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A read-only finance assistant built on Claude Managed Agents. The agent loop runs at Anthropic; every tool that touches your ledger runs on a worker inside this lab's private network.

Derived facts, not raw records. Tools return aggregates and opaque ids. Merchant names and account numbers stay in Postgres.
Every outbound payload is captured first. What the model received is written to an audit mirror before it is sent, then reconciled against Anthropic's event list.
Sessions are deleted on completion. The deletion is confirmed with a 404 and the exposure window is measured.

Accounts

Data freshness and authorization

Only accounts you tick here are visible to the finance tools. Everything else is invisible to the model, not merely filtered.

Use	Account	Type	Currency	Status	Last synced	Coverage

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One question, one session

Session lifecycle

Per request, delete on complete

Created

Streaming

Idle

Reconciled

Deleted

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Session events

Every event as it streams0 events

The event log as the mirror receives it: seeded from history at connect time, then tailed live. Tool results show size and hash here; their exact bytes are in "What Claude received".

What Claude received

The outbound boundary, exactly

Your messages and every tool result the worker posted, captured before sending and matched against Anthropic's event list by content hash. This view is private to you and never crosses to the model.

Authorized evidence view (raw records, human eyes only)

Ask about your money.Keep your data where it lives.

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Accounts

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Session lifecycle

Session events

What Claude received

Ask about your money.
Keep your data where it lives.