AI assistants for budgeting, investing and money management.
Cleo AI
A chat-based personal finance app that uses AI to help users track spending, build budgets, and get a conversational, plain-language view of their money.
Copilot Money
An AI-assisted personal finance app that automatically categorizes transactions and tracks net worth across linked accounts.
Rocket Money
An AI-assisted app that tracks recurring subscriptions, negotiates bills on a user's behalf, and helps build a monthly budget.
Origin
An AI-assisted personal finance and financial planning platform, often offered to employees as a workplace benefit.
Plum
An AI-powered money app that studies your spending patterns and automatically sets aside savings you won't miss.
Monarch Money
AI-assisted personal finance app that tracks budgets, net worth, and spending across all your accounts in one dashboard.
PocketGuard
A personal budgeting app that links your accounts, tracks spending automatically and uses AI chat to answer questions about your budget, plus a debt payoff planner and bill-negotiation feature.