Ask about cash flow, accounts, cards, and investments. Your AI answers with your company's real and up-to-date numbers, right away.
Connect accounts from 12,000+ banks and financial institutions across the US and BR
Read-only access by design. You ask, your AI answers with your company's real data.
"What's my consolidated balance across banks?" or "How much went out this month?" Your AI gets it and answers on the spot, no report, no spreadsheet.
Connect business and personal accounts on the same plan, through Open Banking. Your AI sees it all together: balances, transactions, cards, and investments.
Ask about installments, subscriptions, licenses, contracts, and recurring charges. Your AI finds them in your transactions and flags anything out of the ordinary.
Track the cash your business has invested. "How much is it earning?" "What's my position across accounts?" Your AI answers with real numbers.
Works with all MCP compatible AIs and autonomous agents.
Analyze and chart my company's results for this month.
Turn financial questions into instant answers. Your AI pulls your connected data and hands you your up-to-date numbers clearly. No need for spreadsheets, exports, nor waiting.
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.
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, Manus 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 by design, having no capability for moving money.
You log in directly with your bank. We never see your password. We only get read permission, which you can cancel anytime.
Every AI query is logged: what, when, and which app accessed it. 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 company connected to financial intelligence. No contracts. Cancel in one click.
To get started.
More control and governance.
