Chat with your bank data: balances, transactions, budgets, bills. Reads only, never moves money.
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Personal finance by conversation: expenses, receipts, statement import, budgets, net worth.
Read-only banking and personal finance for AI agents: accounts, transactions, spending, budgets.
Personal finance assistant — track transactions, budgets, net worth via Plaid
Track budgets from your AI chat: envelopes, monthly limits, variance reports. All data is local.
Add one secure layer between your agents and this server.
