Copilot

Copilot

Copilot Money
+
+

Related Products

  • North One
    5,042 Ratings
    Visit Website
  • Evertune
    1 Rating
    Visit Website
  • Budgyt
    290 Ratings
    Visit Website
  • Martus
    160 Ratings
    Visit Website
  • Sage Intacct
    8,554 Ratings
    Visit Website
  • FirstPromoter
    64 Ratings
    Visit Website
  • Gravity Software
    45 Ratings
    Visit Website
  • JAMS Scheduler
    279 Ratings
    Visit Website
  • Concord
    237 Ratings
    Visit Website
  • SalesTarget.ai
    121 Ratings
    Visit Website

About

Review your recent spending, check on that refund, and see what bills are coming up. Our data-driven categorization engine creates custom rules to fit your spending. Set budgets to carry your remaining balance from one month to the next. Get a high-level overview with monthly summaries of your income and expenses. Tap to approve smart adjustment suggestions. Our categorization engine is a quick study. Create your own spending categories and groups. Define custom rules for the trickiest transactions. See transaction details from Amazon and Venmo. Make adjustments to any part of a transaction. Enter your property address and Copilot will track your home’s estimated value. Keep tabs on your net worth with consolidated views of your accounts and investments. Copilot’s smart monitoring lets you know when something needs your attention with alerts that help you. We treat your personal and financial data like we’d want ours to be treated.

About

OpenBudget connects your bank and investment accounts to Claude, ChatGPT, and any other AI assistant through MCP, so you can ask real questions about your money and get real answers, not generic advice. Once connected, every transaction and every holding syncs automatically. Ask about your spending, your net worth, your dividend income, or what you'd owe in capital gains tax before you sell, and Claude answers from your actual accounts instead of guessing. The connection is read-only. OpenBudget can see your data but can never move money, place a trade, or change anything in your accounts. It works with whichever AI client you already use, so you're not locked into one app to get value from it. Plans start at $5/month with a 7-day free trial.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Users that want a powerful budgeting, investment tracking, and spend management app

Audience

Individuals looking to track personal finances, investors monitoring portfolios, and users of AI assistants like Claude or ChatGPT who want to analyze their financial data.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$8.99 per month
$5.83 per month if billed yearly ($69.99 per year)
Free Version
Free Trial

Pricing

$5/month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Copilot Money
Founded: 2019
United States
copilot.money/

Company Information

OpenBudget
Founded: 2025
United States
www.openbudget.sh/

Alternatives

Alternatives

Gains App

Gains App

Gains Money App Ltd
Kudos

Kudos

Kudos Technologies
MoneyLine

MoneyLine

NCH Software

Categories

Categories

Integrations

Amazon
ChatGPT
Claude
Cursor
Era
Hermes 4
Model Context Protocol (MCP)
Venmo

Integrations

Amazon
ChatGPT
Claude
Cursor
Era
Hermes 4
Model Context Protocol (MCP)
Venmo
Claim Copilot and update features and information
Claim Copilot and update features and information
Claim OpenBudget and update features and information
Claim OpenBudget and update features and information