Best AI
Budget Planner

Let an AI budget assistant collect, organize, and summarize your monthly spendings into a clear, ready-to-use report.
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How it works

You start by giving the agent a simple instruction:

💬 Check tasks in Jira marked "In Review". If everything is done, close them.

And then the magic starts:

1) The agent’s categorizer first analyzes the prompt to understand the intent: it's a Jira workflow task involving review and resolution. Then, it identifies the key subtasks.

2) Next, the agent’s planner breaks subtasks into actions: logging into Jira, navigating to the project, finding tickets and interpreting content, testing task, reviewing code and finally resolving task.

3) The executor agent then steps in, performing each of these actions in your browser — just like a human would, but faster.

What looks like a single sentence is actually an orchestrated sequence of decisions and actions. The agent reads it, understands it, and gets it done.

Agent actions step by step

1. Planning workflow

The agent analyzes users prompt and breaks it into subtasks, then transforms every subtask into action.
Revolut account dashboard with balance and Sigma AI assistant showing monthly spending report steps.

2. Checking the bank account

The AI agent connects through your secure session, scans statements and emails, and gathers this month’s transactions without sending any banking data outside your device.
Revolut transactions page showing balance, recent transactions, and AI assistant report on spendings.

3. Looking through emails

Through local search automation and sorting rules, the agent looks for emails by date, merchant, and recurring charges while keeping message content fully confidential.
Gmail inbox with email filter setup featuring dollar sign search and AI Assistant tasks for expense report.

4. Categorizing spendings

The AI budget tool assigns tags like food, travel, or subscriptions, highlights unusual expenses, and sums everything up with clarity.
Google Sheets showing categorized expenses by date, price, and type with AI assistant on right side.

5. Tidying everything up

The ai agent compiles your spending into neat tables and charts, delivering a polished financial report you can export or share.
Google Slides with a pie chart of monthly spendings and AI assistant showing expense categories and actions.

6. Reporting back

After finishing the task, agent writes back to user in chat window and confirms that the task is completed.
Browser window showing Google presentations with pie chart of spendings and AI assistant message 'Report is ready.'
Smartphone and laptop screens showing an AI assistant helping book budget hotels with free breakfast in Amsterdam.

Be the first to try Sigma

We’re rolling out early access now. Join the waitlist and get notified as soon as your spot is ready.

Useful for:

Icons of coins with a dollar sign, a briefcase, and a clock representing money, work, and time.

Entrepreneurs & executives

Get clear spending insights so you can focus on growing your business, not crunching numbers.
1
Blue icon of a house with a family of three and an information symbol next to it.

Families

Track household expenses together and make smarter budget choices.
2
Purple graduation cap and round eyeglasses icon on a light background.

Students

Get the best deal with solid reviews — the agent always picks the best option.
3

How it works

User enters the prompt.

Green diamond shape with text: Write a report on my monthly spendings on black background.
Text on blue box: Workflow for gathering financial data, organizing transactions, and generating a clear report.

Categorizer agent analyzes the prompt.

Diagram titled 'Identifying and planning actions' with four blocks: Collect, Organize, Categorize, Report.

Planner agent breaks subtasks into actions.

Flowchart showing steps: Collect data, Organize by date, Categorize with tags, Report with tables and charts.

Executor agent performs these actions in your browser.

Task completed.

Green diamond shape with the text 'Summary of task result' on a black background.

Read more in our blog

Your security is our priority

End-to-end encryption

All AI Agent interactions are end-to-end encrypted, preventing third-party access or interception

No Tracking

Sigma AI Browser doesn’t track users, create profiles, or use data for ads or commercial purposes

Online protection

Sigma AI Browser detects phishing sites and warns you of threats for a safer browsing experience

GPDR and CCPA compliant

Sigma AI Browser complies with GDPR, ensuring your data follows European privacy laws

Sigma AI Browser

Enter waitlist now to be the first one to try it out!
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AI search screen, mobile and desktop version
Assistant app screen with task options and an active keyboard on a smartphone.

FAQ

Can Sigma Agent access my bank account safely?
Will the AI agent also scan my emails?
Can I customize the spending categories?
Does the agent learn my habits over time?
Can Sigma Agent also help me save money?