Filarise

Connect your
bank to
ChatGPT,
Claude & more.

Connect your bank once, then explore balances and spending in ChatGPT, Claude, Cursor, and other supported AI tools.

Get startedSee how it works

Secure bank connection powered by Plaid·You stay in control

A better way to ask about money

ClaudeFilarise connected
Where did my money go last month?

✦ Filariselooked at your transactions

Here's your spending breakdown

Groceries
$612
Dining
$439
Transport
$214
Ask a follow-up question...
✓ Bank data connected

Works with the tools you use

ClaudeChatGPTCursor+ more MCP clients

How

One connection for all your financial tools

Link your bank account once. Your transactions, balances, and spending then flow into Claude, ChatGPT, Google Sheets, and Excel without lifting another finger.

  1. 01

    Connect your bank

    Secure linking takes minutes and your data stays yours.

  2. 02

    Choose your tools

    Send your financial data to the AI or spreadsheet you already use.

  3. 03

    Ask real questions

    Get answers about your money from an AI that knows your numbers.

StartLearn more

Your bank data. Your AI tools.

We connect and organize your finances — you ask questions where you already work.

Connect your accounts

Link bank accounts, credit cards and other financial accounts in one secure place.

BRBC
$8,420
BVisa
$2,140
BTD
$14,020
Total$24,580

Pipe data to your AI

Send structured financial context to ChatGPT, Claude, Gemini and other agents you choose.

Filarise

847 transactions synced

RBC$8,420
Visa$2,140
TD$14,020

ChatGPT

Financial context available when you ask — no setup in Filarise

balance, spending, categories, transactions...

Clean, ready-to-use context

Transactions categorized and formatted so your AI can answer with real numbers — not guesses.

// Ready for AI context

{

"balance": 24580.42,

"monthly_spending": 2840,

"top_category": "Dining",

"accounts": 3

}

ChatGPT→Claude

You type in ChatGPT. We send the data.

Filarise has no chat of its own. Connect your banks here, then open ChatGPT or Claude — your financial context is already there when you ask.

You work here — in ChatGPT, not in Filarise

chatgpt.comFilarise data active

ChatGPT

Can I afford a $600 vacation?

Based on your connected Filarise data — current spending, income and upcoming bills — you can comfortably afford it while keeping your savings goal.

Message ChatGPT...

Also works with Claude, Gemini

Filarise is your connection hub.

Connect banks, pick AI tools, check sync status — then go back to ChatGPT or Claude to ask questions.

app.filarise.com/connections

Connections

Synced 2 minutes ago

Banks

RBC CheckingConnected
Visa CreditConnected
TD SavingsConnected

AI tools

ChatGPTData synced
ClaudeData synced
GeminiConnect

Sync log

Synced 847 transactions to ChatGPT2 min ago
Synced 847 transactions to Claude2 min ago
RBC Checking updated1 hour ago

Ready to ask with real numbers?

Connect your banks in Filarise once — then open ChatGPT or Claude with your spending and balances already in context.

  • Link banks and cards in minutes
  • Sync data to ChatGPT, Claude, or Gemini
  • Ask questions where you already work
Get started free
RBC CheckingVisa CreditTD Savings
Filarise
ChatGPTClaudeGemini