Bring your AI assistant into your financial workflows with PayShore.
Get straight answers about your cash from the AI assistant you already use, for example Claude or ChatGPT, with safe, read-only access to your business bank accounts.
Ask your own AI assistant what PayShore could do for you.
Read payshore.com/bring-your-own-agent. Based on what you know about me, my role, my company and the work I usually ask you to help with, tell me which of these use cases would help us most. For each one, explain the benefit in our terms, what data or files I would need to share with you, and the first question I should ask you once PayShore Cash Visibility is connected.
- 1Copy the promptUse the button to copy it.
- 2Paste it into your AI assistantUse the AI assistant account you already work in, with web access turned on.
- 3Get your shortlistYour AI assistant recommends the use cases that fit your business and what to try first.
Put your AI assistant to work on your cash data, without giving it the keys.
Most businesses keep what should happen, what has been recorded and what has actually happened at the bank in different places. Pick your industry to see how your AI assistant can help once it can read all three, with read-only access you control.
Common questions
How do I get started?
Sign up for Cash Visibility online and connect up to 3 of the banks you already use. Then connect your AI assistant with read-only access. Sign up here.
Is an implementation required?
No. Your PayShore account connects to the banks you already use with your authorized credentials, but no technical implementation is required.
Can my AI assistant move money?
No. Your AI assistant has read-only access to balances and transactions through PayShore and cannot move money. You can revoke its access at any time, and AI assistant access is recorded in your PayShore audit log.
How current is the data?
Cash Visibility pulls balances and transactions from your connected banks daily, so answers reflect the latest daily update.
Which AI assistants does it work with?
It works with leading AI assistants, for example Claude and ChatGPT, and we plan to add Microsoft Copilot and Google Gemini. Data your AI assistant reads is handled under your own account and its data settings.
Do I need to change banks?
No. PayShore works with the banks you already use.
How much does it cost?
Cash Visibility is the starting plan, for up to 3 banks. When you are ready to send payments, move money between accounts, or add approvals, Essentials and higher plans add those in the same workspace. See the Pricing page for current plans and pricing.
What's in Cash Visibility, and what comes next.
Cash Visibility is the see-everything plan: your balances and transactions from up to 3 banks in one view, readable by your AI assistant, with read-only access. When you're ready to act on what you see, Essentials and higher plans add payments, transfers and approvals in the same workspace.
Compare plans on the Pricing page.
Cash Visibility pulls balances and transactions from your connected banks daily, so answers reflect the latest daily update.
Your AI assistant reads balances and transactions through PayShore and cannot move money. Revoke its access at any time; AI assistant access is recorded in your PayShore audit log.
Works with leading AI assistants, for example Claude and ChatGPT, and we plan to add Microsoft Copilot and Google Gemini. Data your AI assistant reads is handled under your own account and its data settings.
Schedule recurring reports or run one on demand, with transaction detail for every connected account. Balance alerts tell you when something needs your attention.