Get an AI version of yourself that helps your audience organize, manage, and improve their finances - right inside Google Sheets.
Offer an AI-powered financial planning system that helps your audience plan, budget, and grow. It motivates real progress and recommends the right financial products—so you earn from subscriptions, upsells, and affiliate revenue.
Your AI Financial Planner reflects your brand to deliver personalized financial guidance and easily integrates with what you already offer—or helps you launch something new—all without adding to your workload.
ProsperBot gives you visibility into what your audience actually needs—so you can create smarter content, offer more relevant solutions, and deepen trust with your community.
Use our template or create your own—easy to customize and ready to share.
We turn your expertise and content into a branded AI Financial Planner—built for you, styled to your voice, and ready to help your audience on day one.
Connect accounts via Plaid to auto-fill financial data. The chatbot walks users through setup and instantly generates personalized plans and smart recommendations.
Send check-ins, alerts, and recommendations automatically. Keep users on track and open doors to services like credit repair or debt payoff—no manual effort required.
Recommend the right product or service based on each user’s unique financial situation—like debt payoff, savings, or credit improvement.
Get real-time visibility into goals and struggles. Use that data to tailor your content, offer better support, and strengthen audience relationships.
You'll Get:
✅ A link to share your AI Financial Planner and template
✅ Monthly revenue from user subscriptions
✅ Affiliate earnings from built-in financial tools
✅ Insights into user needs to guide your content and offers