About Kevor
The problem
General-purpose AI tools are good at analysis, but they do not automatically have access to your own financial data. That usually forces people to switch apps, export spreadsheets, copy balances and transactions by hand, or work from memory.
What Kevor does
Kevor is a read-only financial data connectivity layer. It lets you connect supported bank and investment accounts through secure connection providers and use balances, transactions, holdings, and related account information inside the AI assistants you already rely on.
What makes Kevor different
It is a connector, not a money-movement app
Kevor is built to organize and deliver read-only financial context. It does not move money, execute trades, or change your financial accounts.
It works with the assistants you already use
Use Kevor with the AI assistants you rely on for daily work and analysis, without manually exporting or pasting financial records.
It emphasizes control and transparency
You choose which accounts to connect. You can disconnect accounts, review sync status, and request deletion of your data at any time.
Technology
Kevor uses Plaid for account connectivity and secure account-linking workflows, with additional connection providers planned over time. The Service uses managed authentication, encrypted storage, and cloud infrastructure designed for secure operations.
Contact
- General: hello@balancebeam.finance
- Privacy: privacy@balancebeam.finance
- Security: security@balancebeam.finance