Elizabeth Tran
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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.

Sample data

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.

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