Intelligent Insights
Cash Coach AI is there to answer burnings questions 24/7 with personalized advice.
Your finances, connected to your AI
Connect your accounts through Plaid, then use your preferred supported AI to understand the financial data in Cash Coach. Access is permission-based and read-only.
No spreadsheets.
No awkward meetings.
No up-sells.
Simple, automated, and
totally do-able budgeting
Budgeting is easier with your Cash Coach AI assistant.
Automatic & Personalized
Your AI assistant analyzes your spending and income to recommend a budget tailored to you.
Real-time actions
Update your budget as you need, anytime, from your phone.
Track Income and Expenses
See where you're saving and spending so you can adjust your budget to meet your money goals.
First Home
Dream Vacation
Wedding
Debt Payment
Investment
Rainy Day Fund
Retirement
Simple, automated, and
totally do-able budgeting
How does Cash Coach AI budgeting work?
Your AI assistant looks out for you by:
Analyzing your spending habits to identify saving opportunities and help you set a customized (and realistic) budget.
Easy setup that automatically tags and organizes things by your budget categories, like groceries, rent, and fun money.
Clear and friendly advice that doesn’t judge and helps you adjust and stay within your budget.
Review your week. Know what changed.
Cash Coach organizes transactions, tracks budgets and goals, and detects recurring expenses. Use weekly and monthly reviews to spot changes, then ask your coach a follow-up question. Try: “Review my week, explain what changed, and help me stay on budget.”
Your financial sixth sense, activated.
Real-life money moments
Intelligent Insights
Your financial sixth sense, activated.
Your financial
sixth sense,
activated.
Overspending Alert
You’re out with friends, about to order
another round of drinks on your tab.
"Hey! Just a heads up — you're close to your
entertainment budget for the month. Maybe
stick to water for this round? Your wallet (and
your morning self) will thank you."
Savings Opportunity
You just got paid, and your Cash
Coach notices a bit extra.
"Nice work on making that extra coin. Why not
put that $100 towards your Bali Surf Trip Fund?
You'll be hanging ten in no time."
Scenario 3
Bill Reminder
It’s the end of the month, and you
forgot about that rarely-used
streaming service.
"Psst! A charge for that streaming subscription
you haven't used in is coming up tomorrow.
Let’s Netflix and nil — put that $15 towards in
your New Truck Fund instead?"
Scenario 3
Bill Reminder
It’s the end of the month, and you
forgot about that rarely-used
streaming service.
"Psst! A charge for that streaming subscription
you haven't used in is coming up tomorrow.
Let’s Netflix and nil — put that $15 towards in
your New Truck Fund instead?"
Scenario 2
Savings Opportunity
You just got paid, and your Cash
Coach notices a bit extra.
"Nice work on making that extra coin. Why
not put that $100 towards your Bali Surf Trip
Fund? You'll be hanging ten in no time."
Scenario 1
Overspending Alert
"You’re out with friends, about to
order another round of drinks
on your tab."
"Hey! Just a heads up — you're close to your
entertainment budget for the month.
Maybe stick to water for this round? Your
wallet (and your morning self) will thank you."
Get started
Ready to meet your new financial BFF?
Your money, your rules.
Customize your spending and saving categories according to your goals and priorities. So whether you have “Coachella Fund” or “Kitchen Reno” in your app, your AI assistant works with your budget and money style to help keep you on track.