Where do you track your personal finances? In Clyde.
Clyde is a ledger as a service for your personal, LLC, and rental property finances. Bring it into any AI app, then ask your agent and see it your way.
Private beta, by invite only.
Where does your financial data live today, like a bank, spreadsheet, or app?
In Clyde.
Got it. I can see 14 accounts and six years of history: personal, Acme LLC, and the Lake House. What would you like to look at first?
Works with any AI app that supports connectors, including
- Claude
- ChatGPT
- Gemini
- Grok
- Perplexity
- Cursor
Clyde keeps the record. Your assistant does the work.
Clyde holds every transaction from every account you have. Your assistant can read all of it, change what you ask, and pick up where you left off, in any chat and any app.
New chat
February bookkeeping
Lake House, after costs
Acme expenses by line
Net worth
Charged twice?
February bookkeeping
Run my Clyde bookkeeping: work through my new transactions and what needs a look, and check with me on anything unclear.
show_audit
edit
Done. I categorized 65 of February's 67 transactions, split the Home Depot run between the Lake House and your home, and matched every transfer between your accounts. Two need you:, marked in the audit.
| 1 | Feb 14 | Kiosk 4471Uncategorized | Uncategorized | $19.99 |
| 2 | Feb 11 | SquarespaceAcme LLC? | Acme LLC? | $48.00 |
#1 is a kiosk in San Francisco I can't place. What was it? #2 is a domain renewal, new this month. Put it on Acme LLC?
#1 was parking. Yes, put #2 on Acme.
edit
Done. The kiosk is under Auto & Transport > Parking, and the Squarespace renewal is on Acme LLC. February is caught up.
Clyde
- Get startedSee where you are in setup and what to do next.
- Show transactionsSee your transactions, by dates, account, or search.
- Accounts and balancesSee your accounts, their balances, and your net worth.
- Spending reportSee your spending by category for a month.
- Run bookkeepingCatch up on new transactions and what needs a look.
Hand off the bookkeeping.
Categorize, rename, split, and match transfers across hundreds of transactions in one request. Anything that looks off waits for your yes.
All your history, and every book you keep.
Whole Foods
Thank you
Dish soap4.99
All-purpose cleaner5.49
Paper towels, 69.99
Veggie platter, large49.99
Organic tofu, 26.98
Oat milk4.79
Avocados, 45.00
Strawberries5.99
Sourdough loaf6.49
Baby spinach4.49
Chickpeas, 4 cans5.16
Greek yogurt6.99
Total116.35
4,812 transactions in, every balance matches
Bring in every account.
Connect your banks, cards, and brokerages through a sync provider, and new transactions come in on their own, with as much history as your provider shares. For anything older, hand your assistant statements, receipt photos, spreadsheets, or another app's export, and Clyde checks it all adds up before it goes in.
- Lake House$142.15
- Personal$44.25
- Acme LLC$48.00
Keep your business and your rental separate.
Add your LLC, or a rental like a lake house. Put a transaction, or each part of a split, on the one it belongs to, and it lands on the right Schedule C or Schedule E line.
One ledger, every AI app.
AI apps are adding finance features that link your bank and answer questions inside their own chat. Clyde is different: it keeps your books in a ledger that's yours, ready in whichever app you open.
| A finance feature built into one AI app | |
|---|---|
| Works only in that app. | Works in Claude, ChatGPT, Gemini, and any AI app with connectors, even side by side. |
| Switch apps and you start over. | Your books move with you: every edit, rule, and note. |
| Sees what your bank's feed shares. | Holds your whole history, brought in from old statements, receipts, and exports. |
| Recategorizes for its own reports. | Keeps real books: splits, matched transfers, and every edit logged. |
| Built for personal spending. | Keeps your LLC and your rental in their own books, on Schedule C and Schedule E lines. |
| What it learns stays in that app. | What your AI agent learns is saved in Clyde, so every app sorts your way. |
Your personal AI agent learns how you keep your books.
Clyde's financial intelligence turns every fix you make into a rule in your ledger. Your agent builds on those rules in every chat and every app, so each month it does more of the work, your way.
-
The first month
You teach it. Fix a payee or a category once, and it remembers.
4 of 40 sorted your way
-
The next month
New transactions arrive sorted the way you'd do it. You skim and approve.
31 of 40 sorted your way
-
After that
It handles the routine and asks only about what's new or odd.
38 of 40 sorted your way
Your books stay true. Your data stays yours.
-
Your own database.
Your ledger is a database of its own, never rows in a table shared with other members.
-
Nothing changes quietly.
Syncs never delete, nothing gets merged, and every edit is logged with which AI app made it and why.
-
Clyde can't move money.
Bank access is read-only. Clyde sees transactions and balances, and nothing more.
-
No passwords.
Sign in with an emailed code or a passkey. Bank setup happens on a one-time secure link, never in the chat.
-
You set the limits.
Connect read-only if you'd rather your assistant just look, and sign out any AI app whenever you like.
-
Yours to take.
Export everything to CSV or Beancount anytime. Backups run every night.
How it works
There's nothing to download. Clyde works inside the AI apps you already use, and any you add later.
-
1
Add Clyde to your AI apps.
Add as a connector in each one, then sign in with a code we email you.
-
2
Bring in your accounts.
Link your banks, cards, and brokerages through a sync provider, or hand your AI agent years of history to import.
-
3
Ask your agent.
Ask about your finances in your own words, and see the answer your way. Every chat starts from your full, current ledger, in whichever AI app you use.
Building with Claude Code, Codex, or Cursor? Your agent gets the same tools as any AI app: SQL queries over your ledger, plus edits and imports.
claude mcp add --transport http clyde https://app.clyde.si/mcp
Questions
Anything else, post on X and mention @clyde__si, or email support@clyde.si.
Which AI apps does it work with?
Any AI app or coding agent that supports MCP connectors. Each one works from the same ledger and shows it however you ask.
Do I need a paid AI plan?
It depends on the app. Some include a custom connector on their free plan, and one is all Clyde needs. Others offer connectors only on paid plans.
Which banks can I connect?
Thousands of banks, cards, and brokerages, through a sync provider. You can also add accounts by hand, or bring in their history from files.
Could my AI mess up my books?
Not quietly. Each change lands all at once or not at all, and is logged with the AI app that made it and why. Your bank's amounts, dates, and original text can't be edited, and permanent deletes wait for your yes.
Who can see my data?
You. When you ask your assistant something, it reads the part of your ledger it needs to answer, like anything else you share in that chat. Clyde's servers run no AI on your data: its intelligence is in how it keeps your books, so any assistant you connect can work on them and build on what came before.
Does Clyde do budgeting?
No. Clyde does bookkeeping: knowing what happened and keeping the record right. Budgets are where your assistant shines: name a goal, and it measures your spending against it from your real numbers, any time you ask.
What does it cost?
Clyde is in private beta. Paid plans will come after it.
Start a ledger that goes where you go.
Clyde is in private beta. Get an invite and we'll email you when you're in.
Get invite