Your personal finances
in AI 
and spreadsheets
Connect your bank accounts once and get your transactions, balances, and spending data flowing into Claude, ChatGPT, Google Sheets, and Excel — automatically.
MCP server for Claude & ChatGPT — ask about your finances in natural language
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.
Image prompt
Pixar-style 3D render: a friendly robot character sitting at a cozy desk, surrounded by floating holographic spreadsheets and colorful financial charts glowing in mid-air, warm ambient lighting, soft pastel tones, whimsical and inviting
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.
Image prompt
Pixar-style 3D render: colorful shopping bags, a coffee cup, a grocery basket, and a streaming icon neatly sorting themselves into labeled folders on a desk, cheerful and organized scene, soft lighting, pastel background
Categorization
Auto-categorized transactions
Every transaction is automatically categorized as it syncs — dining, groceries, subscriptions, and more. No manual tagging required.
Image prompt
Pixar-style 3D render: a cheerful character looking at a friendly dashboard gauge that shows green/yellow/red zones, with a thumbs-up expression, cozy home office setting, warm lighting, encouraging and playful mood
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.
Image prompt
Pixar-style 3D render: a character speaking into a glowing microphone while colorful bar charts and pie charts magically assemble themselves on a giant tablet screen, creative studio atmosphere, warm tones
Custom Reports
Build any report you can imagine
Say "show me dining spend by month for the last year" and your AI builds it in your spreadsheet — or answers right in chat.
Image prompt
Pixar-style 3D render: a character proudly holding a large spreadsheet like a treasure map, with a small helpful robot assistant standing beside them, cozy warm library setting, sense of ownership and control
Ownership
Your spreadsheet stays yours
We sync data into your Google Sheet or Excel. You own the formulas, the layout, the logic. AI just makes it effortless to query and extend.