finpilot
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Alternatives to finpilot
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Related Servers
- AlicenseAqualityCmaintenanceEnables an AI agent to analyze your own bank card invoices from Nubank CSV and Itaú PDF files, with optional read-only fetching from Gmail or Google Drive. It validates parsed totals against statement totals and provides tools for spending summaries, transaction searches, monthly comparisons, and recurring-charge detection.7MIT
- AlicenseNot gradedqualityBmaintenanceEnables querying your own local bank and credit card statement files (CSV or PDF) in plain language, so you can discover forgotten recurring subscriptions, compare spending across months and quarters, and look up transactions without any bank logins or network calls.MIT
- AlicenseNot gradedqualityBmaintenanceEnables finding recurring charges, subscriptions, price increases, and possible double charges from a bank or card statement CSV, along with yearly cost estimates, without any bank login or uploads. It also inspects a CSV to show detected columns and row counts before analysis.129 npmMIT
- AlicenseNot gradedqualityCmaintenanceEnables natural-language access to personal finance data, including consolidated balances, monthly overviews, transaction search, credit card invoices, recurring bills, budgets, category/tag reports, cash flow forecasts, and Open Finance status, with optional read/write tools.MIT
- AlicenseAqualityCmaintenanceEnables parsing and filtering of mBank CSV operation exports locally. Supports data aggregation and querying through natural language, running entirely offline with no network calls.31MIT
- AlicenseNot gradedqualityBmaintenanceEnables users and AI agents to reconcile CSV bank statements against invoices or bills by matching amounts and references, then sorting each line into matched, likely, review, or unmatched groups with reasons. It exposes read-only tools for matching files and inspecting detected CSV columns and row counts.113 npmMIT
TDQS
Scored across 7 tools
Each tool targets a distinct analysis task: ingestion, category aggregation, merchant aggregation, subscription detection, forecasting, anomaly detection, and text search. Boundaries are clear, and no two tools overlap significantly.
All names use snake_case and are readable, but verb style varies slightly: load_, find_, forecast_, search_ are verbs while spending_by_ and top_ are noun phrases. Still, the pattern is mostly consistent.
Seven tools is well-scoped for a personal finance analysis server. Each tool covers a unique analytical angle and none feels redundant.
Core analysis workflows (load, categorize, top merchants, subscriptions, forecast, anomalies, search) are covered. Minor gaps like a dedicated list-all-transactions or income analysis exist but are workable via search.