Trust-first financial-analyst agent harness for personal and team money decisions
Build a dedicated agent harness (rather than skills or raw chat) that walks a financial problem — budgeting, planning payments, forecasting — through five design principles: shared domain, consistency (deterministic code for all math), evidence (traceable provenance for every number), accountability (few high-signal review gates), and verification (independent review with outside reference points). The result is a system you can delegate boring financial work to and still trust, because calculations run once as tested code instead of being re-derived stochastically in the model's head each session.
online B2B Service / Consulting / Agency
From AI Engineer — Stop Chatting With Spreadsheets — Francesco Galletta & Felippe Felisola Caso, Monzo
Problem: Long linear chats lose context and give different answers to the same question; models silently make arithmetic errors and treat guesses as facts; 'master file' spreadsheets hide changed assumptions that poison results. Trust, not speed, is the bottleneck for delegating money work to AI.
For: Individuals and internal teams (data teams, credit analysts, finance users) who need repeatable, trustworthy financial analysis; anyone currently doing budgeting or money math in chat sessions or spreadsheets.
Products from this video
Examples
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