Why Do I Need Cleo?

Cleo will help you change how you look at your finances. Here's how...

Written by Roisin Allum
Updated over a week ago

Cleo's here to make managing money easier - and less boring. Here's everything she can help you with ✨

Talk to Cleo like a friend

Cleo is your AI friend that helps you take control of your money. Chat to her in the app to find out more about your finances and she'll keep you updated on everything from balance checks and smart budgeting to spend tracking and autosaving

Check your balance

Type "balance" to Cleo in the "Chat" tab and she'll tell you your balance, across accounts, instantly

Set budgets

If you want to set a budget, Cleo will suggest a budget goal based on your finances that you can edit in line with your spending. Cleo will also give you a daily and weekly breakdown to help you stay on track, with regular updates throughout the month. Find out more here.

Get a detailed breakdown

Cleo intelligently auto-categorizes your transactions, so you can view your spending by date, category or merchant. To do this, type "Categorize my spends" in Cleo's chat in the app. She'll even present it to you in a beautiful, easy-to-understand manner. 

Receive smart spending advice

Once Cleo learns enough about your spending habits, she'll help you identify areas where you can cut costs. Whether it's a bothersome bill or an overpriced subscription, Cleo uses technology to get you the best deal.

Set aside money easily

Need a hand setting money aside? Based on your rate of spending, Cleo will work out how much you can afford to set aside each week and transfer it into a separate Cleo Wallet for you. Type "autosave" in Cleo's chat in the app to start. If you want to learn a little more, head here.

Manage money better

With all of this information at your fingertips, you'll be better equipped to manage your money better. With Cleo's ease of use, clear presentation and smart insights, nobody should be left in the dark about their finances again.💡 

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