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Cleo

freemium

Automate your budgeting and savings

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Cleo is an AI financial assistant that helps users manage their money. It offers features like budgeting, savings, and a card product. The app links to bank accounts via Plaid to provide financial insights and automation. Cleo also offers a Cleo Card issued by WebBank, subject to approval, and savings accounts with banking services provided by Thread Bank, Member FDIC. The tool is described as the world's first AI financial assistant and is available as a mobile app on iOS and Android.

Key Benefits

  • AI-powered financial coaching and automation
  • Supports budgeting, savings, and spending insights
  • Offers a Cleo Card for spending with potential credit building
  • Bank-level security through Plaid and PCI DSS compliance
tags
Personal FinanceBudgetingFinancial ManagementSavings
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