Guides

Organize bank transactions seamlessly using Gemini 1.5 Pro

Jan 10, 2025

3min

Karthik Kalyanaraman

Co-founder and CTO

Introduction

Instead of downloading csv statements or manually copying over details, what if your transactions across different banks and bank accounts are automatically consolidated, organized and copied over to a google sheet each time you review them periodically?

I built a browser plugin AI Agent that uses Gemini 1.5 Pro's vision capabilities to solve this problem. Here's how this agent works:
⏩ Share screen and show the transactions you are reviewing to this Agent.
⏩ Go about reviewing your transactions. Switch between accounts and review as much as you like.
⏩ Once done, stop the screen share and ask the agent to copy the transactions over to a google sheet.

Check out a quick demo of how this works 👇 .

Reach out to me if you are looking to improve your team's efficiency by building AI agents.

Demo

Tech Stack

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