Daily financial summary — net worth, recent activity, payment due dates, alerts
Manage recurring scheduled tasks — add, list, pause, resume, remove
Build a custom dashboard view from a natural language request — query, API, React component, build, deploy
On-demand financial briefing — spending, balances, portfolio, transactions, reports, CSV export
Override transaction categories via natural language — update rules, reclassify
Guided first-bank setup — credentials, exploration, sync, extraction, import
Discover and build a complete bank integration by answering 9 required questions
Track credit card payment due dates and alert before they're due