ExpenseLM designs to integrates with modern GenAI tools and frameworks from the ground up, provide users with the tools required to understand their expense history. Also, with the help of many great chat agents like Claude Desktop, Perplexity Desktop (via ExpenseLM MCP Server), you can get advice from your agent about your expense patterns, subscription expenses, analytics (by month, by category, by subscription, etc.). You can also perform currency conversion with your favorite chat agent. You can even ask for advice about the detail items you bought, is there any better price, or how you can save money base on your expense patterns.

Currently there are 2 ways to analyze your expenses with AI:

• ExpenseLM Agent (only available on web portal currently)
• MCP server

ExpenseLM Agent

Our companion mobile app provides features for capture your expenses and basic analytics. When you want to chat with your expenses, you can visit ExpenseLM Web Portal. You can login to the web portal with the same account and use the ExpenseLM agent to chat on your expense. For details, refer to the documentation page.

MCP Server

ExpenseLM MCP Server provides many useful tools for your favorite chat agent (currently Claude and Perplexity Desktop were supported). Upon installation of MCP server in those tools, you can ask questions about your expense and the agent will be able to get the required data from ExpenseLM automatically. For detail installation procedure, refer to the documentation page.