Traditional AI finance tools
Your financial data is fed into AI and used to train their models.
Financial accounts
Connect to ChatGPT/Perplexity
Interface builder AI
Their training data
Your finances.
Your interface.
Connect your accounts once. Use them in a live spreadsheet, a custom dashboard, or your own code.
Powered by
We never see or store your bank credentials. Connections are encrypted in transit and at rest.
Your financial data can come to you.
Unlike other tools that lock you into a single web dashboard we can give you freedom to work where you want, whether that is an automatically sync'd spreadsheet, a custom dashboard, or an app you built.
Mode 01 - Tablewealth's App
Use Tablewealth's built-in dashboard
Track your net worth, investments, and multi-asset portfolio inside Tablewealth's customizable interface. Chat with Tablewealth to generate dashboards tailored to your workflow.
- Custom dashboard builder
- Multi-asset class tracking
- Secure data environment
- No coding experience required
Asset AllocationLive Data
Everything you need to
analyze your finances
Connect accounts once and use your financial data across dashboards, spreadsheets, and custom-built tools.
Chase
Bank of America
Vanguard
Spending & Budgeting (2026)$3,480/month
Net Worth Dashboard$239,759
Sync from 14,000+ financial institutions
Automatically connect banks, brokerages including Fidelity, and alternative assets into a unified financial data layer.
Features
All your assets.Now accessible in dashboards.
Asset AllocationLive Data
Use AI without exposing sensitive financial information by default.
Unlike connecting your bank accounts directly to an AI company, Tablewealth keeps its secure data layer separate from AI-powered interface generation by default, so building dashboards does not require sending your financial data to AI. We will never sell your data, and it will never be used to train an AI model.
Tablewealth - AI access is off by default
Interface AI starts from preferences, not account records
Financial accounts
Isolated encrypted vault
Strict security boundary
Interface builder AI
| Capabilities | Tablewealth | Monarch | Kubera | Perplexity Computer |
|---|---|---|---|---|
| Live spreadsheet sync with investment accounts | - | - | - | |
| Custom dashboard builder | - | - | ||
| Developer API | - | - | - | |
| AI access is off by default | - | - | - | |
| Not locked to one interface | - | - | - | |
| Share with Family & Service Providers | - | - | - | |
| Multi-asset class support | - | |||
| Manual assets | - | |||
| Supported connected institutions | 14k+ | 13k+ | 15k+ | 12k+ |
| Fidelity support | - | - | ||
| Starting Price | $99/yr | $99/yr | $249/yr | $2,400/yr |
Simple Trial Pricing
Choose a short pass to explore, a sync plan for always-current spreadsheets and dashboards, or higher limits when you want API keys, webhooks, and advanced workflows.
Explore
Try Sync for 7 days, then continue monthly or yearly.
$5one-time pass
Included
- $5 for 7 days
- Renews into Sync
- Connect all your accounts
- Dashboards and starter sheet included
API
- API keys included
- 500 API records*
Start Explore
Sync
Keep your financial workspace current automatically.
$12/month, or $99/year
Everything in Explore, plus
- Scheduled live sync
- 1 spreadsheet template
- 1 custom dashboard
- Transactions, holdings, and balances
- Categories, rules, and saved views
API
- API keys included
- 1,000 API records per month*
Get started
Build
Build your own system on top of your financial data.
$24/month, or $199/year
Everything in Sync, plus
- Advanced spreadsheet sync
- 5 synced workbooks
- 5 custom dashboards
API
- API keys and skills library
- 100,000 API records per month*
- Event webhooks
Get started
* API records are transactions and holdings returned through your API keys. Synced data is deduped first, so only new records count against your credits.
Built for people who prefer
spreadsheets or APIs.
Existing finance tools lock users into their user interface with no customization. Tablewealth gives you control.
No customization
Traditional finance apps lock you into their way of viewing and organizing your financial data.
No live spreadsheet sync
No option to export a live, synced spreadsheet that includes investment accounts.
Manual data upkeep
Spreadsheets give you control, but keeping balances, holdings, and categorization takes constant work.
Developer limits
Other providers lack APIs or make it hard to integrate with other tools, like Codex and Claude Code.
Frequently asked questions
What does Tablewealth actually do?
Tablewealth connects your financial accounts and lets you view everything in one place - either inside a custom dashboard or automatically synced to a live spreadsheet that stays up to date in real time.
Which accounts can I connect?
You can connect bank, brokerage, credit card, loan, and investment accounts through supported financial data sources. Manual and imported accounts are also supported.
How does spreadsheet syncing work?
Tablewealth keeps your selected balances, holdings, transactions, and rollups refreshed in a spreadsheet so your existing formulas and views stay current. Tablewealth supports Google Sheets sync.
How does Tablewealth keep my data secure?
Tablewealth is built around authenticated access, organization scoping, and secure provider connections so sensitive financial data stays protected. We use encryption so that all financial data is encrypted in storage and transit. We use Plaid to sync account data information and we do not store your account credentials.
Can I still use the dashboard if I prefer spreadsheets?
Yes. You can use the dashboard, spreadsheet sync, or both depending on how you like to review and model your finances.
Do I need technical knowledge to set this up?
No. The core setup is designed to be guided, with technical flexibility available when you want to customize your workflow further.
How much does Explore cost?
Explore is a $5 one-time pass that lets you connect accounts and try the workspace for 7 days. Sync and Build are available as monthly or yearly subscriptions when you want ongoing access.