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

πŸ₯‘

GROCERIES

$205.19

Apple.com-us

πŸ›

SHOPS

$1032.34

Doordash

β˜•οΈ

COFFEE

$15.24

Instacart Groc*TH1ce6vd0

$205.19

Apple.com-us

$1032.34

Dd Doordash philzcoff

$15.24

πŸ₯‘

DELIVERY

πŸ₯‘

DELIVERY

πŸ”‘

RENT

πŸ”‘

RENT

πŸ›«

TRAVEL

πŸ›«

TRAVEL

πŸ₯‘

GROCERIES

πŸ₯‘

GROCERIES

πŸ’ˆ

SELF CARE

πŸ’ˆ

SELF CARE

πŸ›

SHOPS

πŸ›

SHOPS

πŸ’³

SUBSCRIPTIONS

πŸ’³

SUBSCRIPTIONS

πŸ‘Ύ

ENTERTAINMENT

πŸ‘Ύ

ENTERTAINMENT

β˜•οΈ

COFFEE

β˜•οΈ

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

πŸ₯‘ Coffee

πŸ‘• Clothing

πŸ₯‘ Delivery

πŸ›οΈ Shopping

🍻 Entertainment

✈️ Flying

πŸ₯‘ Groceries

πŸ‹οΈβ€β™€οΈ Workout

πŸ’ˆ 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.

τ€°Œ

Transaction

􀍠

Cafe Mogador

PENDING

$ 18.68

Add Note

🍜 Eating out

Exclude

Split

Recurring

Review

τ€Ž‘

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

πŸ₯‘ Coffee

πŸ‘• Clothing

πŸ₯‘ Delivery

πŸ›οΈ Shopping

🍻 Entertainment

✈️ Flying

πŸ₯‘ Groceries

πŸ‹οΈβ€β™€οΈ Workout

πŸ’ˆ 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.

τ€°Œ

Transaction

􀍠

Cafe Mogador

PENDING

$ 18.68

Add Note

🍜 Eating out

Exclude

Split

Recurring

Review

τ€Ž‘

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

τ€…Ό

New Goal

Suggested

🏦

Yearly Roth IRA β€˜23

🏦

Individual Investments β€˜23

🏦

Track funds using 80-20 rule

In Progress

🌧️

Emergency Fund

68%

🏠

Down Payment

23%

􀆅

Completed

🏦

401K β€˜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

τ€…Ό

New Goal

Suggested

🏦

Yearly Roth IRA β€˜23

🏦

Individual Investments β€˜23

🏦

Track funds using 80-20 rule

In Progress

🌧️

Emergency Fund

68%

🏠

Down Payment

23%

􀆅

Completed

🏦

401K β€˜23

􀆅

100%

Goals

τ€…Ό

New Goal

Suggested

🏦

Yearly Roth IRA β€˜23

🏦

Individual Investments β€˜23

🏦

Track funds using 80-20 rule

In Progress

🌧️

Emergency Fund

68%

🏠

Down Payment

23%

􀆅

Completed

🏦

401K β€˜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

τ€―»

unreviewed transactions above $100

τ€―»

only show Amazon transactions

τ€―»

give net income for June

τ€―»

transactions with tips above $20

τ€―»

|Search with language...

􀆔

F

show me food related purchases from June

τ€―»

unreviewed transactions above $100

τ€―»

only show Amazon transactions

τ€―»

give net income for June

τ€―»

transactions with tips above $20

τ€―»

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

τ€‹Š

Jun

Aug

Oct

Dec

τ€…Ό

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

τ€‹Š

Jun

Aug

Oct

Dec

τ€…Ό

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.