mcp server
Give AI tools private access to your financial data
Secure, read-only access that powers smarter answers, automation, and reliable insights.
Use Cases
What happens when AI can reason over financial data
Well turns your financial data into a live context layer for AI agents, enabling workflows that were previously impossible.
Turn AI into a financial advisor
Give AI full context about your business: cash position, burn rate, growth trends. So it can advise, not just report.
AI-Powered cash flow forecasting
Saves 2-3 hours weekly on manual cash flow analysis. Enables proactive fundraising decisions 3-6 months earlier.
Investor updates on autopilot
Saves 3-4 hours monthly on investor reporting. Consistent, data-driven updates that build investor confidence.
Smart expense categorization
Eliminates manual expense review. Saves 2 hours weekly on bookkeeping with automatic categorization and context.
Smart financial workflow triggers
Trigger automations on late payments, budget overruns, or cash flow alerts. Reduces manual monitoring by 80%.
Capabilities
Your financial vault, AI-ready
Live data access
Query real financial data across accounts in real time. No exports, no syncing, no stale numbers. Built on continuously updated, graphed data.
Relationship context
From invoices to companies to payment history. Data stays structured and connected. AI understands relationships, not just isolated rows.
Read & write
Create invoices, update records, and categorize transactions through conversation. Changes are written back instantly and reliably.
11K+ bank connections
Connect to over 11,000 banks and payment providers worldwide. Including Qonto, Revolut, Mercury, Wise, and more.
Secure by default
Scoped API keys, granular permissions, audit logs, and SOC 2 Level 1 compliance. Built to meet enterprise security expectations.
Event-based updates
Stay in sync with changes across accounts and transactions. Designed for reliable updates without relying on real-time webhooks.
Add financial intelligence to your AI stack
Open source, MIT licensed. Install now or explore the docs.