AI Assistant

AI finance assistant

Spreadsheets answer what you formula — not 'can we afford this trip?' in plain language. ClearMint Essentials is a AI budgeting software built into a privacy-first personal finance dashboard.

What problem it solves

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

Who it is for

Users who want conversational access to their own numbers.

Why it is different

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

How it works

Step by step

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

Examples

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

Related: import bank statements, personal finance dashboard, pricing.

FAQ

Frequently asked questions

Is my data sent to AI providers?
Only what's needed to answer, with masking in analytics. See Privacy Policy.
Financial advice?
Convenience only — not licensed advice.

Your finances, as a smart spreadsheet.

Import OFX or CSV bank files and track income, bills, expenses, credit cards, subscriptions, budgets, cash flow and net worth — no formulas to maintain.

Start free trial

30-day free trial · CA$7.99/mo after · Cancel anytime