Your Wells Fargo account, in Claude or ChatGPT

Connect Wells Fargo once, then ask your AI assistant about your spending, bills, and cash flow. No app to check, no spreadsheet to keep.

How it works

Set up in under a minute

Read-only, through Plaid. Cashflow never sees your bank password and can't move money.

One click in Claude or ChatGPT. Then ask about your money in plain words.

New transactions arrive on their own and get sorted for you. Nothing to maintain.

What you can ask

“How much did I spend on eating out last month?”

Spending by category, with how it compares

“What are my recurring bills and subscriptions?”

Every repeating charge, found for you

“Will I have enough before my next paycheck?”

What's coming in and out until payday

“Any unusual charges this week?”

Charges that don't look like the rest

Cashflow and Wells Fargo

Is Cashflow made by Wells Fargo?: No. Cashflow is not affiliated with or endorsed by Wells Fargo. It connects to your accounts the same way thousands of finance apps do, through Plaid.
Can it move my money?: No. The connection is read-only: Cashflow can see transactions and balances, never send payments or transfers.
Is this a loan or cash-advance app?: No. Cashflow never lends money. It helps you see where your money goes and plan what's ahead.
Can it read my Wells Fargo statements?: Yes. File your Wells Fargo PDF statements in Cashflow and your assistant can read them and check them against your transactions.

Wells Fargo is a trademark of its owner. Cashflow is not affiliated with or endorsed by Wells Fargo.