Chat with your
finances, anytime
Ask Monty anything about your money and get instant, trusted answers. From ad spend to runway to quarterly taxes – Monty knows, because he keeps the books.
Instant answers
Ask Monty anything about your money – ad spend, runway, profit, taxes – and get trusted answers backed by your actual books.
Generate reports
P&Ls, cash flow, expense breakdowns, Schedule C summaries – generate any report on demand, ready to share with your CPA.
Use Monty from Claude & ChatGPT
Connect Monty to your favourite AI assistants so they can read your verified financials and take action on your behalf.
Automate finance workflows
Let Claude build you monthly P&L pushes to Notion, spend alerts, and invoice follow-ups – all in natural language.
ClaudeMCP workflowYour numbers shouldn't live in spreadsheets you dread opening. Monty turns your books into a conversation – ask about runway, profit, or quarterly taxes and get an answer grounded in real transactions, not a dashboard you have to decode.
Run your finances where you live
Upload receipts from WhatsApp, cash in deductions from
iMessage or get real-time insights in Telegram.
Monty lives where you live.
20:17
Connect your financial data to anything
By keeping your books up to date in real time, Monty provides a trusted layer of financial context to power all of your workflow automations.
Still have questions?
Anything grounded in your books: revenue trends, runway, ad spend by channel, client profitability, quarterly tax estimates, cash flow forecasts, expense categories, deduction totals. If the answer lives in your financial data, Monty knows.
Real numbers. Monty pulls directly from your connected accounts and your categorized books, so every answer is backed by actual transactions – not estimates or averages.
Yes. Ask for runway, projected quarterly taxes, or what next month looks like at your current burn, and Monty will project forward based on your trailing activity.
Monty integrates with bank accounts, credit cards, Stripe, payroll providers, your calendar, and email for receipt matching. The more you connect, the smarter the answers.
Yes. Monty exposes an MCP server so Claude and ChatGPT can read your verified financials and take action on your behalf – no copy-pasting spreadsheets.
Yes. Monty uses bank-level encryption and read-only connections. Your credentials are never stored and Monty cannot move money or initiate transactions.
Ready to chat with your finances?
Connect your accounts and start asking Monty anything. Free to start, no credit card required.
Try for free