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Description
OpenBudget seamlessly links your banking and investment accounts with AI assistants like Claude and ChatGPT via MCP, allowing you to pose genuine questions regarding your finances and receive accurate answers. Once the connection is established, all transactions and holdings are synchronized automatically, enabling you to inquire about your spending habits, net worth, dividend income, or potential capital gains tax liabilities before selling assets, with Claude providing responses directly from your actual accounts rather than relying on estimates. This connection is strictly read-only, meaning OpenBudget can access your data but is unable to transfer funds, execute trades, or modify any details in your accounts. Additionally, it integrates with any AI client you currently utilize, ensuring you’re not confined to a single application to benefit from its features. This flexibility empowers users to make informed financial decisions while maintaining full control over their accounts.
Description
Budgeting is the first step to building wealth. Without a clear tracking system, expenses can slip through the net and financial goals remain out of reach.
Waleeto allows you to take control of your finances by tracking your expenses, optimizing your budget and guiding you toward long-term financial success, no matter how many currencies that you deal with.
Track, Save and Grow Your Wealth
Smart Expense tracking: Automatically categorize purchases, visualize spending patterns and reduce unnecessary costs.
- AI-Powered budgeting: Set up personalized budgets, and receive smart insights so you can stay on track.
- Long-Term Planning: Get clear reports of income, expenses and savings so you can make informed decisions about your money.
- Multi-Currency: Manage global finances through real-time updates on exchange rates and seamless international tracking.
Financial clarity is the key to building wealth. Waleeto can help you master your money today!
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
ChatGPT
Claude
Model Context Protocol (MCP)
Pricing Details
$5/month
Free Trial
Free Version
Pricing Details
$0
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
OpenBudget
Founded
2025
Country
United States
Website
www.openbudget.sh/
Vendor Details
Company Name
Waleeto
Founded
2025
Website
waleeto.com
Product Features
Product Features
Alternatives
No Alternatives