AI for everyday financial decisions.
AI Copilot is the conversational layer of our AI-powered financial action engine - answers in plain English, grounded in your real numbers, with one-tap fixes.
What can AI Copilot do?
Every capability is grounded in your real accounts - never generic advice.
Spending analysis
Compare any time period against any other. Drill into merchants, categories, or specific cards.
Subscription audit
Find duplicates, dormant trials, and price hikes. Cancel directly from chat.
Forecast & plan
Project your net worth 6 months out. Run what-ifs on big purchases before you commit.
Savings coach
Find $100–$500/month you didn't know you had. AI surfaces leaks and rate-shops cash.
Fraud & anomaly detection
Spot duplicate charges, surprise renewals, and unusual activity the second they post.
Goal tracking
Down payment, debt-free, retirement - AI keeps you on track and adjusts when life changes.
Net worth intelligence
Live consolidated balance across every account, with AI-projected trajectory.
Cash-flow planner
30-day forward look at bills, paychecks, and surplus - so you never get caught short.