Your agent does the expenses. You keep the keys.
Connect your business accounts and company cards once. The AI agent you already use sorts every charge, flags duplicates and odd vendors, and preps the month for your accountant. Every change is logged and undoable, and no money ever moves.
This is what your bank sends your bookkeeper.
One vendor under two names. One plan billed on two company cards. No categories, no receipts, and a weekend of sorting ahead for whoever does the books.
Same rows. Now they are books.
Underneath: the record your bank sent. Nothing overwrites it.
On top: a category, a matched receipt, a vendor flag, a note.
Each change names who made it. Each one comes off with one tap.
Works with the agent you already pay for.
Same books and same rules, whichever one you use.
- Claude
- ChatGPT
- Other MCP clients
- Your own scripts
- FinLink web app
No new dashboard to learn.
Expense tools give your team one more app and inbox. Here the agent you already talk to does the work, and you approve it.
Ask it the way you would ask your bookkeeper.Ask it the way you would ask your bookkeeper.Ask it the way you would ask your bookkeeper.
Anything wrong in last month’s softwareAnything wrong in last month’s softwareAnything wrong in last month’s software spend, and are the books ready?spend, and are the books ready?spend, and are the books ready?
transactions.read tag: "Software" period: last month → 27 rows, grant checked, call logged
$3,180 across 27 charges, 4 vendors. $3,180 across 27 charges, 4 vendors. $3,180 across 27 charges, 4 vendors. One Adobe plan bills on both cards, and Slack has 14 seats for 9 people. Not ready yet: 6 charges have no receipt.One Adobe plan bills on both cards, and Slack has 14 seats for 9 people. Not ready yet: 6 charges have no receipt.One Adobe plan bills on both cards, and Slack has 14 seats for 9 people. Not ready yet: 6 charges have no receipt.
Want me to file the 27 under Software, flag the duplicate Adobe plan and the spare Slack seats, and ask for the 6 missing receipts?Want me to file the 27 under Software, flag the duplicate Adobe plan and the spare Slack seats, and ask for the 6 missing receipts?Want me to file the 27 under Software, flag the duplicate Adobe plan and the spare Slack seats, and ask for the 6 missing receipts?
Approve writes changes stamped with this agent and its grant. The bank's record is untouched, any change comes off whenever you say, and you can revoke the agent at any time.Approve writes changes stamped with this agent and its grant. The bank's record is untouched, any change comes off whenever you say, and you can revoke the agent at any time.Approve writes changes stamped with this agent and its grant. The bank's record is untouched, any change comes off whenever you say, and you can revoke the agent at any time.
Routine work runs on its own.
On your schedule. Every change carries the routine’s name and shows up in the log.
The month, handled
You set the rules. The agent did the sorting. You approved the result.
Connect. Grant. Approve.
Link business checking and company cards once. Transactions land in one place, read-only, whichever bank you use.
onceAuthorize Claude, ChatGPT or a whole team of agents over OAuth. Each gets its own scopes, and you can take any key back instantly.
scoped, revocableThe agent sorts, matches receipts, flags vendors and preps the month. You review the short list, approve, or undo.
MCP or RESTWithout an agent, the same books answer over REST to a script, a spreadsheet, or an export for QuickBooks or Xero.
Every change is logged. Every change can be undone.
Each entry names the agent, the grant it used and what changed. Undo one, and the bank's record is still underneath. Pull the grant, and the agent is out.
Join the waitlist.
FinLink is opening to small businesses in stages. Leave your work email and we will set up a walkthrough for your business.
Pricing is per business, not per seat. Contact us and we will walk you through it.