Ask about spending, bills, cards, and investments. Your AI answers with your real numbers, right away.
Connect accounts from 12,000+ banks and financial institutions across the US and BR
Read-only access. You ask, your AI answers with your real data.
"How much did I spend on takeout this month?" or "Am I overspending?" Your AI gets it and answers right away.
Connect your accounts through Open Banking. Your AI sees it all together: balances, transactions, cards, and investments.
Ask about installments, subscriptions, and recurring charges. Your AI finds them in your transactions and flags anything out of the ordinary.
All your investments in one place. Ask "How are they performing?", or even "How much am I up this year?". Your AI answers with your real position.
Works with all MCP compatible AI tools and autonomous agents.
That trip to Italy I mentioned in July, can I afford to pay for it upfront?
Turn financial questions into instant answers. Your favorite AI pulls your connected data and hands you your numbers clearly, no spreadsheets, no exports and no waiting needed.
Connect as many accounts as you want through Open Banking, and your AI starts seeing balances, transactions, and cards right away. All your money organized in one place.
Chase, Fidelity, Robinhood, Vanguard: your AI sees it all as one consolidated financial position. You ask once. It answers with what matters.
Checking and savings, with balances and transactions always up to date.
Credit and debit cards, with detailed statements and spending.
Stocks and ETFs, mutual funds, bonds, CDs, Treasuries, and brokerages (Fidelity, Schwab, Robinhood, and more).
Connect your bank once. Your AI handles the rest.
Your name, email, and password.
You authorize directly on your bank's site and UPX never sees your credentials.
Claude, ChatGPT, Cursor, and others. Add the UPX connector in your AI client. Done.
No commands, no BI tools, no spreadsheets. Just type what you need to know. Your AI answers with your real numbers.
Financial MCP doesn't store your credentials. Authorization happens on your bank's site, and access is read-only.
You log in directly with your bank. We never see your password.
Every AI query is logged: what, when, and which app accessed it. See and export it whenever you need.
We follow the major data protection laws. Want everything deleted? Just ask. Deletion is permanent.
Every new app needs your two-step confirmation before it can connect. No exceptions.
Cut off any bank or app with one click. No waiting.
Your AI accesses only what you've approved. Everything else stays protected.
Your financial life connected to AI. No contracts. Cancel in one click.
Try your AI connected to your finances.
To start organizing your finances with AI.
For people who want more accounts, more context, and more control.
