Connected tools
Ask the question behind the number.
WizAI helps you explore your financial records in your own words. Follow the details, ask another question, and understand what changed.
How the conversation works
A question, with context.
Ask in your own words, then follow the records. WizAI can help you explore patterns; you remain in charge of checking the answer.
WizAI, explained
- AskA question about your finances
- Give permissionRelevant records go to OpenAI through MoneyWiz
- ReviewCheck the answer against your records
Illustration · Relevant records go to OpenAI with your permission. Credits apply.
Start with a question that matters to you
“What changed in my spending this month?”
“Which bills are coming before payday?”
“How are my budgets doing?”
Example questions. WizAI uses your financial records to help you explore the answer.
In everyday life
From “What changed?” to the details that explain it.
Ask WizAI to compare this month’s spending with last month. Follow up about the categories that changed, or ask for a chart. The conversation stays connected to the records in MoneyWiz, so you can investigate the numbers instead of assembling the analysis yourself.
Features in detail
What you can do.
- Built-in conversational assistant for your MoneyWiz finances.
- Explore spending, accounts, net worth, budgets, scheduled payments, investments and loans.
- Ask follow-up questions and request charts or tables.
- Get help with MoneyWiz features and settings.
- Read-only financial analysis: WizAI does not change transactions or move money.
Common questions
Is WizAI the same as connecting ChatGPT or Claude on Mac?
No. WizAI lives inside MoneyWiz. Mac AI Connections is a separate option for using compatible external AI apps with your open MoneyWiz database.
What happens to the information I ask about?
With your permission, WizAI sends your questions and the financial data needed for an answer to OpenAI. This can include data in a database shared with you. Read the in-app privacy notice before enabling it.
Does WizAI need a subscription or credits?
WizAI requires a MoneyWiz account and uses credits. Available credits and purchase options are shown in the app.
Can WizAI make financial decisions for me?
WizAI helps you explore and understand your records. It can make mistakes; review important figures and keep investment, tax and other financial decisions under your control.
Your money.
The whole picture.
MoneyWiz for Mac, iPad, iPhone and Apple Watch. Free to download.