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Cleo
Conversational AI financial assistant that analyzes spending, calls out bad habits, tracks budgets, helps set and meet goals, and provides personalized financial guidance.
What is Cleo?
Conversational AI financial assistant that analyzes spending, calls out bad habits, tracks budgets, helps set and meet goals, and provides personalized financial guidance. Cleo 3.0 is described as the most advanced product yet.
Product typePersonal Productivity & Utilities
Pricing ·
Deployment
APINot available
What teams use Cleo for
Budgeting and spending tracking
Savings goals automation
Credit building
Personalized financial guidance
Integrations and access
Platforms, integrations, and language support vary by plan and region. Confirm final requirements with the vendor.
Platforms
IntegrationsAPI and webhooks
Languages
Support
What reviewers say
Community reviewsReviews are owned and editable by their authors.
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Enterprise readiness
Compliance claims are normalized from current vendor documentation and independently reviewed by SOTA2.
Bank account details not stored by Cleo
Data retention:
Benchmarks and comparisons
Independent benchmarksStructured task results are being verified.
Side-by-side comparisonsComparison workspaces will be available in a later release.
