Talk to Cleo Like A Friend
Cleo is your Your AI friend, helping you to take control of your money. Chat to her in the app to find out more about your finances. She can update you on everything from balance checks and smart budgeting, to spend tracking and auto saving.
Check Your Balance
Ask Cleo for your "balance", and she'll update you with your balance, across accounts, instantly.
Set Budgets
If you want to "set a budget", she'll suggest a figure based on your finances. You can edit this in line with your spending goals. Cleo will also give you a daily and weekly breakdown and help you stay on track, with regular updates throughout the month. Find out more here.
Get A Detailed Breakdown
Cleo intelligently auto-categorises your transactions, so you can view your spending by date, category or merchant. To do this, click on the tabs at the top your transaction list or say "Category spend" 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.
Put aside money easily
Want a hand putting money away? 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. Say "Start auto savings" in Cleo's chat in the app to start. If you want to learn a little more, click 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.💡
