01Grounded answer
“What changed in my spending this month?”
Spot the shifts that matter without combing through categories.
Context Lumen can surface
- Categories
- Merchants
- Month over month
Your AI can finally help with your finances.
Personalized to your accounts, your habits, your questions.
Read-only by designNothing storedDisconnect anytime
Claude
ChatGPT
Gemini
Perplexity
Cursor
Copilot
Cline
Windsurf
and any other MCP client
Live demo
Personalized to your money.
One question in. A useful, grounded answer out. Sample data shown.
Lumen connected
Read onlyYou asked
“Am I eating out too much?”
You asked
“Am I eating out too much?”
3 accounts checked
42 transactions reviewed
No data stored
A clear answer from your accounts
Dining is up 28% this month.
Dining
$310
Groceries
$184
Coffee
$96
3 accounts42 transactionsNothing stored
Most of the increase came from four weekday lunches—not weekends.
Built from sample account data · Your experience is personalized
Ask like you normally would
Your money, in plain English.
No dashboards to maintain. No rigid reports to learn. Start with the question already on your mind; Lumen brings the relevant financial context into the conversation.
02Grounded answer
“Can I comfortably afford this?”
Put a decision in context with your real balances and habits.
Context Lumen can surface
- Cash balance
- Recent spending
- Recurring costs
03Grounded answer
“What subscriptions am I paying for?”
Turn a crowded transaction history into a clear next step.
Context Lumen can surface
- Recurring charges
- Price changes
- Last payment
Your AI hits a wall at your wallet.
$
Then $10/month. Cancel anytime.
- Read-only access to your accounts
- Works with Claude, ChatGPT, Cursor, and any MCP tool
- Balances, transactions, and spending data
- Cancel anytime
No contracts. Prices in USD.
View full pricing details