Financial-Services
Overview
Connect Claude to OnePay to better understand your finances. View balances across Banking, Credit Card, Pay Later, Invest, and Crypto. Drill into transactions by date, merchant, or category to understand your spending. Monitor your investment portfolio and crypto holdings alongside your cash. Whether you're reviewing last month's budget, analyzing a category of spending, or saving up for your next milestone, OnePay gives Claude real-time access to your data so you can review your financial life in one place.
