Apple Design Award finalist Track spending, budgets, investments and net worth. On Web, iOS, Mac & iPad. Questions? Contact us through the app!
New York, NY
Joined December 2018
- Tweets639
- Following235
- Followers13.2K
- Likes530
Pinned Tweet
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 → copilot.money/agent
New in the Money Assistant beta: standing instructions. Set it once and the assistant follows it until you say stop. Use instructions to track a trip, set rules for specific merchants, or keep an eye on certain purchases.
Stay up-to-date on the latest app updates → copilot.money/dispatch
New in the Money Assistant beta: ask for a chart and get one right in the chat.
From bar charts to merchant comparisons, now you’ll see exactly where your money’s going.
Charts also feed into the suggestions the assistant already surfaces on its own, like category recommendations. When it flags something, it’ll show you the "why" instead of just telling you.
Curious about how we’re building this upcoming feature? → youtube.com/watch?v=bDcsYOjU…
You can build a product for people, or you can build it with them. For the final episode of our Money Assistant series, we opened a pop-up coffee shop to meet our beta testers face-to-face.
Watch episode 4 → youtube.com/watch?v=0XiCosC6…
ICYMI, previous episodes → youtube.com/playlist?list=PL…
Join the Copilot Money subreddit to stay updated on the latest release news → reddit.com/r/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 → youtu.be/8DMDxSDF13I
ICYMI, previous episodes → youtube.com/playlist?list=PL…
Join the beta waitlist to access new features → agent.copilot.money/?utm_sou…
We launched our web app in December, and we’re giving it first dibs on a brand new split transaction experience ✂️
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 → app.copilot.money
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 → youtube.com/watch?v=wmoAY8dr…
Join the beta waitlist → copilot.money/agent
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.
The MCP is only the beginning. We’re building this alongside our money assistant. Join the beta waitlist to get access → agent.copilot.money/#mcp
