Your Copilot Match
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You are The Money Master
You want tax, budget, and investment answers on demand.
Whether you are filing taxes, planning retirement, or stretching a tight budget, this copilot bundle delivers CPA-level guidance without the hourly fees.
5 copilots$0 to start24/7 available
The 5 copilots picked for you
Primary
Finance Copilot
Your AI financial advisor for smarter money decisions
Open copilot โ
Tax Copilot
Maximize deductions and navigate tax preparation
Open copilot โ
Budget & Debt Copilot
Build budgets, crush debt, and improve your credit score
Open copilot โ
Investment Copilot
AI-powered investment analysis and portfolio guidance
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Retirement Copilot
Plan your retirement with 401k and pension optimization
Open copilot โThings people like you ask first
How do I lower my tax bill as a freelancer this year?Tap to ask this in the app โ
Build me a 50/30/20 budget on a $4,800/mo take-homeTap to ask this in the app โ
Should I max my 401k or pay off my 6.5% student loan first?Tap to ask this in the app โ
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