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AI Financial Workspace

One workspace for every financial life.

Track spending, plan budgets, monitor cash flow, and keep your personal, freelance, family, and business finances perfectly organized—all from one AI-powered workspace.

Bank-grade encryption
14-day free trial
No card required

Users in 40+ countries

Built by a team that uses it daily

14-day free trial — no card needed

Android on Google Play · iOS coming soon

Your AI Financial Workspace, everywhere

Premium mobile experience

Budgets, AI insights, and spending alerts — always in your pocket. Available now on Google Play.

Get it on Google Play
iOS — coming soon
9:41
BP
Personal
This Month
Available to SpendJul 1 – Jul 31$4,218.50Budget: $1,480 left · $82/day · 18d
On track
Spent$2,180
Income$6,400
Net+$4,220
TodayJul 5
3 transactions · 2 categories-$127.40
AI Insight

Your dining spend rises ~18% on weekends. Consider setting a Friday budget cap.

RecentSee all
🛒
Whole FoodsGroceries
-$84.20
💼
Salary DepositIncome
+$4,200
StarbucksDining
-$6.40
🏠
Rent PaymentHousing
-$1,250
Home
Insights
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Accounts
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Instant AI intelligence

What you could see on day one

No setup. No configuration. BudgetPilot surfaces insights the moment your data lands.

  • Your spending rises ~18% on weekends

    Pattern detected

  • Dining is 18% above your average

    Budget alert

  • You may exceed your food budget in 5 days

    Pace warning

  • Subscriptions increased ~22% vs last month

    Trend insight

Most of us were never given a simple way to see the full picture.

  • Where did my salary go?

  • You are not bad with money — you need a clearer picture.

  • I thought I had more left before payday.

Financial Workspaces

One account, every financial context. Your personal spending, your side hustle, and your shared household budget don't belong in the same view.

Separate contexts, not accounts

Personal, business, freelance, or family — each workspace has isolated data, budgets, and AI insights.

Invite members

Share with your co-founder, partner, or accountant. Everyone sees the same numbers.

Switch instantly

One click swaps your entire dashboard to a different financial context. No reload, no re-login.

Latest updates

Subscription tracking & financial reports — now live

Two features that solve problems most budgeting apps quietly ignore.

Recurring payment tracker

See every subscription renewing in the next 7 days — with amount, cadence, and monthly commitment. No more silent charges.

Financial reports — PDF & CSV

Generate a downloadable statement for any period — monthly, quarterly, annual, or custom. Hand it to your accountant or attach to a tax return.

How it works

Up and running in minutes

  1. Import your transactions

    CSV, Excel, or PDF — drag, drop, done. Open Banking sync is on the way.

  2. See everything in one place

    Budgets, transactions, and balances together — per workspace, per context.

  3. Get automatic insights & alerts

    Pace, patterns, and limits — without the spreadsheet.

For teams - Grow with BudgetPilot

Built for modern businesses that outgrew spreadsheets.

Whether you're running a startup, managing client work, or growing a small business, BudgetPilot keeps everyone aligned with shared workspaces, real-time financial visibility, and AI insights.

  • 1

    Everyone sees the same financial picture

    Every member sees the same real-time data — transactions, budgets, burn rate.

  • 2

    Share only what matters

    Invite co-founders, partners, accountants, or team members with the right permissions for each workspace.

  • 3

    One workspace per company, project, or client

    Per project, per entity, per department. Each is its own financial environment.

  • 4

    Stop emailing spreadsheets

    Your entire team works from the same real-time financial workspace.

  • 5

    Insights that match each workspace

    Every workspace receives its own AI analysis, alerts, forecasts, and recommendations.

14 days full access — no card required

Simple pricing

Full access for 14 days after you sign up. No card to start.
Upgrade only if BudgetPilot earns a place in your routine.

Start here

Your first 14 days, fully unlocked

Full Insights (signals plus explanations), spending breakdowns, shared budgets, and goals—the same experience as Premium, so you can judge clarity and control, not a feature checklist.

  • Full access for 14 days after you sign up
  • No credit card to start
  • Nothing is charged during your 14-day trial
  • Gentle in-app reminders before access changes

Everything included

  • Unlimited workspaces
  • Invite members to workspaces
  • Import CSV, Excel & PDF statements
  • Share budgets with collaborators
  • AI transaction categorization
  • AI insights, alerts & co-pilot chat
  • Multi-currency support
  • Weekly financial reports
  • Goals & savings tracking
Start free — 14 days full access

After your trial — if you want to keep the clarity

  • Premium monthly

    Stay flexible

    $7.99 / month

    One simple bill to keep full insights, editing, and household tools—cancel anytime from settings.

    • Month-to-month — cancel anytime
    • Unlimited workspaces & members
    • Import CSV, Excel & PDF statements
    • Share budgets with collaborators
    • AI insights, alerts & co-pilot
    • Multi-currency support
    • Weekly financial reports
    • Goals & savings tracking
    Create account & try free first
  • Best value

    Premium yearly

    $69.99 / year

    Save about $25.89 vs twelve monthly payments.

    For people who want long-term awareness without thinking about billing every month.

    • Everything in Premium monthly
    • Lower effective monthly cost
    • Unlimited workspaces & members
    • Import CSV, Excel & PDF statements
    • Share budgets with collaborators
    • AI insights, alerts & co-pilot
    • Multi-currency support
    • Weekly financial reports
    • Goals & savings tracking
    • Renews annually — cancel anytime
    Create account & try free first

Billing clarity: the 14-day period is granted when you create an account—not a card trial. Pay only if you choose Premium later.

Ready when you are.

Try the interactive preview first, or start free with full access. No card required.