Your Personal Finance AI Chatbot
Ask questions about your finances and get instant, accurate answers based on your own financial data. No bank logins, no data sharing with third parties, just secure insights about your money.
Secure & Private: Your data never leaves our platform. Unlike general AI chatbots, we never use your financial data for training.
Why Use MoneyMapper's AI Chat?
Get instant, accurate insights about your finances without compromising security or privacy.
Built for Financial Data
Unlike general AI chatbots, MoneyMapper is purpose-built for financial documents. We understand bank statements, transaction patterns, and financial terminology.
Learn about security risksComplete Privacy Control
Your PDFs are processed and deleted immediately. We never store your original statements, only the transaction data you choose to keep. Your data never trains AI models.
See privacy detailsIntegrated Experience
The chatbot seamlessly integrates with all your MoneyMapper data: budgets, transactions, goals, reports, and wealth tracking. Get instant answers with full context.
Explore featuresWhat It Can Do
The AI chat provides descriptive insights, explanations, and "what-if" scenarios based on your financial data.
Spending Analysis
Understand where your money goes, identify top spending categories, and discover patterns in your transactions.
Budget Performance
See how your spending compares to your budgets, identify overspending, and understand budget variances.
Goal Tracking
Check progress on your emergency fund, savings goals, and other financial targets you've set.
What-If Scenarios
Safely explore "what if" calculations like "What if I reduce eating out by £100/month?" without receiving financial advice.
Trends & Patterns
Identify spending trends, compare periods, and understand changes in your financial behavior over time.
Net Worth & Assets
Get insights about your assets, liabilities, debts, and overall net worth based on your Wealth Tracker entries.
What It Cannot Do
The AI chat is designed to provide insights, not financial advice. Here's what it cannot do:
No Financial Advice
The AI cannot provide investment advice, recommend specific products, or tell you what you should do financially.
It can describe options neutrally and run scenarios you request.
No External Data
The AI cannot access credit scores, property valuations, current market rates, or any data outside your uploaded statements.
It only uses data you've provided through statements and manual entries.
Uses Your Latest Data
The AI only sees completed transactions from uploaded statements, not real-time account balances or pending transactions.
Upload your latest statement to get up-to-date insights.
No Product Recommendations
The AI cannot recommend specific banks, credit cards, loans, investments, or financial products.
It can explain concepts and help you understand your own financial situation.
Questions We've Tested & Verified
These questions have been tested and verified to work correctly. Ask any of these to get accurate, helpful answers about your finances.
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