Your password never touches UPX
You log in directly with your bank. We never see your password. We only get read permission, which you can cancel anytime.
Connect your favorite AI to your bank in minutes.
Ask about spending, accounts, cards, and investments. Your AI answers with your real numbers, right away.
Connect accounts from 12,000+ banks and financial institutions across the US and BR
// What your AI does
What you get when you connect your AI to your accounts.
You ask, your AI answers with your real data.
Understand your spending more clearly
Ask in plain language and see where your money is going, without opening statements, spreadsheets, or a bunch of different apps.
See all your accounts in one consolidated view
Connect personal and business accounts, cards, and institutions to check balances, transactions, and statements in one place: your AI.
Stay ahead of bills, due dates, and subscriptions
See what's coming and keep track of recurring commitments like open bills, invoices, installments, and subscriptions.
Follow your investments with more context
Check your position, performance, and investment activity from your connected data, without exporting files or consolidating anything manually.
Compare my company's performance between Dec 2025 and Jan 2026.
Your AI
// Always on call
Your finances, always one prompt away.
Now your AI can look up your finances and help you make sense of your numbers. It's like having a 24/7 finances expert at your disposal.
Your banks connected in a single click
Chase
Balance, transactions, cards
Bank of America
Balance, transactions, cards
Wells Fargo
Balance, transactions, cards
Citi
Balance, transactions, cards
Capital One
Balance, transactions, cards
// Open Banking
Your banks connected with a single click.
Connect as many accounts as you want, and your AI starts seeing balances, transactions, investments and cards right away. All your money organized in one place.
- Balance, transactions, and cards for every account
- 12,000+ financial institutions available across the US and Brazil
- Read-only by design, revoke access whenever you want
That trip to Italy I mentioned in July, can I afford to pay for it upfront?
Your AI
// For you
Your financial data and your life, together in your favorite AI.
Your AI already knows your routine and how you think. Now it can also see your money. Connect your bank and just ask, like you always do.
// Security & compliance
Read-only by design.
No storage, no moving money.
UPX Secure Financial MCP doesn't store your credentials. Authorization happens on your bank's website, and access is read-only.
1-year history
Every AI query is logged: what, when, and which app accessed it. Export it whenever you need.
GLBA, CCPA, GDPR, PSD2
We follow the major data protection laws. Want everything deleted? Just ask. Deletion is permanent.
Two-step confirmation, always
Every new app needs your two-step confirmation before it can connect. No exceptions.
Disconnect instantly
Cut off any bank or app with one click. No waiting.
Your AI only sees what you allow
Your AI accesses only what you've approved. Everything else stays protected.
How's my revenue looking since last December?
Your AI
// For your business
Your business doesn't need another report. It needs answers.
Connect both personal and business accounts on the same plan through Open Banking, and your AI starts seeing your company's cash right away. Balances, transactions, cards, and investments, no need to export anything.
- Company cash flow in plain language
- Revenue and expenses by entity
- Company cash and investments in one place
// Pricing
Financial AI, ready for you and your business.
Your personal or business finances connected to AI. No contracts.
For individuals
Personal
Free
Try your AI connected to your finances.
$0
- No credit card required
- 1 financial institution account
- 1 user
- Up to 10 queries per 24h
- 1 AI/MCP client (Claude, ChatGPT, Manus, etc.)
- Major US banks
- Personal accounts
- Secure, read-only connection
- Insights and recommendations
- Multi-factor authentication
- GLBA / CCPA compliance
Plus
To start organizing your finances with AI.
$9/month
- Up to 3 financial institution accounts
- 1 user
- Unlimited queries
- 1 AI/MCP client (Claude, ChatGPT, Manus, etc.)
- Major US banks
- Personal accounts
- Secure, read-only connection
- Insights and recommendations
- Multi-factor authentication
- GLBA / CCPA compliance
Pro
For people who want more accounts, more context, and more control.
$19/month
- Up to 5 financial institution accounts
- Up to 3 users
- Unlimited queries
- 3 AI/MCP clients
- 12,000+ banks across the US and BR
- Personal accounts
- Secure, read-only connection
- Insights and recommendations
- Real-time audit log
- Multi-factor authentication
- GLBA / CCPA compliance
For businesses
Business
Small Business
To get started.
$59/month
- Up to 4 personal or business financial institution accounts
- Up to 2 users
- Unlimited queries
- Up to 2 AI/MCP clients
- Major US banks
- Personal and business on the same plan
- Secure, read-only connection
- Insights and recommendations
- Multi-factor authentication
- GLBA / CCPA compliance
Business Pro
More control and governance.
$129/month
- Up to 10 personal or business financial institution accounts
- Up to 5 users
- Unlimited queries
- Up to 5 AI/MCP clients
- 12,000+ banks across the US and BR
- Personal and business on the same plan
- Secure, read-only connection
- Insights and recommendations
- Real-time audit log
- Logs by user, MCP client, and tool
- Multi-factor authentication
- Exclusive discounts on other UPX products
- GLBA / CCPA compliance
Enterprise Unlimited
Custom pricing
- Unlimited financial institution account connections
- Unlimited users
- Unlimited queries
- Unlimited AI/MCP clients
- 12,000+ banks across the US and BR
- Personal and business on the same plan
- Multi-entity and group consolidation
- Insights and recommendations
- Real-time audit log
- Logs by user, MCP client, and tool
- Multi-factor authentication
- Exclusive discounts on other UPX products
- GLBA / CCPA compliance
Payments processed by Stripe. Cancel anytime, no penalty. Data deleted within 30 days of cancellation. Always verify applicable taxes.
// FAQ