Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Take a moment to analyze your recent expenditures, track any pending refunds, and prepare for upcoming bills. Our innovative categorization system generates personalized rules tailored to your spending habits. You can establish budgets that carry over your remaining balance from one month to the next. Gain insights with comprehensive monthly summaries detailing your income and expenses. Approve intelligent adjustment suggestions with just a tap. Our categorization system quickly learns your preferences. You can also create personalized spending categories and groups. Set up custom rules for even the most complex transactions. Access detailed information about your purchases from platforms like Amazon and Venmo. Adjust any aspect of a transaction as needed. By entering your property address, Copilot will monitor the estimated value of your home. Keep track of your net worth through consolidated views of your financial accounts and investments. Copilot’s smart monitoring system notifies you when something requires your attention, providing helpful alerts. We ensure that your personal and financial information is handled with the utmost care and respect, just as we would want our own data to be treated. As you navigate your finances, you can rely on Copilot for support and guidance every step of the way.
Description
Richwise is a comprehensive personal finance application designed for individuals, couples, and families residing in the United States and Canada. The platform consolidates bank accounts, credit cards, and investment portfolios, enabling users to assess their net worth, spending habits, and debt situation all in one convenient location. Additionally, the app provides projections based on users' current financial trajectories and features Wiseguard, an AI-driven financial advisor that recommends actions like reviewing bills, tackling high-interest debts, and optimizing idle cash. Richwise accommodates various currencies and includes daily exchange-rate updates, while also keeping track of upcoming bills and credit card deadlines, complete with email alerts. Users can track their financial progress through designated wealth levels, ranging from merely getting by to actively building wealth. Moreover, the projections offered by the app illustrate potential outcomes rather than definitive results, ensuring users are aware of the uncertainties involved in financial planning. This unique blend of features aims to empower users to take control of their financial futures more effectively.
API Access
Has API
No
API Access
Has API
No
Integrations
Amazon
No
Era
No
Venmo
No
Pricing Details
$8.99 per month
$5.83 per month if billed yearly ($69.99 per year)
Free Trial
Yes
Free Version
No
Pricing Details
$99/year
The annual plan is $99 per year, equivalent to $8.25 per month.
Free Trial
No
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
No
Windows
No
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Copilot Money
Founded
2019
Country
United States
Website
copilot.money/
Vendor Details
Company Name
Richwise
Founded
2026
Country
United States
Website
richwise.ai
Product Features
Budgeting
"What If" Scenarios
No
Asset Planning
No
Balance Sheet
No
Capital Asset Planning
No
Cash Management
No
Consolidation / Roll-Up
No
Forecasting
No
General Ledger
No
Income Statements
No
Multi-Company
No
Multi-Department / Project
No
Profit / Loss Statement
No
Project Budgeting
No
Run Rate Tracking
No
Version Control
No