AI Assistant

AI finance assistant

Spreadsheets answer what you formula — not 'can we afford this trip?' in plain language. ClearMint Essentials é um AI orçamento software integrado a um painel financeiro pessoal com foco em privacidade.

Qual problema resolve

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

Para quem é

Users who want conversational access to their own numbers.

Por que é diferente

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

Como funciona

Passo a passo

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

Exemplos

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

Relacionado: importar extratos bancários, painel financeiro pessoal, preços.

Perguntas frequentes

Is my data sent to AI providers?

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

Financial advice?

Convenience only — not licensed advice.