Lunch Money is a personal finance app to track, organize, and analyze your money in one place.

Lunch Money

Smart task and text handling powered by a flexible AI. Create text prompts to perform standard tasks like extracting lead (or other) data or answer discrete questions like "where should this message be routed?". Or, create your own!

AI by Zapier

JP Shipherd

Anytime an unreviewed transaction is created in Lunch Money, get all categories in Lunch Money and use AI to determine the best category for that transaction.  Update the transaction with that category.

Use AI to categorize transactions

“Anytime an unreviewed transaction is created in Lunch Money, get all categories in Lunch Money and use AI to determine the best category for that transaction. Update the transaction with that category.”

Trusted at companies large and small

This Zap works in 5 steps …

Anytime a poll for unreviewed transactions is created in Lunch Money

Get all categories in Lunch Money

Analyze and return data in AI by Zapier

Get all tags in Lunch Money

Update an existing transaction in Lunch Money

This Zap uses the following 2 apps

Lunch Money

AI by Zapier

Lunch Money + AI by Zapier