Financial software becomes personal
Not every useful workflow belongs on a generic product roadmap. Some belong in a private app built around your question.
Solution
Build Your Own Finance App on Real Financial Data
Use Tablewealth APIs, MCP, and AI app-building workflows to create private dashboards, reports, transaction explorers, portfolio views, and planning tools.
Built for Developers, AI builders, spreadsheet power users, and anyone who wants a custom financial interface on top of current workspace data.
Current records beat pasted exports
Build on governed workspace records instead of asking AI to reason from stale CSVs and screenshots.
APIs and AI work together
Use formal APIs for programmatic access, MCP for assistant conversations, and app-builder flows for generated interfaces.
How it works
A practical workflow, not a generic dashboard.
1
Define the workflow
Start with a specific job: cash-flow review, portfolio dashboard, transaction explorer, advisor prep, retirement scenario, or private asset tracker.
2
Use Tablewealth as the data layer
Avoid rebuilding bank, brokerage, import, and manual-asset plumbing for every custom interface.
3
Create, test, and refine
Build locally, use demo or connected data, verify outputs, and iterate until the workflow fits the decision.
What you can do
Use Tablewealth for the work behind the number.
Custom dashboard
Build a dashboard for monthly review, advisor prep, portfolio concentration, or cash-flow analysis.
Transaction explorer
Create filters and views that match the exact merchant, category, account, and period questions you ask repeatedly.
Planning tool
Turn retirement, debt, liquidity, tax, or private asset planning into an interface that uses your actual workspace records.
Try Tablewealth
Start with the workflow. Keep the data layer.
Connect your accounts once, then use the same financial workspace in the native app, live spreadsheets, installed apps, APIs, or AI-assisted tools.
Related workflows
Keep exploring from here.
FAQ
Common questions
Can I build my own app on top of Tablewealth?
Yes. Tablewealth supports API, MCP, app-builder, and AI-assisted workflows for creating custom dashboards, calculators, reports, and financial tools.
What data can a custom app use?
Depending on permissions and scope, custom apps can use organization metadata, accounts, balances, holdings, allocation, net worth, cash flow, spending, transactions, and investment performance.
Is this only for developers?
No. Developers can use the API directly, while Codex, Claude Code, and app-builder workflows can help non-developers create focused tools from prompts.