Public beta

Use an AI assistant without handing it the final say.

Q: Do I need Claude or ChatGPT?

No. SiftSum includes its own assistant. External MCP-compatible clients are optional.

Q: Can the assistant change records without asking?

No. A write is presented in full and waits for explicit approval before it runs.

Q: Can I revoke an AI client?

Yes. OAuth connections and manual tokens can be revoked from your account settings.

Ask SiftSum about receipts, income, categories, recurring payments, and cash flow. The built-in assistant and connected MCP clients use the same tools, and every proposed change waits for your approval.

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Public-beta software can contain bugs. Keep another copy of records you cannot afford to lose.

The assistant can

Search and summarize records
Prepare receipt and income drafts
Suggest category and merchant changes
Wait for approval before writing

One set of tools and rules

The in-app assistant does not have a secret shortcut into your data. It uses the same documented tools as an authorized MCP client, with the same permissions, validation, and version checks.

Read immediately, write only after approval

Questions about balances, receipts, and trends can be answered directly. Anything that would create, change, confirm, archive, merge, or delete information is shown as a proposed action first.

See the full action before it runs
Reject a proposal without changing the ledger
Revoke connected-client access whenever needed

Bring a compatible client

Claude, ChatGPT, and other MCP-compatible clients can connect through OAuth or a revocable manual token. The source client is recorded on AI-created entries so you can see where a draft came from.

Questions, answered plainly.

Do I need Claude or ChatGPT?

Can the assistant change records without asking?

Can I revoke an AI client?

Start using SiftSum today.

Create an account now. No invitation is required during the public beta.

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