Connect everything. See everything

Over 13,000 banks, brokerages, and payroll providers. Takes under a minute. Read-only, forever.

One connection, the whole financial picture

Chase, Fidelity, ADP, Gusto, Workday, Robinhood, and 12,994 more. AI sees every account so you don't have to log in to 17 of them.

See supported institutions
Settings screen with connected accounts

Banks. Brokerages. Payroll

Each source fills in a piece of the picture. Connect once, AI sees the whole thing.

Get Started

Read-only. Bank-level. Revocable

We never store your logins. AI can see your money but cannot move it. Disconnect any account in one tap, any time.

See our security
What accounts do I have connected?

You have 14 accounts connected across 7 institutions:

  • Chase: 2 checking, 1 savings, 1 Sapphire credit
  • Fidelity: brokerage, 401(k), Roth IRA
  • Marcus: high-yield savings (4.10% APY)
  • Amex: Gold credit
  • Gusto: payroll (bi-weekly, last synced 2h ago)
  • Vanguard: traditional IRA
  • Robinhood: brokerage

All connections are read-only and refresh via OAuth. Want me to pull a per-account last-synced timestamp?

Add a new account
Type a message...

Connections that stay connected

Real pay stubs, not guesses Verified payroll data from ADP, Gusto, Workday, and 97 more. Every deduction, contribution, and withholding visible.

Income screen

One tap to disconnect No retention tricks. Remove any account any time, instantly.

Settings screen

OAuth that refreshes Secure connections that stay alive without you re-entering passwords.

Accounts screen

Every data type, unified Transactions, balances, pay stubs, holdings. One view, one AI, one financial picture.

Chat screen

Meet Thomas.
Built for this.

Thomas Personal CFO

Your default guide for the big picture. Spots what matters and helps you decide what to do next.

Mindset

Most money problems are smaller than they feel. Steady beats dramatic.

Decision logic

Full picture first: income, spending, savings, debt. Then the one or two moves that matter.

Communication Style

Calm, practical, hard to ruffle. No hype, no scare tactics.

Action bias

One move a month. Narrows to the next 30 days when things feel heavy.

Real feedback. See what people say

14 accounts in 90s

Connected Chase, Fidelity, Gusto, Marcus, and 3 credit cards in under two minutes. Read-only, revocable, done.

David Chen

David Chen

Software Engineer

One tap to revoke

Wanted to remove an old account. One tap in settings, gone. No retention email, no chat with support.

Sarah Thompson

Sarah Thompson

Teacher

OAuth stays alive

Seven institutions connected. A year in, I still haven't had to re-enter a single password.

James Wilson

James Wilson

Consultant

Financial intelligence for less than two coffees a month

Money by Checkr Free

Everything you need to get started.

What you get

  • Up to 5 bank & payroll accounts
  • Credit score & history
  • AI money guides & chat
  • Smart alerts & signals
  • Refresh anytime
  • Weekly & monthly reviews

Money by Checkr Pro

Your complete financial picture.

Early bird · 50% off

$4.99 / month

Billed annually at $59.88

What you get

  • Unlimited bank & payroll accounts
  • Export transactions to CSV
  • API access
  • CLI access
  • MCP access
  • Priority support

Questions & Answers

You log in securely through Money by Checkr. AI starts seeing transactions, balances, income, and investments. You get a full picture within minutes.

Most complete in under 60 seconds. Your data is available immediately, with history going back 12 to 24 months.

Over 13,000 banks and credit unions, 100+ payroll providers (ADP, Gusto, Workday, Rippling, Paychex), and every major brokerage.

Yes. Bank-level encryption. Read-only. You control which accounts are shared and can disconnect any time.

Yes. Banks, payroll, investments, loans, credit cards. The more you connect, the smarter AI gets.

Transactions, balances, income, pay stubs, investments, and account details. Everything needed for a complete picture. Nothing more.

Make AI worry about your finances

Know what you're owed. Keep what you earn. See your net worth grow