Rocket Money

You text <a href="https://help.rocketmoney.com/en/articles/16760933-what-is-rowan">Rowan</a> from your phone's messaging app, no need to open Rocket Money.

Not sure if Rowan works on your phone or carrier? 

See <a href="https://help.rocketmoney.com/en/articles/16760933-what-is-rowan">What is Rowan?</a> for requirements and troubleshooting.

You can ask Rowan to help with various financial tasks:

Initiate bill negotiations and cancellation requests

Receive proactive insights about savings opportunities and subscription management

- Analyze your spending patterns
- Automate transaction and budget edits
- Initiate bill negotiations and cancellation requests
- Monitor upcoming spending
- Receive proactive insights about savings opportunities and subscription management

___________________________________________________________

"How much did I spend on groceries last month?"

"Create a tag for my vacation and apply it to my Airbnb charges"

"Remind me if my Dining budget hits $400 this month"

"Send a message to customer support for me"

- "How much did I spend on groceries last month?"
- "Create a tag for my vacation and apply it to my Airbnb charges"
- "Help me lower this bill"
- "Remind me if my Dining budget hits $400 this month"
- "Send a message to customer support for me"

The merchant or vendor name for specific charges

Relevant details like dates, amounts, or your desired outcome

- The merchant or vendor name for specific charges
- What kind of help you need
- Relevant details like dates, amounts, or your desired outcome

Examples of the financial questions and topics you can ask Rowan by Rocket Money in your phone's messaging app, from spending analysis to savings advice.

Examples of what to ask Rowan?

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Examples of what to ask Rowan?

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Tips for Asking Rowan