Connect your bank accounts to AI and get real answers about your money.





Ask your money anything.
Connect Claude or ChatGPT over MCP, then ask about your spending, budgets, and trends in plain English.

Sync to Google Sheets and Excel.
Your transactions land in the spreadsheet you already use, updated automatically. No CSV exports, no copy-paste.

Bank-grade security, powered by Plaid.
Connect 10,000+ US institutions through Plaid with read-only access. Your bank credentials are never stored on our servers.

Built around what your AI can do.
Say it once, it's a rule.
Tell your assistant the right category once. New transactions get it automatically.
Find any charge in plain English.
Ask by merchant, category, amount, or date and get an answer in seconds.
Know exactly what you owe.
Every card and loan in one place, so your assistant can tell you where you stand.
What people are saying.
“I asked which day of the week I spend the most, expecting weekends. It's Thursdays, every single one, from after-work dinners I never thought of as a habit. I'd never have found that pattern on my own.”
“I told it to find recurring charges I'd forgotten about. It surfaced two free trials that had quietly started billing months ago. Cancelling them covered the cost of the app for the whole year.”
“It compared my last six months and pointed out my grocery total hadn't moved, but my delivery fees had almost doubled. Same food, just lazier ordering. One sentence changed how I shop.”
“Instead of guessing, I asked if saving $2,000 in three months was realistic given my actual spending. It said yes, but only if I cut one specific habit, and named it. Like an accountant who'd read every statement.”
“I've kept the same budgeting sheet for years and didn't want to give it up. Now I just ask where the money went, get a plain-English answer, and it lands in my sheet already categorized.”
“My partner and I used to argue from two different mental ledgers. Now we both ask the same question and get the same answer, with the receipts attached. The money fights basically stopped.”
From the blog
Can AI help you save money? We tested it for 30 days
We gave Claude access to a real bank account for 30 days. Here's exactly what it found.
Ask Claude to analyze your spending: a step-by-step guide
Claude knows everything. Except what's in your bank account. Here's how to fix that.
How I found $300/month I was wasting — using AI and my bank data
I didn't think I was wasting money. I was wrong by $300 a month.