How to build a monthly AI tax advisor with ChatGPT Finances, prompt included
petergyang · x · 2026-09-22
The author shares how he turned ChatGPT Finances into a proactive monthly tax advisor despite hating tax work:
- Securely connect financial accounts via Plaid;
- Point ChatGPT at a Google Drive folder of tax documents;
- Use a fixed prompt so the model reviews finances monthly, flags gaps, and outputs a prioritized action list ahead of deadlines.
The post quotes his podcast episode with Ethan Bloch, product lead for ChatGPT Finances at OpenAI, who outlined 6 practical money-saving uses: canceling subscriptions, finding tax savings proactively, cutting ETF/mutual fund fees, maximizing credit card rewards, forecasting finances for career decisions, and rent-vs-buy decisions. Bloch also noted his team shipped 47 product updates in a single week.
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