Agent-native personal finance

Stop budgeting in someone else's categories.

Clawfin turns your raw financial ledger into the way you actually think about money: projects, purposes, people, receipts, collections, reimbursements, and the weird exceptions that make your life yours.

Before
Normal bank feed
Mar 14
UNITED AIR
-$456.80
Mar 15
HGI MILWAUKEE
-$892.47
Mar 16
VENMO AIDAN K
+$240.00
Mar 17
KINN DINNER
-$186.40
Mar 17
VENMO NOAH R
+$48.00
Mar 18
VENMO JONAH M
+$52.00
Mar 18
VENMO CAITLIN S
+$47.00
Mar 18
TCGPLAYER
-$118.26
After
Organized view
Trip Milwaukee Regionals
Net trip cost -$1,109.27
United Airlines
-$456.80
Hilton Garden Inn
-$892.47
Aidan repayment
+$240.00
Group dinner at Kinn
-$39.40
TCGplayer
Separate

The problem

A category tree is too small for real life.

The same merchant can mean different things in different contexts. A flight can be vacation, work travel, a reimbursable client trip, or part of a tournament weekend. Most finance apps ask you to pick one bucket and live with the distortion.

United flight -> Pokemon Travel, not Airlines
Venmo from roommate -> Housing offset, not income
DoorDash at work -> Delivery, not trip spending
Pokemon cards -> Collection asset, not shopping

The Clawfin model

Keep the facts stable. Let the meaning adapt.

Clawfin separates the canonical ledger from the semantic layer an agent builds around it. Your accounts, balances, transactions, holdings, and receipts stay auditable. Your categories, projects, entities, and notes can match how you actually reason.

Sources

SimpleFin accounts, CSVs, receipts, investment holdings, Pokedata, and future adapters.

adapters

Canonical core

SQLite stores normalized records with provenance, idempotent ingestion, and snapshots.

ledger

Agent memory

Durable facts about payroll, rent, reimbursements, merchants, people, places, and preferences.

memory

Semantic views

Saved slices like Pokemon P&L, work travel, tax buckets, split expenses, and net worth.

views

Agent review

Automation should ask better questions.

Clawfin's agent does not need brittle rules to fake intelligence. It reviews new activity, applies memory, organizes the obvious parts, and asks for help where the context is genuinely ambiguous.

Agent Review
Needs 3 answers

PayPal / Typefoundry was $84. Was this client work or a personal purchase?

Client work Personal Add detail

North Star Books looks like reference material. Should I attach it to the Acme identity project?

Attach to Acme General business Personal

Ace Hotel Portland overlaps a client retreat. Is the hotel reimbursable?

Reimbursable Personal travel Split it

Built for messy money

Your finances probably do not fit a preset taxonomy.

Trips and events

Group flights, hotels, rides, food, registration fees, and reimbursements as one real-world project.

Freelance work

Separate personal spending from client expenses, irregular invoices, business tools, and tax buckets.

Shared expenses

Connect rent, utilities, Venmo, Zelle, settlements, and partial repayments without calling them income.

Alternative assets

Include cards, collectibles, crypto, and other holdings in a net worth model your bank app cannot see.