Copilot Intelligence
AI-Powered Financial Navigation
Copilot Intelligence
AI-Powered Financial Navigation
Copilot Intelligence
AI-Powered Financial Navigation
Predictive Spending Categorization
Your data is your superpower
Your data is your superpower
Your data is your superpower
Instacart
🥑
GROCERIES
$205.19
Apple.com-us
🛍
SHOPS
$1032.34
Doordash
☕️
COFFEE
$15.24
Instacart Groc*TH1ce6vd0
$205.19
Apple.com-us
$1032.34
Dd Doordash philzcoff
$15.24
🥡
DELIVERY
🥡
DELIVERY
🔑
RENT
🔑
RENT
🛫
TRAVEL
🛫
TRAVEL
🥑
GROCERIES
🥑
GROCERIES
💈
SELF CARE
💈
SELF CARE
🛍
SHOPS
🛍
SHOPS
💳
SUBSCRIPTIONS
💳
SUBSCRIPTIONS
👾
ENTERTAINMENT
👾
ENTERTAINMENT
☕️
COFFEE
☕️
COFFEE
❤️
THERAPY
❤️
THERAPY
It only gets smarter
Copilot learns from your behavior to categorize transactions automatically, eliminating the need for manual rule creation. Simply review your transactions and Copilot will make better predictions over time.
Notes
|Search...
Suggested
🍜 Eating out
🥡 Coffee
👕 Clothing
🥡 Delivery
🛍️ Shopping
🍻 Entertainment
✈️ Flying
🥑 Groceries
🏋️♀️ Workout
💈 Haircut
New Category
Exclude
🍜 Eating out
Category
2722
Remove the guesswork
If Copilot guesses incorrectly and you need to change the category, Intelligence will bump the second-best guess to the top.
Transaction
Cafe Mogador
PENDING
$ 18.68
Add Note
🍜 Eating out
Exclude
Split
Recurring
Review
Keep data private
This is for you and you only. You get your own private categorization model based on your data, and nothing leaves Copilot’s systems.
Notes
|Search...
Suggested
🍜 Eating out
🥡 Coffee
👕 Clothing
🥡 Delivery
🛍️ Shopping
🍻 Entertainment
✈️ Flying
🥑 Groceries
🏋️♀️ Workout
💈 Haircut
New Category
Exclude
🍜 Eating out
Category
2722
Remove the guesswork
If Copilot guesses incorrectly and you need to change the category, Intelligence will bump the second-best guess to the top.
Transaction
Cafe Mogador
PENDING
$ 18.68
Add Note
🍜 Eating out
Exclude
Split
Recurring
Review
Keep data private
This is for you and you only. You get your own private categorization model based on your data, and nothing leaves Copilot’s systems.
Private & safe, as it should be
Private & safe, as it should be
Private & safe, as it should be
Access
This prediction model is fully personalized and used only for your own transactions. We don't sell any data to third-parties.
Retention
You can delete your Copilot account at any time directly through the app. All associated models get deleted as well.
Infrastructure
Our infrastructure is built on the Google Cloud Platform (GCP), which is used by leading financial companies worldwide.
Coming soon to Mac and iOS
Keep an eye out for more
Keep an eye out
for more
Keep an eye out for more
Smart Financial Goals
Forget creating manual calculations to plan your future. Copilot will provide smart suggestions to make creating goals a breeze.
Search & Find
Query your transactions using natural language. Copilot translates your search into filters, helping find what you need in seconds.
Chat with your Copilot
A conversational interface to explore your finances like never before. Gain insights, and ask Copilot for help in setting up your next goal.
Goals
New Goal
Suggested
🏦
Yearly Roth IRA ‘23
🏦
Individual Investments ‘23
🏦
Track funds using 80-20 rule
In Progress
🌧️
Emergency Fund
68%
🏠
Down Payment
23%
Completed
🏦
401K ‘23
100%
Forecasting
Forecasting
Benchmarking
Benchmarking
Cash Flow Insights
Cash Flow Insights
Spending Suggestions
Spending Suggestions
+More
+More
Smart Financial Goals
Forget creating manual calculations to plan your future. Copilot will provide smart suggestions to make creating goals a breeze.
Goals
New Goal
Suggested
🏦
Yearly Roth IRA ‘23
🏦
Individual Investments ‘23
🏦
Track funds using 80-20 rule
In Progress
🌧️
Emergency Fund
68%
🏠
Down Payment
23%
Completed
🏦
401K ‘23
100%
Goals
New Goal
Suggested
🏦
Yearly Roth IRA ‘23
🏦
Individual Investments ‘23
🏦
Track funds using 80-20 rule
In Progress
🌧️
Emergency Fund
68%
🏠
Down Payment
23%
Completed
🏦
401K ‘23
100%
Search & Find
Query your transactions using natural language. Copilot translates your search into filters, helping find what you need in seconds.
|Search with language...
F
show me food related purchases from June
unreviewed transactions above $100
only show Amazon transactions
give net income for June
transactions with tips above $20
|Search with language...
F
show me food related purchases from June
unreviewed transactions above $100
only show Amazon transactions
give net income for June
transactions with tips above $20
Chat with your Copilot
A conversational interface to explore your finances like never before. Gain insights, and ask Copilot for help in setting up your next goal.
A
Andres
Can you help me start saving for an emergency fund?
Polaris
Sure! That sounds like a great goal to have. It looks like you spend on average $5,250 a month. You’ll want to have an emergency fund that lasts you 3-6 months. This is anywhere from $15,000 to $30,000.
You’ll be able to save up to $15,750 by December 5th with a 3 month plan. Here’s what that might look like:
3-Month Emergency Fund
Savings Goal
$15,750
Starting Balance
$6,000
Allocation
$2,000
Jun
Aug
Oct
Dec
Create Goal
|Ask a follow up...
A
Andres
Can you help me start saving for an emergency fund?
Polaris
Sure! That sounds like a great goal to have. It looks like you spend on average $5,250 a month. You’ll want to have an emergency fund that lasts you 3-6 months. This is anywhere from $15,000 to $30,000.
You’ll be able to save up to $15,750 by December 5th with a 3 month plan. Here’s what that might look like:
3-Month Emergency Fund
Savings Goal
$15,750
Starting Balance
$6,000
Allocation
$2,000
Jun
Aug
Oct
Dec
Create Goal
|Ask a follow up...
A better home for your finances
Try Copilot for free. First month on us.
Try Copilot for free.
First month on us.