Copilot Money, the award-winning personal finance app, is launching Money Assistant, an AI financial agent built into every part of the app. It tells you what you need to know, makes changes for you, and answers anything about your money. The tool works in the background, taking actions like recategorizing transactions or matching refunds, and powers a daily briefing with category fixes, matched refunds, and flagged charges.
Money Assistant also enables chat interactions, letting users ask day-to-day questions about spending habits, income, recurring charges, and investments. It can answer big-picture questions about long-term savings goals, retirement planning, and investment strategies. Users can edit categories, budgets, transactions, and recurrings directly from chat, and customize how the assistant communicates, including a roast mode for brutally honest feedback.
The assistant also streamlines onboarding by analyzing data, creating a starting budget, and selecting key categories to track. Privacy remains a core value, with no ads, no data selling, and no hidden partnerships. User data is not used to train third-party AI models.
Copilot Money is available on iPhone, iPad, Mac, and web, with Money Assistant rolling out on iPhone first. The app is an Apple Editors’ Choice and a 4.8-star rated App Store favorite from over 31k reviews. 9to5Mac readers can claim an extended two-month free trial with code 9TO5MAC at the Copilot Money website.
Source: 9to5Mac · Summarized by HeadlinesBriefing