The AI Money OS turns free AI tools into your personal money analyst — no bank linking ever, no spreadsheet skills, about 30 minutes a month.
Get The AI Money OS — $19.99Ask AI a generic money question, get generic money advice. The fix isn't a better question — it's giving AI your actual numbers, safely.
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"If you found this through one of my videos — this is the full system behind those demos. Every workflow you've watched me run, written down in order, with the exact prompts."
Not daily tracking. Not another app to check. Four steps, on repeat, that get faster every month.
Export your statements, then run the Clean Sweep™ to strip out anything private before AI ever sees it.
AI reads your real numbers and surfaces what changed: flagged charges, drift, patterns you'd never spot by hand.
You choose what to act on — after the Verify Rule™ check, so an AI mistake never becomes your mistake.
Execute the short list: cancel, negotiate, adjust. AI drafts the emails and scripts; you press send.
Every workflow is copy-paste level: what data to bring, the exact prompt, and how to verify what comes back.
The workflow from the videos. AI combs every recurring charge in your data and flags the unused, the duplicated, and the quietly price-hiked — most people run this one first.
The named method for stripping personal details from your data before any AI tool sees a single row.
Paste a confusing medical, phone, or utility bill and have AI explain every line — and spot what looks off.
A research protocol for anything over $100: AI compares, stress-tests the reviews, and finds the catch.
Built from what you actually spend, not what a template thinks you should. No categories you'll never use.
Model payoff orders side by side with your real balances and rates, so the trade-offs are visible before you commit.
Load a lease, insurance policy, or contract into NotebookLM and question it until it confesses.
Rehearse the bill-lowering call against an AI playing the retention agent — before you dial the real one.
The Verify Rule™ and hallucination checks that wrap every single workflow above. AI is treated as a fast analyst whose work you review — trust, but verify, every time.
Every prompt from the book in one copy-paste PDF, organized by job. Fill the [brackets], paste, verify.
The whole 30-minute Money Loop™ on one printable page, minute by minute. Tape it to the fridge.
A ready-made spreadsheet that logs each month's review, actions taken, and found money over time.
A spreadsheet that totals every recurring charge, flags price rises, and tracks what you cancelled and confirmed.
A printable day-by-day calendar for the guided ramp in Chapter 13. Check the boxes, log the wins.
One page of never-do rules for sharing money data with AI. Print it, pin it.
ChatGPT vs Claude vs Gemini vs NotebookLM vs Perplexity — which free tier to use for which money job.
Prompt packs give you 500 one-liners and wish you luck. The OS gives you one monthly rhythm — the Money Loop™ — where every prompt has a place, an input, and a next step.
A prompt without your data is a horoscope. Every workflow here starts with your real numbers, prepared safely, so the output is about your life — not the average person's.
No bank linking, ever — that's structural, not a promise. The Clean Sweep™ means the AI tools never see your name, account numbers, or anything that identifies you.
AI gets things wrong. The Verify Rule™ is built into every single workflow: before you act on any output, you check it against the source. Two minutes that protect everything else.