AI Finance
About this app
WHAT IT DOES
The AI Finance agent is a specialized assistant that helps individuals and households understand their financial situation and make informed decisions. You provide financial data, budget information, or investment details, and the agent returns structured financial guidance with four key sections: (1) a financial overview summarizing income, expenses, and current position, (2) a budget analysis identifying spending patterns and areas for focus, (3) savings recommendations with suggested targets and strategies, and (4) investment considerations based on your situation and goals. The output is capped at 1,024 tokens and is designed for practical, actionable use.
HOW TO USE
Open the agent from your BotSurf AI Agents panel. The first time you use any AI agent, you will need to paste your API key once—it is stored securely and never leaves your device. Then, describe your financial situation in the input box. You can also use the "Use page selection" button to pull selected text directly from the page you are viewing. Click "Get Financial Guidance" and within moments you will receive structured insights. The agent runs entirely in a sandboxed frame in BotSurf with no browser extension required.
WHAT IT SENDS
When you click the analyze button, the agent sends exactly the text you have entered into the input box—nothing more, nothing less. It does not send page content, browser history, cookies, or any other data. Usage logs record only the fact that a run occurred and the timestamp, for billing purposes; the content of your request is never stored or logged by BotGentz. The text is transmitted securely and processed by the AI model to generate your guidance.
SUBSCRIPTION
This agent requires an active subscription at $4.99 per month, which includes 100 analysis runs per month. A 7-day free trial is available so you can evaluate the tool before committing. Unused runs do not roll over to the next month. You can cancel anytime from your BotSurf subscription settings—no questions asked.
THE PANEL
The agent opens as a draggable panel within BotSurf. Drag it by the title bar to position it anywhere on
PLEASE NOTE
Sites and services change over time and this app may need updating to match.
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