ProsperBot – AI Financial Planner for Google Sheets

A Smarter Personal Financial Planning System

Built as a secure Google Workspace Add-On, ProsperBot connects your bank data, custom plan, and automation—all inside the tool you already know.

✅ Enter your Gmail to get the link
✅ Copy the template and install the Add-On
✅ Work with your Planner directly in Sheets
✅ Get weekly insights to stay on track

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

Simplified Money Management

Automate Your Finances

Clear Financial Picture

See your accounts, spending, and savings — all in one place.

Effortlessly Organized

Connect your banks with Plaid — your sheet stays updated and organized.

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.

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!

Plan the Life You Want

Personalized Financial Goals

Define what matters to you — and your AI Financial Planner helps you prioritize and stay on track.

See the Big Picture

Get a visual forecast of your finances — see how today’s decisions shape your future over time.

Accelerate Your Success

Smart Financial Moves

Get insights that boost your cash flow and reduce expenses — so you can keep more of what you earn.

Relevant Tools & Services

Get matched with trusted products and services based on your goals—so you can take action and move forward faster.

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 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

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.