Ask your money a question. Get a number.
Ask how much you spent on eating out, which category grew most, or what you can cut. Answers come from your own transactions, not a generic model.
The AI assistant answers questions about your own finances. Ask in plain English, such as how much did I spend on groceries in September, and it turns the question into a query over your transactions, runs it on your data, and replies with the figure and a short explanation. It reads your data; it does not make it up.
Your transactions are the source
Every answer is computed from the data in your account. If the number is not in your ledger, the assistant says so.
Runs on your device
The query runs against the local copy of your data in the browser or phone, so your full ledger is not uploaded to answer a question.
Insights you did not ask for
Premium insight cards cover week-over-week change, top category, unused subscriptions, hidden fees and card interest.
How ai money assistant works in practice.
Questions people actually ask
How much did I spend on coffee this month. What was my biggest expense in August. Am I spending more on Uber than last year. Which categories are over budget. Each gets a direct answer with the figures behind it.
Quick chips for the common ones
The chat opens with suggestion chips for this month's spending, top categories and budget status, so you get value without typing. Conversations are grouped by date so you can scroll back.
- Plain-English questions, numeric answers
- Follow-up questions keep the context
- Works with manual, scanned, imported and synced data
What it will not do
It does not give investment advice, move money, or guess. It is a fast way to read your own ledger. For anything it cannot compute from your data, it tells you.
Getting started
Open the assistant
From the sidebar on the web, or the Fin AI entry in the phone app.
Ask a question or tap a chip
For example: how much did I spend on dining out this month?
Read the answer
The reply includes the number, the period and the top contributing transactions.
Follow up
Ask for a comparison with last month or a breakdown by account.
Questions about ai money assistant
More in the full FAQ.
Try it free, upgrade when it earns it.
The free plan covers tracking, budgets and reports. Premium adds this and the rest of the automation.