Claude
ChatGPT
Grok
MCP Server

Connect your bank accounts to AI.

How can I use AI to understand my finances?

Fintable gives Claude, ChatGPT and other compatible AI assistants access to your connected bank data. Ask about spending, compare income and expenses, or organize transactions. Choose AI for questions and analysis; use a spreadsheet when you want a report you can edit and revisit.

Start your free trial See how it works

Your AI can only analyze your finances. It cannot move money.

Community Connector Claude Directory

Claude ChatGPT

Connected to your Fintable

Where did my money go this month?

You spent €3,240 across your connected accounts. Here are a few of your biggest everyday expenses:

Groceries: €560
Dining out: €420
Transport: €180

Dining out is up €85 from last month. Want to take a closer look?

Yes, show me what changed.

Ask a question about your money.

You don't know until you ask.

Claude ChatGPT

Connected to your Fintable

I got a $115K job offer in Toronto. I make $98K in Calgary. Is it really a raise after the cost of living?

Let’s start with your actual spending in Fintable. Your current monthly average is:

Rent: $1,600
Other spending: $1,900

What rent would you pay in Toronto? I’ll separate your real spending from estimates for taxes and the move.

About $800 more a month in rent.

That uses $9,600 of the $17,000 gross raise each year, before tax differences and moving costs. Let’s model what is left.

Ask about your next big move.

Illustrative conversation with sample figures.

Claude ChatGPT

Connected to your Fintable

I want a $35K car. Can I handle a $500 monthly payment, or would I be stretching myself too thin?

Across six complete months in Fintable, here is what was left after spending, excluding transfers between your accounts:

Average month: $900
Tightest month: $300
After a $500 payment: $400 / −$200

The payment fits your average month, but not your tightest one. What would insurance and maintenance add?

Allow another $150 a month. What would I need to cut?

At $650 total, your tightest month would be $350 short. Let’s review flexible spending before you take on the payment.

Ask before you commit.

Illustrative conversation with sample figures.

Or don't ask. Let the AI ask you.

Claude ChatGPT

Connected to your Fintable

Alert me if I spend more than $200 on dining out in a month.

I can check now using Fintable. Automatic alerts need a separate automation with access to your data and a way to notify you.

Dining out this month

$180 of $200 · $20 left

Based on the latest sync. Recent purchases may still be missing.

What is using up most of that budget?

Lunches account for $120 of the $180. Want to compare bringing lunch twice a week with your current routine?

Keep an eye on your everyday spending.

Illustrative conversation with sample figures.

Claude ChatGPT

Connected to your Fintable

Build me a dashboard from my bank transactions.

Your dashboard is ready. Income, spending and cash flow, all in your spreadsheet.

Dashboard created

Now categorize my spending and add a monthly chart.

Done. Your categories and charts are updated.

Spreadsheet updated

Tell AI what to change on your dashboard or custom app.

Fintable was originally built for the OG finance tool, spreadsheets.

AI can build you a spreadsheet or dashboard too.

There are lots of accounting and personal finance apps out there, but most people come back to a good old spreadsheet. Spreadsheets used to be hard to configure and manage, but now it's super easy to build your own finance dashboards with AI.

Trusted.

Trusted by thousands.

Accountants, founders and investors have relied on Fintable for more than 5 years to keep their finances organized. We are the only official Airtable finance plugin since 2022. Bring that same experience to your favorite AI.

Reliable.

Rock-solid bank data platform.

We've been helping businesses do their accounting for years. We know how hard it is to sync bank transactions reliably without duplicates, authorization reconnections, and data reconciliation problems. Fintable is the most reliable bank data platform on the market and we can prove it with data.

Secure.

Read-only at your bank.

Connect securely through providers like Plaid, GoCardless and Akoya. Your bank login is never shared with your AI, and it cannot make payments or transfer money.

Monitored for security with Anthropic’s Cyber Verification Program

Most reliable bank data platform

Stop reconnecting your financial accounts again and again.

Use different AI apps or tools without having to reconnect and re-categorize your transactions.

We handle the hard problem of keeping your financial data reliably connected, duplicate free, and categorized according to your preferences. Connect your accounts once to Fintable, set up the auto-categorization system, then access your cleaned categorized data in any AI app.

Syncing, Categorizing, Cleaning duplicates, Reconciling, Re-authorizing Syncing Categorizing Cleaning duplicates Reconciling Re-authorizing Syncing

Fintable can be the central database and source of truth for categorized, de-duplicated and reconciled data.

Claude
ChatGPT
Grok
MCP Server
API

Your custom app or spreadsheet

Income

€6,720

Spending

€3,510

Left over

€3,210

Net by month

	A	B	C
1	Transactions	Category	Amount
2	Salary	Income	+€5,200
3	Rent	Housing	−€1,400
4	Groceries	Food	−€95

Airtable
Google Sheets
Notion

More than static data

A complete toolbox to build and manage your financial dashboards.

Fintable is more than a data API. Start new bank connections, manage workspaces for your clients, modify categorization rules, and configure your financial data system directly from your AI through MCP.

Built for AI and your own apps

Connect through MCP or the API to give your AI or custom app access to Fintable's tools.

48 tools

Free exchange rates and stock prices, too.

Add market data to your dashboards with our free public API. No Fintable account required.

Currency exchange rates

Convert balances and transactions between currencies with current and historical European Central Bank rates.

US stock prices

Value your portfolio and add historical price charts to your investment dashboard.

Explore the free public API

Read-only tools (25)

Explore balances, transactions, holdings, exchange rates, and sync status.

get_me list_workspaces list_connections get_connection get_sync_status list_accounts get_account list_holdings list_transactions get_transaction get_pending_transactions list_categories get_category list_rules get_rule get_categorizer_status search_institutions search_workspace_institutions lookup_bic get_exchange_rates get_exchange_rate_history get_stock_prices get_stock_price_history get_docs list_workspace_invitations

Tools that make changes (23)

Categorize transactions, manage categories and rules, and trigger a fresh sync.

update_daily_sync_schedule get_integrations feedback update_connection categorize_transaction update_category update_rule update_account update_workspace create_workspace invite_workspace_member revoke_workspace_invitation create_category create_rule bulk_categorize run_categorizer start_sync mint_connection_link create_sandbox_connection delete_workspace delete_connection delete_category delete_rule

Configure your assistant to ask before making changes.

MCP server URL

https://fintable.io/mcp

Explore the API documentation

Connect your bank accounts to AI.

How can I use AI to understand my finances?

You don't know until you ask.

Or don't ask. Let the AI ask you.

AI can build you a spreadsheet or dashboard too.

Trusted.

Reliable.

Secure.

Stop reconnecting your financial accounts again and again.

Your custom app or spreadsheet

A complete toolbox to build and manage your financial dashboards.

Built for AI and your own apps

Free exchange rates and stock prices, too.

Currency exchange rates

US stock prices

Read-only tools (25)

Tools that make changes (23)

Questions?