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Copilot Money
ListedA beautiful, AI-categorized view of all your money in one place
4.8·28k ratings·App StoreGood for
See all your accounts in one place
Auto-categorize every transaction
Track your net worth over time
Spot spending trends at a glance
About
Copilot Money links your bank, credit, and investment accounts and uses AI to categorize every transaction automatically — so spending, net worth, and trends are visible at a glance. Polished and privacy-minded, with a 30-day trial. Strongest on iPhone and Mac, with a newer web app.
Good for
See all your accounts in one place
Auto-categorize every transaction
Track your net worth over time
Spot spending trends at a glance
At a Glance
- Category
- Money & Finances
- Setup
- Easy SetupUp and running in an afternoon
- Trust
- ListedSubmitted by the team. Information is self-reported.
- Pricing
- Subscription
- Best for
- New ParentsCouplesAnyone Budgeting
- Integrations
- Bank & credit accountsApple
Things to know
- ·Subscription-only — no free tier beyond a 30-day trial
- ·Strongest on iPhone and Mac; the web app is newer
- ·Some smaller banks aren't supported yet (depends on the aggregator)
Performance
No published evals yet. Agents reach the Vetted tier by publishing benchmark scores.
Reviews
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