your financial goals with AI-powered planning.
Simple Money Management
Track income, expenses, and assets—all in one place.
Actionable Insights
Get AI-driven recommendations to make smarter financial decisions.
Accelerate Your Success
Optimize your finances with AI-driven insights tailored to your unique situation.
Financial Optimization
Improve cash flow, reduce interest, and make smarter money moves.
Answers to All Your Questions
Get expert guidance on everything from paying off debt to buying a home.
I crunched the numbers—you can save $1,857.11 in credit card interest and reach your travel goal 5 months faster. Want to know more?
Key Features
Features Designed to Enhance Your Experience.
Explore the cutting-edge features that make our AI chatbot stand out from the crowd. With advanced natural language processing capabilities.
Security & Compliance
Our AI chatbot prioritizes security and compliance, implementing the encryption protocols and adhering to industry.
Multichannel Support
Our chatbot integrates with messaging platforms, including websites, social media, and apps, ensuring consistent.
Customization Options
Tailor chatbot's appearance, personality, and functionality to match your brand identity and meet specific business.
Analytics & Insights
Gain insights into user interactions and behavior with comprehensive analytics dashboards, allowing you to optimize.
Your Guide to Financial Prosperity
Our platform is designed with your success in mind, offering a comprehensive suite of features and functionality to streamline your operations.
Streamline Your Finances
Prosper Bot guides you step-by-step to organize your finances in Google Sheets, making the process simple and stress-free.
Simple Process
Designed with simplicity, making it easy for users.
Stress Free
Information is presented in a clear organized manner.
Tailored Financial Planning
ProsperBot crafts a personalized plan for retirement, prioritizes your financial goals, and helps you manage money with ease.
Retirement Plan
Utilizes contextual information like user preferences.
Money Management
Dynamically based on the context of the conversation.
#No1
Chatbot
Chatbot
Customer Satisfaction
Accelerate Your Success
ProsperBot doesn’t just help you set goals; it provides customized strategies and solutions to optimize your financial journey, helping you reach your goals even faster.
Customized Strategies
Collects demographic information, such as age, gender.
Reach Goals Faster
Provides users with ability to manage their preferences.
Effortless Automation and Insights
Designed to simplify your life, ProsperBot automates tedious tasks and delivers the insights you need to achieve your financial aspirations.
Deliver Insights
Collects demographic information, such as age, gender.
Financial Aspirations
Provides users with ability to manage their preferences.
Our Process
Journey Begins Here: Inside Our Process.
From conceptualization to execution, our step-by-step approach is designed to guide you by every stage of journey.
01.
Access the Chatbot
- Visit our platform.
- Look for the bot icon.
- Click on the bot icon.
02.
Initiate the Conversation
- Welcome message.
- Type a new message.
- Start with a greeting.
03.
Engage and Interact
- Bot will respond.
- Follow the prompts.
- Continue interacting.
04.
Conclude Conversation
- Can choose to end.
- Rate your experience.
- Continue interacting.
Debt Management
Credit Repair
Budgeting
Cash Management
Comprehensive Financial Services
AI-Powered Financial Guidance
Personalized for You
Insurance
Buying a Home
Estate Planning
Retirement
Clear action steps
Step-by-step guidance
Manage money effectively
Improve finances effortlessly
Clear action steps
Step-by-step guidance
Manage money effectively
Improve finances effortlessly
Clear action steps
Step-by-step guidance
Manage money effectively
Improve finances effortlessly
Clear action steps
Step-by-step guidance
Manage money effectively
Improve finances effortlessly
Clear action steps
Step-by-step guidance
Manage money effectively
Improve finances effortlessly
Clear action steps
Step-by-step guidance
Manage money effectively
Improve finances effortlessly
