Neontra
4.6 out of 5 starsAverage Ratings 9 Ratings
Average Ratings 0 Ratings
Description
Neontra, a Canadian-made online money management solution, is the best way to manage your finances. It is similar to YNAB or Mint, but we aim to become a trusted next-generation Personal Financial Assistant (PFA), which can guide you towards a brighter and more secure financial future.
What makes us different?
Neontra is a forward-looking system. We predict your behavior based on past data, which allows for better goal-based financial planning and accurate forecasts.
Get Personalized Insights Into Your Financial Life, including Our Health Check: A Report Card on Your Finances
Expense Explorer - a deep dive into your spending to help you find new ways to save
Use Neontra How You Like -- Connect your accounts to receive automatic updates or, if you prefer an anonymous experience, import data manually or from files.
We are SOC2 Certified, which is the most stringent AICPA criteria for security, privacy and confidentiality. We keep your data safe.
Description
Claude's Personal Finance feature is an AI-driven assistant created by Anthropic, designed to aid users in comprehending their financial situations through conversational interactions. This innovative platform enables individuals to securely link their bank accounts and credit cards via Plaid, facilitating the analysis of their financial data, including balances, transactions, spending habits, and upcoming payments. Users can inquire about their expenses, track spending trends over time, pinpoint recurring charges, and estimate their remaining funds after accounting for scheduled bills. Additionally, Claude has the ability to identify potentially suspicious transactions, duplicate payments, unexpected fees, and any increases in recurring expenses. Its robust reporting features include customizable spending graphs, payment calendars, comprehensive financial dashboards, and clarifications on financial terms. The Personal Finance functionality in Claude ensures that users have read-only access to their linked accounts and is currently being introduced in beta to subscribers in the United States who are on the Claude Pro, Max, and Ultra plans. As it continues to evolve, this tool aims to enhance financial literacy and empower users to make informed financial decisions.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Plaid
Yes
Flinks
Yes
Model Context Protocol (MCP)
No
Slack
No
Integrations
Plaid
Yes
Flinks
No
Model Context Protocol (MCP)
Yes
Slack
Yes
Pricing Details
Free Beta
Free Trial
Yes
Free Version
Yes
Pricing Details
$0
Claude offers a Free plan at $0. Pro is $17 per month with annual billing ($200 billed upfront) or $20 month to month. Personal Finance is rolling out in beta in the U.S. to eligible Pro, Max, and Ultra subscribers, with no separate feature price stated. Usage limits apply; taxes may apply.
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
TXIO
Founded
2007
Country
Canada
Website
www.txio.ca
Vendor Details
Company Name
Anthropic
Founded
2021
Country
United States
Website
claude.com