How it works
Three steps to
talking to your money.
Slate is designed to be useful in under ten minutes. Here's the whole flow.
- 1
Step 1
Link your accounts
Securely connect your banks, cards, and investment accounts through Plaid. Slate reads transactions and balances so the rest of the app has something to work with — read-only, never stored unencrypted.
→ Takes about a minute per bank
- 2
Step 2
Connect your AI assistant
Add Slate to Claude or ChatGPT as a connector. Now you can ask your assistant real questions about your money — “where did $400 go last week?”, “am I on track?” — and get answers from your actual numbers.
→ Works with Claude.ai, Claude Desktop, and ChatGPT (Pro/Team/Enterprise)
- 3
Step 3
Set categories, budgets & plans
Tune your spending categories, set monthly budgets, and sketch a plan for the year. Slate (and your assistant) use these to tell you whether you're on track and what trade-offs to consider.
→ Edit anything from Funds, Categories, and Planning