Claude and ChatGPT
Ask Claude or ChatGPT about your money
Connect Cashfield to Claude or ChatGPT and talk about your money where you already ask questions. The figures come from Cashfield, worked out from your own transactions. The words are written by the AI.
Advice from your own months
Ask where you could spend less, and Cashfield looks at your recurring payments and at the categories and shops where your quieter months were lower. It never compares you with anybody else.
Ask what a savings goal would take, and it says what that needs each month, what you have actually kept lately, and how far that pace gets you. Ask what cancelling a subscription or a big purchase would do, and it works out the effect on a typical month.
Most answers come with Cashfield’s own cards beside them, so the figures are there to read.
Where could I spend less?
Questions it answers
Anything your own records can answer, like these.
“Where could I spend less?”
“What would it take to save $3,000 by June?”
“What if I cancelled my gym membership?”
“How much did I spend on food last month?”
“What do my subscriptions cost a month?”
“How is my food budget doing?”
How it treats your money
Read-only
Claude and ChatGPT can only read. Nothing in Cashfield can be changed through them, and no money can move.
Figures from Cashfield
Every figure is worked out by Cashfield from your transactions. Nothing you describe, like a goal or a purchase, is saved.
Only with your OK
Nothing is shared until you sign in and allow it on Cashfield’s own page, which says what goes to whom.
Never your bank login
They never receive your bank sign-in, full account numbers, name or email. Accounts are named by bank and last four digits.
Apple Wallet stays out
Apple Card, Apple Cash and Savings with Apple are never shared, and totals are worked out without them.
Stop at any time
Disconnect in Claude or ChatGPT, or in Cashfield under Connected AI apps. It stops at once.
How to connect
Included with Personal and its free trial. Step by step on Support
- 01
Find Cashfield
In Claude’s connectors or in ChatGPT’s apps, and choose to connect it.
- 02
Sign in and allow
Use the Apple or Google account you use in Cashfield, read what will be shared, and allow it.
- 03
Ask
Back in Claude or ChatGPT, ask about your money in your own words.
Questions about Claude and ChatGPT
More answers in the FAQ.
Can I use Cashfield in Claude or ChatGPT?
Yes, with a Personal subscription or its free trial, at no extra cost. Find Cashfield in Claude’s connectors or ChatGPT’s apps, sign in with the Apple or Google account you use in Cashfield, and allow it. Then ask there, in your own words.
What do Claude and ChatGPT see?
What they need to answer you: your transactions, categories, recurring payments, budgets and balances, with each account named by its bank and last four digits only. They can only read, so nothing in Cashfield changes and no money moves. Apple Card, Apple Cash and Savings with Apple are never shared.
Each company handles what it reads under its own terms, in the United States. The figures come from Cashfield; the words around them are written by Claude or ChatGPT.
How do I disconnect Claude or ChatGPT?
In Claude’s or ChatGPT’s own settings, or in Cashfield under Profile › Privacy & data › Connected AI apps, with Disconnect. It stops at once.
Available now
Get Cashfield
On iPhone from the App Store and on Android from Google Play, with a 7-day free trial.