Money, Bills & Benefits

Clean up personal finances like a bookkeeper

File an income tax return through the tax portal

Call insurers for appeal status updates

Navigate insurer phone menus to reach a human

Cancel seven subscriptions and close the accounts

Reclaim forgotten crypto airdrops and deposits

Recover unidentified funds with a treasury skill

Find unclaimed money across old addresses

Cut a hospital bill using Claude's Medicare price analysis

Analyze 10-Ks for value investing

Review a landlord deposit dispute for legal violations

Summarize an insurance denial letter for an appeal

Build a self-hosted bookkeeping and finance app

Extract receipt data for freelancer bookkeeping

Check taxes against receipts and bank statements

Claim refunds for delayed or cancelled flights with Claude

Win a flight refund dispute with ChatGPT

Cancel Adobe subscription without early termination fee

Run a live Kalshi prediction-market account autonomously

Run an 11-agent team for trading prep

Lower an internet bill and file expense reports

Run overnight memecoin checks and alerts

File receipts from a folder

Audit credit card use for wrong-card charges and missed benefits

Cancel and refund subscriptions by searching email and calling

Do taxes by selecting the right invoices

Monitor DeFi positions and alert on risky pools

Run Monte Carlo simulations on a retirement portfolio

Let AI models trade stocks autonomously with $1k each

Pull stock fundamentals from SEC filings for valuation

Build a portfolio plan from brokerage exports

Set up overseas supplier payments for review

Sort tax documents and fill IRS forms

Investigate market moves and alerts with an agent on your charts

Fight a denied home insurance water damage claim

Appeal a denied travel insurance claim

Negotiate a lower GoDaddy support price via chat agent

Run multi-agent LLM financial trading analysis

Claim unclaimed property using ChatGPT guidance

Teach an agent to trade with signals and logging

Trade stocks via Robinhood MCP

Negotiate a lower fiber bill with AT&T chat

Consolidate bank statements into a spending dashboard with Claude

Monitor investing news and produce morning macro summaries

Generate a daily personalized trading research report from brokerage data

Research crypto assets and execute swaps and perps trades

File tenant complaints against a landlord automatically

Fight a mattress warranty claim by email

Draft appeals for denied insurance claims

File insurance claims for overcharges