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Velora Finance • Beta

AI Agents Finance Dashboard

Meet the three AI agents powering Velora — your personal finance command center. Each agent has a specific role, operating with transparency and your approval at every step.

Overview
Action
Advisor
Built with intent

Principles I Applied

Every AI agent in Velora was designed around these core principles to ensure trust, safety, and genuine usefulness.

100%

Transparent

Secure by Default

Read-only agents access your data safely. Action agents require explicit confirmation.

Real-time Analysis

Agents process your financial data instantly, delivering insights across all time periods.

Confirmation Required

Action agents never execute without your explicit approval. A preview is always shown before any change.

Action Agent Request
Preview changes...
User approved
Executing action...
Done. Changes applied.

Goal-Oriented Agents

Each agent is designed with a specific purpose. They work together to give you complete financial control.

Overview
Action
Advisor

Transparency • Confirmation • Context • Purpose

How Data Flows to Agents

Each agent reads from Velora's database tables through a secure API layer. Here's how your financial data connects to the AI.

ExpensesIncomesGroceriesRecurring
Velora Agent ↔ Database API
API
Velora Agents

Database Schema

expenses

category, amount, month, year

OverviewActionAdvisor
incomes

source, amount, month, year

OverviewAdvisor
groceries

date, amount, note

OverviewAction
recurring_rules

frequency, start_year, status

ActionAdvisor
profiles

full_name, currency

Overview

Database functions handle recurring expense management, series conversion, and automatic cleanup. Triggers keep timestamps synced and maintain data integrity across all agent operations.

The Three Agents

Tap to explore each agent. Use the dock below to try an interactive demo.

Overview

Overview Agent

Beta

The Overview Agent gives you a full picture of your financial health. It analyzes income, expenses, savings, and trends across all time periods, delivering insights in seconds.

Read-only accessCross-period analysis for long-term patternsNatural language answers with data-backed charts
Action

Action Agent

Beta

The Action Agent is your hands-on financial operator. It can add, edit, delete transactions and clean duplicates — but always with a preview step and your explicit confirmation.

Preview before executionUndo support for every operationAudit trail of all changes made
Advisor

Advisor Agent

Beta

The Advisor Agent is your personal financial strategist. It analyzes your patterns and provides actionable budgeting advice, savings targets, and smart spending recommendations.

Personalized advice based on spending patternsGoal-oriented recommendations with targetsNon-judgmental guidance focused on improvement

Try the Agents

Select an agent from the dock and send a message to see how each one responds.

Select an agent from the dock below to start chatting