OpenBudget connects your bank accounts to AI (Claude, ChatGPT) and spreadsheets (Google Sheets, Excel) to provide real-time insights into your spending, budgets, and financial trends without manual CSV exports. By integrating with Plaid, it aggregates data from 10,000+ banks and cards, then uses AI to answer questions in plain language and automate financial management tasks.
Key benefits include:
- 10,000+ Banks & Cards Supported: Aggregates data from thousands of financial institutions and cards for holistic financial visibility.
- AI-Powered Financial Queries: Ask Claude or ChatGPT natural-language questions about spending, budgets, trends, and investments for personalized advice.
- Automatic Spreadsheet Sync: Seamlessly sync transactions to Google Sheets and Excel, eliminating manual CSV exports and updates.
- Smart Categorization & Split Charges: AI remembers category rules and splits mixed purchases into correct budget categories for accurate tracking.
- Scheduled Financial Check-Ins: Set recurring tasks (e.g., daily spending summaries, weekly bill checks) for automated financial management.
Perfect for individuals and small businesses seeking AI-driven financial insights, automated budgeting, and secure, real-time financial tracking without manual data entry.
