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Supports all major banks in North America and Europe

The Simple Way To Manage Finances

Avery is the finance app that sorts every transaction, keeps every budget on track, and answers every money question 24/7.

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Used by 2,126 businesses

Avery web dashboard and Avery Agent mobile assistant showing synchronized spending and budget insights
  • HSBCHSBC
  • BarclaysBarclays
  • LloydsLloyds
  • NatWestNatWest
  • SantanderSantander
  • RevolutRevolut
  • AIBAIB
  • NationwideNationwide

• The Avery Platform

A financial system that works for you.

Avery connects every account, keeps every detail organized, and turns your financial data into answers and action.

  • Avery bringing accounts, transactions, and financial insights into one view

    Connected

    Everything connected.

    Bring every bank, card, account, and transaction into one always-current financial picture.

  • Avery spending analysis showing trends, categories, and recurring costs

    Understood

    Everything understood.

    Avery automatically organizes spending, tracks budgets and recurring costs, and builds reports that reveal what is changing.

  • Avery Agent answering a spending question and preparing a budget change for approval

    Action

    Ready to act.

    Ask Avery Agent questions in plain English, get answers grounded in your data, and approve changes to budgets, categories, and rules.

Features

Everything you need,all in one app

• Avery Agent

Ask Your Money Anything.

Avery Agent uses your real data to answer questions and take action in your account — like an always-on finance assistant.

  • Ask questions in plain English
  • Get answers grounded in your data
  • Take actions with your approval
Avery Agent answering a spending question and preparing an approved budget change

• Avery Everywhere

Your Money, Wherever You Are.

Use Avery on the web, on mobile, or right inside Google Sheets. Your accounts, budgets, and insights stay in sync everywhere.

  • Full-featured web app
  • Mobile access
  • Use directly in Google Sheets
Avery available on the web, on mobile, and in Google Sheets

• Avery MCP

Bring Your Money Into Every Conversation.

Connect Avery to ChatGPT, Claude, and the AI tools you already use. Ask questions, build reports, and create financial workflows with secure access to your live data.

  • Secure, read-only connection
  • Works with ChatGPT, Claude, and more
  • Build reports and workflows in plain English
Avery MCP securely connecting live financial data to ChatGPT and Claude
User Stories

What Our Users Say

Customer Note
SmartRecover
Avery is a total life saver! Cannot believe I used to waste so much time manually importing transactions into my sheets. This has simplified my financial management by seamlessly consolidating all my bank transactions into one Google Sheet. The setup was quick, and the auto-sync feature saves me from manually importing transactions. It fits perfectly into my workflow, making tracking finances effortless.

SmartRecover

Fully Custom AI Driven Financial Workflows

Our team can build any finance workflow your business needs.

Contact Us
FAQ

Frequently Asked Questions

Is my financial data secure with Avery?
Yes. Avery uses Plaid and GoCardless for secure, read-only bank connections. We never store your bank credentials, and your financial data is protected with bank-grade encryption.
How do I get started with Avery?
Create your Avery account, securely connect your banks, review Avery’s analysis of your recent spending, and set up your budgets. Most users can get started in minutes.
What banks does Avery support?
Avery supports thousands of banks and credit cards across North America and Europe through Plaid and GoCardless. Availability can vary by country and provider, so contact us if you would like us to confirm a specific institution.
Does Avery store my bank credentials?
No. Avery never stores your bank login credentials. Connections are handled securely by Plaid and GoCardless, and Avery only receives read-only access to the financial data needed to power your account.
How do I contact customer support?
Email support@averyapp.ai and our team will help you with account connections, setup, billing, or anything else you need.
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