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Smart money app with AI categorization
Copilot Money is a personal finance AI agent offering a personal finance app with AI transaction categorization, budgets and investment tracking. Founded in 2019 and based in New York, New York, USA, Copilot Money helps individuals managing personal finances automate AI personal finance work and get results faster.
Copilot Money takes financial data as input and produces insights. It combines large language models with task-specific AI, with the vendor managing prompts, models and updates. It connects to tools such as Plaid, banks, credit cards and brokerages, so the agent works inside existing workflows.
Copilot Money is built for individuals managing personal finances. It suits teams that want AI categorization and budgets and recurring tracking without adding headcount, while keeping people in control of review and final decisions.
Copilot Money is often compared with Monarch Money. Copilot Money stands out for AI categorization and investment tracking. The right choice depends on your workflow, integrations and budget, so compare both on a real task.
Pricing Model
Subscription
Starting Price
Contact vendor
Free Options
Free trial
Copilot Money for individuals and growing teams. See copilot.money for current pricing.
Copilot Money for larger organizations with security and admin needs. Contact sales for a quote.
| Feature | Pro Popular | Enterprise |
|---|---|---|
| AI categorization | , | |
| Budgets and recurring tracking | , | |
| Higher usage limits | , | |
| Integrations | , | |
| Email support | , | |
| Everything in Pro | , | |
| Investment tracking | , | |
| Cash flow insights | , | |
| SSO and admin controls | , | |
| Dedicated support | , |
Other
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API Types
SDK Availability
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Developer Features
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
Verify with vendor for your specific region requirements.
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