Copia Assistant
Ask about your spending, then approve changes. The assistant can draft a budget, add transactions, create rules, and set savings goals.
1 min read
The Problem
Most "AI in finance" chatbots recap what you already know. We wanted something that could do the setup work we were tired of doing by hand, without applying a change we had not seen.
What it is
The Copia Assistant (Mina) is an in-app chat on the $4.99/month plan. You can ask what you spent in a category, compare months, or walk through an income what-if.
It can also take action after you confirm an approval card. That includes drafting or copying a budget sheet, suggesting subcategory amounts from recent history, adding transactions, creating auto-categorization rules, and creating or updating savings goals.
Why it matters
Setup is the boring part of a new budget. We would rather approve a draft than type every category amount again. You stay in control of what actually writes.