Copilot Money
Your money, beautifully organized
Copilot Money is a personal finance app that brings spending, budgets, investments, and net worth together from connected accounts in one place. It is available on iPhone, iPad, Mac, and Web.
Features include AI-based transaction tagging based on spending patterns, a daily spending line showing pending refunds and upcoming bills, budget rollovers, monthly cash flow summaries, and subscription detection. Investment views cover live performance estimates, portfolio allocation across equity, crypto, ETFs, and cash, and real estate tracking entered via a Zillow URL.
It is aimed at individuals managing personal finances. A free test drive is available before connecting accounts, followed by a free trial. Pricing is offered on yearly and monthly subscription plans.
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