Penny
AI finance assistant across web and chat workflows.
Problem
People do not always want another finance dashboard. They need a trusted assistant that understands context, answers money questions, and can help complete financial tasks across payments, research, reminders, and recurring decisions.
Scope
- Public marketing website
- Next.js migration
- Agentic finance workflows
- Technical roadmap support
Outcome
The work strengthened Penny's public product story, modernized the frontend with Next.js, and supported agentic WhatsApp workflows including intent routing, scheduled financial insights, modular finance tools, and fallback research for reliable money guidance.
