Your personal finances
in AI ClaudeChatGPT and spreadsheets

Connect your bank accounts once and get your transactions, balances, and spending data flowing into Claude, ChatGPT, Google Sheets, and Excel — automatically.

ClaudeChatGPTMCP server for Claude & ChatGPT — ask about your finances in natural language
Google SheetsMicrosoft ExcelLive sync to Google Sheets & Excel
PlaidPowered by Plaid — 10,000+ banks and financial institutions

Connect your accounts

Link your banks, brokerages, and wallets

Cash App
Cash App
Chime Bank
Chime Bank
PayPal
PayPal
Wells Fargo
Wells Fargo
Bank of America
Bank of America
Chase Bank
Chase Bank
Robinhood
Robinhood
Citi Bank
Citi Bank
Plaid

and 10,000+ more institutions via Plaid

Get Started
ClaudeChatGPT

Ask AI

Use the MCP server to let Claude or ChatGPT analyze your spending, budgets, and trends conversationally.

Google SheetsMicrosoft Excel

Sync to Sheets & Excel

Transactions flow automatically into Google Sheets or Excel — no manual CSV exports.

Plaid

Connect via Plaid

Securely link your bank accounts, credit cards, and brokerages through Plaid.

Why connect to AI

ClaudeChatGPT

Personal finance that talks back

Your transactions become a live data source for Claude, ChatGPT, or any MCP-compatible AI. Ask anything, build any report, get answers — not just rows and columns.

Absolute flexibility — tailored to you

Flexibility

Absolute flexibility — tailored to you

No rigid categories or one-size-fits-all dashboards. Your spreadsheet bends to fit your life — custom columns, formulas, and layouts that match exactly how you think about money.

AI with live data — any spreadsheet you can imagine

AI-First

AI with live data — any spreadsheet you can imagine

Claude and ChatGPT connect directly to your financial data through MCP. With integrations into Excel and Google Sheets, AI can generate any budget template, report, or dashboard you want — all powered by your live transaction data.

Auto-categorized transactions

Categorization

Auto-categorized transactions

Every transaction is automatically categorized as it syncs — dining, groceries, subscriptions, and more. No manual tagging required.

"Am I on track this month?"

Budgeting

"Am I on track this month?"

Ask any AI assistant for a real-time pulse on your budget. It compares your pace of spending to your targets and tells you where you stand.

Build any report — from scratch

Custom Reports

Build any report — from scratch

Describe what you need and AI constructs it piece by piece in your spreadsheet — spending breakdowns, monthly trends, category comparisons, or anything else you can think of.