I don't quite understand the desire to have these verbose summaries that you have to read from LLMs. You'll notice anomalies if you just categorize each of your expenses every so often (easy with Tiller).
I actually built it for myself initially, and my wife. So I just built what we needed/wanted.
There will be a huge variety of products in this space and ours is just one take on the problem. I love seeing anything that's taking a shot at it.
It's the ease by which LLMs can ingest and combine various data sources.
I recently needed to set up some calendar events on certain dividend days, but of course, didn't know what those dividend dates actually were. So we used the MCP connector to retrieve our current Vanguard holdings, had GPT-Pro do web research to pull all the dates, and then created calendar events from that. Worked well.