Rocket Money built an AI money assistant that has to be 100% accurate
In plain words
Rocket Money built Rowan, an agent that watches accounts and helps people manage money, with Claude.
Still a trial: The team's monthly coding output on the project grew 11 times in seven months.
Source: anthropic.com ↗
How to do it yourself
Our suggested steps. The company didn't publish theirs.
- 1
Pick one money task users ask for (e.g. spotting a bill increase).
- 2
Map the steps a person does today and where the data lives.
- 3
Build the workflow in Anthropic Claude and use the prompt below for the AI step.
- 4
Run it side by side with the manual process for a week and compare.
- 5
Switch over, keep a human check on edge cases, then automate the next task.
The instructions to give the AI
Paste this into Claude (the free plan is fine), swap the [brackets] for your details, and test it on a few real examples.
This is one part of the setup. It won't connect to your phone, inbox or other apps on its own; the steps above cover that.
Agent instructions (prompt)
Look at my last 3 months of transactions. List subscriptions and bills, flag any that went up, and any charge that looks unusual. Don't move money: suggest actions and ask me to confirm.
[Highlighted] = replace with your own details before you run it.
What you should get back: "Netflix went up $3. Unusual: $89 at 'XYZ Store' on 3 May. Suggestion: cancel the unused gym."
Written by Quickly and Good, inspired by this case.
More detail: tools, prices and what you'll need
The company used: Anthropic Claude
You could use: Anthropic Claude
- Claude
AI assistant for writing, analysis and long documents; can connect to your tools.
Free plan; Pro $20/mo (monthly) · Official site ↗
Prices from each tool's own pricing page, checked Oct 2026.
What you'll need
- ☐An enterprise AI platform licence
- ☐Integration with your core systems (CRM, billing, identity)
- ☐Security, privacy and compliance review
- ☐A curated knowledge base
- ☐A testing and evaluation programme
- ☐Human escalation and monitoring
Can I do this myself?
Not on your own. These are enterprise platforms sold with implementation help. A small business can get part of the way with Intercom Fin or Tidio Lyro (3-7 days, no-code), but matching this result means hiring a builder.
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