FAQs

Cash Coach AI is your supportive financial partner. The Cash Coach AI app helps you confidently manage your personal finances by making financial decisions straightforward and practical. Cash Coach helps turn money management into a positive and rewarding journey.

With the help of your very own AI-powered personal finance coach, you can achieve your budgeting and saving goals with ease.

Developed by a team dedicated to financial wellness for all, the Cash Coach app ensures that no matter your financial goals—big or small—you have a reliable AI assistant to keep you on track and accountable, even when facing spending temptations.

Cash Coach AI is like a wise guide that seamlessly integrates into your financial life. By connecting with your accounts, it analyzes your habits to craft a personalized financial strategy. The goal is to make managing your money as straightforward and insightful as possible.

Using behavioral analysis and predictive modeling, your Cash Coach AI sends friendly, personalized recommendations that feel more like a phone-a-friend than a stuffy advisor who doesn’t even know your name.

Certainly. Cash Coach AI's budgeting tools are designed to fit your lifestyle, giving you a dynamic and engaging way to manage your money and reach your financial goals.

Learn more about Cash Coach AI budgeting features here.

Financial literacy isn’t taught in school — at least not well, if at all. Reality is most people probably didn’t get much info in school about saving, budgeting, or wise spending.

Cash Coach AI closes that knowledge gap with guidance and resources to help people take ownership of their personal finances.

The Cash Coach AI operates with four guiding principles:

1. Financial wellness for all: Everyone should have access to tools and resources to manage their finances and goals. Everyone.

2. Personalized AI coaching: By analyzing and understanding your spending, saving and budgeting behaviour, Cash Coach AI gives you friendly, personalized guidance without judgment.

3. Automation over recommendations: Identify and eliminate wasteful spending with streamlined financial management that simplifies everything you need in just one app.

4. Stay focused on your financial goals: No matter the size of your financial goals, Cash Coach can help you stay focused and accountable to take action in working towards your goals.

Yes, Cash Coach AI is free. We believe in providing the tools for financial empowerment at no cost, opening the doors to financial wellness for everyone.

Your data is sacred to us — it’s why Cash Coach partners with Plaid who provides industry-beating privacy and security measures. Learn more about how we protect your data here.

You can connect a variety of financial accounts to Cash Coach. From checking and savings accounts to credit cards, it's all about giving you a complete view of your finances in one place.

Cash Coach AI identifies potential savings by examining your spending patterns. It offers practical advice and tools to help you save effectively, turning good intentions into good habits.

Check out more information here.

Cash Coach AI will be available on mobile or tablet - and is tailored for mobile use, ensuring you have access to financial guidance on the go.

Cash Coach AI is designed to empower you with a comprehensive understanding of your financial habits, offering personalized insights that guide you towards smarter money management. Here’s a glimpse into the insights you can expect:

Spending Analysis: Discover where your money goes each month, categorized by essentials, leisure, and more, to help you identify areas for savings.

Budget Optimization: Receive tailored suggestions on how to adjust your spending habits to meet your financial goals faster.

Savings Opportunities: Uncover potential savings in recurring expenses and suggest smarter choices for your financial well-being.

Goal Tracking: Get updates on how close you are to achieving your financial goals, whether it's saving for a vacation, a new home, or building an emergency fund.

Future Projections: Visualize the potential future state of your finances based on current habits, helping you make informed decisions today for a better tomorrow.

Our support team is here to help. If you're looking for assistance, reach out, and we'll provide the support you need at info@cashcoach.ai