posted an update

Update: FinPilot AI now accepts any financial CSV

Our first version only worked with our specific synthesized transaction format. That limited who could actually try the app.

Today I deployed a major improvement that makes FinPilot truly universal:

What's new

  • Smart dataset detection — the app now automatically detects whether you uploaded transaction level data (individual purchases) or profile level data (user summaries with income, credit score, etc.) and renders the right dashboard for each.

  • Column mapping — if your CSV has different column names than expected, FinPilot lets you map them in seconds with smart auto-detection for common field names.

  • Sample CSV download — no data? Download our sample transaction file directly from the app and try it immediately.

  • Full onboarding guide — Step 1, Step 2, Step 3 instructions at the top of the app so first-time users know exactly what to do.

  • Robust error handling — if the CSV does not match either format, the app explains exactly what went wrong and shows the detected columns.

Why this matters

FinPilot AI is built for the 3.5 billion people without access to a financial advisor. They come from different countries, different banks, different spending patterns. A rigid CSV format was the wrong design for a global product. Now anyone with any financial data can get value from FinPilot in seconds.

Try it

Live at: https://finpilot-ai-bwehtffwd3r5be8bteucur.streamlit.app

Upload any CSV — transaction level or profile level — and watch FinPilot detect and respond accordingly.

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