Why people use it
Plain-English answers
Ask the way you'd ask a friend who's good with spreadsheets. Get a straight answer with the numbers behind it.
Built on your data
Answers come from your accounts, transactions, and categories — not generic tips from the internet.
Spots what you'd miss
Unusual spikes, creeping subscriptions, and categories drifting over budget get flagged in your insights.
Private by design
The assistant sees the relevant rows from your account, never your login or payment details. We don't sell your data.
How it works
- 1
Log a few weeks of transactions, or import a CSV.
- 2
Open the assistant from your dashboard.
- 3
Ask a question about your spending, budgets, or trends.
Questions about ai money assistant
What can I ask the AI assistant?+
Questions about your own money: spending by category or merchant, changes month to month, recent transactions, budgets, and where you might cut back.
What data does the AI see?+
Only the relevant rows from your own account needed to answer the question. It never sees your password or payment details.
Is the AI assistant free?+
The free plan includes a limited number of AI questions each month. Paid plans raise the limit.
Does the AI give financial advice?+
No. It explains and summarizes your own spending. For advice about investments or your financial situation, speak to a qualified adviser.
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