The Finance Agent Study Group
Pick a real finance problem. Build an AI agent that solves it. Ship it on Demo Day.
Most people who want to build AI agents never start.
Not because it's too hard. Because there's no structure, no deadline, and nobody watching. This fixes that.
This cohort is full
The theme
Finance
Finance works well because the problems are tangible and the data is structured: numbers, dates, amounts, categories. The specific problem is yours to pick.
Personal finance
Your expenses. Your investments. Your tax filing. Your subscriptions. Whatever finance task you do manually that you wish you didn't.
Your company's finances
Invoicing. Accounts receivable. Budget tracking. Expense reporting. The finance workflows your team does on spreadsheets and email.
Your professional role
If you work in finance, accounting, or advisory, bring a problem from your day job. Portfolio analysis, client reporting, compliance, reconciliation.
What we provide
You bring the problem. We bring the structure.
No curriculum. No lectures. No prescribed tools. You decide what to build and how. The group exists to make sure you actually do it.
Accountability
3-week timeline. Weekly syncs. Demo Day deadline. Rs 1,000 refundable deposit because skin in the game changes behaviour.
Study group matching
Small groups balanced by experience and project type. Your first line of support when you're stuck.
Nudging
We check in. If you go quiet, we reach out. Not to nag, but to ask what you're stuck on. Everyone gets stuck.
A platform to demo
Present on Demo Day, get recorded and published on the AppliedAI YouTube channel. A real artifact you walk away with.
The plan
3 weeks. Ship on Demo Day.
25 April
Launch
Introductions. Share your project. Tool orientation. Form study groups. Saturday, 10 AM.
Week 1
Decide and start
Pick your problem. Pick your tools. Post: "I'm building [X] because [Y]." Start building.
Week 2
Build and test
Get the core working with real data. What breaks? Post your blockers. That's what the group is for.
16 May
Demo Day
5 minutes. Show the problem, the agent, what you learnt, what you'd do differently, and your roadmap.
Who's running this
Facilitators & Mentor
Gautham Muthukumar
Principal Product Manager — AI Products
Ex-PM @ Microsoft Azure AI, LinkedIn, Amazon. Specialist in GenAI, ML & Evals platforms. Higher Ed Consultant.
Facilitator
Bala Panneerselvam
Founder, Applied AI Club
17+ years in Product. Founder, ZORP. Independent AI transformation consultant.
Facilitator
Nimit Kathuria
Volunteer at Applied AI Club · Founder, ClearshotFounder, Clearshot (creative digital marketing agency) and Clearthought Academy (B2B corporate training). Volunteer at Applied AI.
Demo Day
What you'll present
5 minutes per person. 3 minutes Q&A. Recorded for the AppliedAI YouTube channel.
Inspiration
What you could build in 3 weeks
These are real, completable projects for a first-time agent builder. Pick one — or use it to spark your own idea.
Personal Finance
Expense Categorizer
Weekend buildUpload your bank statement CSV. Agent reads each row, assigns a category (food, transport, subscriptions…), and builds a monthly breakdown.
Subscription Tracker
Weekend buildScan Gmail or bank transactions for recurring charges. Agent flags active subscriptions, their amounts, and when they next renew.
Tax Prep Assistant
2–3 weeksFeed it Form 16 or bank statements. Agent extracts income, deductions, and eligible 80C investments — outputs a summary ready for filing.
SIP Tracker
Weekend buildConnect mutual fund transaction history. Agent calculates XIRR, compares to benchmark index, and sends a monthly performance update.
Bill Reminder Agent
Weekend buildReads due-date info from email or a simple sheet. Sends WhatsApp or email reminders 3 days before each bill is due.
Corporate & SMB Finance
Invoice Processor
1–2 weeksWatch a Gmail label or folder for incoming invoices. Agent extracts vendor, amount, due date, and logs to a Google Sheet or Notion.
Accounts Receivable Bot
2–3 weeksTrack outstanding invoices in a sheet. Agent sends graduated follow-up emails (Day 3, Day 7, Day 15) and flags overdue items.
Expense Report Builder
Weekend buildForward receipts to an email address. Agent extracts details, groups by category and project, and assembles a PDF expense report.
Budget vs Actuals Tracker
1–2 weeksPull actuals from bank or accounting exports. Agent compares to a budget sheet, highlights variances above threshold, and sends weekly digest.
P&L Summarizer
2–3 weeksUpload monthly financial data in any format. Agent generates a plain-English P&L summary with key insights and trend commentary.
Past study groups
What past participants have built
Previous AppliedAI study groups covered themes like n8n automation and vibe coding. Here's what participants shipped.
n8n Study Group
A commitment based 3 week cohort where you learn to use n8n and build a project of your choice. Learn by yourself using material provided and advisor help.
3 weeks · ₹499 refundable deposit
Vibe Coding Study Group
A commitment based 3 week cohort where you learn to vibe code and build a project of your choice. Learn by yourself using material provided and advisor help.
4 weeks · ₹499 refundable deposit
Resources
Starting points, not requirements
Use whatever works for you. No restrictions on tools or tech stack.
Finance data
- Bank CSV/PDF statements
- Alpha Vantage API
- NewsAPI
- NSE India Tools
This cohort is full.
Registration is closed. Follow us on LinkedIn or join the AppliedAI community to hear about the next cohort.
Next cohort coming soon
Contact us
Questions?
Bala Panneerselvam
Email: [email protected]
Phone: +91 9986657763
Nimit Kathuria
Email: [email protected]
Phone: +91 9250107515