OpenBudget
Connect your bank to AI and get real answers about your money.
Paid - 7-day free trial; paid subscription required afterwards (details on site).
About OpenBudget
OpenBudget connects your bank once (secured by Plaid) and automatically streams transactions, balances and spending into AI tools and spreadsheets. Send your financial data to ChatGPT, Claude, Google Sheets or Excel, ask natural‑language questions about income, spending, and cashflow, and get precise answers and summaries. Includes scheduled syncing, export/integration to Sheets/Excel, and a 7‑day free trial before subscription.
Key Features
- One-time bank connection via Plaid with secure syncing
- Send transactions & balances into ChatGPT and Claude for natural-language queries
- Push/automate data to Google Sheets and Excel for reporting
- Scheduled automatic syncs and exports of transactions and balances
- 7-day free trial with subscription-based plans
Who is this for?
Individuals, freelancers and small businesses who want secure, AI-powered insights from their bank data (accountants and finance-savvy users).
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Paid7-day free trial; paid subscription required afterwards (details on site).
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