Your financial assistant with artificial intelligence.
Not a generic chatbot. MisFin AI knows your financial history, understands the context of your questions, and executes real actions within your account.
How it works
Three steps between your question and the right action.
You write or speak in natural language
No commands to memorize. Write exactly as you'd talk to a financial advisor: "How much did I spend on food this month?" or "Log $50 in transport".
"How much do I have available this week?"AI understands context and queries your history
We use RAG (Retrieval Augmented Generation) so the AI accesses your real financial information before responding. Every answer is based on your actual data.
Analyzes your history + budgets + active goalsExecutes the action or gives the answer
With OpenAI Function Calling, the AI can execute direct actions: log an expense, create a goal, set a reminder — without you doing anything else.
Expense logged · goal created · reminder setWhat it can do
Not just answers questions — it acts within your account.
Real-time expense analysis
"How much did I spend at restaurants this quarter vs the previous one?" The AI analyzes your transactions and gives you a contextualized answer with trends.
Log by chat or voice
"Log $45 in gas." Done. The AI categorizes, assigns the right account, and confirms the entry — in seconds. Also accepts voice notes.
Goals and budget management
"Create a $2,000 savings goal for December." The AI sets up the goal, calculates how much you need to save monthly, and automatically tracks progress.
Smart reminders and alerts
"Remind me to pay rent on the 5th of each month." Also generates proactive alerts when you're close to exceeding a budget or when it detects an unusual expense.
Predictions and projections
"If I keep spending like this, when will I reach my savings goal?" The AI analyzes your patterns and projects future scenarios based on your real behavior.
Google Calendar sync
"Schedule my credit card payment for next Monday." The AI creates the event in your Google Calendar and can remind you in advance.
Available wherever you are
The same smart assistant on all your channels, synced in real time.
Web App
misfin.com/chat
Full panel with conversation history, real-time financial context view, and access to all advanced actions.
Mobile App
iOS & Android
Biometrics to authenticate, home screen widget, push notifications, and offline mode with sync on reconnect.
+57 300 000 0000
Chat with your assistant like a regular contact. Send voice notes, receive daily summaries, and log expenses without opening any app.
Telegram
@misfinapp_bot
Bot with inline keyboards, quick commands (/expenses, /balance, /goal) and scheduled notifications. Ideal for technical users.
Real conversation
This is what a session with the assistant looks like.
MisFin AI
Responsible AI
Your financial information is yours. Always.
Your data is not used to train external AI models.
Conversations are encrypted in transit and at rest.
You can delete your conversation history at any time.
The AI only accesses your data when you initiate a query.
We use the OpenAI API — your data is not shared with OpenAI for training under our terms.
Frequently asked questions
Everything you need to know about the MisFin AI assistant.

