Agent
Discoverability
Finance · Category leaderboard

Personal Finance & Budgeting Aggregators

Which Personal Finance & Budgeting Aggregators products ChatGPT and Claude find and pick first, the keywords behind those choices, and the gaps nobody owns yet.

Winning now on ChatGPT

Personal Finance & Budgeting Aggregators

  1. 1YNAB (You Need A Budget)5/100
  2. 2EmuInbox0/100
  3. 3BankPilot0/100
  4. 4Bankrate0/100
  5. 5Billbo0/100

Who’s winning in Personal Finance & Budgeting Aggregators

The companies each platform finds, picks and places first for this category’s prompts, ranked by Discoverability Score.

Who’s winning on Claude

Category Discoverability Score · suggestion counts cover all public benchmark prompts since tracking began

PocketSmith leads Personal Finance & Budgeting Aggregators on Claude with a score of 97, 27 points ahead of Era Context.

  1. 1PocketSmithsuggested 193×97/100
  2. 2Era Contextsuggested 441×70/100
  3. 3Tillersuggested 52×35/100
  4. 4Grasshopper Bank19/100

How the leaders are moving

Each line is a company’s daily Discoverability Score. See who is climbing, who is slipping, and how close Personal Finance & Budgeting Aggregators is.

Score trend on ChatGPT

Daily Discoverability Score of the top 5

Key points

  • YNAB (You Need A Budget) leads Personal Finance & Budgeting Aggregators on ChatGPT at 5.
  • YNAB (You Need A Budget)5
  • EmuInbox0
  • BankPilot0
  • Bankrate0
  • Billbo0
010203 Oct4 Oct5 Oct6 Oct7 Oct

Who’s rising and falling is coming soon.

Scores from 3 Oct to 7 Oct. Hover or use the arrow keys to read a day.

Score trend on Claude

Daily Discoverability Score of the top 4

Key points

  • PocketSmith leads at 97, up 51 over 30 days.
  • Era Context has fallen 30 points in 30 days, to 70.
  • PocketSmith is climbing fastest: up 51 in 30 days, now 97.
  • PocketSmith97
  • Era Context70
  • Tiller35
  • Grasshopper Bank19
02040608010013 Jul3 Aug25 Aug15 Sept7 Oct

Rising, last 30 days

  • ▲ +51PocketSmith97
  • ▲ +35Tiller35
  • ▲ +5Grasshopper Bank19

Falling, last 30 days

  • ▼ -30Era Context70
Scores from 13 Jul to 7 Oct. Hover or use the arrow keys to read a day.

The keywords behind discovery

Compare reviewed searches for Personal Finance & Budgeting Aggregators with separately recorded platform keyword evidence.

Plugin registry keywords

6 of 6 searches completed · as of 7 Oct 2026

Captured searches for Personal Finance & Budgeting Aggregators in the Plugin registry. Counts show distinct plugins returned by each captured search.

  • budgeting app21Windsor.ai Facebook Ads
  • split shared expenses14Ramp
  • personal account aggregation14RingCentral Phone
  • spending tracker8Calorie Tracker
  • personal finance6Caliber
  • household cash flow5Mercury

Keywords agents use in Claude

114 keywords tracked · as of 3 Oct 2026

When someone asks Claude for help, it turns the request into keywords and searches the Connector registry. This shows the keywords it uses most, the distinct Connector names returned across recorded searches, and which Connector was returned first most often.

  • budget46Datarails FinanceOS
  • banking40Datarails FinanceOS
  • expenses35PocketSmith Complete Access
  • bank31Grasshopper Bank
  • finance28Datarails FinanceOS
  • transactions28Grasshopper Bank
  • spending25Grasshopper Bank
  • shared expenses24Tineo
  • personal finance23Grasshopper Bank
  • bank accounts21Datarails FinanceOS
  • budgeting19Datarails FinanceOS
  • split bills10Tineo
Observed ChatGPT keyword searches

Keywords agents use in ChatGPT

Most-searched keywords · as of 6 Oct 2026

When someone asks ChatGPT for help, it turns the request into keywords and searches the Plugin registry. This shows distinct Plugin names returned across recorded searches, and which Plugin was returned first most often for each.

  • personal finance cash flow bills budgeting bank accounts18Mercury
  • personal finance bank accounts budgeting plaid14Mercury
  • bank transactions personal finance bills10Mercury
  • bank transactions spending personal finance10Mercury
  • finance bank accounts net worth balances10Mercury
  • personal finance bills bank transactions10Mercury
  • bank transactions personal finance9Mercury
  • personal finance budgeting bank credit card plaid9Mercury
  • personal finance bank balances net worth8Mercury
  • bank transactions finance6Mercury
  • bank transactions expense categorization6Mercury
  • finance transactions expense categorization6Ramp

Browse every Plugin and Connector in Personal Finance & Budgeting Aggregators

81 listings across ChatGPT and Claude, best score first.

Before you continue, tell us who you are

Get a full report on what could improve your results in Personal Finance & Budgeting Aggregators, updates when the rankings change, and a heads-up when a new category is measured for you.