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Connect your AI assistant

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Ask your own AI about your money.

Connect Claude or ChatGPT to the records you keep in Zempo. Ask what changed, where it went or how close you are to a goal, and get answers from your own numbers.

Get startedSee how it works
  • Read-only
  • You approve each connection
  • No bank login
Connect an assistantSample data
Zempo Settings showing the four assistants you can connect and step 2 of the Claude guide, with the connection address to copy.

Organise, connect, ask

From a clearer picture to a conversation.

Zempo keeps your records in order. Your assistant reads the parts you approve and answers in plain language.

Choose a step to explore the example.

Connect an assistantSample data
Zempo Settings showing the four assistants you can connect and step 2 of the Claude guide, with the connection address to copy.

In Settings, pick Claude, ChatGPT, Claude Code or Codex. Zempo shows you where to click and what to paste, one step at a time.

Choose what it can readSample data
The Zempo page asking whether Claude can read Spending and Goals, with what to know before allowing access.

You choose what it reads

Your records. Nothing more.

Pick the areas for each connection. Your assistant reads them when you ask and never changes a thing.

Spending
Transactions, categories, recurring payments and budgets.
Investments
Holdings and the values you record.
Goals
Targets and the progress you record.
Not included
Your documents and wills stay in Zempo.

Answers you can check

Your assistant answers. You decide.

Zempo supplies your records. The answers come from the assistant you choose, under its provider’s terms.

  1. 01

    It can read, never change.

    Your assistant can’t add, edit or delete a record, and Zempo doesn’t move money.

  2. 02

    Your household stays in control.

    Everyone with an account agrees first. After a break, we email you to check it’s you before it reads again. Disconnect at any time; connections left unused for 60 days end on their own.

  3. 03

    Check before you act.

    Answers can be wrong and aren’t financial advice from Zempo. Check them against your records before relying on them.

Your records go to the provider you choose, which may process them outside your country. Your employer can’t see whether you connect an assistant.

Connected assistantsSample data
Two connected assistants in Zempo Settings, with the areas each can read, who connected it, when it was last used and when it expires.

Common questions

Questions before you connect?

What your assistant can read, who can see it and how to stop it.

Claude, ChatGPT, Claude Code and Codex. Settings walks you through connecting each one. ChatGPT connects through developer mode on the web.

Connect your AI assistant

Ask your first question.

Organise your records. Connect your assistant. Ask in your own words.
Get started