AI Financial Advisor
Stop drowning in spreadsheets. Deploy an AI-powered financial analyst that handles portfolio reviews, cash flow forecasts, and expense reports — all from a single Telegram chat.
The Problem
Financial analysis is time-intensive and error-prone. Small businesses spend 10+ hours per week on bookkeeping. Startups burn $2,000–5,000/month on fractional CFO services. Individuals miss tax deductions because organizing receipts is tedious.
Traditional AI tools require complex API setups, separate subscriptions, and technical knowledge. You shouldn't need a developer to get financial insights.
What Your AI Financial Advisor Can Do
Portfolio Analysis
Upload statements, get instant breakdowns of allocation, risk exposure, and diversification gaps.
Cash Flow Forecasting
Predict future cash positions based on historical patterns, upcoming expenses, and revenue trends.
Expense Categorization
Import bank statements and get automatic categorization, anomaly detection, and spending insights.
Financial Report Generation
Generate P&L statements, balance sheets, and investor updates in minutes instead of days.
Tax Preparation Support
Organize receipts, identify deductions, and prepare preliminary tax documentation.
Investment Research
Analyze market trends, compare investment options, and summarize earnings calls and SEC filings.
Get Started in 3 Steps
Deploy
Type /create in @OpenClawBoxBot. Pick a plan. Pay with Telegram Stars.
Upload
Send bank statements, invoices, or financial documents directly in the chat.
Analyze
Ask questions in plain English: "What's my burn rate?" or "Categorize last month's expenses."
Frequently Asked Questions
Can the AI financial advisor access my bank accounts?
No. OpenClaw processes documents you upload (PDFs, CSVs, screenshots). It never connects to your bank directly. Your data stays in your isolated Kubernetes namespace.
Is this a replacement for a licensed financial advisor?
OpenClaw Box provides AI-powered analysis and insights, not regulated financial advice. Use it for research, reporting, and analysis — consult a licensed professional for investment decisions.
What models power the financial analysis?
Both Pro and Max plans include GPT-5.2, GPT-5, Grok-4, and DeepSeek R1 — all frontier models for deep reasoning on complex financial models. The only difference is credit amount ($25/mo vs $100/mo).