Your AI money copilot, built in.
Ask any question about your money. Get charts in seconds. Let the agent draft transactions and course-correct your budgets — always with your approval.
- Groceries$520
- Rent$1,400
- Coffee$128
- Transport$190
- Dining$260
“How much on takeout last month?” “Am I on track for rent?” The agent reads your full history and answers instantly.
Ask for a pie by category, a bar by month, or a line of spending over time. The agent renders it right in the chat.
“Add $18 uber from last Friday” — the agent drafts the transaction, you approve, it saves. No forms.
At month-end, 3–5 personalized insights: spending patterns, savings tips, budget alerts, forgotten subscriptions, and a financial health score.
“Show me a…” chart on demand.
Describe the chart you want. The agent picks the right shape and renders it inside the chat.
- Rent$1,400
- Groceries$520
- Dining$260
- Transport$190
- Coffee$128
Monthly insights, written just for you.
At the end of every month, the AI writes a short brief on your money — wins, risks, forgotten subscriptions, and a health score that gets better the more you log.
- Spending patterns — Where did the money actually go? What changed vs last month?
- Savings tips — Concrete, specific, based on your data — not generic advice.
- Budget alerts — Quiet nudges before you overspend, not lectures after.
- Forgotten subscriptions — Recurring charges you haven’t used in a while.
- Merchant trends — Which stores are creeping up in your spending?
- Financial health score — One number, updated monthly, tied to real habits.
- Spending patternDining spend cooled off by 28%
You spent $184 on dining this month vs. $257 last month. Most of the drop came from fewer takeout orders on weekdays.
- Recurring chargeA $14.99 subscription you may have forgotten
“CloudVault Plus” has renewed 4 months in a row. You opened the app once since signing up. Cancel or keep?
- Budget alertGroceries budget: 92% used, 6 days left
At your current pace you’ll land about $38 over your $600 cap. Want me to move $40 from Dining to Groceries?
- Savings tipCoffee-at-home habit is saving you ~$60/month
Since you started logging home coffees, your Blue Bottle trips are down 40%. Worth keeping going.
The agent replies token-by-token — no waiting for the full answer before you see anything.
Under the hood it invokes typed tools: search, aggregate, group, chart, create. That’s how it answers with real data, not guesses.
Any action that changes your data is shown as a draft card. Approve or reject with a single tap.
Try Pro free.
Start the free trial in the app. If it doesn’t earn its keep, cancel in two taps.
Pro questions.
What exactly is the AI Agent?+
A chat interface inside the app that can read your full transaction history, run tools against it (search, aggregate, group, chart), and draft new transactions. Nothing saves without your tap-to-approve.
Does the agent have access to my bank?+
No. CashFlow AI never connects to your bank. The agent only sees transactions you (or your receipt scans) have logged.
Which charts can it generate?+
Pie (by category, merchant, account), bar (by month or week), and line (trend over time). Ask in plain English: “show me a bar of spending by month this year.”
How are monthly insights generated?+
At month-end, the AI reviews your month and surfaces 3–5 insights covering spending patterns, savings tips, budget alerts, forgotten recurring charges, merchant trends, and a financial health score.
What does Pro cost?+
$59/year or $2.49/week, via Google Play. Free trial included; yearly saves more than 50% vs weekly.
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