Services for AI-assisted money management
From guided lab modules to corporate finance ops briefings — structured workflow education with parallel agent support for Singapore households and businesses.
Finance AI Lab delivers experimental workflow modules for budgeting, expense organisation, and cash-flow snapshots across Singapore households and SME finance ops. Our parallel finance agent may draft summaries or queue transaction tags for your review — you approve every item. We are not a licensed adviser, tax agent, or investment manager, and we do not promise savings gains, portfolio returns, or guaranteed financial outcomes. Treat AI-generated figures as drafts until you verify them with licensed professionals.
Guided Finance Module
One-on-one facilitation through any lab module with a dedicated instructor. Includes AI budget drafts setup, AI expense categorisation rule building, and personalised review-and-approve workflow configuration. Ideal for Singapore residents who prefer individual pacing over cohort sessions.
From S$380 per module
Parallel-Agent Onboarding
Structured onboarding for your parallel AI finance agent. We configure transaction tagging rules, automated categorisation queue thresholds, and agent draft summary templates. The parallel agent assist model is calibrated to your household budgeting or SME finance ops context.
From S$450 per session
Household Budget Workshop
Half-day workshop for families and couples building shared personal finance management systems. Covers savings goal tracking, monthly money review routines, and financial dashboard literacy. The parallel agent demonstrates AI spending summaries live — participants approve each output during the session.
S$520 per household (up to 4 members)
SME Finance Ops Briefing
Corporate briefing for finance ops teams adopting AI cash-flow visibility tools. Covers cash-flow pipeline design, AI transaction review protocols, and budget accountability frameworks for small business operations in Singapore. Not investment advice or tax filing services.
From S$880 per team (up to 8 staff)
Additional service formats
Dashboard Literacy Session
Learn to read and interpret AI-generated money dashboard outputs. Build financial organisation skills for interpreting cash-flow snapshots, categorisation reports, and savings goal tracking metrics. S$180 per person.
Corporate Team Demo
Live demonstration of the parallel agent assist pipeline for decision-makers evaluating AI money workflow adoption. Includes Q&A on human-in-the-loop approval and data handling. S$650 per session.
Monthly Review Cadence Add-On
Ongoing support for your budget review cycle. Monthly check-ins to refine AI budget templates, audit categorisation accuracy, and update savings experiments. S$120 per month after initial onboarding.
Book a service session
All services include workflow education and platform guidance — not regulated investment advice or guaranteed financial outcomes.
Contact the lab