Track subscriptions, taxes and tool spend with a Claude finance agent

An international student and entrepreneur built a Claude agent to keep track of subscriptions, taxes and AI tool expenses.

Difficulty
IntermediateOur rating
Time to build
Not reportedOur estimate
Monthly cost
Not reported
Revenue
Not reportedWe only show revenue the source states
Engagement
434 YouTube viewsfetched Oct 15, 2026

What they did

She built the agent with Claude.

How it went

Shown in the video.

Worth knowing

Summarized from the video title and description only.

Builder recipe

Our own starting point, written from the source. Adapt it to your setup.

Stack

  • Claude

Steps

  1. Connect or export your financial data.
  2. Have the agent categorize and summarize it.
  3. Check the numbers against your statements.
  4. Schedule recurring reports.

Starter prompt

List every recurring charge in these statements, its monthly cost, and which ones I have not used in 60 days.

Tags

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