Insights
View all insights →This month
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Bills · next 30 days
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Heads-up · 30 days
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Interest on debt
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Accounts
Transactions
| Date | Merchant | Amount |
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Your bank data, one sign-in away.
Your private bank hub, powered by Plaid: secure bank sign-in, a REST API for your apps, and a connector so Claude can answer questions about your money. Read-only, encrypted, yours.
🔒 Read-only access🏦 12,000+ institutions🤖 Claude MCP connector🔑 Encrypted tokens
1
Link a bankSign in through Plaid. This app never sees your bank password.
2
See everything in one placeBalances, spending, bills and loans across every linked bank.
3
Ask ClaudeAdd the connector in claude.ai and ask "what did I spend on food last month?"
Dashboard
Cash
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Credit card debt
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Loans
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Spent this month
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