Integrations
Bring your family's documents and books into X1.
Connect the places your documents and business books already live. X1 reads what you choose, suggests the business, trust, or property it belongs to, and asks you to confirm before anything is filed.
Connected today.
How it worksBox
Read the K-1s, trusts, and statements in the Box folders you choose.
How it worksDropbox
Copy files once or keep a folder synced. X1 reads them with read-only access.
How it worksGoogle Drive
Share a folder with X1 and it reads what's inside, including Google Docs and Sheets.
How it worksQuickBooks
Put each company's cash, receivables, payables, and profit and loss on the household record.
How it worksBank and investment accounts
Connect bank accounts at US institutions, view-only, with investment and loan details where shared, and file each one under who owns it.
In the AI assistant you already use.
Add X1 to Claude or ChatGPT and ask about your household record from there. X1 answers from your own record and cites it, or says it can't. It doesn't trade or move money, and changes to your record still need your approval in X1.
Set up X1 in Claude or ChatGPTNot connected yet.
X1 doesn't connect to these yet. Tell us which ones you use, and we'll count it toward what we build next. Until then, download the statement or tax form as a PDF and add it to your Vault. X1 reads it the same way. See how X1 reads a Fidelity 1099.
Custodians and brokerages
Private markets and equity
Wealth and advisor platforms
Estate and documents
Tax and payroll
Choose one you use, and we'll count it toward building a direct connection. You can come back and choose another.
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.