Yes. Core expense tracking, budget management, and savings goals are completely free. A Pro plan is available for advanced features like bank statement import (PDF upload) and AI-generated financial digests.

Do I need to download an app?

No app needed. Paisa Agent works entirely on WhatsApp — just send a message to get started. There is also an optional web dashboard at paisaagent.ai for a visual overview.

How does it understand my messages?

Paisa Agent uses Google Gemini AI to understand natural language, voice notes, and receipt photos. You can type in Hindi, Telugu, Tamil, Hinglish, or English and it will parse your expense automatically.

Is my financial data safe?

Yes. Your data is encrypted in transit and at rest, stored on Google Cloud in Mumbai (asia-south1), and never shared or sold. You can delete your data at any time.

Can I use it for wedding or event budgets?

Yes. Paisa Agent has a dedicated event budget mode for weddings and large events. You can track vendor payments, set category limits, and monitor overall spend — all through WhatsApp.

What does Pro give me that Free doesn't?

Pro includes bank statement import (PDF upload), an AI CFO weekly financial digest, advanced insights, and priority support. Free covers everyday expense tracking, budgets, and savings goals.

Live interactive demo · Sample data · No login required

The Paisa Agent dashboard

This is the real product dashboard, populated with example data so you can explore it without signing up. Every expense here was “logged” the way you would on WhatsApp — by text, voice note, or a photo of a receipt — and turned into live budgets, category breakdowns and savings goals. Connect your own account on WhatsApp to see your numbers here.

Everything Paisa Agent tracks — all from WhatsApp

ExpensesBudgetsSavings GoalsIncomeEMIs & LoansCredit CardsInvestmentsWedding & Event BudgetsBank & Gmail SyncTax PlanningWeekly AI Digest

This Month

₹23,709

14 expenses

All Time

₹1,48,920

214 total

Monthly Budget

₹40,000

₹16,291 remaining

Top Category

Household

₹17,649

Monthly budget used

₹23,709 of ₹40,000

59.3% used

₹16,291 left to spend this month — you're on track.

Earnings & savings

Income this month

₹68,000

Spent this month

₹23,709

Saved this month

₹44,291

Recent expenses

Chai & samosa

Food

₹50

20 Jul

Auto to office

Transport

₹200

20 Jul

Swiggy dinner

Food

₹420

19 Jul

BigBasket groceries

Groceries

₹1,450

19 Jul

Metro card recharge

Transport

₹500

18 Jul

PVR movie tickets

Entertainment

₹700

17 Jul

Electricity bill

Household

₹1,850

16 Jul

Apollo Pharmacy

Medical

₹340

15 Jul

Salon haircut

Personal Care

₹300

14 Jul

Vegetables

Groceries

₹260

13 Jul

Petrol

Transport

₹1,200

12 Jul

Jio recharge

Household

₹799

11 Jul

Team lunch

Food

₹640

10 Jul

Rent

Household

₹15,000

8 Jul

By category

Total₹23,709

Household

₹17,64974.4%

Transport

₹1,9008%

Groceries

₹1,7107.2%

Food

₹1,1104.7%

Entertainment

₹7003%

Medical

₹3401.4%

Personal Care

₹3001.3%

Savings goals

Goa trip

60%

₹18,000 of ₹30,000

Emergency fund

61.3%

₹92,000 of ₹1,50,000

New iPhone

51.3%

₹41,000 of ₹80,000

Priya & Arjun's Wedding

25 Nov 2026 · 128 days away

Event budget

Paisa Agent also runs shared wedding & event budgets — track every vendor and payment from one WhatsApp thread.

₹7,50,000 committed of ₹8,00,00093.8%

Paid

₹6,15,000

Pending

₹1,35,000

Budget left

₹50,000

Vendors

Grand Palace Banquet

Venue

₹3,00,000

Paid

Annapurna Caterers

Catering

₹2,00,000

₹50,000 due

Blossom Decorators

Decoration

₹1,20,000

₹40,000 due

Lens & Light Studio

Photography

₹90,000

₹45,000 due

Rhythm DJ & Sound

Music

₹40,000

Paid

Log by text Log by voice note Snap a receipt

Ready to track your own money?

One WhatsApp message is all it takes to get a dashboard like this — filled with your own expenses. No app to download.

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