Financy

Financy connects Claude to your financial data in Israel through Open Banking Israel, regulated by the Bank of Israel. Ask about balances, transactions, spending by category, cash flow and data freshness across your banks, credit cards and bit wallet.

Businesses can also connect their invoicing, ERP and card clearing systems in Financy: Invoice4U, Morning, SUMIT, iCount, Priority, Rivhit, Isracard Business and Pelecard. Claude can then read open receivables, invoices and receipts, customers, suppliers and bills, ledger balances, orders, inventory and expected card payouts.

Bank, card and wallet access is read-only by construction. Financy cannot move money, make payments or change account settings, and bank passwords are never stored.

Writing to an invoicing system is gated. By default Claude can only prepare a document draft, which is issued only after you approve it in Financy. Issuing documents directly is available only if you turn on Full access for external AI apps in Financy's settings. It lasts one year, and every document issued that way is emailed to you and listed in Financy's AI activity log.

Your financial data is not used to train models, not sold and not shared with third parties. Identifiers such as national ID numbers are removed from tool results before they reach Claude.

Requires a Financy account with at least one connected bank, card or business system.