Cleo
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.