OpenAI launches personal finance suite
OpenAI has released a preview of its new personal finance suite in ChatGPT to Pro users based in the United States.
The “new personal finance experience” enables user to connect their financial accounts, see a dashboard of where their money is going and ask ChatGPT questions relating to their financial situation.
OpenAI said the service can connect to more than 12,000 financial institutions, opening up a dashboard view of portfolio performance, spending, subscriptions, and upcoming payments.
The AI giant said that while ChatGPT can access balances, transactions, investments, and liabilities to help visualise finances and answer queries, it cannot see full account numbers or make changes to accounts.
Looking beyond the account aggregation advancements, future integrations for the service include the creation of a bridge between ChatGPT and Inuit for tax planning purposes.
OpenAI said: “The vision for ChatGPT is to go beyond answering questions to help users take action towards improving their financial lives, and we’re working with trusted ecosystem partners like Intuit to do this.”

