Integrations
X1 works with the tools your family already uses.
Connect your accounts, business books, document folders, email, and AI assistant, and X1 brings them onto one household record, organized around the businesses, trusts, and properties they belong to.
Connected today.
Accounts and business books
How it worksBank and brokerage accounts
Connect your bank, brokerage, and loan accounts through Plaid, including Chase, Schwab, Fidelity, and Vanguard, and file each one under the person, business, or trust that owns it.
How it worksQuickBooks
Your business is part of your family's wealth. Connect QuickBooks and each company's books sit on the household record next to the trusts, properties, and accounts around it.
Documents and folders
How it worksGoogle Drive
Share a folder and its K-1s, trust documents, statements, Docs, and Sheets come into your household record.
How it worksDropbox
Keep a folder synced, and new documents land in your household record as they arrive.
How it worksBox
Bring the K-1s, trust documents, and statements in your Box folders into your household record.
Email and messages
Email
Reply to an email from an X1 conversation and your answer goes right back into it, so nothing gets lost between inboxes.
Slack
For professionals
Ask X1 about a client in a private Slack thread and keep the work moving without switching apps.
Meetings
Fathom
For professionals
New Fathom meeting summaries come into X1 on their own, searchable alongside everything else you know about the household.
In the AI assistant you already use.
Connect your X1 account, including a free account, to Claude, Claude Code, ChatGPT, Codex or Muse and ask from your saved record. Your assistant’s own plan and settings apply.
X1 answers from your own record, with the source. Anything that would change your record comes back to you to approve.
See assistant setup and requirementsWhat an AI-native family office isMicrosoft Copilot: professional pilotAnything else can come in as a file. Download the statement or tax form as a PDF and add it to your Vault, and X1 reads it the same way. See how X1 reads a Fidelity 1099.
Don't see a tool you use? .
X1 only reads from the services you connect. It doesn't change your files or your books, and it never moves money. Read how X1 protects your information and who can see it on the security page.