panorama by belvo

Real financial
context for your
AI assistant

Connect your real bank, employment, and fiscal data to your AI assistant, then just ask about it. No spreadsheet to build and no cost to you.

Start now
Financial dashboard preview with AI chat input

Get real answers
about your money, in seconds

Connect your account, then ask your AI assistant whatever you want to know about your money.No more piecing it together yourself.

Ask instead of digging

Stop scrolling through months of transactions to find one number. Ask a question and get a straight answer in seconds.

See the full picture

Panorama looks across your accounts and history at once, so patterns show up that a single statement never reveals.

Decide with real numbers

Know whether your income supports a big purchase, a loan, or a career change, before you commit to it.

Everything in one place

Banking, employment, and fiscal records connect once and stay available to ask about anytime.

Works with the AI assistant
you already use

Panorama runs on Belvo's MCP, the open standard for connecting AI assistants to real data.

Connect once, then use it in Claude, ChatGPT, Gemini, or any other assistant that supports custom connectors.

You choose what to share. Nothing links to your assistant without your consent, and you can disconnect anytime.

OpenAI, Gemini, Claude, and Manus logos

available for Brasil and Mexico

What to connect

Open Finance (Brazil)

Connect your bank account to see balances, spending, and investments in one place.

Employment data (Brazil)

Pull your employment history for a clearer read on income, and stability.

Employment data (Mexico)

Access your official employment records through Llave MX.

Fiscal data (Mexico)

Turn your SAT records into a clear view of your financial behavior.

see it in action

Built for two kinds of people

For everyday users

Ask your money questions out loud. Connect your accounts and talk to your AI assistant the way you'd talk to a friend who's good with money.

Track your spending and see whether a big purchase is within reach.

For builders

Production financial data for whatever you're building. Panorama gives your AI assistant or agent a live connection to banking, employment, and fiscal data across Brazil and Mexico through a single MCP server.

You skip the data pipeline and the integration work entirely.

Track spending

Panorama demo — Track spending

How to connect

Panorama connect flow — step 1

How Belvo protects your account

Know more

Belvo only reads your data. Panorama never sees your credentials and can't move money or take any action on your account. Disconnect anytime.

Panorama connects your real financial accounts to your AI assistant, so you can ask questions about your money instead of digging through statements. It's built by Belvo, the platform that already powers financial connections for banks and fintechs across Brazil and Mexico.

Connect the account you want to use, add Panorama as a connector in your AI assistant by entering our MCP server URL: https://panorama-mpc.belvo.io, then start a new chat and ask away. The whole setup takes a few minutes, and there's nothing to install.

Yes. Panorama is free to connect and use. You only need an account with an AI assistant that supports custom connectors.

Panorama runs on Belvo's MCP, an open standard for connecting AI assistants to data. It works with Claude, ChatGPT, Gemini, and any other assistant that supports custom connectors. You're not tied to one.

That depends on the assistant. Some support custom connectors on their free plans, others only on paid ones. Check your assistant's plan before you connect.

Belvo only reads your data, and it connects through the same regulated open finance channels that banks use. Panorama never sees your login credentials and can't move money or take any action on your account. You stay in control of what's connected.

In Brazil, your bank accounts through Open Finance and your employment history. In Mexico, your Llave MX employment records and your SAT fiscal data. You choose what to connect, and you can connect more than one source.

Yes, anytime. When you disconnect an account, your AI assistant loses access to that data right away.