Coming Soon

Your financial data,
your way.

Access balances, transactions, and cashflow data through a simple REST API. Bring your own LLM and talk to your finances programmatically.

This feature is currently in development. Sign up now and you'll get access as soon as it launches.

Get Started

How It Works

Three steps to programmatic finance

Connect your accounts, grab your API key, and start querying your financial data from anywhere.

Connect accounts

Link your bank accounts, credit cards, and investment accounts through Plaid. Takes under a minute.

Get your API key

Generate an API key from your dashboard. Use it to authenticate requests to any endpoint.

Query your data

Fetch balances, transactions, and cashflow data. Pipe it into your own tools, scripts, or LLMs.

REST API

Simple JSON endpoints

Get balances, transactions, and cashflow data across all your accounts with straightforward API calls.

GET/api/v1/balances

{
  "accounts": [
    {
      "name": "Main Account",
      "balance": 8900,
      "minimum": 7000,
      "status": "healthy",
      "institution": "Chase"
    },
    {
      "name": "Emergency Fund",
      "balance": 24000,
      "minimum": 21000,
      "status": "healthy",
      "institution": "Ally"
    }
  ],
  "total_balance": 32900,
  "total_minimum": 28000,
  "over_minimum_by": 4900
}

GET/api/v1/cashflow?months=3

{
  "months": [
    { "month": "Mar", "income": 8500, "expenses": 6400, "net": 2100 },
    { "month": "Apr", "income": 8200, "expenses": 7500, "net": 700 },
    { "month": "May", "income": 9400, "expenses": 6900, "net": 2500 }
  ],
  "average_net": 1767
}

LLM Integration

Bring your own LLM

Pipe your financial data into any LLM — ChatGPT, Claude, open-source models, or your own. Ask questions about your spending, get forecasts, or build custom financial agents.

Example: Ask your LLM about your finances

You

How much did I spend on food last month across all accounts?

LLM (using pf4000 API)

Based on your transaction data, you spent $847 on food-related transactions in April across your Main Account and Business 1. That's up 12% from March ($756). The biggest charges were restaurants at $412 and groceries at $389.

{}

Structured data

Clean JSON responses ready to be injected into any LLM context window as structured tool output.

←→

Webhooks

Get notified when balances update or when an account dips below its minimum threshold.

CSV Export

Export your full transaction and balance history as CSV for use in spreadsheets or custom scripts.

Start building with your financial data.

Get Started See Pricing

Your financial data, your way.