Your books, inside Claude.

Why use Even Margin in Claude

• Ask what you made last month
• Review your categories in the chat
• Nothing changes until you click confirm

Try asking

• How did last month go?
• Walk me through my review
• What am I paying for every month?
• Who may need a 1099 for 2026?
• Give me my weekly check-in
• How many months of cash do I have?

Review in three beats

• Claude reads you Even Margin's reason
• You see the exact transactions
• You click confirm

One step to connect

In Claude, open Customize, then Connectors, search for Even Margin and click Connect. Sign in, and that's it. Using a different assistant? Your connector address is in Settings in Even Margin.

Better with your other connectors

• With Gmail: "Which charges over $75 have no receipt?" Even Margin lists the charges. Claude checks your inbox.
• With Google Sheets: "Build the packet for my accountant" Even Margin brings the totals. Claude writes the sheet.
• With Stripe: "Match my payouts to my deposits" Even Margin has the deposits. Claude reads the payouts.
• With Google Calendar: "Who was each September meal with?" Even Margin lists the meals. Claude finds the meetings.

What stays in your control

• Read only, or read and categorize
• Every change waits for your click
• Every change in History, with Claude's reason
• Owners can keep it read only for everyone
• Revoke it any time in Settings

Can I use Claude for bookkeeping?

Yes, with your books connected. Claude answers from your categorized transactions and real totals, and every change waits for your confirmation.

What data can Claude access through Even Margin?

Your transactions with the reason for each category, reports, review list, rules and closed months, within your role. Never bank logins, billing or your team.

How do I connect Even Margin to Claude?

In Claude, open Customize, then Connectors, search for Even Margin and click Connect, then sign in and choose what Claude can do.

Can an Owner keep assistants read only?

Yes. In Settings, turn off letting assistants suggest category changes, and every connection in the organization can only read.

What if a bank connection stops syncing?

Claude says so at the top of its next answer, and Owners and Admins get an email.

Does it work on Claude's free plan?

Yes. Every Claude plan can add custom connectors, and Free allows one.

Does it cost extra?

No. It is included in every Even Margin plan.

Can Claude change my books or move money?

Claude can suggest a category or a rule, and nothing changes until you click Confirm. Even Margin's bank access is read-only, so your money stays where it is.

Who sees my financial data?

The answers you ask for go to Claude under your Anthropic account's terms. Even Margin never sells your data, and you can revoke access any time.

Does Even Margin prepare my taxes?

No. Even Margin keeps your books and gives your accountant a clear summary. Your accountant prepares your return.

Trademarks

Claude is a trademark of Anthropic, PBC. Gmail, Google Sheets and Google Calendar are trademarks of Google LLC, and Stripe is a trademark of Stripe, Inc. Even Margin is not affiliated with or endorsed by them.