What you can do
- Ask in plain English — "What did I spend on software last month?", "Show my largest transactions this week", "How have my balances trended this year?"
- Read across your whole picture — accounts and balances, transactions and categories, balance history, holdings, and investment activity.
- Tidy up as you go — have your assistant categorize transactions and manage your spending categories for you.
- Use it where you work — Claude, Cursor, Codex, VS Code Copilot, and any MCP-compatible client.
- Stay secure — you sign in with OAuth, Finta never moves money, and you choose which accounts to share.