Cleo Alternatives

Tracks spending, creates personalized budgets, and sets financial goals, offering insights and advice based on your financial profile.
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Parthean

If you're looking for a Cleo alternative, Parthean is definitely worth a look. It's an all-encompassing AI-powered financial management system that automates and simplifies tasks like saving, investing and paying off debt. It includes features like real-time spending notifications, personalized investment advice and personalized financial planning. The system is designed with security in mind, with bank-level encryption and anonymized data processing, and offers a free trial with subscription plans starting at $14.99/month.

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Kniru

Another good alternative is Kniru, which offers personalized financial management with hyper-personalized insights and advice through chat. It covers a variety of financial planning topics including investment advice, expense management, retirement planning and tax advice. Kniru also offers features like personalized savings recommendations, bill due date reminders and anomaly detection, so users can easily keep track of their financial activity.

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Fortune App

For a more general-purpose approach to financial management, check out Fortune App. This AI-powered accounting software connects to more than 17,000 banks around the world and offers features like instant transaction alerts, automated bank connections and cashflow forecasting. It's available on desktop, mobile and tablet devices with two pricing plans, so it's both accessible and comprehensive in its financial management abilities.

More Alternatives to Cleo

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Timmy

Personalized financial advice and budgeting guidance through continuous transaction monitoring and tailored weekly challenges to help achieve specific financial goals.

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Cushion

Automatically detects and organizes bills and Buy Now Pay Later payments, providing a single view of financial commitments for informed budgeting decisions.

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Cashews

Tracks income and expenses, providing real-time financial visibility and smart notifications to help users make informed decisions and achieve financial peace of mind.

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Fina

Track and manage your finances with customizable categories, personalized metrics, and AI-powered financial insights, all secured with bank-grade security measures.

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Monarch

Consolidates financial tools into one platform, offering AI-driven transaction categorization, flexible budgeting, and investment tracking to optimize financial management.

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WeFIRE

Achieve financial independence with personalized support, 24/7, through AI-driven tools and resources that optimize financial management and decision-making.

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Maxint

Tracks net worth, organizes transactions, and provides personalized financial recommendations in real-time, offering actionable insights to improve financial decision-making.

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Finance Rants

Personalized financial guidance and education tailored to your unique financial behavior and goals, powered by AI-driven insights and expert advice.

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Digits

Automates accounting tasks, providing rapid monthly close, instant reports, and live financial insights, enabling businesses to make more informed decisions.

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Canua

Consolidate and track financial accounts, investments, and taxes in one place, automating data collection and categorization for a clear financial overview.

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Pluto

Get instant AI responses to investment questions, backed by real-time market data and intelligent summaries from over 40 sources, to make informed decisions.

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Brex

Automate financial spend management with AI-powered controls, approvals, and expense tracking, maximizing resources and giving finance teams superpowers.

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Sequence

Automates and visualizes financial life by linking accounts, setting smart routing rules, and running sophisticated plans from a single, dynamic interface.

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COUNT

Automate financial tasks, track expenses and income in real-time, and generate instant reports to make better business decisions with AI-powered accounting tools.

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Fiskl

Automate financial management with AI-powered reconciliation, multi-currency support, and seamless integrations, saving up to 80% of reconciliation work.

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Kairos Financial

Assembles a personalized collection of financial products using AI technology, providing a step-by-step plan to reach long-term wealth and financial goals.

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Plaid

Connect users' financial accounts to apps and services, enabling secure payment initiation, transaction history, and real-time balance information, while reducing fraud and costs.

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unMess

AI agents automate financial planning and unit-level analytics, extracting data, mapping costs, and creating reports to improve business planning and optimization.

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Snapceipt

Automatically categorizes receipts, providing detailed spending insights and visual representations of expense patterns for streamlined expense tracking.

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Investipal

Create personalized portfolios with precision AI, reducing risk and gaining insights from successful investors, while ensuring efficient onboarding and compliance.

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PennyFlo

Forecast cash flow with AI-driven scenario planning, track financials, and automate payments to make informed decisions and optimize cash management.