Ynab AI agent for Slack and Teams

Put Wopie to work in Ynab.

Wopie works in Ynab to show where your money went, check each budget and set up repeating payments.

Hire for free

$100 in credits · No card needed

# home

Alex in #home

@wopie how much is left for groceries?

Wopie Quoted 40 credits before starting

You have $142 left of $600, with 9 days to go. That's about $15 a day.

Used 36 credits·Answered in the thread

How Wopie works with Ynab.

Wopie is an AI agent that works in Ynab for you. You ask in Slack or Microsoft Teams. It reads your budgets, accounts and months, and creates scheduled payments. Ask how much is left for groceries. Wopie tells you the credits first. Adding or deleting a repeating payment waits for a person's OK.

1Ask in a channelWrite what you need in Slack or Microsoft Teams, the way you'd ask a teammate. No setup in Ynab.
2Wopie does the workIt tells you the credits first, then works in Ynab and your other tools, and posts the result in the thread.
3You stay in chargeAnything that reaches a customer, moves money or deletes data waits for your OK.

Works in: Slack and Microsoft Teams
Connects: Sign in to Ynab once
Category: Finance & payments
What it can do: 27 Ynab actions: 22 look things up, 5 make changes
Price: $100 in free credits, then pay per job

Wopie uses Ynab with your other tools.

Ask for a result that needs more than one tool. Wopie pulls from Ynab, checks the rest and hands back one finished answer.

Everything Wopie can do in Ynab.

27 Ynab actions, in plain words. You never pick them yourself: ask for the result and Wopie chooses. 22 only look things up. The rest make changes, inside the access you give it.

Create a new account in a budgetChanges
Create a new account in a budget.
Create scheduled transactionChanges
Creates a scheduled transaction in a YNAB budget.
Delete scheduled transactionChanges
Permanently deletes a scheduled transaction from a YNAB budget.
Get accountLooks up
Gets a single account resource.
Get authorized userLooks up
Gets the authorized user's information.
Get budgetLooks up
Gets a complete budget export, including all accounts, categories, payees, and transactions.
Get budget monthLooks up
Gets a specific budget month.
Get budget settingsLooks up
Gets budget-level settings. Use when you need to gets currency and date formatting preferences for a specific budget.
Get categoryLooks up
Gets a single YNAB budget category.
Get month categoryLooks up
Gets a single category for a specific budget month.
Get payeeLooks up
Gets a single payee. Use when you need full details of a payee after confirming the budget and payee selection.
Get scheduled transactionLooks up
Gets a single scheduled transaction.

Safe in Ynab by default.

Only what you share
Wopie sees only what your Ynab connection allows, and never more than the person who asked.
Asks before it acts
Looking things up runs on its own. Anything that reaches a customer, moves money or deletes data waits for your OK.
Every step on record
Each change it makes in Ynab is logged, with who asked and who approved it.

How Wopie stays safe

From owners using it

What owners are saying.

“Wopie.ai has transformed how I run the agency. Enquiries, follow-ups and everyday admin are easier to stay on top of, freeing me to focus on our clients and growth. It's simple to use, and the entire operation now runs more smoothly.”
Harcourts · Real estate
“Wopie.ai has genuinely changed how I run Aster Stayz. It saves me hours on everyday tasks, giving me more time to care for our guests and grow the business. It's simple to use and has made the entire operation feel far more manageable.”
Aster Stayz · Short-term rentals