Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • ChatD&B Reviews & Ratings
    Company Website
  • ZenTreasury Reviews & Ratings
    9 Ratings
    Company Website
  • Retool Reviews & Ratings
    593 Ratings
    Company Website
  • Sharesight Reviews & Ratings
    566 Ratings
    Company Website
  • Concord Reviews & Ratings
    237 Ratings
    Company Website
  • North One Reviews & Ratings
    5,042 Ratings
    Company Website
  • JAMS Scheduler Reviews & Ratings
    279 Ratings
    Company Website
  • Evertune Reviews & Ratings
    1 Rating
    Company Website
  • FISPAN Reviews & Ratings
    5 Ratings
    Company Website
  • InEight Reviews & Ratings
    136 Ratings
    Company Website

What is OpenBudget?

OpenBudget effortlessly integrates your banking and investment accounts with AI assistants such as Claude and ChatGPT through MCP, enabling you to ask real questions about your finances and obtain precise responses. After the connection is established, all transactions and holdings are automatically synchronized, allowing you to explore your spending patterns, overall net worth, dividend income, or possible capital gains tax implications before selling assets, with Claude delivering answers directly sourced from your actual accounts instead of relying on approximations. The connection is strictly read-only, which means OpenBudget can view your data but cannot transfer funds, make trades, or alter any information in your accounts. Furthermore, it works seamlessly with any AI client you already use, so you're not limited to a single platform to take advantage of its capabilities. This versatility not only enhances your ability to make well-informed financial choices but also ensures that you retain complete control over your accounts at all times. Ultimately, OpenBudget represents a significant advancement in personal finance management, merging technology with user autonomy.

What is CFO Silvia?

CFO Silvia is a next-generation AI personal CFO built to give individuals institutional-level financial insight without institutional costs. It aggregates bank accounts, investment portfolios, crypto wallets, real estate, and valuable physical assets into one unified dashboard. CFO Silvia updates net worth and asset performance in real time, offering a constantly accurate financial overview. Users can interact with CFO Silvia through natural language chat to analyze investments, monitor cash flow, and understand portfolio risks. The platform proactively scans for financial inefficiencies such as excessive fees, tax drag, idle cash, and concentration risk. CFO Silvia provides alerts and prioritized recommendations to improve risk-adjusted returns. Advanced scenario tools allow users to simulate financial outcomes using Monte Carlo simulations and live data. CFO Silvia supports deep analysis of real estate, business income, and alternative assets. Built with bank-level encryption and strict access controls, the platform ensures maximum data security. CFO Silvia never stores banking credentials and maintains read-only connections. It empowers users to make smarter financial decisions with complete visibility and confidence. CFO Silvia brings elite financial intelligence to anyone, completely free.

Media

Media

Integrations Supported

Charles Schwab
ChatGPT
Claude
Coinbase
Cursor
Fidelity
Hermes 4
J.P. Morgan Payments Platform
Model Context Protocol (MCP)
Redfin
Robinhood
Vanguard
Zillow

Integrations Supported

Charles Schwab
ChatGPT
Claude
Coinbase
Cursor
Fidelity
Hermes 4
J.P. Morgan Payments Platform
Model Context Protocol (MCP)
Redfin
Robinhood
Vanguard
Zillow

API Availability

Has API

API Availability

Has API

Pricing Information

$5/month
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

OpenBudget

Date Founded

2025

Company Location

United States

Company Website

www.openbudget.sh/

Company Facts

Organization Name

CFO Silvia

Date Founded

2025

Company Location

United States

Company Website

www.cfosilvia.com

Categories and Features

Categories and Features

Popular Alternatives

Gains App Reviews & Ratings

Gains App

Gains Money App Ltd

Popular Alternatives