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Saathi AI: Your Personal CFO

Saathi AI is the flagship financial intelligence module of the BizOSaaS platform. It acts as an autonomous Personal CFO for clients, providing real-time insights into spending, subscription leakage, and tax optimization.

Key Features​

🏦 Bank Connectivity​

  • Secure Aggregation: Link your bank accounts via Plaid or Stripe Financial Connections.
  • Data Privacy: All financial data is encrypted at rest and anonymized for AI processing.

📊 Expense Categorization​

  • AI-Driven Logic: The SaathiCategorizer agent automatically classifies transactions into meaningful buckets (Rent, SaaS, Meals, Taxes).
  • Manual Overrides: Correct the AI and it will learn your preferences over time.

🕵️ Subscription Tracking​

  • Detect recurring dual-charges or forgotten trials.
  • Get alerts before a subscription renews or if price changes are detected.

How to use Saathi AI​

  1. Dashboard: Access the "Personal CFO" tab in the main sidebar.
  2. Setup: Follow the onboarding prompts to link your first primary account.
  3. Insights: Wait ~5 minutes for the initial indexing; the AI will then present a summary of your "Fiscal Health".

Settings & Privacy​

You can manage your data visibility and AI processing levels in the Dashboard Settings > Financial Privacy section.