NEW Introducing Warm MCP

All your accounts one Warm view.

A read-only financial dashboard and ledger, built for AI.

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Loved by 42,400+ users

Compatible with Claude Code, OpenAI Codex, Google Gemini, Windsurf, Zed, and Perplexity.

Works with your favorite AI tools

How It Works

Connect everything in one place

Seamlessly unify all of your financial accounts and get one calm source of truth.

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Connect your accounts

Link your banks, cards, loans, and investments once so Warm starts from the full picture.

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Wait 30 seconds

Warm syncs transactions, refreshes balances, and runs the first layer of analysis for you.

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View everything in one place

Open the dashboard, scan insights, or use your AI of choice against the same read-only context.

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Every account, grouped exactly where it belongs.

Warm keeps your checking, savings, cards, loans, and investments in one readable list by institution, so the raw picture is always one scroll away.

  • Every institution stays grouped, so balances make sense at a glance.
  • Cash, debt, loans, and investments live in the same readable list.
  • You can audit the full picture without flipping between apps or tabs.

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Warm turns your financial dashboard into AI context.

Open Warm when you want a calm view of your finances. When you want to ask, build, or automate, the same synced read-only feed is ready for MCP-compatible clients with one install command.

That gives you one source of truth for both the dashboard and your command-line AI workflows.

Explore the AI CLI Read the MCP docs

Supported clients

Claude CodeCursorCodex CLIGemini CLIWindsurfClaude DesktopOpenCodeAntigravity

Available context

AccountsTransactionsRecurring chargesBudgetsGoalsHealthNet worth snapshots

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Recurring subscriptions stop hiding in the noise.

Warm surfaces the recurring charges that matter next, with the same upcoming subscriptions table that already lives on the dashboard.

  • Upcoming recurring charges are sorted by what hits next.
  • Monthly totals stay visible, so subscriptions stop fading into the background.
  • The same table powers the dashboard card, not a mocked-up substitute.

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Search, filter, and scan every transaction from one place.

The homepage now shows the real transaction table component with its search bar, filters, grouped rows, and account context intact.

  • Search, merchant filters, date filters, and amount filters all live in one surface.
  • Accounts stay attached to every row so context is never lost.
  • It is the real transaction table component with static fake data in place of live sync.

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Start with clarity. Add the AI layer.

Both plans include the full feature set. The difference is how many accounts you can sync — 3 on Plus, unlimited on Pro.

See pricing Compare alternatives

One home for your finances. One path into AI.

Plus

Popular
$5.99 / month

Connect your bank accounts

  • Up to 3 synced accounts
  • Auto bank sync
  • AI financial assistant
  • Budgets, goals & cash flow
View Plus details

Pro

$24.99 / month

Complete financial clarity

  • Unlimited synced accounts
  • Everything in Plus
View Pro details