An AI finance assistant with personality: it connects to your bank, tracks budgets, answers money questions in plain language and helps with savings goals.

Description

Cleo is a personal finance AI assistant that talks to users in a lively, characterful way. Through Plaid it connects to your bank, analyzes spending, helps with budgeting, savings and debt plans.

Key features

  • Spending analysis and budgeting
  • Plain-language answers to money questions
  • Savings goals and debt repayment plans
  • Cash advances for quick needs
  • A characterful chat voice with sarcasm and support

Who it is for

The app targets a younger audience in the US and UK that prefers a friendly, understandable approach to personal finance over boring bank reports.