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Finance · 163 screens · Updated May 2026

Copilot in Finance — see 163 app screens across Apple Sign-In and Onboarding flows. Compare onboarding, paywall, and pricing patterns against real competitors inside Lazyweb.

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Screenshots

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Company metadata

CategoryFinance
SubcategoryBudgeting & Spend Tracking
TaglineNavigate your finances with confidence. Track spending, budgets, investments, net worth.
Business modelSubscription
Product archetypeProsumer
Growth engineNetwork effects (social graph), Paid performance marketing, Word of mouth
Active users76,500
Money raised$10,500,000
Public companyNo
Market leaderNo
Websitehttps://www.copilot.money
App Storehttps://apps.apple.com/us/app/copilot-track-budget-money/id1447330651
X / Twitterhttps://x.com/copilotmoney
Instagramhttps://www.instagram.com/copilotmoney/
LinkedInhttps://www.linkedin.com/company/copilotmoney
Crunchbasehttps://www.crunchbase.com/organization/copilot-7808

App Store description

Apple Design Award Finalist, 2024 "An app that I love and use." - MKBHD "The future of personal finance" - Apple App Store Clear, beautiful, trusted. Copilot Money is the app that makes money simple. Now available for iPhone, Mac, and iPad. Copilot gives you incredible clarity into all your accounts, plus smart ways to categorize, budget, save, view your recurring subscriptions, and more. And without all the "work" of Mint and others, since Copilot learns to auto-categorize your spending — while keeping your data safe with bank-level security. Copilot is on your side, in a world where banks and other apps are trying to sell you, not help you. It's a paid subscription, which means we'll never show you ads for credit cards you don't need, or sell your data to others. And you can chat with us anytime about questions, and even feature requests. Let's reclaim our financial data together! Try Copilot free for one month. It's the best money you'll ever spend! Key features: • Safe & Secure: We safeguard your data with bank-level security. • All in One: Connect over 10,000 institutions, including Venmo, Coinbase, Amazon, and Apple Card — and see the big picture across it all. • Best-in-Class Support: Navigating finances can be complicated. Our dedicated support team is ready to help you every step of the way. • Adaptive Budgets: Copilot uses your habits to create and tweak realistic budgets for you. • Savings Goals: Associate any account and transaction to count towards your goals. • Cash Flow: Visualize how you're doing in three key areas — income, spending, and net income. Easily compare and see trends. • AI Categorization: Thousands of transactions, automatically categorized. • Subscription Tracking: Stay on top of your recurring spending. Even things you forgot! • Investments: View performance, and even benchmark against market indexes. • Custom Notifications: Stay informed, not overwhelmed, on overdraft fees and more. • Dark Mode & Widgets: Customize your experience with Copilot! Learn more at https://www.copilot.money Terms of Service: https://www.copilot.money/terms_of_service Privacy Policy: https://www.copilot.money/privacy_policy Copilot Money currently works with US financial institutions only.

Copilot user flows

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