Connects bank and investment accounts through Plaid to AI assistants such as Claude, ChatGPT, Hermes, and OpenClaw (an MCP connector), so users can ask directly about spending, budgets, and trends; it also syncs to Google Sheets/Excel and categorizes automatically.
A small site thOne-line growth story, compiled by us from public sources; speculation is marked separately below.
Real payments synced by TrustMRR, in USD, by calendar month, renewals included.
“No referral, share, badge or gallery visible; links to OpenBudget affiliate program (/affiliate) and Partners and directories (/partners)”Quote from the site
New-user source: SEO (Non-brand search). The only channel the founder self-reported on TrustMRR is SEO. Similarweb 2026-09: direct 38%, organic search about 46.5%, referrals about 9%; the search terms are all non-brand long-tail, such as connecting banks and credit cards to claude, mcp for bank to claude, how can i connect my claude to my bank, the Spanish 'como conectar mis cuentas bancarias... claude', and competidores mybanx, up 36.5% month over month, and about 11.7% of keyword traffic is paid. The blog has written about exporting bank transactions to spreadsheets since 2024-02 and about MCP personal finance since 2026-05-26, and it is listed in AI directories such as Soverin, OpenHunts, Dang.ai, and neeed; the website also has an affiliate program page (terms agreed by email).
Top channel measured by Similarweb, others estimated by rank
| Attributable new users, last month | Share |
|---|---|
| SEO | 46% |
| Other | 54% |
Direct + brand search 38%. Direct and brand search count as viral only when the site shows sharing mechanics; the largest share wins, under 5% means Other.
| Country | Share of visits |
|---|---|
| United States | 67.49% |
| India | 16.17% |
| France | 13.76% |
| Canada | 2.58% |
English
74 keywords · brand ~38% · organic 88.3% / paid 11.7%
| Similarweb top 5 keywords |
|---|
| connecting banks and credit cards to claude |
| competidores mybanx |
| mcp for bank to claude |
| como conectar mis cuentas bancarias para poder analizarlas con claude |
| how can i connect my claude to my bank |
Non-brand queries: connecting banks and credit cards to claude, competidores mybanx, mcp for bank to claude, como conectar mis cuentas bancarias para poder analizarlas con claude, how can i connect my claude to my bank
| Category | Share of referrals |
|---|---|
| Computers Electronics and Technology - Other | 40.79% |
About $3,161 last month (real payments synced by TrustMRR), #322 of 563 TrustMRR sites; the month before was $2,255.
New-user source: SEO (Non-brand search). New users mostly come from need-based searches The only channel the founder self-reported on TrustMRR is SEO. Similarweb 2026-09: direct 38%, organic search about 46.5%, referrals about 9%; the search terms are all non-brand long-tail, such as connecting banks and credit cards to claude, mcp for bank to claude, how can i connect my claude to my bank, the Spanish 'como conectar mis cuentas bancarias... claude', and competidores mybanx, up 36.5% month over month, and about 11.7% of keyword traffic is paid. The blog has written about exporting bank transactions to spreadsheets since 2024-02 and about MCP personal finance since 2026-05-26, and it is listed in AI directories such as Soverin, OpenHunts, Dang.ai, and neeed; the website also has an affiliate program page (terms agreed by email).
7-day free trial; Base $5/month or $60/year; Investor $8.25/month or $99/year
Dossier confidence: medium. Parts 1 and 2 come from reading the site and Similarweb data; part 3 from public reporting, founder posts, Wayback snapshots, WHOIS and similar, with speculation marked.
The numbers: revenue comes from TrustMRR: real payments synced automatically from the founder's Stripe or other payment account, summed by calendar month, renewals included, in USD. Site visits come from the Similarweb public page; where it shows none, they are estimated from global rank or the TrustMRR payment count, as noted on the page.
Data through last month. Page updated 2026-10-31.
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