One shared record. Less manual work.
SharedAnchor tracks shared expenses, custody schedules, and payments — plus a private AI assistant, receipt email intake, and read-only AI-assistant access, all built in.
Ask a private AI assistant about your own expenses and schedule. Forward a receipt instead of typing it in by hand. Give your own AI assistant, or your attorney's, safe read-only access to your records. Every feature on this page is live in the product today, not a roadmap item.
Private AI assistant
Email receipt intake
Read-only AI-assistant access
Ask, instead of digging through the record
A private AI assistant built into your SharedAnchor dashboard, powered by Claude from Anthropic.
Ask what you spent on medical expenses this month, get help setting up your custody schedule, or draft a swap request to your co-parent — in plain language, without hunting through logs. It reads your shared SharedAnchor record — the same expenses, payments, and custody calendar you and your co-parent both have — but your conversation with it is private: your co-parent never sees your questions, and you never see theirs. Every suggestion is something you review before anything is saved or sent. It's not a lawyer, accountant, or therapist — for legal, tax, or safety decisions, talk to a licensed professional.
What did we spend on medical this month?
$42 for a copay on Sept 3. Want me to log it, split 50/50?
Log $42 medical copay, split 50/50
Forward a receipt. Skip the data entry.
forward@sharedanchor.com turns your inbox into an intake line.
Forward a receipt or invoice email and SharedAnchor drafts the expense for you — amount, category, and date filled in. Review it, fix anything that's off, and confirm to add it to your shared record. If it looks like a receipt you already filed, we flag it before you file, so you decide — filing a legitimate repeat charge is still one click away.
Forwarded: Target Order Confirmation
From receipts@target.com
“Thanks for your order! Your total was $42.17, charged to your card ending 4242.”
Target — order confirmation
Forwarded email
Review
Ask Claude or ChatGPT about your own SharedAnchor record
Connect your AI assistant once, then ask it about your expenses, payments, or custody calendar from the assistant you already use.
Once connected, ask things like “What did we spend on medical this month?” or “Who has the kids next weekend?” without opening SharedAnchor. It's not yet listed in Claude's or ChatGPT's connector directory, so for now you connect it manually below — it takes about a minute. Access is read-only and limited to your own data: your assistant can look, but it can't edit records, move money, message anyone, or see your co-parent's private activity, and you can disconnect it anytime. This same connector address also authorizes an invited attorney's read-only access (see below) — connecting your own assistant here and inviting your attorney are two separate actions with two separate approval screens, not the same thing, even though they share one address.
- 1In your AI assistant, add a custom connector and point it at SharedAnchor’s connector address.
- 2Sign in with your SharedAnchor account and approve the read-only consent screen.
- 3Ask away — disconnect anytime from your assistant’s settings, or from SharedAnchor Settings → Connected Apps.
https://api.sharedanchor.com/mcpRead-only, your data only, revocable anytime — SharedAnchor never sees your conversation, and your assistant never sees your password.
Give your attorney secure access to your records
Read-only, scoped to your case, revocable anytime.
If your case calls for it, invite your attorney to securely query your SharedAnchor expense, payment, and custody records from Claude — no exporting, printing, or emailing files back and forth. Enter their email in Settings and SharedAnchor sends them a secure link to accept; from there, they get their own access code to authorize in Claude — not a login of their own — and you can revoke it anytime from Settings. This requires a paid Claude plan, and if your attorney connects through a Claude Team or Enterprise workspace, their workspace owner needs to allow custom connectors first. Setup takes about five minutes; our attorney guide walks through it step by step.
Everything above, in one plan
One family subscription covers both of you. No per-parent bill, no add-on tier for what's above.
The AI assistant, email receipt intake, and read-only AI-assistant access above are included with SharedAnchor, not sold as an upsell — and one subscription covers the whole pair, so you're not paying twice to see the same shared record.
Questions parents ask
What AI features does SharedAnchor include?
SharedAnchor has a built-in AI assistant that you can ask about your own co-parenting record, plus a forward@sharedanchor.com inbox that turns a forwarded receipt or invoice email into a one-tap expense draft.
Can my attorney query my records from an AI tool?
Yes, with your consent. You can grant your attorney scoped, read-only access from Settings, and the records can then be queried from an authorized AI client. Access is revocable at any time.
What does SharedAnchor track?
SharedAnchor tracks shared parenting expenses, payment records, custody schedules, and exportable PDFs in one tamper-evident record.
Does my co-parent need a paid account?
No. One family subscription covers the pair, so your co-parent can review expenses, payments, and calendar records without buying a separate plan.