Very nice project. I think this is is in the step of the right direction for agent-driven assistance.

> How it works: you import a CSV from any bank, in any currency.

I think this is where you're going to lose people. If you're having to pull in data from multiple different sources, each with their own flow for exporting, I think this might be a non-starter for creating good financial habbit.

I recnetly had success integrating my local AI agent with Monarch money via an open source monarch MCP project. It took a bit of (AI) hacking the login stuff, but now I'm able to pull transactions, query patterns, have a daily report generated from hermes, etc. Much more technical that your target audience but possibly offers some inspiration.

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i_am_a_squirrel 29 minutes ago | parent | next [-]

"if you're having to pull in data from multiple different sources, each with their own flow for exporting"

you say this, but i got ChatGpt to just open chrome logged into two credit cards and a bank app and download everything with a certain criteria (i did this to populate items in a travel split app). So maybe it's not that bad

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xyst 15 minutes ago | parent [-]

You trust anything run through a black box model to remain private? Laughable.

	▲	nickthegreek 9 minutes ago \| parent [-]
		aren’t they all black box models?

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niztk 3 hours ago | parent | prev [-]

Appreciate the feedback. There's also a connected mode leveraging Plaid where transactions pass through servers memory and never stored. Outside the US, CSV is the only path for now otherwise agree CSV export is a chore for multi-bank users.

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lathiat 2 hours ago | parent | next [-]

There’s similar support from many banks in many countries. But obviously will be a bunch of work to support them all.

It also requires you generally to trust some third party with your data.

Here’s an API one for Australia / New Zealand / USA: https://redbark.com/developers

	▲	niztk 2 hours ago \| parent [-]
		Thanks, I was planning to add country integrations outside the US. Appreciate the pointer here.

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cortesoft 3 hours ago | parent | prev | next [-]

You could add support for something like simplefin.org, which provides an API for connecting to many different financial orgs. It is what I have been using for my local setup with Actual budget.

	▲	elyobo 2 hours ago \| parent \| next [-]
		Actual budget is good. Connectivity in Australia sucks though so I've kludged my own approach (open banking connections to a single local aggregator then puppeteer to sign in and get an access token, then directly calling the aggregators internal APIs with it and pushing the data into a local Actual server using Actual's APIs).
	▲	unsnap_biceps 2 hours ago \| parent \| prev \| next [-]
		Does your financial orgs actually support simplefin or are you using simplefin bridge? Bridge is actually provided by mx.com, pretty much the same service as Plaid.
	▲	niztk 3 hours ago \| parent \| prev [-]
		Thanks, will surely look into this.

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post-it 3 hours ago | parent | prev [-]

A lot of banks make it easier to export PDF statements. I wonder if you could try adding the ability to extract transactions from a PDF. I've been working on something more limited (extracting just the account balance) with Qwen3 4B with decent success.

	▲	niztk 2 hours ago \| parent [-]
		I've tried with some success but will spend more time on the input layer.