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Financial Assistant

Your dream, her direction

Cleo is the financial assistant in your pocket. All you have to do is put her to work.

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How does Cleo work?

  1. Step 1: Connect to Cleo

    Once you connect your bank accounts to Cleo, she can analyze your full financial picture based on your income, spending patterns, and recurring expenses.

  2. Step 2: Define your goal

    Have a conversation with Cleo so she can understand what you’re working towards and build you a custom plan to get there.

  3. Step 3: Follow the map

    Get where you’re going with daily reminders from Cleo to keep you on track while highlighting wins along the way. 

What to expect from Cleo

Your money, where you can see it

Life with Cleo means no more juggling tabs, apps, statements, and spreadsheets to manage your money. Get one clear view in one homebase.

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Financial goals, delivered

You identify your aims, and Cleo charts your route. She takes your financial reality into account to build a plan you can afford to stick to.

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The map to your future

Most financial tools tell you where you went wrong so you can course correct. Cleo leads the way with actionable insights that keep you moving forward.

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A real plan for real life

Things happen, and Cleo gets that. When your income changes or emergencies happen, Cleo adjusts your plan accordingly.

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Designed to keep you in control

Built to bring your vision to life. Tell Cleo where you’re going and she’ll find the way to get there. 

Your questions, answered

This is just so Cleo can have all the facts about your financial situation to give you the most up-to-date guidance. Cleo’s AI brain is designed to analyze your money, not touch it. Our AI models can’t move money.

Your goals are waiting for you to hit "go."

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Your goals are waiting for you to hit "go."

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This product provides financial insights for informational purposes only and is not financial, investment, or tax advice. Recommendations are based upon information you provide. Always review your accounts and exercise judgment when making financial decisions.