Lumen guides
Put your financial questions to work.
Connect the AI you use, understand the options, and go beyond the first answer. Start with a practical guide to your next question.
5 min read
Connect your AI
Your financial accounts, in Claude
Give Claude the account context to answer your questions. Keep the conversation you already know.
Read the guide6 min read
Connect your AI
Your financial accounts, in ChatGPT
Understand the native option, the Lumen connection, and which route makes sense for you.
Read the guide5 min read
Put it to work
Find out what changed in your spending
Go from a surprising total to the transactions behind it, then explore what you could change.
Read the guideYour decisions stay yours
Financial context. Clear limits.
Lumen lets your AI analyze your finances. It has no ability to move money, pay bills, or make trades. Each guide shows useful questions and the checks that make an answer worth using.