About

We're building a consumer finance app that uses AI to provide intelligent insights beyond basic categorization. Think AI groupings, enriching transactions with contextual metadata, and delivering personalized recommendations based on individual patterns + world context. -- Tasks: Identify training datasets & test sets for transaction intelligence (far beyond simple categorization) Test AI approaches for expense relationship mapping (mix of deterministic & LLM) Prototype contextual recommendation engine Recommend production ML architecture for personalized B2C insights (RAG, insights, user groupings, etc.) Combining voice AI & chatbot experiences in B2C app (note: this is NOT a chatbot UI) The current system is a Google Sheets + Plaid integration. Figma demo & explanation of app goals will be provided. Future: AI-first consumer app with real-time insights, react native & built for scale.