Finance

Let agents run your YNAB budget for you

QX watches transactions, tracks categories, flags overspend and keeps scheduled payments in order—so you stay on top of money without opening the app every day.

@QX Am I going to overspend this month?

You're 87% through 'Dining Out' with 12 days left, and your Netflix renewal hits Friday. At this pace you'll go over by ~$45. Want me to move funds from 'Entertainment' to cover it?

YNAB

Gmail

Stop scrolling transactions, reconciling categories, and chasing bills by hand. Let an agent run the books.

Tracking

Spending watched in real time

Every new transaction gets read, categorised and checked against your budget—so overspend, duplicates and odd charges surface the moment they happen, not at month-end.

Reviews

Weekly money briefings, done

Get a clear summary of where money went, which categories are tight, and what's coming up next week—written in plain English and delivered to your inbox or Slack.

Bills

Scheduled payments under control

Recurring transactions get created, updated and cleaned up automatically as subscriptions change—so your budget always reflects what's actually being charged.

YNAB

Real workflows, built for your team

Build complex workflows in minutes that chain YNAB together with the rest of your stack. Trigger them on specific events, on schedule, or on demand.

Personal: Weekly money briefing in your inbox

Every Sunday at 7pm

Scheduled trigger

Pull this week's transactions

in YNAB

Check category balances

in YNAB

Summarise spending & risks

Agent step

Email the weekly briefing

Send via Gmail

QX agents can read your budget, track transactions, manage scheduled payments—and a lot more

LISTList budgets and accounts

QUERYGet a budget month overview

LISTList transactions in a budget

QUERYRead transactions by category

QUERYLook up a payee or category

CREATECreate a budget account

CREATESchedule a recurring transaction

UPDATEUpdate a scheduled transaction

+ 19 more actions

About YNAB

YNAB (You Need A Budget) is one of the most loved personal finance apps in the world, used by hundreds of thousands of people to plan spending, pay down debt and build savings. Its zero-based budgeting method and clean API make it a strong foundation for automating financial tracking and reporting.

About QX Labs

QX is an AI agent platform that helps you build, run and scale AI across your team in a few clicks. Create agents that connect to your data and 1,000+ apps, building institutional memory that gets sharper every run. Then delegate tasks to them from where you already work—Slack, Teams, WhatsApp or email.

See YNAB working inside your stack

Want an AI co-worker that watches your budget and keeps your money organised? Book a demo to talk through your use case, or get started for free.

Book a demo