Basic
Your AI can see your money.
Connect Claude or ChatGPT to your bank accounts and start asking questions — for free.
Free
Kick the tires
- Connect up to 2 financial accounts
- Read-only MCP tools for any AI agent
- 1 personal view with basic filters
- 5 template rules (auto-categorize, tag, clean names)
- Basic metrics: net worth & monthly spend
- Community support