AI assistants are available on the Plus plan and during the 14-day Plus trial.
What the assistant can do
The assistant can read your net worth, investment holdings and performance, account balances, transactions, spending categories, goals, loans, properties and recurring payments. Ask “What investments do I hold?”, “How is my net worth split?” or “Where do I spend the most?” to get answers from your guito records. You can also ask for income by source, net cash flow, month-over-month spending, investment performance, portfolio concentration or how many months of expenses your liquid balances cover. For investment performance, specify a start date. These reports describe your records and do not recommend financial products. The assistant can also record income, expenses and investment trades you have already made, edit transactions, create manual accounts, goals, loans, properties and recurring items, or earmark money for a goal. Your assistant controls when it asks for approval, so review its write permissions. The connector never moves money, executes payments or transfers, or places investment orders. See Security and permissions for how approvals and access work.Which assistants work
It works with Claude (and Claude Code), ChatGPT and editors like Cursor and VS Code. The Gemini app does not yet allow custom MCP connectors. The steps for each client are on the connect page.Where the data comes from
You sign in to guito and authorise access when the assistant asks for it. From then on, the assistant can access only your own data, never your credentials. guito remains the single source of your data, synced and kept up to date as always.Learn more
Connect an assistant
Step-by-step setup for Claude, ChatGPT and other clients.
Security and privacy
How OAuth access protects your data and credentials.
Troubleshooting
What to do if the connection fails or the assistant doesn’t respond.
Assistant inside guito
Use the built-in assistant within the app itself.