Cloud accounting software that automates bookkeeping, invoicing, and financial reporting for small and growing businesses.
StackEasy
$25Starting price
0Popularity
About StackEasy
StackEasy integrates credit card information with AI assistants like Claude and ChatGPT, allowing users to query their card balances, rewards, and spending categories directly within their existing AI workflows. The service operates through a connector that links to a user’s StackEasy account, providing read-only access to card details without requiring bank credentials. Once connected, users can ask questions such as which card has no foreign transaction fees or which rewards were missed on a specific account. StackEasy is designed for individuals managing multiple credit cards who want to optimize spending, rewards, and financial planning without switching between apps or logging into individual bank portals. The tool aggregates card data into a single interface, enabling users to track spending habits, monitor rewards accumulation, and identify cost-saving opportunities across all their cards. By leveraging AI assistants, StackEasy streamlines financial management by delivering insights in natural language, making it easier to make informed decisions about card usage and rewards redemption. The platform emphasizes security by ensuring that sensitive financial data remains under user control and is not shared with external parties.
Key features
- Card list and balance lookup
- Category-based card recommendations
- Utilization alerts
- Missed rewards reports
- 0% APR window tracking
- Signup bonus deadline monitoring
- Points and cash back valuation
- Benefit tracking across card stack
Use cases
- Optimizing spending by selecting the best card for each purchase category
- Tracking missed rewards and signup bonuses to maximize cash back
- Monitoring credit utilization to maintain or improve credit scores
Pros
- Read-only access to card data without sharing bank credentials
- Works within existing AI assistants like Claude and ChatGPT
- Supports over 4,200 credit cards for category-based recommendations
- Revocable access at any time through AI app connector settings
- Balances and utilization sync automatically from existing StackEasy accounts
Cons
- Premium plan required for advanced features like balance tracking and missed rewards reports
- Limited to AI assistants supporting custom MCP connectors
- No free tier beyond initial 14-day trial
Frequently asked questions about StackEasy
What is MCP?
MCP is a standard that allows AI applications like Claude and ChatGPT to connect to external accounts with user permission. StackEasy supports this standard natively to enable secure access to credit card data.
Is my data safe when using StackEasy?
Access is read-only and limited to your StackEasy account. Bank credentials are never shared or stored, and you can revoke access anytime from your AI app's connector settings. StackEasy does not sell user data.
Which AI apps work with StackEasy?
Claude and Claude Code are supported for all users. ChatGPT works where the plan allows custom connectors or developer mode. Any other app that supports remote MCP connectors can also integrate with StackEasy.
What does the free plan include?
The free plan provides access to your card list, best card recommendations by category, and lookups across the full card database. Premium features such as balance tracking and missed rewards reports require an upgrade.
How do I disconnect StackEasy from my AI app?
You can disconnect StackEasy anytime from the connector settings in your AI app, such as Claude or ChatGPT. The process is straightforward and revokes all access permissions immediately.
Does StackEasy require my bank login credentials?
No, StackEasy does not require or store bank login credentials. It operates with read-only access to your StackEasy account, which is linked to your card data without exposing banking details.
