Connect your AI to your business's financial data.
Simple, reliable and backed by 20+ years of cybersecurity experience.
Connect bank accounts from 12,000+ banks and financial institutions across the US, Canada and the UK
Pick your AI. Connect it to your data. Get started.
Compatible with all major AIs and autonomous agents.
What a manager does in hours, now in a single prompt.
Turn financial questions into instant answers. Your favorite AI queries your connected data and delivers your numbers clearly, no spreadsheets, no exports, no waiting.
How your AI sees your data.
Connected in 4 steps. That simple.
Connect your bank once. Your AI handles the rest.
01. Create your account
Company name, email and password. Takes 90 seconds.
02. Connect your banks
You authorize directly in your bank's portal. UPX never sees your credentials.
03. Link your favorite AI
Claude, ChatGPT, Cursor and more. Add the UPX connector in your AI client, with mandatory MFA. Done.
04. Ask in plain English
No commands, no BI, no spreadsheets. Type what you need to know. Your AI answers with your real numbers.
Read-only by design. Not a promise, it's architecture.
Financial MCP never stores your credentials. Authorization happens in your bank's environment, and access is read-only.
Credentials never reach UPX
Bank authentication happens directly in your bank's portal. Financial MCP operates only with revocable, read-only access tokens.
365-day audit trail
Everything is logged: AI queries, date, time, scope accessed and MCP client, with CSV export for internal or external audits.
GLBA, CCPA, GDPR, PSD2
Multi-standard compliance. Request data deletion at any time, irreversibly, with identity confirmation and a deletion log.
Mandatory MFA per scope
Access to financial data requires two-factor verification on every new MCP client authorization. No exceptions.
Instant revocation
Disconnect any bank or MCP client with one click. Revocation propagates immediately, no queues, no delay.
Access limited to what you authorized
The AI only queries the data you allow. Sensitive information is protected to reduce unnecessary exposure.
20 years protecting critical operations.
UPX specializes in cybersecurity engineering for mission-critical environments. Financial MCP is part of the Secure MCP portfolio, built on the same infrastructure that protects financial institutions, fintechs and data centers.
With over 20 years of experience, UPX combines security architecture, threat intelligence, behavioral detection and incident response to protect mission-critical operations and digital platforms.
More than technology, UPX delivers operational defense capability and continuous governance for organizations that can't afford to get it wrong.
Customers who trust UPX
Leading financial institutions that rely on UPX's security infrastructure to protect their operations.
Security portfolio
Financial MCP is part of UPX's Secure MCP portfolio, built on the same foundation of MSS, 24/7 AI-Driven SOC, threat intelligence and GRC that protects companies in regulated sectors across the US and beyond.
Financial AI ready for your business.
Your business connected to financial intelligence. No lock-in. Cancel in 1 click.
Business Pro
$129/month
Or $1,290/year · 2 months free
- ✓6 financial institution accounts
- ✓Unlimited questions
- ✓Personal and business in one plan
- ✓Unlimited MCP clients
- ✓365-day audit retention
- ✓CSV export in accounting format
- ✓GLBA · CCPA · GDPR · PSD2 compliance
- ✓Mandatory MFA and per-scope access logging
+ $9.90 per extra account
Business Unlimited Enterprise
Custom
Pricing on request
- ✓Unlimited financial institution accounts
- ✓Unlimited questions
- ✓Personal and business accounts in the US, Canada and the UK
- ✓Multi-entity and group consolidation
Available add-ons
- +24/7 AI-Driven SOC
- +Dedicated onboarding support
- +SLA and priority support
- +Custom integrations and automations
Want to connect only your personal accounts? Click here