Features
Discover what Copia has to offer today and what exciting features are coming soon
Available Now
These features are live and ready to help you manage your finances effectively
Bank Connections
Securely connect your bank accounts using Plaid. Manage, update, and sync your financial data in real time.
Expense Tracking
Sync your transactions and stay on top of your spending with detailed insights and categorization.
Basic Budgeting
Set budgets and track progress to help you stay within your financial goals with simple budget categories.
Recurring Transactions
Easily manage subscriptions, bills, and recurring payments with automated tracking and reminders.
Rule Engine
Create rules to automatically categorize transactions and perform actions based on your preferences.
Dashboard
View your financial data in a clear and concise dashboard. See your spending, income, and savings at a glance.
Transaction Categorization
Categorize your transactions to help you understand your spending and income patterns.
Coming Soon
Exciting new features we're working on to make Copia even more powerful
AI-Powered Categorization
Leverage artificial intelligence to automatically categorize transactions with high accuracy and learn from your patterns.
Advanced Budgeting
Multi-budget styles including flexible and fixed budgeting with advanced forecasting and goal tracking.
Calendar Integration
View your financial activity in a calendar format with upcoming bills, recurring transactions, and spending patterns.
Stripe Payments
Seamless subscription management and payment processing with secure billing and premium feature access.
Automated Sync
Background synchronization that keeps your financial data up-to-date automatically without manual intervention.