Cashly / Integrations

Cashly in ChatGPT

Cashly is an approved app in ChatGPT. Connect your account once, then ask where your money went, what is due this week, or add an expense in plain words. Answers come from your own Cashly data, and every entry lands in the app at once.

Open Cashly in ChatGPT

How to set it up

  1. Get Cashly Pro or Pro Plus. The ChatGPT app is part of Cashly Pro and Pro Plus. Both start with a 7-day free trial, and you can cancel anytime.
  2. Open the Cashly app in ChatGPT. Open the Cashly page in the ChatGPT app directory and press Connect. You can also find it by searching for Cashly under Apps in ChatGPT.
  3. Sign in and choose the access. ChatGPT sends you to Cashly to sign in. Choose Full access to ask and add entries, or View only to ask questions without changing anything. ChatGPT never sees your password.
  4. Ask in plain words. In any chat, pick Cashly from the tools menu or type @ and choose Cashly, then ask. Cashly answers with your real numbers, often as a summary card.

Frequently asked questions

Is the Cashly app in ChatGPT official?

Yes. Cashly is reviewed and approved for the ChatGPT app directory. It connects to your account through a secure sign-in on cashly.corenexis.com.

Which Cashly plan do I need?

The ChatGPT app is part of Pro and Pro Plus, which also include the API, MCP and webhooks. Both start with a 7-day free trial. On Always Free the app can connect, but its requests are refused until you upgrade.

Can ChatGPT see my password or bank details?

No. You sign in on Cashly itself and ChatGPT only receives a revocable access token. Cashly never asks for a bank login, SMS access or a card number, so there is none to share.

Can it change or delete my data?

Only with Full access, and it asks you before changing or deleting anything. Choose View only when you connect and it can read and answer, but never add, change or delete.

How do I disconnect ChatGPT?

Open Cashly Settings, Developer, Connected apps and remove ChatGPT. The access stops at once. You can also disconnect the app from your ChatGPT settings.

Does it work in my currency and language?

Yes. Amounts follow the currency and time zone set in your Cashly account, and you can ask in any language ChatGPT understands.

Get the free Cashly app or use Cashly on the web.