Smart Money Planner
Static demo

Rules + Agent

See agentic finance planning with a static, transparent demo.

Rules mode runs in your browser. Agent mode uses curated presets so anyone can explore the flow with zero setup or API keys.

Try the demo View pipeline

Pipeline preview

  • Goal parsing
  • Plan generation
  • Scoring + guardrails
  • Markdown explanation

Interactive demo

Rules mode runs locally. Agent mode uses preset outputs.

Net worth
Monthly cash flow
Emergency target
Emergency progress
Debt total
Weighted APR

Plan comparison

Plan Score Emergency Debt Invest Allocation total Budget utilization Approval actions

Allocation by plan

Balance sheet

Debt stress

Recommendation

Narrative

How the pipeline works

1. Parse goals

Extract constraints from natural language input.

2. Generate plans

Create 2-3 candidate action sets using rules.

3. Score + guardrails

Score by risk and debt focus, then enforce constraints.

Mock data

All personas and accounts are JSON fixtures bundled with the demo.