Ask your money anything.
Aureli reads your whole portfolio: property, pensions, stocks, debts, and now the transactions behind your connected bank accounts. Ask in plain English, get the number.
Start with
It knows what you own. Now it knows what you spend.
Aureli syncs the individual transactions behind your connected UK bank accounts. Ask where the money went last month, which subscription crept up, or what a category costs you a year, and the answer comes back with the transactions to back it up.
| Category | August |
|---|---|
| Housing | £1,210.00 |
| Groceries | £412.60 |
| Transport | £286.40 |
| Subscriptions | £214.99 |
Two read-only tools
One lists the accounts that have transaction data. The other pulls transactions from any of them over a date range you specify. Nothing can move money.
In Aureli, or in your assistant
Transactions are available in AI Chat and over the MCP server, so Claude and ChatGPT can answer spending questions too.
Included on every plan
Lite and Pro alike. Pro adds the better models and higher usage limits in AI Chat.
Wherever you already ask questions.
Property is 52% of your assets. That is heavy for your age band.
Web
Built into the dashboard
Chat sits alongside your portfolio, so you can move from a chart to a question and back without losing your place.
You have £6,840 in easy-access savings and average £520 a month spare.
iPhone
In your pocket
The same chat, the same data, in the iOS app. Check a figure at the till or settle an argument at dinner.
MCP
Inside Claude
Add one URL as a connector and Claude reads your portfolio directly. ChatGPT, Gemini and Grok work from the same server.
One URL. Your money, in any assistant.
Aureli holds the FCA-regulated open banking connection to your UK banks and exposes it to AI assistants as a standard MCP server. Claude supports it as a first-class connector. ChatGPT, Gemini and Grok take the same URL.
- It can read your money. It can never move it. Writing a valuation back is a separate permission you grant, or don't.
- Scoped to Aureli, not to your bank. It cannot move money, open accounts, or alter bank connections.
- Revoke in seconds, from Aureli or from your assistant's settings.
Server URL
Claude Code
Also works with
Free on every plan, including Lite.