YNAB AI employee
A Superkind AI employee that checks account balances, reconciles payments, categorises transactions, and prepares reports in YNAB. Message it in Teams or Outlook, it does the work in YNAB and reports back with the result. Sensitive actions wait for your approval.
- Hosted in the EU
- GDPR data processing agreement
- Ready to start today
- Works in Teams, Slack and more
What is a YNAB AI employee?
A YNAB AI employee is an AI that connects to your YNAB account and completes work in it. It reads plans, checks accounts, assigns transactions to categories, and reconciles incoming payments. Superkind builds this AI employee with your company knowledge and delivers the finished result to wherever your team works.
Unlike workflow builders such as Zapier or Make, there is nothing to configure. No triggers, no scenarios, nothing to maintain. You describe the outcome in plain English, the AI employee picks the right YNAB actions, chains them with your other systems, and asks for your approval before sensitive changes.
YNAB is a platform for spending plans, accounts, categories, transactions, payees, and scheduled payments.
You ask in Teams
Describe the YNAB outcome you need in plain English.
Superkind picks the actions
Selects the right YNAB actions and connects them with your systems.
Superkind works in YNAB
Checks accounts, categorises transactions, and reconciles payments with your real data.
Superkind reports back
Delivers the finished result to Teams or Outlook.
What can you ask Superkind to do in YNAB?
Messages you would actually send. Copy one, swap in your specifics, and Superkind takes it from there.
“Check the open invoices in DATEV against incoming payments in YNAB and list every discrepancy with its amount.”
you, to @Superkind“Reconcile the new bank transactions in YNAB with payments from DATEV and flag every unresolved case.”
you, to @Superkind“Create an August spending report by YNAB category and transfer the result to Google Sheets.”
you, to @Superkind“Let me know here as soon as a YNAB payment arrives that cannot be matched to an open invoice.”
you, to @SuperkindHow does Superkind work with YNAB?
- Native integrations and connectors for 1,000+ tools
1Connect your systems
Connect YNAB securely to Superkind. Add Teams and the systems that hold your finance data. Superkind handles the YNAB sign-in and makes the connection available in Teams. Your team can then get started.
@Superkind please reconcile this week’s incoming payments in YNAB with the open invoices in DATEV.
On it. I am reconciling the YNAB transactions with the open invoices in DATEV.
2Tell Superkind what you need
Message your AI employee in Teams like a colleague. Ask it to reconcile open invoices with YNAB transactions or report spending by category. Superkind understands the request and picks the right YNAB actions. You do not need to build a workflow.
- 4 open invoices found
- 3 YNAB payments matched
- Invoice 1048 remains open
Transaction 1048 preparedWaiting for your approvalSave transaction 1048 in YNAB?3Superkind operates, you approve
Superkind checks the data in YNAB and reports the result in Teams. It handles read-only tasks independently. Changes to transactions, categories, or accounts in YNAB wait for your approval. Every step is logged.
What can Superkind do in YNAB?
Ask in plain English from Teams or Outlook. Superkind picks the right YNAB actions, runs the work, and reports back. No workflows to build.
List plans
Lists available YNAB plans with their name and last modification time.
Get plan details
Reads the accounts, categories, payees, and transactions in a YNAB plan.
Check plan settings
Shows the date format and currency format of a YNAB plan.
Detect plan changes
Fetches only data that changed since the last YNAB reconciliation.
List accounts
Lists YNAB accounts with their type, balance, and status.
Check account balance
Reads the balance, cleared balance, and uncleared balance of a YNAB account.
Create account
Creates a new YNAB account with a type and starting balance.
Get account transactions
Shows all transactions for a specific YNAB account in the selected period.
List categories
Lists YNAB category groups and categories with assigned, activity, and available amounts.
Check category
Reads the monthly values and target for a single YNAB category.
Change category assignment
Changes the assigned amount for a YNAB category in a specific month.
Change category target
Updates the target amount of a YNAB category.
Analyse category spending
Summarises YNAB transactions in a category by period and payee.
Search transactions
Finds YNAB transactions by account, category, payee, status, or date range.
Check uncategorised transactions
Lists all YNAB transactions without a category for further assignment.
Check unapproved transactions
Lists every unapproved YNAB transaction with its amount and account.
Create transaction
Creates a YNAB transaction with account, amount, date, payee, and category.
Update transaction
Updates the amount, date, category, memo, or status of a YNAB transaction.
Delete transaction
Permanently deletes a selected transaction from the YNAB plan.
List scheduled transactions
Lists upcoming and recurring YNAB transactions with their next date and frequency.
Check due payments
Shows scheduled YNAB transactions whose next date falls within the selected period.
Analyse payment cadence
Groups scheduled YNAB transactions by frequency, account, and payee.
List months
Lists YNAB months with income, assigned, activity, and available amounts.
Create monthly report
Summarises income, spending, and available amounts for a YNAB month.
List payees
Lists YNAB payees and their linked transfer accounts.
Reconcile payments
Compares YNAB transactions with open invoices from DATEV or Lexoffice.
Superkind uses YNAB together with your other systems
Ask for outcomes that span tools. The AI employee reconciles YNAB data with accounting records and spreadsheets, then delivers the finished result in Teams or Outlook.
Superkind AI employees that work with YNAB
Every role brings its expertise and uses YNAB as one of its tools.
Companies working with Superkind
Frequently asked questions
Everything you need to know about your AI employee for YNAB.
Yes. Superkind connects to your YNAB account through a managed connector. Once connected, your team can put the AI employee to work in YNAB from Microsoft Teams or Outlook. It reads plans, accounts, categories, and transactions with exactly the permissions required for the agreed use case.
An admin authorises access to YNAB and selects the relevant plan. We then confirm which accounts, categories, and transactions the AI employee needs for its work. Superkind sets up the connection during onboarding. You can then send requests directly from Teams or Outlook without configuring a connector yourself.
It can read plans and accounts, check balances, analyse categories and monthly values, find payees, and search, categorise, or reconcile transactions. It can also review scheduled transactions and unresolved assignments. The exact selection depends on your use case and the YNAB permissions you approve.
No. With Zapier or Make, you build triggers, filters, and individual steps and maintain them when something changes. With the AI employee, you describe the desired outcome in plain English. Superkind picks the right YNAB actions, connects them with DATEV, Lexoffice, or Google Sheets when needed, and asks when details are missing.
Only with your approval. Superkind can read, search, summarise, and prepare reports independently. When a transaction needs to be created, changed, or deleted, a category assignment adjusted, or a new account created, the action waits for a responsible person to approve it in Teams. Your team decides which YNAB actions are sensitive.
Superkind is hosted in the EU and signs a GDPR data processing agreement with you. The AI employee receives only the minimum YNAB permissions required. Your data is not used for training. Access and completed actions are logged so you can always trace what was read or changed in each plan.
A YNAB subscription starts at about 9 US dollars per month with annual billing and costs about 15 US dollars with monthly billing. Zapier starts at about 20 euros per month and Make at about 10 euros per month, both plus setup and maintenance time. Superkind is priced per use case, a fraction of a full-time hire.