How does Copi personalize my advice?

Copi links to your accounts through secure APIs, learns from every chat, and factors in your goals. That real-time context lets it tailor budgets and nudges to your exact habits.

copi is coming...

Money made simple, finally.

copi is coming...

build your money mindset

Q: Is Copi a bank or financial advisor?

No! Copi is your AI financial agent. It guides you through financial decisions like an advisor but never touches your money and lets you make the call.

Q: Is my financial data safe?

Absolutely. Copi uses bank-level 256-bit encryption, read-only data access, and full wipe control. Your info stays private and is never sold.

Q: What can Copi actually help me with?

Budgeting, saving, planning for debt, repayment options, choosing the right credit card, finding subscription leaks, credit-score tips, predictive spend alerts, and timely micro-learnings to help you find and correct financial behavior that doesn't match your goals.

Copi -> the personal financial agent for GenZ students

AI-driven tools, analysis, and guidance to make you your trusted advisor

Copi -> the personal financial agent for GenZ students

AI-driven tools, analysis, and guidance to make you your trusted advisor

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let's talk money

more than another AI budgeting app

more than another budgeting app

Copi personalizes transactions with your context to build game‑changing habits

advisor‑like analysis in clear language
hyper-personalized visualizations that make sense
chat to get clear on your options

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own your money

the only AI financial agent for student life

school can be hard, your money shouldn't be

live easy by getting personal with your wallet

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agentic chat

"hey Copi, can I swing Coachella tickets?" instantly get a hard no —> or help with a plan

total visibility

with a visual money map. see all your cash, bills, and projections in one place

proactive nudges

been off-line for a week? Copi can send a gentle nudge with your latest trend chart

agentic chat

"hey Copi, can I swing Coachella tickets?" instantly get a hard no —> or help with a plan

total visibility

with a visual money map. see all your cash, bills, and projections in one place

proactive nudges

been off-line for a week? Copi can send a gentle nudge with your latest trend chart

agentic chat

"hey Copi, can I swing Coachella tickets?" instantly get a hard no —> or help with a plan

total visibility

with a visual money map. see all your cash, bills, and projections in one place

proactive nudges

been off-line for a week? Copi can send a gentle nudge with your latest trend chart

know your AI

what's Chat saying about your money?

GPTs get around. Don't trust your sensitive financial data to a public AI interface. Privacy aside- can you even trust what it's telling you? Copi is your protective layer to access to the power of AI financial analysis without stress.

Chat gets around. Don't trust your sensitive financial info to a very public interface. Privacy aside- can you even trust it?

CoPi is your protective layer, giving access to the powerful of AI analysis without the stress.

Private & Secure: No data sold, full wipe control, bank-level encryption and secure "read-only" plaid integration.

Accessible & Relatable: Real financial talk in clear language and sleek visuals. Always up, ready to chat.

Trusted Sources & Processes: Powered by proven processes and validated by a vetted curriculum - Copi won't make things up like Chat.

FAQs

frequently asked questions

Copi lives for your questions- here are some of the big ones

Is Copi a bank or financial advisor?

Is CoPi a bank or financial advisor?

Is Copi a bank or financial advisor?

How does Copi personalize my plan?

Is my financial data safe?

What can Copi actually help me with?

for students, by students

Copi is built with students, for students to make money stress one less blocker to success

bring Copi to your class and link financial clarity with learning outcomes

Copi in my class

for students, by students

Copi is built with students, for students to make money stress one less blocker to success

bring Copi to your class and link financial clarity with learning outcomes

Copi in my class

for students, by students

Copi is built with students, for students to make money stress one less blocker to success

bring Copi to your class and link financial clarity with learning outcomes

Copi in my class