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New AI Assistant Cleo Makes Money Management Easy and Painless

It can be a pain to keep track of where your money is going, especially with the dozens of other tasks modern life requires – not to mention the lots of little purchases that add up when we’re not paying attention. And beyond that? Money management can get complicated, quick, and hiring someone to help you with it can be costly. Enter Cleo, the AI friend that looks after users’ money.
Cleo is an AI assistant who not only keeps an eye on your finances, but also puts you in control of it. Users get proactive, personalized information, flexible budgeting, and smart tracking across financial platforms. Cleo lives in Facebook Messenger like a friend, so users can ask about their money, any time, anywhere, and get an instant, tailored response.
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Born in early 2016 at Entrepreneur First, Europe’s leading accelerator for technical talent, Cleo’s goal is to build “the interface that simplifies finance for a generation.” It works by securely accessing users’ transaction data in read-only mode, using industry-leading financial security software. Cleo then scans users’ transaction history, categorizing and identifying trends in their spending, as well as also allowing them to view their balance, direct debits, and latest transactions, as well set budgets and watch their spending in specific categories.



Cleo has a number of important features for money management software, including:

  • Certified bank-level security – With advanced SSL encryption and security practices, Cleo matches the level of of the world’s leading banks. Users’ banking credentials are never stored on Cleo’s servers, and all sensitive information is encrypted.
  • Trusted data management – Like financial giants Goldman Sachs, American Express, and Citibank,  Cleo works with Plaid, a company that helps securely aggregate consumers’ financial details by tokenizing and encrypting sensitive data, and enforcing separate access controls at each layer of infrastructure.
  • Dedicated support team – Cleo’s dedicated support team can be contacted by email or live chat, and is there to help you with any questions or queries users may have.



>A smart, fast, and simple solution to money management, Cleo has over 100,000 users in the UK and is backed by leading investors, including the founder of Skype. If you’re interested in a new and easy way to manage your money, head over to their website now to join the private US alpha test, limited to 1000 testers, and help Cleo “build the future of finance.”


ISO Republic | Cleo

Author : Kae Burdo

Kae Burdo is a freelance writer, alt. sex(uality) & relationship educator, and event planner. With over a decade of writing experience, their passions are international politics, the vast range of human sexuality, issues relating to intersectional feminism, and technology and startups. Follow them on twitter @kaeburdo.

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