fin

fin is a command-line tool that connects financial accounts and purchase histories to local databases for analysis.

Fin is a command-line interface for financial data designed for the AI era. It connects banks, cards, and brokerages via Plaid, and imports purchase histories from Amazon and Costco. The tool runs locally on your laptop, stores encryption keys in the macOS Keychain, and saves transactions and holdings in a DuckDB file. Users can query data using SQL, view net worth and portfolio pages in a local browser UI, export data to a Google Sheet, or let AI agents generate financial reports. It requires no hosted service and runs on Plaid's trial plan.

fin at a glance

Best for: Finance, Founder
Runs on: macOS, CLI
Pricing: Free on Plaid's Trial plan, up to 10 institutions; MIT licensed.
Released: October 2026
Category: AI productivity tool
Website: kilianc.github.io

Key features

Connects banks, cards, and brokerages via Plaid
Imports Amazon and Costco order and receipt histories
Stores data locally in a DuckDB file
Queries financial transactions with SQL
Opens local browser pages for net worth and spending
Copies data to a Google Drive spreadsheet
Supplies data to AI agents for reports

Use it for

Review monthly spending compared to the previous month
Break down Amazon spending item by item
Track investment allocation across brokerages
Find subscriptions, price increases, and duplicate charges
Monitor net worth changes over time

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Fundstash — Your financial data stays entirely on your phone with no servers or cloud accounts.
Finbar — Provides global fundamental data and AI tools that integrate into Excel.
FinRobot — Automates the creation of professional financial analysis and research reports.
Aurelio Finance — It keeps financial records locally while offering an optional AI advisor.
COUNT — It automates expenses, bills, and categorization with high accuracy.

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