AI-powered personal finance analysis through Claude AI using Plaid integration, enabling natural language queries about transactions, subscriptions, budgets, and spending trends.
Enables AI assistants to parse and analyze mortgage documents (Loan Estimates & Closing Disclosures), converting them into structured MISMO-compliant JSON and checking for TRID compliance violations.
Enables Claude to analyze personal finances by reading bank CSVs or connecting to Plaid for live transactions, categorizing spending, flagging overspending against benchmarks, and generating actionable reports and savings tips.
Enables AI assistants to access and manage personal financial data from US institutions and manual entries, including transactions, balances, liabilities, and investments.