Finance Data
Agentic banking is part of the future
Give professionals and financial teams direct access to enriched bank data through the AI tools they already use.
Two ways to get access
Start with yourself. Or enable an entire team.
The same financial data foundation, designed for two different ways of building.
Professional
Your financial data, inside your AI tools
Personal access for professionals who want to explore, analyse and create with their own consented bank data. Connect your bank data with ChatGPT, Claude, Lovable and your other AI tools.
Try nowSandbox
A prototype environment for your teams
A company-funded environment where employees build with realistic personas, MCP and APIs, without waiting for a full integration project. Working prototype in hours, not sprints.
Request a demoWhat your AI can do
With enriched data, your AI assistant becomes a true financial guide.
Answer spending questions
"How much did I spend on food last month?" Answered accurately with categorized data.
Explain transactions
"What's this charge?" Full merchant context, category, and history at hand.
Manage subscriptions
"Cancel my Netflix" Knows which subscription, can trigger action.
Analyze trends
"Am I spending more this month?" Compare periods with accurate categorization.
Find savings
"Where can I save money?" Identify unused subscriptions, spending spikes.
Plan ahead
"What bills are coming up?" Predict upcoming charges from recurring patterns.
Built for how AI actually works
Subaio provides MCP (Model Context Protocol) servers that give AI agents direct, structured access to enriched financial data. Instead of passing raw context into prompts, your AI tools connect to a live data layer designed for machine consumption, with pre-computed summaries, typed schemas, and action endpoints ready to use.
This means faster development, fewer hallucinations, and AI experiences that actually work in production. Whether you're building with OpenAI, Anthropic, Azure, or your own models, the integration is the same. Structured data in, grounded answers out.
And because it's built on the same enrichment layer that powers our credit, PFM, and engagement products, you get the full depth of Subaio's financial intelligence, not a simplified AI-only subset.
MCP servers
Model Context Protocol endpoints that give AI agents direct access to enriched data, summaries, and actions.
Structured data schemas
Consistent, typed JSON with pre-computed aggregations. No prompt engineering required, data arrives ready for reasoning.
Action endpoints
Not just data, actions too. AI agents can trigger subscription management, budgeting, and engagement workflows directly.
Platform agnostic
Works with OpenAI, Anthropic, Azure, self-hosted models, or any LLM platform. One integration, any AI stack.
Ready to power your AI?
See how enriched financial data can transform your conversational banking experience.