@copilotmoney

Track spending, budgets, investments & net worth. Now with your Money Assistant. Web, iOS, Mac & iPad. Apple Design Award finalist. Questions? Ask us in-app

 New York, NY
copilot.money/twitter
Joined December 2018
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Your money now has a copilot 🚀 The Money Assistant is live for everyone on iOS. This AI financial agent flags what needs attention, answers your questions, and handles the busywork…all with your approval.
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Available today on iOS, with other platforms to follow. Learn more → youtube.com/watch?v=qUmWdk4l…

Introducing the Money Assistant

Learn about Copilot's newest feature: the Money Assistant. It's an ...

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Our MCP is available to everyone now too. Securely connect and ask about your money right from the AI tools you already use.
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New in the Money Assistant beta: standing instructions. Set it once and the assistant follows it until you say stop. Use instructions to track a trip, set rules for specific merchants, or keep an eye on certain purchases.
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more replies
Stay up-to-date on the latest app updates → copilot.money/dispatch

Dispatch | Copilot Money – Personal Finance App for Web, iPhone, Mac and iPad

Track spending, budgets, investments & net worth all in one beautifully designed place. The personal finance app powered by smart automation and built with privacy at the center. Available on Web,...

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first 10 people to reply to this will get added to the beta 👀
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New in the Money Assistant beta: ask for a chart and get one right in the chat. From bar charts to merchant comparisons, now you’ll see exactly where your money’s going.
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Charts also feed into the suggestions the assistant already surfaces on its own, like category recommendations. When it flags something, it’ll show you the "why" instead of just telling you.
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Curious about how we’re building this upcoming feature? → youtube.com/watch?v=bDcsYOjU…

We’re Building a Personal Money Assistant | Part 1

Join the public beta: https://copilot.money/agentLearn more about ...

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You can build a product for people, or you can build it with them. For the final episode of our Money Assistant series, we opened a pop-up coffee shop to meet our beta testers face-to-face. Watch episode 4 → youtube.com/watch?v=0XiCosC6…

Making Coffee and a Personal Money Assistant | Part 4

Learn more about the Money Assistant: https://www.copilot.money/dis...

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ICYMI, previous episodes → youtube.com/playlist?list=PL…

Personal Money Assistant

A behind-the-scenes look at how we build Copilot Money.

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Join the Copilot Money subreddit to stay updated on the latest release news → reddit.com/r/copilotmoney/

r/copilotmoney

Do money better, together. A space for Copilot Money users to swap tips, ask questions & talk all things personal finance. We're glad you're here :)

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Good design is invisible. You don't notice it, you just feel like the app was built for you. Ep 3 of our Money Assistant series is taking you behind the some of tension behind that feeling. Watch episode 3 → youtu.be/8DMDxSDF13I

Designing a Personal Money Assistant | Part 3

Join the public beta waitlist: https://copilot.money/agentLearn mo...

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ICYMI, previous episodes → youtube.com/playlist?list=PL…

Personal Money Assistant

A behind-the-scenes look at how we build Copilot Money.

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Join the beta waitlist to access new features → agent.copilot.money/?utm_sou…

Copilot Money | Your Personal Money Assistant

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We launched our web app in December, and we’re giving it first dibs on a brand new split transaction experience ✂️
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Now you can split equally, by dollar amount, or by percentage. Spread across 3, 6, or 12 months, with full history on every transaction. Try it out on web → app.copilot.money
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