Aurelio: An AI Financial Advisor That Suggests — and Never Touches Your Data Without Asking

Description and use

Aurelio is a local personal finance app that uses AI only for suggestions, not for automatic data changes. Every change is presented as a confirmation card that the user must approve or reject, preserving user control.

Problem

AI‑finance tools often write directly to users’ records, risking accidental data corruption or privacy breaches.

Outcome

Aurelio demonstrates a design that prioritizes user control over autonomous AI actions, reducing the risk of unintended data modifications while still providing AI‑powered financial insights.

Workflow

• Clone the Aurelio repository from GitHub
• Navigate into the project directory
• Run the start script with the --demo flag to use sample data or without it to connect to real accounts
• When the AI proposes a change, review the confirmation card
• Approve or reject the suggestion to apply or discard the change

Evidence

Your records live in a local database file. No upload, no account.

Source

Every change is presented as a card for you to confirm.

Source

Requires Git, Node.js 22+, and uv. There's a demo mode with invented data:

Source