Finance Integration
We set up and run a secure, read-only link between your Monzo Business account and Claude — so you can analyse your transactions just by asking, and get the reports you need on a schedule. No exports, no spreadsheets, and nothing that can move your money.
Your Monzo Business account already holds a complete, real-time record of everything going in and out. Getting insight from it, though, usually means exporting statements and wrestling with a spreadsheet.
This service gives Claude a secure, read-only view of your Monzo transactions. Ask a question in plain English and Claude answers from your live data — and we set up the recurring reports you care about so the numbers land automatically, without you asking.
Two things, both driven by the same live, read-only connection to your Monzo Business account.
Ask about your finances the way you’d ask a colleague, and get an answer from real data.
Tell us what to watch and how often, and it arrives on schedule — no need to ask each time.
You’ll need a Monzo Business Pro or Team account — the plans that include Monzo’s API access. Personal accounts and the free Business (Lite) tier aren’t supported. On a different plan or not sure? Get in touch and we’ll talk through the options.
It’s a managed service — we set the connection up and keep it running for you, rather than something you self-install. Get in touch and we’ll scope it to what you need — the analysis you want, the reports you want and how often — and confirm the price before anything starts.
No. The connection is strictly read-only. Claude can see your transactions to analyse and report on them, but it cannot move money, make payments, set up payees or change anything in your Monzo account.
Monzo Business Pro and Team accounts, which include access to Monzo’s API. Personal accounts and the free Business (Lite) plan don’t have the access this relies on, so they aren’t supported.
A read-only access token for your Monzo Business account, which you authorise and can revoke at any time from Monzo. We never need — and never store — your Monzo login, and the access can only read transaction data.
Anything you can put as a question about your transactions: spend by category or supplier, cash-flow trends, month-on-month or year-on-year comparisons, rough VAT estimates, unusual or one-off payments, subscription creep, and more. If you can describe it, Claude can usually work it out from the data.
We schedule them for you — weekly, monthly, quarterly, whatever suits — and they’re generated automatically and delivered however you prefer, such as by email or into a shared doc. Tell us what you want to see and how often, and we build it.
Access is read-only and least-privilege, the token is revocable at any time from your side, and we don’t store your credentials. We only ever read the single Monzo Business account you choose to connect.
Yes — bespoke reports, dashboards and alerts (for example, a nudge when spend in a category passes a threshold) are exactly the kind of thing we set up. Tell us the questions you want answered.
We monitor the connection, patch it when Monzo or Claude change their systems, and answer questions over email or a scheduled call — all part of the service.
Yes — we connect banking, accounting and payment tools to Claude and to each other, and build custom Claude and MCP integrations for all sorts of systems. Tell us what you’re trying to do.
A UK-based development company — Receptive Ltd — with offices in Cardiff and Cheltenham. Led by Ben Johnson, with over two decades’ experience in web development and systems integration.
Tell us what you’d like to track and we’ll set it up — read-only, and reported on your schedule.
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