The Work Index by Flexa

Copilot Money

Copilot Money is a personal finance app that helps users track their spending, budget, investments, and net worth, available for Mac and iPhone.

6.9

/10

Transparency ranking

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Description

Copilot Money is a personal finance app designed to help users manage their money with confidence. The app boasts a user-friendly interface, powerful features, and a focus on privacy. Key features include comprehensive budgeting tools, automated spending categorization with Copilot Intelligence, cash flow analysis, investment tracking, recurring expense management, and a streamlined dashboard that provides a clear view of your financial picture. The app is available on both Mac and iPhone, and its commitment to user privacy is reflected in its transparent pricing and the fact that it avoids ads and hidden fees.

Copilot Money prioritizes building a high-quality product that empowers users to take control of their finances. The company has a diverse team working from different locations, and they actively solicit user feedback and incorporate it into the app's development. Copilot Money is available in the United States and plans to expand to other countries in the future.

Flexibility

Copilot Money offers employees flexibility in their work schedule, allowing them to work from home a few days a week with a provided home office stipend. The company encourages in-person collaboration, with team members getting together a couple of times a week, and hosts annual team offsites.

Hybrid

Benefits

Copilot Money offers a range of benefits to its employees, prioritizing both meaningful work and a positive work-life balance. Employees enjoy equity in the company, comprehensive medical, dental, and vision coverage, and a home office stipend to facilitate comfortable remote work. In addition to regular vacation days, employees receive extra vacation days after 2 and 4 years of employment, as well as a wellness reimbursement to support their personal well-being. They also participate in in-person collaboration sessions and annual team offsites, creating a strong sense of community and shared purpose.

Enhanced parental leave

Mission

Copilot Money is a personal finance app designed to empower users to take control of their finances with confidence. Their mission is to provide a smart, private, and delightful tool that offers full visibility into all aspects of money management, free from ads and gimmicks. They believe that well-crafted software can help individuals understand their spending, track their investments, and reach their financial goals with ease.

Automation
Data-driven
Disruptor
Soonicorn
Tech for good

Culture

Copilot Money promotes a culture focused on building well-crafted, user-friendly software that empowers individuals to take control of their finances. They emphasize a collaborative work environment where team members from diverse backgrounds come together to create a positive impact. The company values its employees and offers attractive benefits, including equity for every team member and a focus on work-life balance with a home office stipend and frequent in-person collaborations.

Agile and dynamic
Autonomous
Collaborative
Entrepreneurial
Fast-paced
People-first
Progressive
Supportive
Transparent

DE&I

Copilot Money is committed to building a diverse and inclusive workplace, reflecting its belief that a wide range of perspectives and experiences contribute to a better product for everyone. The company values diversity in its team, with employees working from different parts of the world and coming together to create a positive financial experience for all users. While specific details are not provided, Copilot offers benefits and perks that are designed to be inclusive and equitable, regardless of location or background.

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