AI Assistant

AI finance assistant

Spreadsheets answer what you formula — not 'can we afford this trip?' in plain language. ClearMint Essentials es un AI presupuesto software integrado en un panel financiero personal con enfoque en privacidad.

Qué problema resuelve

Spreadsheets answer what you formula — not 'can we afford this trip?' in plain language.

Para quién es

Users who want conversational access to their own numbers.

Por qué es diferente

Grounded on your workspace data — AI presupuesto software that reads your imports, not generic tips.

Cómo funciona

Paso a paso

Open the floating assistant from any tab.
Ask in plain language about spending, balances, presupuestos, or forecast.
Answers use your real figures with privacy-conscious handling.

Ejemplos

'How much did we spend on groceries last month?' 'What's our lowest forecast balance in Q3?'

Relacionado: importar extractos bancarios, panel financiero personal, precios.

Preguntas frecuentes

Is my data sent to AI providers?

Only what's needed to answer, with masking in analytics. See Política de privacidad.

Financial advice?

Convenience only — not licensed advice.