Copilot Money gets even better with new AI-powered Money Assistant

Copilot Money, a highly-rated personal finance app, is expanding its features with the introduction of Money Assistant, an AI-powered financial agent integrated into the app. This new tool helps users understand their finances, take actions on their behalf, and answer any financial queries they might have. Users of Copilot Money can take advantage of a two-month free trial by using the code 9TO5MAC when they visit the app's website.

Money Assistant, available on iPhone devices initially, aims to streamline the user experience by taking care of various financial tasks. It can recategorize transactions, match refunds, and even make suggestions to keep budgets and categories accurate. Users can also engage in conversations with Money Assistant within the app, asking questions about their spending habits, income, recurring charges, investments, and more.

This feature enables users to inquire about long-term savings goals, growing their net worth, managing income changes, and investment strategies.

The AI assistant's responses are based on all aspects of the user's financial life within the Copilot Money app. Users can further refine their questions, ask follow-ups, and even provide direct feedback, such as selecting a "roast mode" for brutally honest financial advice. The Money Assistant also simplifies the onboarding process for new users, guiding them through the setup flow and analyzing their data to create a personalized starting budget and categorize transactions most relevant to the user.

Privacy remains a top priority for Copilot Money, with no ads, no data selling, and no hidden partnerships. The introduction of Money Assistant does not compromise these principles, as users' data remains exclusively theirs and is not used to train third-party AI models. For those interested in learning more about Copilot Money's privacy and security practices, they can visit the app's website.

Copilot Money has been praised for its design, with the app being Apple's Editors' Choice and an Apple Design Awards finalist. It has garnered an impressive App Store rating of 4.8 from over 31,000 reviews. Trusted by several 9to5Mac team members, including Chance and Fernando, Copilot Money continues to be a highly regarded tool for managing personal finances.