Agent First AI Personal Finance Manager – Agent-driven transaction and account management with reviewable changes

Summary: Agent First is an experimental AI-powered personal finance manager that enables users to interact with their financial data through natural language. It supports searching, cleaning, and batch-editing transactions and accounts, with all modifications reviewed via change sets before application.

What it does

The AI agent processes user commands to create, update, or delete transactions, accounts, and categories, applying changes only after user review. It includes widgets for accounts, transactions, categories, and credit card utilization, with filters and multi-account, multi-currency support.

Who it's for

It targets users seeking a conversational interface for managing personal finances with transparent, user-controlled edits rather than rigid dashboards or opaque automation.

Why it matters

Agent First addresses the lack of control and transparency in existing AI finance tools by providing an agent-first approach with inspectable change sets, enabling safer and clearer financial data management.