Prompt: A table of every recurring charge with flags and a yearly total
Works with Gmail/Outlook search, File upload, Browser, Phone calling (rolling out)
Bills, refunds and forgotten charges
Find recurring charges, claim refunds and lower what you pay every month
27 entries
Prompt: A table of every recurring charge with flags and a yearly total
Works with Gmail/Outlook search, File upload, Browser, Phone calling (rolling out)
Prompt: A keep/pause/rotate plan with dates and before/after cost
Works with Gmail search, Browser (plan prices), Reminders
Prompt: A bill-to-card table with yearly reward gain
Works with Gmail search, Browser
Prompt: A ranked list of 10 leaks with fixes and a savings total
Works with File upload, Gmail search, Browser
Prompt: A list of discount and error fixes with yearly savings
Works with Gmail search, File upload, Browser
Prompt: Bills identified and paid after approval, with confirmation numbers
Works with File upload (photos), Checkout with Link one-time card
Prompt: All digital coupons clipped
Works with Browser with saved login
Prompt: A like-for-like quote table and a switch recommendation
Works with File upload, Browser (quote forms)
Prompt: A retention offer reported back for approval
Works with Browser with saved login, Phone calling (rolling out), Support chat fallback
Prompt: Written cancellation confirmation and refund date
Works with Browser, Phone calling (rolling out), Reminders
Prompt: A refund request, an appeal if needed, tracked to payment
Works with Browser, Gmail sending with approval, Phone calling (rolling out), Scheduled follow-up
Prompt: A list of unpaid refunds and a demand letter for each
Works with Gmail search, Browser
Prompt: An explanation of the charge and next steps
Works with Gmail search, Browser
Routine: A complete timeline, claim form and follow-ups
Works with Gmail search, File upload, Browser forms, Scheduled task
Prompt: A flagged-fee table with reversal scripts
Works with File upload, Phone calling (rolling out)
Prompt: A filed card-warranty claim tracked to a decision
Works with Browser, Gmail search, Scheduled check
Prompt: A support request and any discount offers
Works with Browser (support forms)
Prompt: A line-by-line flag list, dispute letter and phone script
Works with Browser with saved login, Gmail, File upload, Phone calling (rolling out)
Prompt: Flagged items with dispute letters and a 30-day reminder
Works with File upload, Reminders
Prompt: An honest defense check and a dispute letter
Works with File upload (photos), Browser
Prompt: A list of open settlements and ready-to-submit claims
Works with Gmail search, Browser forms
Prompt: Completed pet insurance claims for unclaimed bills
Works with Gmail search, Browser forms
Prompt: A list of unclaimed-property hits with claim steps
Works with Browser
Prompt: A sorted list of unused credits with expiry reminders
Works with Gmail search, Reminders
Prompt: A rate comparison and the monthly difference
Works with File upload, Browser
Prompt: An appeal recommendation and draft filing
Works with Browser, Artifact (filled form)
Routine: A weekly-updated budget sheet and Sunday summary
Works with Artifact (spreadsheet), Google Sheets (UNCONFIRMED), Scheduled task