2026 · Client project
Daily Cash Agent
One morning message replaces checking 6 different bank accounts by hand.
ShippedAI Agent · Plaid · Fintech
Users & problem
A founder checked 6 different bank accounts by hand every morning to get one number.
Research
He didn't want a dashboard. He wanted the answer pushed to him.
dailycashbot
bot
Operating account
- Current balance
- $12,480.00
- Pending charges
- $1,215.40
- Net tomorrow
- $11,264.60
6:45 AM
Decision & tradeoffs
One Telegram message (balance, pending charges, net cash) instead of an app.
Results
Runs unattended every morning. The client still uses it and recommends it.