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.
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
Founding member, Applied AI Club
17+ years in Product. Founder, ZORP. Independent AI transformation consultant.
Facilitator
Nimit Kathuria
ClearShot
Co-facilitator for the Finance Agent Study Group.
Demo Day
What you'll present
5 minutes per person. 3 minutes Q&A. Recorded for the AppliedAI YouTube channel.
Inspiration
What people are building around the world
You're not the first person to build a finance agent. Here's what others have done recently.
AI Tax Prep Assistant
A developer built an agent that reads W-2s and 1099s, extracts the numbers, and pre-fills tax forms. Took a weekend.
Expense Agent with Claude Code
Receipt-to-spreadsheet pipeline. Forward a photo, agent extracts vendor/amount/category, logs to Google Sheets.
n8n Invoice Processor
Watches Gmail for invoices, extracts line items with AI, populates a tracker. Open source template.
Personal Finance Dashboard
Python + AI to auto-categorize 2 years of bank transactions and build a spending trends dashboard.
Accounts Receivable Bot
Monitors outstanding invoices, sends graduated follow-up emails. Cut average collection time significantly.
Stock Sentiment Agent
Monitors financial news for a watchlist of tickers, scores sentiment, sends daily briefing via Telegram. Open source.
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
Ready to build?
8-10 spots. Rs 1,000 refundable deposit. Launch session: 25 April, 10 AM. Demo Day: 16 May.
Contact us
Questions?
Bala Panneerselvam
Email: [email protected]
Phone: +91 9986657763
Nimit Kathuria
Email: [email protected]
Phone: +91 9250107515