A financial brain for Claude & ChatGPT

Will we have enough to
retire early?

Zenfinance plugs into the Claude or ChatGPT you already use — giving it memory of your money and the financial advice that used to be reserved for wealthy families. "Are we okay?" finally gets a real answer.

Claude · Zenfinance connected
Where did our money go last month?
Zenfinance · reading your month
October ran R$11,940 against R$14,000 in — you saved R$2,060. Three categories moved:
DiningR$3,310
GroceriesR$2,340
TransportR$1,370
Dining is up 23% vs September — mostly weekends. Want a shared limit for next month?

Sound familiar?

Two incomes, different habits, and no honest answer to "are we actually okay?"

Sees the picture?

Money lands in two accounts and leaves in a hundred directions. Neither of you sees the whole picture.

Knows your goals?

You share big goals — a home, kids, retiring before 65 — but nothing tells you if today's spending actually gets you there.

Knows your family?

Your bank shows last month. Your AI gives generic advice. Neither one knows your numbers.

Zenfinance gives the AI you already use a memory of your money and the math to back it — so “are we okay?” finally gets a real answer.

How it works

No new app. No new habit. It lives inside the AI you already use.

One config line connects Zenfinance to your assistant. From then on, your money is just part of the conversation.

01

Connect in 60 seconds

Paste one line into Claude or ChatGPT. Your assistant becomes a real financial advisor — no dashboard to learn, no tab to remember. Done in under a minute.

02

Hand it your numbers

Drop in a bank statement PDF or just describe a purchase. Your LLM reads it, structures it, and Zenfinance keeps it as long-term memory — for both of you.

03

Ask anything

"Can we afford the apartment?" "Are we on track to retire?" Your AI now has the context and the certified math to answer — honestly.

The 30-second checkup

Will your money outlast you?

Move the sliders to match your life. You'll see how your wealth holds up across the decades — good years and bad. No signup, no email.

32 yrs
R$ 14.000
R$ 11.500
R$ 80K
Protect my plan

Your wealth · age 32–100 · best, likely & worst case

Pricing

$19/month

A human financial planner starts around $300/hour. This is your whole household, 24/7, unlimited.

Persistent financial memory
Certified financial tools
Joint household tracking
Works with Claude & ChatGPT
Cancel any time · data exports with you
Protect my plan

Cancel anytime · your data exports with you.

What it looks like in practice
How do I grow our savings margin?
Zenfinance · modeling scenariosThe cheapest win is your fixed costs — re-shopping insurance and subscriptions frees ~R$430/mo with zero lifestyle change. Routed to investments, that moves your success rate from 26% to ~50%.

Before you ask

The questions everyone has.

Do I need an AI plan?+

Yes — you need a Claude or ChatGPT account, but not a paid subscription. Both work on their free tiers and already support the connection to Zenfinance.

Is my financial data private?+

Your data is yours — never sold, never used to train models. Export or delete it whenever you want.

How do I set it up?+

It's simple. Just paste the Zenfinance URL (mcp.zenfin.tech/mcp) into your assistant. After creating your account, we have an easy step-by-step guide for each LLM.

What does it cost?+

$19/month for Zenfinance. Claude and ChatGPT work on their free tiers — but with a paid plan you get more capable models and the quality of the analysis improves. The choice is yours.

Does it work in my language?+

Yes. Zenfinance responds in whatever language you use to communicate.

Can my partner and I share one account?+

That is the point. Zenfinance keeps one shared financial memory for your household, so you both see the same picture.

Stop guessing. Start planning.

Connect Zenfinance to Claude or ChatGPT and finally get an honest answer to the question every couple avoids.

Start for $19/month →

Cancel anytime · your data exports with you.