Your private, AI-powered wealth and expense operating system.
Statement Period: -
Ensure nominees are declared across all accounts to secure inheritance.
Please copy this token now. It will not be shown again for security reasons.
pat_xxx
Add it to your local Claude Desktop config env:
"FINANCE_PAT": "pat_xxx"
Upload PDF/CSV bank statements with in-memory decryption & 50/30/20 auto-bucketing.