Copilot Money
Track spending, budgets, and net worth in one finance app
Copilot is a personal finance app for Mac, iPhone, iPad, and web. It helps you monitor spending, budgets, investments, and net worth, with a free trial before you connect accounts.
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About
Copilot Money is a personal finance app for people who want a clearer view of their money across spending, budgets, investments, and net worth. It is aimed at individual consumers rather than teams, and it positions itself as a polished money tracker for Apple devices plus web access.
You get started by downloading the app for Mac, iPhone, iPad, or web and, if you want, trying a demo mode before connecting accounts. The site also points users to pricing and privacy/security information, which suggests account aggregation and financial data handling are central to the product.
Copilot is useful if you want a modern budgeting and net-worth tracker with a strong Apple ecosystem focus. It is not presented as an autonomous AI agent; based on the crawled content, it is primarily a finance app with tracking and planning workflows rather than a tool that independently performs multi-step actions across external systems.
Pricing is publicly listed as $95 billed yearly, which works out to $7.92 per month on the pricing page, and there is a free trial/demo mode. The content does not mention which AI models it uses, and it is also unclear whether any local-model, MCP, or developer-oriented capabilities exist. If you are looking for a general-purpose agent platform or a self-hosted finance tool, this is probably not the right fit.
Responds to prompts but takes no autonomous action.
Dimension Breakdown
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- Free: Free trial/demo mode before connecting any accounts
- Pro ($7.92/mo billed yearly): Full product access billed at $95 per year
- Enterprise: Not publicly available
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