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- RBCRoyal
Bank - TD
- Scotiabank
- BMOM
- CIBC
- Desjardins
- Tangerine
- NATIONAL
BANK
Secured by Plaid
1Pick your bank
Sign in through Plaid, the secure connection trusted by thousands of finance apps. Filarise only gets read-only access.
Connect your
bank to
ChatGPT,
Claude & more.
Connect your bank once, then explore balances and spending in ChatGPT, Claude, Cursor, and other supported AI tools.
Secure bank connection powered by Plaid·Read-only, you stay in control
The problem
Stop copy-pasting bank statements into AI
Downloading files, cleaning them up and pasting them into a chat takes forever. And a week later, the numbers are already out of date.
The usual way
Export, clean, paste, repeat
- 1Download a CSV from every bank
- 2Fix columns and messy merchant names
- 3Paste it into a chat and hope it fits
- 4Start over when the data is a week old
About 45 minutes, every single time
With Filarise
Just ask
How much did I spend on food in September?
Filarise · Get transactions
$642 on food in September
- Groceries$418
- Restaurants and delivery$224
That is 12% less than August, mostly from fewer delivery orders.
Live data from every account, in seconds
How it works
From your bank to real answers in 3 minutes
No spreadsheets, no CSV exports, no new app to learn. Keep using the AI you already like, now with your real numbers.
About 3 minutes
Connectors
FilariseRead-only access to your banks- Google DriveDocs and spreadsheets
- GitHubRepositories and issues
2Turn on Filarise in your AI
Add Filarise as a connector in Claude, ChatGPT or Cursor. Our step-by-step guides get you there in a few clicks.
Am I on track with my budget this month?
Yes. You have $410 left for the next 9 days.
3Ask like you'd ask a friend
Spending, bills, trips, taxes. Your AI answers with your real, up-to-date numbers, not guesses.
Use cases
Questions you can finally ask
Not just totals. Your AI reasons across every account, spots what you missed and tells you what to do next.
ClaudeFilarise
Can I afford a $1,200 trip to Cancún in March?
- Read 3 accounts
- Checked 4 upcoming bills
Not today. After rent and bills you would have only $140 left before payday. Book after your Mar 15 paycheck and you are comfortable.
- In chequing now
- $2,900
- across 3 accounts
- Bills before payday
- $1,560
- 4 payments
- Left if you book today
- $140
- below your $1,000 buffer
Due before Mar 15
Rent
Interac e-Transfer to landlord
$1,250
Mar 1
Car insurance
Monthly premium
$186
Mar 3
Hydro
Usually $70 to $80
$74
Mar 8
Phone plan
Autopay from Visa
$50
Mar 12
Book after Mar 15
Your $2,780 paycheck lands that day. After paying for the trip you would still have $2,920.
- Remind me on Mar 15
- What if the trip costs $1,800?
Reply to Claude...
Security
Your AI can read your numbers. It can never move your money.
Filarise is read-only from the ground up, and every bank connection runs through Plaid.
What your AI gets
Read-onlyCan
- Read account balances
- Read transaction history
- Read merchant and category details
Cannot
- Move, send, or withdraw money
- See your bank username or password
- Share your data with anyone
Read-only by design
There is no way to make payments or transfers through Filarise. Not by you, not by an AI.
Bank login stays with Plaid
You sign in to your bank through Plaid. Filarise never sees or stores your bank credentials.
We never sell your data
Your financial data is not sold, rented, or shared with advertisers or data brokers.
Never used for training
Your transactions are not used to train AI models, ours or anyone else's.
Disconnect in one click
Remove a bank or delete your Filarise data whenever you want, right from your account.
Encrypted everywhere
Your data is encrypted while it travels and while it is stored.
FAQ
Questions, answered
Here is what people usually ask before they connect their bank.
Is it safe to connect my bank?
Yes. You connect through Plaid, which many banks and finance apps in the US and Canada rely on. Filarise gets read-only access, never sees your bank password, and encrypts your data in transit and at rest.
Can the AI move my money?
No. Filarise is read-only. There is no way to make payments, transfers, or withdrawals, so neither you nor any AI can move money through it.
Which banks are supported?
Canadian banks are available through Plaid, including the major national banks. You can search for yours when you connect.
Which AI tools work with Filarise?
Claude, ChatGPT, Cursor, and other apps that support MCP connectors. Our setup guides show every step for each one.
Do I need a paid ChatGPT or Claude plan?
No. A paid ChatGPT or Claude plan is not required.
What happens after the free trial?
Your plan starts after the 7-day trial. You can cancel anytime from your billing settings.
How do I disconnect a bank or delete my data?
Open Accounts and disconnect the bank. The bank and its imported data are removed together.
Get started
Ask your first money question today
Connect your bank in about three minutes. Your AI will have real numbers by the time you open a new chat.
- Secured by Plaid
- Read-only access
- Cancel anytime
- Where did my money go last month?
- Which subscriptions can I cancel?
- Can I afford a $600 weekend trip?
- How much do I spend on coffee?
- Did my rent payment go through?
- What were my biggest expenses this month?
- How much did I save in September?
- Am I spending more on groceries than last year?
- What bills are due next week?
- How much should I set aside for taxes?