Candor Finance

Candor is your financial workspace for budgets, goals, recurring bills, and the decisions you want to keep. Connect your accounts on Candor, then use Claude to review your finances with the records and context in one place.

Ask what changed since your last review, inspect a price increase, find a refund worth following up on, or compare spending with your budget. View cash flow, spending, budget, and recurring-payment panels. Organize transactions, confirm recurring bills, update budgets and goals, and save notes linked to the supporting records.

Candor calculates figures from your records and keeps your approved plans, notes, and action history across conversations and compatible agents. Claude helps you interpret the information and decide what to do.

Requires an existing Candor account with active access. Financial accounts are connected on Candor's website; Claude can refresh accounts you already connected. Financial-source access is read-only, and every read is logged with a reason. Changes Claude makes affect only your private Candor workspace and stay visible in its history. Candor does not transfer money or execute investment trades, and it is not a licensed financial advisor.