Category Hub
Money Management apps and integrations
Money Management apps help users track spending, balances, budgets, bills, net worth, cash flow, and savings goals through ChatGPT or Claude. Listings may also support expense logging, transaction search, recurring-charge tracking, retirement planning, portfolio monitoring, bill payments, or advisor matching.
100 apps
Top money management apps
Open full directory →Productivity
Axis
By LEE KAI YANG
Axis helps people track and manage finances, relationships, knowledge, habits, and focus. Its tools read private account data and create, update, or delete records only after OAuth consent.
Tools: 111 · Prompts: 3
Finance
Ekohesap
By Ekohesap
1 Dakikada Kurulum Sadece e-posta hesabınız ile hesabınızı açın, tek bir parametre girmeden satış, alış, tahsilat, ödeme, kasa, banka, çek, kredi, çalışan hesaplarınızı kolayca takip edin. 5 Dakikada Öğrenme Muhasebe öğrenmek için herhangi maliyete katlanmadan ve tecrübeli ön muhasebe personeline ihtiyacınız olmadan kolay ekranlar sayesinde hemen kullanmaya başlayın. Yaşam Boyu Fayda İşletmenizi, kaynaklarınızı, çalışanlarınızı, müşteri ve tedarikçilerinizi yaşam boyu %100 güvence ile kolayca ve her yerden yönetin. Sınırsız Destek Dilediğiniz zaman çağrı merkezimizi aramanız yeterli. Destek ekimiz her konuda desteğe hazır. Hemde ücretsiz
Tools: 102
Financial-Services
BankSync
By BankSync HQ
BankSync securely connects your bank, credit card, and brokerage accounts and makes their data available to Claude. Link your accounts once, then ask Claude about your finances in plain language. With BankSync connected, Claude can: • Read transactions, balances, account details, holdings, trades, and loans across all your connected institutions • Search and filter your financial history ("how much did I spend on groceries last month?") • Build queries, dashboards, and widgets to visualize spending, cash flow, net worth, and portfolio performance • Sync data on a schedule to destinations like Google Sheets, Excel, and databases • Categorize and enrich transactions automatically BankSync handles the hard parts of financial data — institution coverage, secure consent management, deduplication, and keeping balances fresh — so you can focus on the insights. All access is read-only by default and scoped to the workspace you connect. Whether you're tracking personal spending and net worth, reconciling the books for a business, or monitoring an investment portfolio, BankSync gives Claude a complete, up-to-date picture of your accounts ~ no manual exports required.
Tools: 94
Finance
Minhas Finanças
By Nimtech
Connect your Minhas Finanças account to view balances, income, expenses, cards, budgets, goals, loans, and notes. Compare periods, filter reports, project cash flow from recorded transactions, and access in-app help. Projections do not represent real-time bank balances or guarantee outcomes. With separate authorization, create supported records, including installment and recurring transactions. Limited edits, marking transactions as paid or received, and recording full invoice payments require review and confirmation. Budget management, including creation and individual deletion, requires new authorization and always requires review and confirmation; deleting a budget does not delete its transactions. Direct creation of other records requires an additional permission. The app does not move bank funds, trade investments, delete financial transactions, or export files. Requires an eligible Minhas Finanças account; usage limits apply.
Tools: 88 · Prompts: 3
Finance
re:cap
By re:cap Technologies GmbH
Know where you stand before you raise. Start with your website address and answer a few short questions. You see which of the four ways to fund a plan fit your business, debt, equity, grants or your own cash, down to the products and the providers in range. The first answer is on screen in under a minute, with no account needed. Connect your re:cap account and the same conversation runs on your own numbers. Cash, runway, margin, growth and customer concentration, kept current from your bank and accounting data. Your reporting tells you what happened. Here you get what it did to your options: which stay open, which close, and when.
Tools: 78 · Prompts: 3
Finance
PocketSmith Complete Access
By PocketSmith
PocketSmith is a leading personal finance software, trusted by over 380,000 users in 190 countries. We help Household CFOs around the world take control of their money and achieve their financial goals. With powerful forecasting, multi-currency support, and flexible budgeting tools, PocketSmith offers a highly customizable approach to money management. This connector lets ChatGPT have full secure access to your PocketSmith data, so that you can work with your finances in plain language. Understand your money: search, filter and categorize your transactions in plain language. Investigate patterns across all your accounts, check balances, and review your categories, labels and saved searches. Go beyond "what did I spend?": uncover unusual merchant and timing patterns, see what your spending reveals about your priorities and turn years of financial data into answers, stories and decisions that feel relevant to your life. Get answers to questions like: "why does my cash flow dip next month?", "what changed our net worth most this year?" and "what does our spending suggest we valued, and which choices bought us the most joy, ease or security?" Keep your budget in check: review budget performance, analyze spending trends across periods, find recurring expenses, plus access monthly reviews and financial health snapshots. Plan ahead: use PocketSmith's forecasting engine to predict future cashflow and net worth, and manage the budget events that map out your future. Keep things tidy: categorize your transactions, create new category rules, manage files and sync bank feeds. Seamlessly jump to PocketSmith: describe the report you need to see in PocketSmith, and you'll get a deep link to that exact report in PocketSmith. ChatGPT connects to PocketSmith via OAuth - when you connect, you sign in with PocketSmith and can revoke access any time. A read-only version of this connector is also available, if you don't want Claude to ever modify your data.
Tools: 66 · Prompts: 3
Financial-Services
api.dinzo.com.br
By Dinzo
O Dinzo organiza a vida financeira de quem mora no Brasil: contas e cartões conectados pelo Open Finance, lançamentos manuais, faturas, metas, recorrências, assinaturas e investimentos. Com este conector, o Claude lê os seus dados do Dinzo e responde perguntas como "quanto gastei com supermercado em setembro?", "quais faturas estão abertas e quando vencem?" ou "qual vai ser meu saldo no fim do mês?". Com a permissão de leitura e escrita, o Claude também cria, edita, categoriza e apaga lançamentos, contas, categorias, tags e metas, e registra pagamentos de faturas, sempre pedindo a sua confirmação antes. Ele nunca movimenta dinheiro, nunca vê a senha do banco e não conecta bancos. Requer uma conta Dinzo com plano Premium ou Ultra. Você escolhe entre somente leitura e leitura e escrita ao conectar, e desconecta quando quiser em Configurações > Conexões de IA. In English: Dinzo is a personal finance app for people in Brazil (Portuguese). This connector lets Claude read the user's own Dinzo data (balances, accounts, credit cards and bills, transactions, categories, goals, recurring items, subscriptions, investments and loans, aggregated through Brazil's Open Finance) and, with the read and write permission, create, edit and delete records in the user's own Dinzo account after the user confirms. It never moves money, never initiates payments or transfers, and never sees bank credentials. Requires a Dinzo Premium or Ultra plan.
Tools: 65
Finance
WalleK
By Emrah Kahvecioglu
WalleK is a personal finance ledger. Through ChatGPT it can add an expense or income, look up what was spent over a period, break spending down by vendor or category, show account and card balances, list recurring bills and mark them paid, follow loan installments and salary records, and read an uploaded bank or card statement and turn it into ledger entries for the user to approve. It works in multiple currencies. Every write goes to the signed-in user's own ledger only.
Tools: 64 · Prompts: 3
Productivity
Minhas Economias
By Minhas Economias
O conector Minhas Economias conecta o Claude à sua vida financeira, permitindo consultar e organizar seus dados de forma conversacional. Com ele você pode acompanhar seu patrimônio consolidado (patrimônio líquido, ativos, dívidas e bens), listar e filtrar transações por período, conta, cartão ou categoria, e criar ou editar lançamentos, contas manuais, cartões de crédito, tags e membros. Na frente de investimentos, o conector oferece posições consolidadas por categoria, custódia e ordens de renda fixa, carteiras de fundos de investimento, cotações e rentabilidade histórica. Para o mercado de ações e FIIs da B3, traz indicadores fundamentalistas, demonstrações financeiras (DRE, balanço patrimonial e fluxo de caixa), eventos corporativos, consenso de analistas e documentos divulgados ao mercado. Ideal para investidores que querem analisar a carteira, planejar aportes e dividendos, e tomar decisões financeiras com o apoio do Claude — tudo a partir dos seus próprios dados.
Tools: 63
Finance
Era Context
By Tinwell Labs Inc.
Your complete financial picture, ready for real conversations Connect every bank account, credit card, and investment account to ChatGPT — then ask it anything about your money. Era Context unifies your accounts, categorizes transactions, surfaces recurring charges, and tracks cash flow so ChatGPT can give you answers that are actually grounded in your data. What you can do: - See where your money went — Compare spending across months, categories, or accounts. Ask why a month felt expensive, and get a real answer. - Catch problems before month-end — Project where you'll land on dining, travel, or any category before the damage is done. - Audit your subscriptions — Surface every recurring charge across all your cards, flag what you're not using, and calculate what canceling the bottom five would save you. - Get a grounded answer to "can I afford this" — Tell any AI agent what you're considering. It'll check your cash flow, upcoming bills, and buffer — and give you a straight answer.
Tools: 62 · Prompts: 3
Finance
finerd
By finerd.ai
finerd lets you explore and manage your finances directly in ChatGPT. Analyze your money: “How much did I spend on food last month?”, “Which category takes the biggest share of my expenses?”, “Which credit card fits my spending best?” Take action on transactions: “Tag all transactions from April 10–18 as Milan trip”, “Move Netflix from Entertainment to Subscriptions”, “Find the duplicate restaurant charge from last week.” Plan scenarios: “Can I afford a one-year sabbatical?”, “How would moving to another city affect my finances?”, “What would buying a home do to my cash flow and net worth?”
Tools: 58 · Prompts: 3
Financial-Services
MedFIN
By MedFIN
O MedFIN é o app de finanças feito para médicos no Brasil: cirurgias, consultas, exames e plantões, o que cada convênio deve, glosas e o orçamento do mês. Este conector leva a sua conta MedFIN para o Claude. Pergunte em português e o Claude responde com os seus números: • Quanto tenho a receber, e de quais convênios? O que está atrasado? • Qual convênio mais glosou este ano? • Como fecha o mês? Meu saldo fica negativo em algum mês? • Qual procedimento mais fatura? Quanto gastei por categoria? Ele também registra por você: plantão, cirurgia, consulta, exame, despesa (recorrente ou parcelada) e receita; marca um valor como recebido; remarca ou cancela um agendamento. Os lançamentos mostram uma prévia antes de gravar, e o Claude pede a sua confirmação antes de qualquer escrita. O conector não movimenta dinheiro: só registra na sua conta do MedFIN. Requisito: conta no MedFIN (medfinapp.com.br) com assinatura ativa. Privacidade: você autoriza o acesso numa tela de consentimento do MedFIN e pode revogá-lo a qualquer momento. O Claude vê os números que você já vê no app e os textos curtos que você escreveu nos lançamentos (procedimento, hospital, convênio). O MedFIN não pede nome de paciente.
Tools: 54
Financial-Services
Zeno Household
By Zeno Services, LLC
Zeno Household keeps your household's money picture and helps you make calm, well-timed decisions with it. - What's likely next: your lowest point in the next 30 days, when the next income lands, and what changed since you last looked, with honest ranges instead of a single guess. - Ask before you spend: check a purchase, booking or subscription before you commit. Zeno says whether it fits, is tight or runs short, and when it would fit instead. - A Plan that fits: monthly and periodic budget lines, set-asides for annual costs, and a month-by-month view of the year so tight months show up early. - A way out of debt: compare paying minimums, highest rate first and smallest first at the same monthly payment, and keep the plan you choose. - The long view: year by year income, spending, debts, life events and savings, with each person's age. - A five-minute weekly check-in, and a needs lens that shows where money goes against what matters to you. You or your assistant enter accounts, balances, paychecks and bills, or copy in transactions you choose. Zeno never connects to your bank, never asks for bank logins or account numbers, and never moves money: no tool pays, transfers or trades. Anything the assistant infers is saved as a proposal until you confirm it, and changing your adopted Plan needs a reason in your own words. For households in the United States. Requires a Zeno Household account (sign up at zenonest.com). You can connect with view-only access.
Tools: 41
Productivity
PocketSmith Read-Only Access
By PocketSmith Ltd
PocketSmith is a leading personal finance software, trusted by over 380,000 users in 190 countries. We help Household CFOs around the world take control of their money and achieve their financial goals. With powerful forecasting, multi-currency support, and flexible budgeting tools, PocketSmith offers a highly customizable approach to money management. This connector lets Claude have read-only secure access to your PocketSmith data, so that you can work with your finances in plain language, but not allow Claude to make any changes to your data. Understand your money: search and filter your transactions in plain language. Investigate patterns across all your accounts, check balances, and review your categories, labels and saved searches. Go beyond "what did I spend?": uncover unusual merchant and timing patterns, see what your spending reveals about your priorities and turn years of financial data into answers, stories and decisions that feel relevant to your life. Get answers to questions like: "why does my cash flow dip next month?", "what changed our net worth most this year?" and "what does our spending suggest we valued, and which choices bought us the most joy, ease or security?" Keep your budget in check: review budget performance, analyze spending trends across periods, find recurring expenses, plus access monthly reviews and financial health snapshots. Plan ahead: use PocketSmith's forecasting engine to predict future cashflow and net worth, and manage the budget events that map out your future. Seamlessly jump to PocketSmith: describe the report you need to see in PocketSmith, and you'll get a deep link to that exact report in PocketSmith. Claude connects to PocketSmith via OAuth - when you connect, you sign in with PocketSmith and can revoke access any time. This is a read-only connector - if you want Claude to be able to modify your data, a Complete Access connector is also available.
Tools: 40
Finance
Superbrain Finanzas
By Luis Berna
Superbrain Finanzas convierte tus conversaciones en un registro financiero personal y continuo. Registra ingresos y gastos, consulta movimientos, revisa balances mensuales y organiza pagos recurrentes y presupuestos desde ChatGPT. Tu información queda guardada de forma privada para que puedas retomarla en futuras conversaciones sin empezar de cero.
Tools: 38 · Prompts: 3
Financial-Services
Rivaire
By Rivaire
Rivaire is a personal finance tracker for money spread across cash, bank accounts and e-wallets in different currencies, built with travel in mind. This connector lets Claude work with your Rivaire data. Ask about your history: where your money went last month, which payments repeat, what a trip cost in your main currency. Rivaire calculates totals and currency conversion itself, so Claude reports sums instead of adding up rows. With write access, Claude can also record expenses, income and transfers, split a bill into debts with friends, plan upcoming payments, save receipt or statement lines as drafts, and clean up your history: merge categories, archive old tags, recategorize up to 200 transactions at once. Tools that change or delete data are marked as such, and Rivaire asks Claude to confirm each change with you first. When you connect, you choose whether Claude can make changes and whether it can see amounts. Amounts are encrypted on your device; with amounts off, Claude works from names, dates and notes only. Rivaire records what you tell it and never moves money. You need a free Rivaire account, created with a passkey. You can remove the connection at any time in Rivaire under Settings → API.
Tools: 38
Finance
Manilo
By Borys Harholinskyi
Your personal finance advisor, with your full ledger at hand. Log expenses by voice, photo, or chat and let Manilo categorize them. Set budgets per category or period and stay on track with proactive checks. Plan recurring income and expenses, and track your spending across any timeframe. Ask "am I overspending on dining this month?" or "how much can I afford to save in Q3?" and get advice grounded in your real data — not generic tips. 30+ tools covering accounts, transactions, budgets, categories, and receipts. Personally owned. Shareable when you want.
Tools: 35 · Prompts: 3
Finance
Simply Family Budget
By Sysoev, Sergiy
Simply Family Budget helps households understand what they can actually afford by bringing balances, transactions, budgets, recurring entries, cashflow, and projected balances together. Review and manage your family’s financial records, wallets, categories, and tags directly through ChatGPT.
Tools: 35 · Prompts: 3
Finance
No Trilho Finanças
By Rafael Siloti
Controle suas finanças no ChatGPT com os cálculos oficiais do No Trilho. Consulte receitas, despesas, contas, dívidas e aportes; prepare alterações, revise o resumo e confirme antes de salvar. O MCP recebe somente dados financeiros estruturados necessários para cada operação.
Tools: 34 · Prompts: 3
Financial-Services
Pearl
By Pearl Tech Inc.
Pearl connects Claude to your own bank, card, loan, and investment accounts so you can ask real questions about your money and get real answers. Ask where your spending went last month, what subscriptions are charging you, how much is left in your grocery budget, what your debts are costing you, what your net worth is, how long your cash lasts, and whether you can afford what's coming up. Pearl is personal finance for people whose finances aren't only personal. If you're self-employed, freelance, or running a small business, tag accounts and transactions as business or personal — business expenses on one side, household spending on the other. Useful at tax time, when deductible spending has to come apart from the rest, and for anyone tired of keeping two apps open. Then set a target and work toward it. An emergency fund, paying off a card, a down payment: Pearl works out the monthly number, tracks progress against your real balances, and tells you when you're ahead or when the date is slipping. Every answer is sourced. Pearl cites the accounts and transactions behind each number and tells you how fresh the data is, instead of guessing. You can clean up your data as you go — recategorize transactions, fix subscription and bill detection, set monthly budgets, adjust goals — and your corrections stick. Accounts are linked through Plaid, scoped to your own account, and read on your behalf. Pearl helps you understand your money; it is not an investment adviser and does not tell you what securities to buy or sell. Requires a Pearl account with an active subscription and at least one linked bank.
Tools: 34
Finance
Whisper Money
By Víctor Falcón Ruíz
Whisper Money is a privacy-first personal finance app: your financial data is yours, and it is never shared with third parties. This app connects ChatGPT to your own Whisper Money account so you can analyse your money in plain language instead of clicking through dashboards. Ask questions like "how much did I spend on groceries last month", "what's my net worth trend this year", "which subscriptions are draining me" or "break down Q2 by category" — the app reads your transactions, accounts, categories, labels, cashflow and net worth and answers with your real numbers. You can also keep your books tidy from the conversation: log manual transactions, recategorize and label existing ones, record balances for manual accounts, and manage categories, labels and automation rules. Your synced bank data is protected: transactions imported from a bank connection can be categorized and labelled, but never edited or deleted, and balances can only be recorded on manual accounts. You can still add your own manual transactions to a bank-connected account — a sync never removes them. Data is scoped to the account you sign in with, including any shared spaces you belong to. The app reads and writes bookkeeping records only — it can never move money, make payments or reach any account outside Whisper Money. Requires a Whisper Money account on a paid (Pro) plan. Sign in happens through Whisper Money's own OAuth flow — ChatGPT never sees your password, and access can be revoked at any time from your account settings.
Tools: 34
Financial-Services
Keni
By Seria Ati
Keni is an open-source, self-hostable personal finance tracker built for people who want detailed transaction logs without the effort. The Keni MCP server lets any MCP-capable AI agent read and manage your finances directly, using OAuth so you never paste tokens. Key features: • Transactions: create single, batch, or parent-child grouped transactions; list, get, update, and delete them; link and unlink related transactions across wallets. • Multiple wallets: separate personal, business, travel, or shared money, each with its own currency and history. • Categories and tags: organize spending with categories and tags; new ones are created on the fly when you log a transaction. • Recurring transactions: define rules for bills and income that post automatically. • Budgets: set limits by period, category, or wallet and check how much is used. • Analytics: spending summaries, category breakdowns, and monthly trends for any date range. • Currency conversion: convert amounts between currencies with live exchange rates.
Tools: 34
Finance
Kubera
By Kubera Apps, Inc.
Ask questions about your Kubera portfolio. Connect your Kubera account to access your live balance sheet data, including net worth, assets, liabilities, and allocation. The assistant uses this data to answer questions, surface patterns, and explain what’s in your portfolio. Example questions: - What is my current net worth? - What stands out in my balance sheet? - Where am I overly concentrated? - Summarize my assets, liabilities, and entities - What questions should I ask my advisor? - Update my Tesla shares to 100 units Kubera is the Balance Sheet for those who manage their own wealth. https://www.kubera.com/
Tools: 31 · Prompts: 3
Financial-Services
Spendify
By Spendify
Spendify connects your personal finances to Claude, giving you AI-powered insights into your spending, budgets, and financial health. View bank account balances, search and filter transactions, analyze spending by category or merchant, track daily and monthly spending trends, manage budgets, categorize transactions, set up automation rules, and monitor recurring charges. Spendify syncs with thousands of banks via Plaid, keeping your financial data up to date and accessible through natural conversation.
Tools: 31
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