mcp integration
Give AI tools real access to your financial data, private by default
Give AI agents direct, structured, read-only access to your financial data so they can answer real questions, automate workflows, and generate insights you can trust.
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
AI queries your actual financial data in real-time. No exports, no syncing, no stale numbers.
Relationship context
Invoice to company to payment history to contact. AI understands connections, not just rows.
Read & write
Not just queries. Create invoices, update records, categorize transactions through conversation.
12+ bank connections
Qonto, Revolut, Mercury, Wise, and more. All your accounts in one queryable system.
Secure by default
Scoped API keys, granular permissions, audit logs. Built for compliance.
Real-time webhooks
Trigger workflows on new invoices, payments, or alerts. Your automations know instantly.
Add financial intelligence to your AI stack
Open source, MIT licensed. Install now or explore the docs.