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
  • Evertune Reviews & Ratings
    1 Rating
    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
  • DriveStrike Reviews & Ratings
    24 Ratings
    Company Website
  • Fraxion Reviews & Ratings
    195 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 Finoya?

Finoya provides a customizable AI CFO software solution tailored for accounting firms, fractional CFOs, and bookkeepers, enabling them to offer the service to their small and medium-sized enterprise (SME) clients under their own brand rather than Finoya's. The software features an assistant named Noya, which delivers accurate calculations derived directly from the client's integrated accounting data, eliminating the need for internet searches or estimates. Notable aspects include: • More than 20 integrations with different accounting platforms • A G2 rating of 4.2 • Free access for SMEs for an unlimited time • Complimentary service for the first five clients of accounting firms, followed by a monthly fee of $39 for additional clients This unique strategy guarantees that financial information is managed with precision and reliability, thereby enhancing the overall service quality offered to clients. Furthermore, by allowing firms to brand the software as their own, Finoya fosters stronger client relationships and trust, positioning itself as a valuable partner in the financial management landscape.

Media

No images available

Media

No images available

Integrations Supported

ChatGPT
Claude
Model Context Protocol (MCP)

Integrations Supported

ChatGPT
Claude
Model Context Protocol (MCP)

API Availability

Has API

API Availability

Has API

Pricing Information

$5/month
Free Version
Free Trial Offered?

Pricing Information

$39/client/month
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

Finoya

Date Founded

2024

Company Website

www.finoya.ai/

Categories and Features

Categories and Features

Popular Alternatives

Gains App Reviews & Ratings

Gains App

Gains Money App Ltd

Popular Alternatives

Juno Reviews & Ratings

Juno

Juno.tax