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
- Open the floating assistant from any tab.
- Ask in plain language about spending, balances, budgets, or forecast.
- 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.
Try ClearMint Essentials free for 30 days
Import OFX or CSV bank files and track income, bills, expenses, credit cards, subscriptions, budgets, cash flow and net worth — no formulas to maintain.