Cleo is like a sassier Siri and an Alexa with an accounting degree, all rolled into one.
How does Cleo work?
Cleo only takes two minutes to set up. Just connect her to your bank account, and she’ll do the rest.
She analyzes your spending patterns and keeps an eye on your budget so that you don’t have to. You’ll get encouraging messages when you make the right money moves and good-natured ribbing when you don’t.
And if you’re the type of person who benefits from tough love, or just enjoys a bit of smack talk, Cleo comes with an optional “savage mode” that will roast you anytime you need a wake-up call.
You’ll also have access to financial advice anytime you need it. Not sure whether you can afford dinner at that fancy new sushi place? Ask Cleo. Want to buy a new TV? Cleo will help you budget for it.
And if saving money isn’t enough, you can even win some, too. Cleo will quiz you from time to time to build your financial know-how, and winners can be entered into draws for cash prizes.
Find a financial advisor in minutes
Are you confident in your retirement savings? Get advice on your investment portfolio from a certified professional through Datalign. It only takes 3 minutes to connect with an advisor who puts you first.Get Started
Put your worries behind you
The company behind Cleo promises it will never sell your data or save any of your personal information. She connects to your account in read-only mode, so she can’t move your money, just observe it.
The app is backed up by a $250,000 guarantee — the same level of insurance you get when you open a bank account. That means that even if some kind of breach did happen, Cleo will cover it.
Best of all, Cleo is free to use. It’s like having your own financial planner, without the ridiculous price tag. And trust us, Cleo is way funnier than any of the pencil-pushers at your local bank.
If you’ve been looking for a way to take control of your bank account and start budgeting like a boss, Cleo has got your back. So take a few minutes and sign up today.
What are your spending habits?
When you know where your money is going, you can make better financial decisions.
With Rocket Money, get a breakdown of your spending to see exactly where your money is going. Manage subscriptions, lower your bills and put your savings on autopilot.
Managing money just got easier with the Rocket Money app.