Finance AI Tools

A privacy-first personal finance app for Canada and the USA with budgeting, net worth tracking, goals, bill tracking, investment monitoring, and an official MCP integration.

Maali is a privacy-first personal finance app for Mac and Windows with a local AI analyst that runs on your own computer. It imports bank statements or connects through SimpleFIN, categorizes transactions, surfaces spending insights, tracks net worth, and includes retirement planning.

Opula is a hosted MCP connector that lets Claude and ChatGPT analyze your own finances using connected portfolio, net worth, cash flow, dividend, and risk data.

Local-first AI trading research assistant for market context, strategy generation, and Backtrader backtests. It supports multiple LLM providers, exposes an OpenAI-compatible API, and keeps runs and data stored locally.

MerryDiv is a dividend tracker that automatically syncs with brokerage accounts through Plaid to consolidate payouts, portfolio diversification, and income analytics across multiple accounts.

TreasuryFlow is an AI CFO layer for businesses, aimed especially at teams moving off Bench. It connects to bank accounts via Plaid to show live cash balances, generate a 13-week forecast, and flag spending anomalies, while running alongside a separate bookkeeper.

Noema is an AI company-analysis tool that lets users enter a US stock ticker and receive a bull case, bear case, and synthesized view from multiple investment personas.