Your bank accounts in
Claude ChatGPT and spreadsheets
Connect your bank accounts once and get your transactions, balances, and spending data flowing into Claude, ChatGPT, Google Sheets, and Excel — automatically.
Live sync to Google Sheets & Excel
Powered by Plaid — 10,000+ banks and financial institutionsConnect your accounts
Link your banks, brokerages, and wallets
and 10,000+ more institutions via Plaid
Ask AI
Use the MCP server to let Claude or ChatGPT analyze your spending, budgets, and trends conversationally.
Sync to Sheets & Excel
Transactions flow automatically into Google Sheets or Excel — no manual CSV exports.
Connect via Plaid
Securely link your bank accounts, credit cards, and brokerages through Plaid.
Why connect to AI
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.
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-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.
Categorization
Auto-categorized transactions
Every transaction is automatically categorized as it syncs — dining, groceries, subscriptions, and more. No manual tagging required.
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.
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.