Personal finance assistant · via MCP

Sort out your money by talking,
not filling out spreadsheets.

Use the AI you already have and catch up in under an hour, with just your email. You only confirm.

Start your free 30-day trial How it works
No credit cardWorks with Claude free, Pro, Max or TeamExport whenever you want
Conversation with Claude · Patrimo connected
Read my bank emails from this week and log the transactions.
Patrimo found 3 transactions
I went through your emails. Here's what I found — confirm it and I'll save it:
Rent
Housing · Jun 6
−$1.850.000
Payroll
Income · Jun 5
+$4.200.000
Groceries
Food · Jun 4
−$612.400
Compatibility

Connect it to the AI you already use

It's not another app to download. Patrimo lives inside your favorite assistant as an MCP connector.

Claude
Anthropic. The smoothest experience — works from the free plan all the way to Team.
ChatGPT
OpenAI. Add Patrimo as a custom connector and manage your finances by chatting.
Perplexity
Connect the same MCP endpoint and check your net worth with instant answers.

…and with any agent that supports MCP — Hermes, OpenClaw, and more.

Just point it to https://mcp.patrimo.ai/mcp

The email shortcut

Your bank already sends it to your inbox.
Your AI logs it for you.

The fastest way to start. You type nothing: ask your AI to read your bank notifications and build your whole month in minutes. Every transaction comes categorized, with its amount, ready for your sign-off.

EmailExcelPDF statement
"Check my bank emails and log this month's transactions"
I reviewed 38 emails · logged 24 expenses and 2 income entries
Rent
Housing
−$1.850.000
Payroll
Income
+$4.200.000
Groceries
Food
−$612.400
You only confirm — nothing is saved without your sign-off.
How it works

Three steps to talk to your money

No importing, no installing, no migrating. You're ready in under five minutes.

01

Create your account

With Google or your email, in 30 seconds. You get 30 days free, no card.

02

Connect your AI

Paste Patrimo's URL into your assistant and authorize access. Just once.

03

Talk to your money

Log, close months and read your net worth by chatting. The AI does the heavy lifting.

Bulk-load shortcuts:EmailExcelPDF bank statement
Use cases

Just type. Patrimo understands.

Real prompts you can copy and use with your AI today.

“Log a $40,000 transport expense
“Close out March
“Read my bank emails
“Upload this Excel with my expenses
“Here's my PDF statement
“Export everything to Excel
The difference

Forget typing out your finances

PatrimoYour new way

  • You talk to the AI you already use
  • Reads your email, Excel and PDF for you
  • Zero forms to fill out
  • Your data, exportable whenever you want
  • Read-only dashboard, secure

Traditional apps

  • Download yet another app
  • Fill out forms by hand
  • Re-type every transaction
  • Data trapped in their system
  • Another password to remember
Connection guide

Connecting the MCP takes a minute

Pick your AI and follow the steps. The connector stays saved for good.

1
Open Settings → Connectors in Claude.
2
Tap Add custom connector.
3
Paste the URL https://mcp.patrimo.ai/mcp into the field.
4
Authorize with your Patrimo account. Done: start talking to your money.
https://mcp.patrimo.ai/mcp

Works with Claude free too — you don't need a paid plan on your AI.

Security & privacy

Your data is yours. Period.

Built with bank-grade standards and full transparency about your information.

AES-256 encryption

Your sensitive data and tokens travel and rest encrypted with the banking standard.

Secure architecture

Per-user isolation: every account runs in its own space, with no data crossover.

Only you have access

No one else sees your financial information. Control is 100% yours, at all times.

Export with no strings

Download everything to Excel whenever you want. If you cancel, 90 days to export before deletion.

Not just chat

Your net worth, at a glance

A read-only Bento dashboard. Edit by chatting; check it here, clear and always up to date.

Net
$182.4M
Net worth
$182.4M
4.2% this month
Liquid assets$94.1M
Investments$71.8M
Other$16.5M
Savings rate
31%
Income vs expenses
Income$6.1M
Expenses$4.2M
Where you spend
Housing
38%
Food
22%
Transport
14%
Other
26%
This month's budgets
Housing
72%
Food
88%
Leisure
54%
Transport
41%
Read-only · editing lives in the conversation
Pricing

Pick the plan that fits you

Prices in USD. Start with 30 days free, no card. Cancel anytime.

Monthly
$2.40
billed every month
Choose monthly
Quarterly
$6.45
≈ $2.15 / mo
Choose quarterly
Biannual
$12.60
≈ $2.10 / mo
Choose biannual
AnnualBest price
$25.00
≈ $2.08 / mo
Save 13%
Choose annual
30 days free, no cardSecure international paymentCancel anytime
Frequently asked questions

What everyone asks

MCP (Model Context Protocol) is a standard that lets your AI connect to external services securely. Patrimo is one of those services: once connected, your AI gains the ability to manage your finances for you.

No. Patrimo works with Claude free, plus the Pro, Max and Team plans. Also with ChatGPT and Perplexity. The only thing you pay for is your Patrimo subscription.

Yes. All your data is encrypted with AES-256 and isolated per user. Only you access your information. The web dashboard is read-only and nothing is saved without your confirmation.

You have 90 days to export all of your information to Excel before it's deleted. No lock-in, no strings: your data can always leave with you.

Yes. Patrimo is compatible with any AI that supports MCP connectors, including ChatGPT and Perplexity. Just point to the same endpoint https://mcp.patrimo.ai/mcp.

Completely. Your information is yours and you can export it to Excel at any time, with a single prompt. You're never trapped inside Patrimo.

Start today

30 days free to sort out your money by talking

No card. Connect your AI, read your email and catch up in under an hour.

Start your free 30-day trial How it works