CloFin

A personal finance helper that logs expenses, tracks budgets and checks account balances through chat.

What CloFin can do in ChatGPT

Expenses, budgets and balances by chat.

Expense Logging

Record a purchase by describing it in a message.

Budget Tracking

See how much remains in each budget.

Account Balances

Check the balances of your accounts in CloFin.

Category Setup

Create and organize the categories your spending falls into.

Spending Overview

Ask for a quick look at where your money is going.

You stay in control

You approve access, and you can disconnect CloFin at any time.

DeveloperCloFin Tecnologia e Soluções Digitais LTDA
Version1.0.0
Listing checked8 Oct 2026
Open CloFin

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CloFin

What CloFin does in ChatGPT

The CloFin plugin is a personal finance assistant you use through ChatGPT. Instead of opening a separate app, you type what you spent or what you want to know, and it records expenses, follows your budgets and shows account balances held in CloFin.

It also helps keep your finance categories in order, so expenses end up in the right place and reports stay readable. The listing keeps its description short and lists these four jobs: logging expenses, tracking budgets, checking balances and organizing categories.

The listing shows no example prompts and does not name supported banks, currencies or countries, so the requests below follow the tasks it describes. The developer is a Brazilian company, but the listing itself is written in English and so is this page.

Who it is for

  • CloFin users
  • People tracking daily expenses
  • Anyone keeping a monthly budget

How to add CloFin to ChatGPT

  1. Open the CloFin listing in ChatGPT ↗.
  2. Click Install plugin.
  3. Sign in to your CloFin account when asked and approve the access it requests.
  4. Start a chat and ask for what you need, mentioning CloFin if ChatGPT does not pick it up.
  5. To stop, disconnect CloFin under apps in your ChatGPT settings.

Questions about CloFin

What is the CloFin ChatGPT plugin?

The CloFin plugin is a personal finance assistant you use through ChatGPT. Instead of opening a separate app, you type what you spent or what you want to know, and it records expenses, follows your budgets and shows account balances held in CloFin. It is listed in ChatGPT's plugin marketplace under Finance.

What can I ask CloFin to do in ChatGPT?

For example: "Log a 45 dollar grocery expense for today", "How much is left in my food budget this month?", "What is my current account balance in CloFin?".

Who makes the CloFin plugin for ChatGPT?

The ChatGPT listing names CloFin Tecnologia e Soluções Digitais LTDA as the developer. The version listed on 8 October 2026 was 1.0.0.

How do I add CloFin to ChatGPT?

Open the CloFin listing in ChatGPT, click Install plugin, sign in to your CloFin account and approve the access it asks for. Then ask for what you need in a chat, mentioning CloFin if ChatGPT does not pick it up.

Can CloFin change things in my account, or only read?

It records expenses, reads and updates budgets and categories, and shows balances in your CloFin account.

Who is the CloFin plugin for?

CloFin users, people tracking daily expenses and anyone keeping a monthly budget.

Can CloFin change my categories?

Yes. The listing says you can organize your financial categories through the chat.

Does CloFin see my ChatGPT chats?

When CloFin is connected, ChatGPT may share the parts of your chats and memories that matter for a request with CloFin. What CloFin does with that data falls under its own terms and privacy policy. ChatGPT keeps your training-data settings, and you can disconnect at any time.

How do I disconnect CloFin from ChatGPT?

Open your ChatGPT settings, go to apps, and disconnect CloFin. You can reconnect later from the listing.

What are alternatives to CloFin in ChatGPT?

Similar plugins in the ChatGPT marketplace include Finara Personal Finance, Simply Family Budget and Alvore Finance. Each has its own page in this directory.

Privacy and your data

When CloFin is connected, ChatGPT may share the parts of your chats and memories that matter for a request with CloFin. What CloFin then does with that data falls under its own terms and privacy policy, not only OpenAI's. ChatGPT keeps your training-data settings for data that comes from connected apps, and you can disconnect at any time.