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Introducing CashCoach
What makes the Cash
Coach AI-powered
money app different?
Even the best plans and budgets can get derailed by a curve ball. With Cash Coach’s supercharged AI capabilities in your pocket, you can get relevant advice and nudges based on the money goals you set in-app. Save where you can and spend where you need with the friendliest money coach that never sleeps.
What makes Cash Coach AI different?
Scrap juggling spreadsheets and multiple apps (with all their subscriptions). Cash Coach AI gives you a full view of your financial picture with insights you can bank on.
Money management like you've never experienced
Real-time data: Your Cash Coach AI assistant monitors your transactions and balances across all accounts — in 1 app! No more surprise overdraft fees or head-scratching moments, thanks to real-time action.
Automatic reconciliation: Your Cash Coach AI assistant automatically categorizes your transactions to keep your records organized and current without a spreadsheet.
Future planning: Keep an timely eye on things like unusual transaction activity, low balances, or upcoming bills.
An effortlessly integrated financial picture
Connect your accounts
Securely link your banking, credit cards, and other financial accounts
Get Coaching
Cash Coach AI starts guiding you with insights and feedback around your goals.
Track progress
Stay motivated as you see in real time how close you are to your goals.
Sign up
Sign up and set your financial goals in just a few taps.
Connect
Securely connect your accounts with the confidence
1st Contact
Get realistic advice and insights so you can make confident financial choices.
Optimized
Sign up and set your financial
goals in just a few taps.
Intelligent Insights
Cash Coach AI is there to answer burnings questions 24/7 with personalized advice.
Proactive: Nudges and recommendations before you may know you need them
Goal setting: Life’s not one-size-fits-all. Set, track,and change your Money Goals in your app.
Real-time alerts: Spend, save, and invest betterwith opportunity alerts just for you.
Personalized insights: Your Cash Coach AI assistant keeps learning about your choices, behaviors, and preferences to give you the most relevant advice and insights.
Intelligent Insights
Cash Coach AI is there to answer burnings questions 24/7 with personalized advice.
Security that’s better than most banks.
Your data is sacred to us. It's why Cash Coach AI protects you with industry-beating privacy and security measures that even some larger financial institutions haven't sprung for.
Feel confident knowing that Cash Coach AI uses rigorous encryption, multi-factor authentication, access controls, and web security protocols to safeguard your information.
Our team conducts regular security assessments and enforces the most current and rigorous practices to help protect our users.
Your financial sixth sense, activated.
Your financial sixth sense, activated.
Intelligent Insights
Your financial sixth sense, activated.
Your financial
sixth sense,
activated.
Low Balance Alert
It’s almost payday (but not quite yet) and your balance is running low.
Heads up! Your account balance is getting low. You should consider transferring some funds from your savings to your checking, or want any help adjusting expenses?
Unusual activity detected
A big (and unexpected) purchase has been charged to you.
Was that you? I noticed an unusually large purchase. Just checking if this was you, or if we need to flag it as fraud?
Scenario 3
Bill payment reminder
An upcoming bill is going to be due soon.
Don't forget, your electric bill is due in 3 days. Want me to schedule the payment for you now?
Scenario 1
Low Balance Alert
It’s almost payday (but not quite yet)
and your balance is running low.
Heads up! Your account balance is getting
low. Want me to transfer some funds
from your savings to your checking,
or want any help adjusting expenses?
Scenario 2
Unusual activity detected
A big (and unexpected) purchase
has been charged to you.
Was that you? I noticed an unusually large
purchase. Just checking if this was you,
or if we need to flag it as fraud?
Scenario 1
Bill payment reminder
An upcoming bill is
going to be due soon.
Don't forget, your electric bill
is due in 3 days. Want me to schedule
the payment for you now?
The Overview
Deep dive into all things AI money coaching
See how your personal Cach Coach helps you out every step of the way.
Coach Help
Proactive assistance:
Your Cash Coach AI assistant doesn't just ping alerts — it anticipates your needs. It learns and understands your habits to give you relevant advice. Can’t resist a good sale? You’ll get a friendly heads-up so you can delete that pesky promo email.
Coach Help
Goal setting:
Whether it's a Bali surf trip or a down payment on a new truck, your Cash Coach AI assistant helps you to budget better for any of the money goals you set.
Coach Help
Real-time spending alerts:
Did you know you’re a pizza delivery away from going overlimit? Now you do. You Cash Coach AI assistant gives nudges to help keep you on track.
Coach Help
Personalized insights:
As your Cash Coach AI assistant learns more about your choices, behaviors, and preferences, you’ll be able to get even more relevant advice and insights. It's like having a financial analyst who actually gets your lifestyle — without any judgment.
Trusted Experiences
Helping you hit
your money goals
Here’s what other subscribers had to say
about the Cash Coach AI.
Cash Coach AI has helped me become
better with my finances & investments.
A true game-changer.
Jessica Tepper
Managing Director, Lift Group Inc.
Cash Coach AI has helped me become
better with my finances & investments.
A true game-changer.
Jessica Tepper
Managing Director, Lift Group Inc.
Cash Coach AI has helped me become
better with my finances & investments.
A true game-changer.
Jessica Tepper
Managing Director, Lift Group Inc.
Cash Coach AI has
helped me become
better with my
finances & investments.
A true game-changer.
Jessica Tepper
Managing Director, Lift Group Inc.
Cash Coach AI has
helped me become
better with my
finances & investments.
A true game-changer.
Jessica Tepper
Managing Director, Lift Group Inc.
Cash Coach AI has
helped me become
better with my
finances & investments.
A true game-changer.
Jessica Tepper
Managing Director, Lift Group Inc.
Cash Coach AI has helped me become better with my finances & investments.
A true game-changer.
Jessica Tepper
Managing Director, Lift Group Inc.
Cash Coach AI has
helped me become
better with my
finances & investments.
A true game-changer.
Jessica Tepper
Managing Director, Lift Group Inc.
Cash Coach AI has
helped me become
better with my
finances & investments.
A true game-changer.
Jessica Tepper
Managing Director, Lift Group Inc.
Get started
Ready to meet your new financial BFF?
Get started
