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Copilot

Your AI-powered financial assistant

4.7
Updated 2026-01-15

Starting Price

$10.99/month

Monthly at $10.99 or annual at $79.99. 2-week free trial available.

2-week free trial
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Overview

Copilot (formerly Copilot Money) brings a beautiful, Apple-first design to personal finance with sophisticated AI that learns your spending patterns and provides intelligent insights.

AI-Powered Features
  • AI-powered transaction categorization
  • Natural language search
  • Spending pattern recognition
  • Predictive cash flow
  • Smart recurring detection
  • Anomaly alerts
All Features
Beautiful native iOS/macOS design
Bank syncing (Plaid)
Investment tracking
Net worth monitoring
Budget creation
Bill tracking
Transaction rules
CSV import
Custom categories
Subscription tracking
Spending insights
Monthly/yearly reports
Pros
  • Best-in-class Apple design
  • Fast native performance
  • Smart categorization
  • Privacy-focused
  • Active development
  • Responsive support
Cons
  • Apple ecosystem only
  • No Android app
  • US banks only
  • Smaller company
  • Less established than competitors
Our Verdict

If you're in the Apple ecosystem and care about design, Copilot is the clear choice. The AI features are genuinely useful, and the native apps are a joy to use.

Best For:

Apple users who value beautiful design and intelligent automation

Company Info

Headquarters

San Francisco, CA

Founded

2019

Availability

us
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Our Editorial Standards

  • Written or reviewed by certified financial professionals
  • Fact-checked with current data and regulations
  • Updated regularly to reflect changes in tax laws and market conditions
  • Independent analysis not influenced by advertisers

Disclaimer

This content is for informational purposes only and should not be considered financial, tax, or legal advice. Consult with a qualified professional before making financial decisions. TaxMaker strives for accuracy but cannot guarantee all information is current or complete. Past performance does not guarantee future results.