Overview
Copilot Money is an AI-powered personal finance management tool designed to automatically track all accounts, spending, and investments in one place. The platform leverages AI to learn user spending patterns and automatically categorize transactions, providing insights into where money is going. Key features include a spending line to visualize daily spending, rollover budgeting to save for larger purchases, cash flow tracking with monthly summaries, and subscription spotting to identify forgotten recurring charges. Copilot also supports investment tracking, net worth calculation, and real estate valuation via Zillow integration. It's available on iPhone, iPad, Mac, and Web.