Copilot Money
copilot.moneyYour money, beautifully organized – on iPhone, iPad, Mac, and Web
Finance & Fintechpersonal-financebudgetingexpense-trackinginvestment-trackingnet-worthai-categorizationapple
About
Copilot Money is a personal finance app available on iPhone, iPad, Mac, and Web that automatically tracks spending, budgets, investments, and net worth in one place. It uses AI to categorize transactions, roll over budgets, and surface personalized recommendations. The app connects to bank accounts, investment platforms, and crypto wallets to provide a unified financial dashboard.
Problem
People struggle to track spending, budgets, and investments across multiple accounts and apps without a unified, automated view of their financial life.
For
individuals who want to manage their personal finances, budgets, and investments in one app
How it works
Copilot connects to your financial accounts and uses AI to automatically categorize transactions, track budgets with rollover support, and display live investment performance and net worth across a single dashboard.
Business model
subscription
Status
launched