Overview
You want to know where your money goes without wrestling a spreadsheet. Taskade Genesis builds a working finance app from one sentence, so you can log expenses, chase unpaid invoices, and see your numbers in a live dashboard.
TL;DR: Describe your money problem in one sentence and Taskade Genesis builds a finance app for it. Track income and expenses, generate invoices, get AI spending insights, and send automated payment reminders, all in one place. No code, no spreadsheets. Free to start, paid plans from $6/mo. Build a finance app →
What you can build
Taskade Genesis turns a plain-English request into a finance app you actually run your business on. You describe the outcome you want, and the app ships with the data, the AI insights, and the reminders already wired together.
- Invoice generator. Create clean, branded invoices, send them to clients, and track which ones are paid. A freelancer can see at a glance who still owes them money.
- Expense tracker. Log every receipt, sort spending into categories, and let an AI agent flag where the money is going. A field-service operator keeps fuel, parts, and tools separated without a bookkeeper.
- Finance dashboard. Watch income, expenses, and savings in one screen with charts and AI-written summaries. You open it Monday morning and know your cash position in seconds.
- Expense splitter. Split shared costs across a team or a group of friends, with the math done for you and a record of who has paid back.
- Investor or portfolio view. Track holdings and performance with AI market summaries, so you read one plain-English brief instead of ten tabs.
Each one is editable in plain English. Want a new field, a different category, or a weekly summary instead of daily? Just ask, and the app updates itself.
Clone these live apps
Want a head start? These are real, working Taskade Genesis apps. Open the demo, see how the data and the dashboard fit together, then clone it into your own workspace and rename the fields. No setup required.
| App | What it does | Open demo |
|---|---|---|
| Invoice Generator | Creates branded invoices, sends them to clients, and tracks which ones are still unpaid. | Open demo → |
| Finance Tracker Dashboard | Shows income, expenses, and savings in live charts with AI-written spending insights. | Open demo → |
Cloning copies the whole app: the data structure, the views, and the layout. You keep what fits and change the rest in plain English. Browse more in the Community Gallery.
Who it is for
A finance app helps anyone who has to answer "how much came in, how much went out, and who still owes me." You do not need an accounting background or a developer.
| You are a... | You want to... | The app gives you... |
|---|---|---|
| Freelancer | Chase unpaid invoices | One screen of who owes you and automatic reminders |
| Field-service operator | Invoice jobs and track costs | Invoices out, expenses logged, profit per job |
| Small business owner | See cash flow at a glance | A live dashboard with AI summaries |
| Team lead | Split and reimburse costs | Shared totals with the math done for you |
| Solo investor | Track holdings simply | A portfolio view with plain-English market briefs |
How it works
A finance app is only useful when it updates on its own. Here is the loop. An expense or invoice comes in, an AI agent reads and sorts it, an automation sends the reminder and writes the record, and your dashboard refreshes without you touching it. This is the Workspace DNA loop in action: Memory feeds Intelligence, Intelligence triggers Execution, and Execution writes back to Memory.
Each outcome maps to one layer of Workspace DNA. Here is who does what.
| Outcome you want | Workspace DNA layer | What handles it |
|---|---|---|
| Keep every transaction and invoice in one place | Memory | A Project that holds your numbers |
| Sort spending and write a summary | Intelligence | An AI agent (Taskade EVE wires it up) |
| Send reminders and log payments | Execution | Automations across email and chat |
| Give you a screen you check every morning | Interface | A published Taskade Genesis dashboard |
Here is what that finished dashboard looks like before you ever write a field name.
+--------------------------------------------------+
| Finance Dashboard June 2026 |
+------------------+------------------+-------------+
| Income | Expenses | Net |
| $12,400 | $7,150 | $5,250 |
+------------------+------------------+-------------+
| Unpaid invoices |
| - Acme Co $1,200 overdue 6 days |
| - Hill & Sons $ 850 due in 3 days |
+--------------------------------------------------+
| Spending by category |
| Fuel #### Parts ###### Tools ## |
+--------------------------------------------------+
Build your own
You build a finance app the same way you describe it to a coworker. Open Taskade Genesis and follow these steps.
- Describe it to Taskade EVE. Type what you want in plain English, for example: "Build an invoice and expense tracker for my plumbing business. Track invoices by client and status, log expenses by category, and show me unpaid invoices and monthly profit." Taskade EVE reads your request and builds the app. See how Taskade EVE turns prompts into apps.
- Refine in plain English. Add a field, rename a category, or ask for a weekly summary instead of daily. Just say what you want changed and the app updates. Browse more prompt ideas if you want a fuller first request.
- Add logins and automations. Turn on client logins with GenesisAuth so customers see only their own invoices, manage who gets in with App Users, and set automations to email a reminder the day an invoice goes overdue.
- Publish and share. Publish your app to get a shareable link, or put it on your own web address with a custom domain. Send the link to clients and start collecting.
Frequently Asked Questions
Do I need any accounting or coding experience to build a finance app?
No. You describe what you want in plain English, and Taskade Genesis builds the app for you. There is no code, no formulas, and no spreadsheet setup. If you can explain your invoices and expenses to a coworker, you can build the app. You edit everything later in plain English too.
Can it chase unpaid invoices for me?
Yes. Connect an automation that watches for overdue invoices and sends a friendly reminder by email or chat on its own. A freelancer can stop manually checking who still owes them, because the app flags overdue invoices and nudges the client automatically.
Can clients see only their own invoices?
Yes. Turn on GenesisAuth so each client signs in and sees only their own data. You decide who gets access in App Users. A field-service operator can give every customer a private portal that shows their jobs and invoices, and nothing else.
How does the AI help with my finances?
An AI agent reads your transactions and sorts them into categories, then writes a plain-English summary of where your money went. It can flag unusual spending and answer questions like "how much did I spend on parts last month." Taskade Genesis runs on 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers.
Can I put my finance app on my own web address?
Yes. Publish your app to get a shareable link in one click, then point a custom domain at it so clients visit your own branded web address. Your invoices and dashboard live where your business lives.
Which plan do I need to build a finance app?
You can start building with Taskade Genesis on the Free plan at $0. Paid plans add more capacity and features, with Starter at $6/mo, Pro at $16/mo (Popular, up to 10 users), Business at $40/mo, Max at $200/mo, and Enterprise at $400/mo on annual billing.
Related guides
- Build Your First App. Go from one prompt to a working app
- Workspace DNA. The Memory, Intelligence, and Execution loop your app runs on
- Invoice Automation. Generate and chase invoices on autopilot
- Taskade as a CRM. Track the clients behind every invoice
- Client Logins with GenesisAuth. Give each customer a private view
- Automations & Execution. Send reminders and log payments on their own