Ask AI About Your Real Financial Data
Connect Nexafin to Claude and get answers based on real balances, transactions, bills, and net worth — not generic advice.
How much can I safely spend this month?
Based on your accounts and upcoming bills:
30-day free trial. No charge today.
Connect accounts or upload statements · Read-only access
See it in action
Claude uses Nexafin data to estimate safe discretionary spending after bills, debt, and upcoming obligations.
From snapshot to insight
Balances, debt, bills, and net worth in one view.
Claude identifies risk signals, missing data, and financial priorities.
Nexafin is not just another dashboard. It gives AI the financial context needed to answer real-life money questions.
Track the basics without the busywork
Ask simple questions like what subscriptions you're paying for, what bills are due next, or what changed this month.
Go beyond reporting
Once AI has the right financial context, it can help with bigger decisions too — like affordability, tradeoffs, and whether to use cash or points.
How it works
Connect your financial data
Link bank accounts or upload statements so Claude can work with real balances, transactions, bills, and net worth.
Use Nexafin with Claude
Connect Nexafin to Claude Desktop, Claude Code, or another MCP-compatible client in a few minutes.
Ask real money questions
Ask what you can safely spend, what subscriptions you're paying for, or whether anything looks risky.
For power users: your finances as a data layer
Works with Claude Desktop, Claude Code, and other MCP-compatible clients.
Nexafin includes a public API and MCP server, so Claude Desktop, Claude Code, and other MCP-compatible clients can work with real financial data instead of guesses.
Full documentation →{
"mcpServers": {
"nexafin": {
"url": "https://app.nexafin.com/mcp"
}
}
}
Your data stays secure, even with AI
Connect to 12,000+ financial institutions through secure, encrypted APIs. AI access is read-only — it can view data, but it cannot move money or change accounts.
Bank-Level Encryption
256-bit AES encryption protects your data both in transit and at rest, using the same standards as major financial institutions.
Encrypted Financial Data
Financial data is stored encrypted using industry-standard controls with strict access protections.
Data Protection
Your financial data is encrypted and stored using industry-leading security protocols. We comply with financial data protection regulations and maintain strict access controls.
Secure Connections
All connections use secure APIs and OAuth 2.1 protocols. AI integrations authenticate via OAuth — we never store your banking credentials or login information.
Simple, transparent pricing
Start with a free trial. No setup fees, no hidden costs. Cancel anytime.
Billed annually at $79.99
Save 33% compared to monthly
Try Nexafin risk-free for 30 days. Cancel anytime during your trial period.
Start talking to your money
Connect your accounts, add Nexafin to Claude or ChatGPT, and ask your first question. Free for 30 days.
30-day free trial • Cancel anytime
Ready to get started?
30-day free trial • Cancel anytime