Copilot Money

Apple Design Award finalist

Track spending, budgets, investments and net worth. On Web, iOS, Mac & iPad. Questions? Contact us through the app!

[Copilot Money @copilotmoney]

Meet your personal money assistant.

Starting today, we're opening the public beta of a new feature that keeps an eye on your finances, connects the dots, and surfaces what matters before you have to go looking for it.

If you want to be among the first to try it and help shape where it goes, join the waitlist here → https://t.co/Vi0bL3SDd3

[Copilot Money @copilotmoney]

Join the beta waitlist to access new features → https://t.co/FUUctt2Ktm

[Copilot Money @copilotmoney]

Good design is invisible. You don't notice it, you just feel like the app was built for you. Ep 3 of our Money Assistant series is taking you behind the some of tension behind that feeling.

Watch episode 3 → https://t.co/hXPBlydUdS

[Copilot Money @copilotmoney]

ICYMI, previous episodes → https://t.co/9ln7i5AXZK

[Copilot Money @copilotmoney]

@omersthoughts1 contact us via [email protected] please!

[Copilot Money @copilotmoney]

@JoshDance contact us via the in-app chat, if you're hitting different errors it sounds like it's on the Plaid side but we can help troubleshoot them individually!

[Copilot Money @copilotmoney]

Now you can split equally, by dollar amount, or by percentage. Spread across 3, 6, or 12 months, with full history on every transaction. Try it out on web → https://t.co/GOrujWr9Dp

[Copilot Money @copilotmoney]

We launched our web app in December, and we’re giving it first dibs on a brand new split transaction experience ✂️

[Copilot Money @copilotmoney]

Join the beta waitlist → https://t.co/pcy2z1KRBG

[Copilot Money @copilotmoney]

The personal money assistant beta launched and the early feedback is in!

Join us behind the scenes for last month’s launch – what we learned, what we fixed, and what's coming next.

Watch episode 2 → https://t.co/8VtApbJNMn

[Copilot Money @copilotmoney]

ICYMI, episode 1 → https://t.co/Ncr7DLb7lc

[Copilot Money @copilotmoney]

@keepaliveclub We're also doing this!
https://t.co/mx4rp2pXgN

[Copilot Money @copilotmoney]

This one came straight from your feedback. 🚀Our MCP is now live in beta. We’re building a secure, direct connection between Copilot Money and your favorite AI tools.

[Copilot Money @copilotmoney]

The MCP is only the beginning. We’re building this alongside our money assistant. Join the beta waitlist to get access → https://t.co/7XW4dAJAjI

[Copilot Money @copilotmoney]

No more copy-pasting numbers into Claude or ChatGPT.

[Copilot Money @copilotmoney]

@tiggreen 👋

[Copilot Money @copilotmoney]

Meet your personal money assistant.

Starting today, we're opening the public beta of a new feature that keeps an eye on your finances, connects the dots, and surfaces what matters before you have to go looking for it.

If you want to be among the first to try it and help shape where it goes, join the waitlist here → https://t.co/Vi0bL3SDd3

[Copilot Money @copilotmoney]

@cwkdotone It'll also be available in the beta :)

[Copilot Money @copilotmoney]

@erickreutz That's coming soon too! We're offering access to it in the same beta.