MoneyCopilot
AI-powered finance
MONEY COPILOTWhere AI Meets Financial Mastery — India’s unified finance platform.
One place for budgets, investments, taxes, invoices and predictive insights. Built to let clients plug-in custom recommendation engines, trading models and real-time market feeds without redesigning the UI.
Why users struggle with money today
People use multiple apps for investments, payments, loans and taxes — leading to fragmented insights, missed opportunities and financial stress.
- Expense tracking spread across wallets and accounts
- Multiple EMIs without consolidated insights
- Tax complexity for salaried, traders & gig workers
- No unified view of assets vs liabilities
- No personalised recommendations or automation
Single source of truth
MoneyCopilot unifies your financial data, applies forecasting models, and provides actionable insights — while allowing businesses to plug in their own ML engines or signal feeds.
Unified Hub
Accounts, budgets & assets
Prediction Layer
Multi-horizon models
Tax Optimizer
Tax-ready summaries
Vision AI
Invoices → structured data
Core Modules — Plug & Play
AI Insight Engine
Aggregates price & behavior signals
Document Vision
Extracts structured data
Risk Engine
Market + behavior risk tagging
Analytics
Portfolio metrics & backtests
Investments in the securities market are subject to market risks. Read all related documents carefully before investing.
Prediction snapshot (sample)
Read-only sample cards showing how insights are surfaced.
RELI
Reliance Industries
+12.4%
Medium
TCS
Tata Consultancy
+8.9%
Low
HDFC
HDFC Bank
+10.2%
Medium