If you sell a finance spreadsheet, the biggest upgrade you can make is turning it into a live system: bank-connected data + a guided workflow + an AI coach that helps users stay on track.
What creators want from “bank → sheet”
- Reliable data in the spreadsheet (not copy/paste or CSV exports)
- A backend “data layer” they can reference with formulas in any template
- Retention hooks: weekly check-ins, recurring value, ongoing improvements
Where ProsperBot fits
ProsperBot syncs bank accounts via Plaid and keeps a backend data layer inside the template. Creators can design templates that pull from that data layer with formulas and guide users through workflows.
Try the default Penny template: Open template preview →
Creator CTA: Want to launch your branded version? See the partner program.