For template sellers
Turn downloads into a money manager your customers actually use.
ProsperBot helps you turn your existing finance templates into a branded, bank-connected money manager with AI guidance—so customers stick after week one.
Replace the “template stack” with a system
If you’re juggling Gumroad/Etsy delivery, onboarding docs, support DMs, and “how do I use this?” emails, ProsperBot turns the entire experience into one place your audience returns to.
Bank-connected data
Transactions + balances sync into Google Sheets automatically, so your template stays current without manual imports.
Your branded AI guidance
A conversational interface in the Sheets sidebar that speaks in your voice and guides users through your workflow.
Retention loop
Weekly focus + change detection + contextual nudges—so customers keep coming back after the download.
Launch path
1) Bring your template
We build on what you already sell—your formulas, dashboards, and method become the foundation.
2) Add the money manager
Your branded coach becomes the front door, guiding setup and answering questions from real data.
3) Sell ongoing guidance
Add subscription value through weekly check-ins and automation, without building an app.