ProsperBot – AI Financial Planner for Google Sheets

The #1 Financial Prosperity Engine

ProsperBot is a Google Workspace add-on that connects your AI Financial Planner to your personal Google Sheet. In just a few clicks, it syncs your bank accounts and organizes your finances.

✅ Track income, expenses, assets and debts
✅ Build a personalized financial plan
✅ Forecast your financial future
✅ Get smart insights and recommendations
✅ Make progress toward financial prosperity

ProsperBot Google Workspace Marketplace app. Connect your bank accounts to Google Sheets and get an AI-powered personal financial planner for budgeting, financial consultation, and achieving financial freedom—all within your own sheets budget.

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Financial Guidance

Meet Penny - Your AI Financial Planner

Get Answers Without the Awkwardness

Personalized Financial Guidance

She gives you step-by-step guidance based on your unique financial journey.

Smarter Questions, Better Moves

Using your real financial data and proven planning principles to answer your questions and point out what you should be thinking about next.

Effortlessly manage your money with AI-powered financial planning in Google Sheets. Enjoy financial freedom with real-time insights, automated budgeting, and smart goal tracking.

ProsperBot Plaid integration for Google Sheets. Seamlessly connect your bank accounts in Google Sheets for real-time transaction syncing, automated budgeting, and AI-powered financial consultation. Securely manage personal finances with a smarter sheets budget.

AI-powered personal financial planner in Google Sheets finds extra savings by identifying missed employer benefits. Connect your bank accounts, track finances, and maximize your budget effortlessly.

If you’re hoping to move out in the next 90 days, let’s look at what it’ll take — and how we can make that happen.

Build Your Money Plan

A Budget That Fits Your Life

Penny helps you build a plan around what you care about and cut what you don't.

Tools That Move You Forward

From credit repair to savings automation, get the right tools to spend smarter, save faster, and hit your goals.

See the Bigger Picture

Decisions That Shape Your Future

Visualize how your choices today impact your entire financial life - from account balances to long-term goals.

Grow What Actually Matters

Get recommendations that grow your income, net worth, and financial hapiness.

AI financial planner in Google Sheets helps users reduce debt payments by $1,500 with a 0% interest credit card. Connect your bank accounts, automate budgeting, and achieve financial freedom faster.

I ran the numbers—you could save $1,857.11 in credit card interest just by switching up your payoff strategy. That gets you to Spain way faster.

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

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.

Get Started Now

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.

Prosper Bot is here to help you wherever you are on your financial journey:

Debt Management

Credit Repair

Expense Reduction

Budgeting Solutions

Cash Management

Rewards Optimization

Purchase Assistance

Buying a Home

Insurance

Estate Planning

Retirement Planning

Streamlining Your Operations

Enhancing Your Workflow

Connecting Your Tools

Streamlining Your Operations

Enhancing Your Workflow

Connecting Your Tools

Streamlining Your Operations

Enhancing Your Workflow

Connecting Your Tools

Streamlining Your Operations

Enhancing Your Workflow

Connecting Your Tools

Testimonials

Testimonials That Speak to Our Excellence.

We believe that the best way to showcase the value of our services is through the experiences and feedback of those who have benefited.

"Great experience interacting with the chatbot – it understood my questions perfectly."

— Alexander Johnson

"The chatbot made interaction seamless and hassle-free. This is definitely a game-changer!"

— Sophia Rodriguez

"The AI chatbot saved me time and frustration – it's like having a personal assistant with me."

— Ethan Williams

"Highly impressed with the seamless integration and user-friendly user interface!"

— Jessica Taylor

"Interacting with the AI chatbot was a delight – it understood my needs and provided solutions."

— Isabella Martinez

"The AI chatbot was responsive and easy to use. So I got the info I needed in no time."

— Benjamin Thompson

"Using the AI chatbot was a breeze – it's an invaluable tool for getting quick answers."

— Olivia Taylor

"I can confidently say this AI chatbot has all the features we need and many more!"

— Michael Brown

Frequently Asked Questions

Find the Answers to Your Burning Questions.

We've compiled a comprehensive list of frequently asked questions covering various topics, from features and pricing to technical support.

Answer to the Question

Our bot uses advanced artificial intelligence technology to simulate natural language conversations with users. It analyzes the user inputs, understands their intent, and provides the relevant responses or actions in the real time.