Integrations
Your money data, connected your way.
Import statements from any Canadian bank today. Automatic sync is coming — always read-only, never with your banking password.
Ways to connect
Bank statement import
CSV, OFX and QFX files from every major Canadian bank. Transactions are parsed, categorized and deduplicated automatically — French and English formats, comma or period decimals.
Dashboard exports
Export your connected financial picture to Excel and PDF. A separate collection of 10 bilingual workbook templates is also available to preview.
Automatic bank sync
Direct, read-only connections to Canadian banks through a regulated aggregation partner. Transactions will update themselves — no more manual files.
No banking passwords, ever
NorthWorth never asks for your banking credentials. File import works offline-first, and the upcoming sync uses tokenized, read-only access you can revoke anytime.
AI assistants (MCP)
Connect your NorthWorth account to ChatGPT or Claude and ask questions about your money. Read-only access to your overview, transactions and goals — never your banking password.
Connect your AI assistant
Ask your money questions in plain language. Your assistant reads your NorthWorth data with your permission — read-only, revocable anytime.
Step 1
Copy your connection address
https://north-worth.com/mcpStep 2
Add it in your assistant
- Claude — Settings → Connectors → Add custom connector, then paste the address.
- ChatGPT — Settings → Apps & Connectors → Developer mode → Create, then paste the address.
Step 3
Approve read-only access
Sign in to NorthWorth and approve the connection on the official authorization screen. Your assistant can then read your overview, transactions and goals.
Safe by design
Nothing leaves your account without the official authorization screen. Access is read-only, never touches your banking password, and you can revoke it anytime.
Works with statements from
Any bank that exports CSV, OFX or QFX works — including all of these: