Audience
Users that want a powerful budgeting, investment tracking, and spend management app
About Copilot
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.
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Pricing
Starting Price:
$8.99 per month
Pricing Details:
$5.83 per month if billed yearly ($69.99 per year)
Free Trial:
Free Trial available.
Integrations
Company Information
Copilot Money
Founded: 2019
United States
copilot.money/
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Product Details
Platforms Supported
Mac
iPhone
iPad
Training
Documentation
Support
Online
Copilot Frequently Asked Questions
Q: What kinds of users and organization types does Copilot work with?
Copilot works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Copilot support in their product?
Copilot supports these languages: English.
Q: What kind of support options does Copilot offer?
Copilot offers support via online.
Q: What other applications or services does Copilot integrate with?
Copilot integrates with: Amazon, Era, and Venmo.
Q: Does Copilot have a mobile app?
Yes, Copilot has a mobile app for iPhone and iPad.
Q: What type of training does Copilot provide?
Copilot provides training in the form of documentation.
Q: Does Copilot offer a free trial?
Yes, Copilot offers a free trial.
Q: How much does Copilot cost?
Pricing for Copilot starts at $8.99 per month.
