Description
BankBridge offers a secure and efficient way to connect your financial data to various AI agents, including Claude, ChatGPT, and Cursor. This service provides read-only access to your bank accounts, credit cards, and investment holdings, allowing AI agents to answer questions about your finances in natural language. Users can inquire about spending habits, recurring charges, cash flow, and investment performance without manually exporting statements or navigating multiple banking apps.
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The platform integrates with over 12,000 US financial institutions, including major banks, credit unions, neobanks, and brokerages. It is designed for ease of use, enabling quick setup and connection to your preferred AI agent. BankBridge supports a wide range of agents through one-line plugin installs, one-click deep links, and workspace-wide installations for platforms like ChatGPT Enterprise.
Key capabilities include tools to list accounts and balances, retrieve detailed account information, search and filter transactions by date, amount, category, or merchant, and get spending summaries grouped by various criteria. It can also auto-detect recurring charges, provide monthly cash flow analysis, and list investment holdings with gain/loss data. For developers, BankBridge functions as a standard remote MCP server with OAuth 2.1, allowing for custom finance agent development.
Security is a core focus for BankBridge. It operates on a read-only basis, meaning agents cannot move money, pay bills, or make trades. Your bank password never reaches BankBridge, and no financial data (balances, transactions, holdings) is stored after an answer is provided to your agent; every question fetches data live from your bank. Bank connection tokens are encrypted with AES-256-GCM, and API keys are stored as SHA-256 hashes. Users can revoke access at any time by disconnecting banks or deleting their account, which also deletes all associated data.
BankBridge is priced at $5 per month per connected bank, or $50 per year per bank, offering a discount for annual subscriptions. A demo account is available for users to explore the dashboard and agent capabilities before subscribing. The service is managed by Great Work LLC, a small US software company, and provides support via email.
- CategoryPersonal Finance Assistants
- Pricing ModelSubscription
- DeploymentCloud
- PlatformsWeb
BankBridge's Core Features
Read-only bank access for AI agents
Connects to Claude, ChatGPT, Cursor, and 27+ other agents
Supports over 12,000 US banks, cards, and brokerages
Live financial data retrieval for every query
No storage of financial data (transactions, balances, holdings)
AES-256-GCM encryption for bank connection tokens
API keys stored as SHA-256 hashes
Tools for listing accounts and balances
Transaction search and filtering by date, amount, category, merchant
Spending summaries by category, merchant, month, or week
Automatic detection of recurring charges and subscriptions
Monthly cash flow analysis (income vs. expenses)
Investment holdings and transaction history
Pre-made prompts and slash commands for agents
Developer API for custom finance agent building
How to use BankBridge?
Subscribe to a plan: Choose a monthly or annual plan for your first bank through Stripe Checkout.
Connect your bank: Sign in securely on your bank's own screen and select accounts to share.
Add BankBridge to your agent: Install the one-line plugin or one-click connector for your chosen AI agent (e.g., Claude, ChatGPT).
Ask questions: Use plain English prompts or ready-made commands to inquire about your spending, cashflow, or investments.
Manage connections: Disconnect banks or rotate API keys anytime from the dashboard settings to revoke access.
BankBridge's Use Cases
- Personal Spending Analysis
- Subscription Audit
- Cash Flow Monitoring
- Investment Portfolio Tracking
- Tax Preparation Assistance
- Fraud Detection
- Budgeting and Financial Planning
- Shared Expense Management
- Small Business Bookkeeping
- Credit Card Rewards Optimization
