2Fin is built to be extended. Push transactions and expenses in, send signed webhooks out, connect any assistant through MCP, bring your own bank feed, invoicing tool and model, and run it on your own machine if you like — all of it documented.
In, out and conversational: an API to bring records in, webhooks to act on them, and an MCP server that turns your own records into something an assistant can work with. Each one opens its page in the docs.
POST transactions and expenses to api.ai2fin.com/api/integrations/v1 with a token scoped to write:transactions or write:expenses, and an Idempotency-Key so a retry never creates a duplicate.
(opens in a new tab)transaction.categorized, expense.created and receipt.processed, signed with HMAC-SHA256 in X-AI2Fin-Signature, with the event name and a delivery ID to de-duplicate. To Zapier, Make, n8n or any HTTPS endpoint, on AUTO+.
(opens in a new tab)Claude, ChatGPT, Cursor and other assistants work with your transactions, bills, budgets, rules, assets, expected income and Upcoming — reading freely, and writing only with the permission named on the consent screen.
(opens in a new tab)Create keys in the app on every plan, each scoped to what it is for — MCP access, or pushing transactions in — so a key does only the job you made it for.
(opens in a new tab)Bank transactions, bills and recurring patterns, categories and category sets, custom rules, receipts, travel and vehicles, GST and VAT rates and the tax report export — documented with an OpenAPI file.
(opens in a new tab)The Windows app runs an MCP server on your own machine, so a local assistant can work with records that never leave it — on every plan.
(opens in a new tab)2Fin sits among the tools you already use rather than replacing them, so nothing has to be migrated and nothing is locked in. When you want to move, your transactions leave as a CSV.
Connect with a key you own — SimpleFIN or BankSync — or bring statements and spreadsheet feeds. Your banking password never reaches Fin.
(opens in a new tab)Invoice from anything; Fin tracks what each client owes and matches the payment when it lands, and your assistant can draft the next invoice in your tool.
Push sorted transactions to Xero or QuickBooks Online (in beta), or into a Google Sheet, Excel workbook, Notion database or Airtable base you own.
On the desktop app, bring your own model key or a local model, keep the records in a folder you own, or self-host the whole thing.
Fin’s automatic categorising learns from every correction, and you can steer it directly: rules start on Premium, and category sets and Lenses are on ELITE+. How Fin decides.
Write a rule once — this merchant, this category, this tax treatment — and every matching transaction follows it, imported or live.
Build the categories your work actually uses, keep more than one set, and switch between them on ELITE+.
Read the same transactions by tax year, project, client or property without re-tagging them, with more than one lens at once.
Set the GST or VAT treatment on each category and override it on any transaction, with the working shown.
Use the web app in any browser, install the Windows desktop app and keep your records in a folder you own, or self-host with Docker Compose or one CloudFormation stack in your own AWS account. Self-hosting 2Fin and the desktop app.
Developers, answered
API keys and the MCP server are on the free plan, and the docs are open to everyone.