Talk with your money
Connect your bank to Claude or ChatGPT. Ask questions about your spending, bills, and cash flow. Never open another finance app.
Works with Claude, ChatGPT, Gemini, Muse, OpenClaw, Claude Code, Codex, Cursor, VS Code, and any MCP-compatible client
How it works
Set up in under a minute
Connect your bank
Plaid supports 12,000+ institutions. Link your accounts once — transactions sync automatically.
Ask your AI
Works with Claude, ChatGPT, Gemini, Claude Code, Cursor, or any MCP-compatible assistant. Just ask in natural language.
Zero maintenance
AI handles categorization and tracking. No app to check, no transactions to review manually.
Capabilities
What you can ask
“How much did I spend this month?”
Spending summaries with trends and comparisons
“What are my recurring bills?”
Automatic subscription and bill detection
“Will I make it to payday?”
Cash flow forecasting with running balance
“Any unusual charges?”
Anomaly detection and price change alerts
“Show me all Amazon transactions”
Search and drill-down across all accounts
“Categorize these as groceries”
Organize and classify via conversation
Paper Trail
Your statements and receipts, filed with your money
Keep every statement, receipt and tax form with the transaction it explains, and check a statement against your transactions line by line.
“What was this $412 charge?”
The invoice or receipt filed against it, read back to you.
“Does my Chase statement match my transactions?”
Every line on the statement checked against your transactions, both ways: what the bank printed that's missing here, and what's here that the statement never showed.
“Which tax forms am I still waiting on?”
A checklist built from your own money (wages mean a W-2, interest a 1099-INT) with the forms you've filed checked off.
Why Cashflow
How it’s different
No app to maintain
Your AI assistant is the interface. No dashboard to check, no backlog to clear.
Built for AI agents
MCP-native from day one — not a chatbot bolted onto a dashboard.
Privacy-first
Your financial data is never sold or shared with third parties.
Open platform
Works with any MCP client. Not locked to one AI provider.
Ready to try it?
Connect your bank in under a minute. Or explore the demo to see what Cashflow can do.