Build your finance stack.
Every piece you need to move money data from the bank to wherever you work. Sync feeds, capture documents, enrich and visualize it, ask Penny, or plug straight in with the API and MCP server.
Bank Feeds
Sync transactions, balances, trades, holdings, and loans from 11k+ banks into Notion, Airtable, Google Sheets, or Excel.
- 11k+ bank coverage
- Transactions, balances, trades, holdings & loans
- Field mapping & scheduling
- Real-time monitoring
Document Extractor
AI-powered extraction for receipts, invoices, bank statements, and any financial document — synced straight to your destination.
- Receipts, invoices & statements
- Email forwarding & uploads
- AI extraction & deduplication
- Field mapping to your schema
Enrichments
Sixteen enrichment types that categorize, filter, split and pair records, watch budgets, subscriptions, fees and feed health, and let Memory and AI fill the rest — all during every sync.
- Rulesets & lookup tables for categorization
- Filters, splits, transfer & duplicate guards
- Budgets, subscriptions, fees & anomalies
- Memory, AI fills & a review queue
Dashboards
Build a finance command center from your live data — KPI cards, charts and tables — then embed any widget anywhere.
- Drag-and-drop widget builder
- KPI, bar, trend & allocation charts
- Embeddable widgets anywhere
- Always-live, no formulas
Ask Penny
A built-in AI assistant that reads your accounts, answers in plain English with charts, and builds dashboards or feeds for you.
- Natural-language queries
- Insight widgets rendered inline
- Builds dashboards & feeds for you
- Bring-your-own-key on Pro
Client Portals
Invite clients to connect their own banks, then roll every account into one dashboard you bill once.
- Clients connect their own banks
- One dashboard, one subscription
- Branded, shareable links
- Roll up multi-client data
REST API
Query transactions, balances, investments, and loans from 11,000+ banks with a simple REST API and scoped keys.
- Endpoints for banks, accounts & transactions
- Balances, holdings, trades & loans
- API keys with scoped permissions
- Sync jobs & webhooks
MCP Server
Connect Claude, ChatGPT, Cursor, and any AI agent to your financial data through natural language.
- Connect Claude, ChatGPT & Cursor
- Natural-language access to your data
- Read transactions, balances & holdings
- Build feeds & dashboards by chat