// 9TO5MAC — MOBILE & WEB
Copilot Money gets even better with new AI-powered Money Assistant
Copilot Money, the award-winning personal finance app, is getting even better this week with the launch of Money Assistant: an AI financial agent built into every part of the app. It tells you what you need to know, makes changes for you, and answers anything about your money.
Copilot Money is exclusively offering 9to5Mac readers an extended two-month free trial with code 9TO5MAC. Get started today by visiting the Copilot Money website.
We’ve covered Copilot Money before here at 9to5Mac. It’s a beautifully designed app that syncs and connects with thousands of financial institutions, bringing together all your accounts, spending, savings goals, and investments.
Copilot Money is available across iPhone, iPad, Mac, and web. Money Assistant is rolling out on iPhone, with more platforms coming soon.
Money Assistant works in the background so you don’t have to. It can take actions on your behalf, like recategorizing a transaction or matching a refund, and it powers a daily briefing with a rundown of category fixes, matched refunds, and flagged charges. You’ll also get personalized suggestions to keep your budget and categories accurate as your spending changes.
You can also interact with the Money Assistant by chatting with it. You can start a conversation anywhere in the app, and it already knows what you mean. Ask it day-to-day questions about your spending habits, income, recurring charges, investments, and more.
Chatting with the Money Assistant is also great for big-picture questions like long-term savings goals, growing your net worth, managing income changes, and investment strategies.
Anytime you ask the Money Assistant a question, it bases its response on every aspect of your financial life in the Copilot Money app. You can iterate on your questions, ask follow-ups, and have the Money Assistant take action.
From directly within a chat, you can edit categories, budgets, transactions, and recurrings. You can customize how the Money Assistant talks to you, and even choose a roast mode that provides brutally honest feedback on your finances.
The Money Assistant also makes it easier to get started in Copilot Money. The onboarding flow is now guided by the Money Assistant, analyzing your data and surfacing insights as soon as you connect your accounts. It will even create a starting budget and pick categories most worth tracking right out of the gate.