Features of Cleo: Budget & Cash Advance

Personalized budget management

With Cleo: Budget & Cash Advance, users can easily create and manage personalized budgets tailored to their unique financial goals and needs. The app provides intuitive tools and visuals to track spending, set savings targets, and receive personalized budgeting recommendations.

Real-time expense tracking

Cleo: Budget & Cash Advance offers real-time expense tracking, allowing users to keep a close eye on their spending habits. The app automatically categorizes transactions, provides detailed insights into spending patterns, and sends notifications to help users stay on track with their budget.

Instant cash advances

Cleo: Budget & Cash Advance offers a unique cash advance feature that provides users with instant access to funds when they need it the most. Users can easily request a cash advance through the app, and receive the funds directly in their bank account within minutes, without any hidden fees or high-interest rates.

Tips 

Simplify your finances.

Turn finance management into a casual chat with Cleo. Easily ask questions and understand your spending. Say goodbye to complex finance tools. Make learning about finances engaging and straightforward.

Access quick cash advances.

Forget overdraft fees and get up to a $250 cash advance*. Benefit from no interest, credit checks, or late fees. Enjoy financial flexibility without mandatory direct deposits. Experience a stress-free way to manage low-balance moments.

Effortless saving and budgeting.

Create personalized budgets including your little pleasures. Utilize unique tools like auto save and round up. Keep track of all your accounts in one place. Budget smartly without feeling restricted.

Pros & Cons

• AI-powered financial chat
• Up to $250 cash advance
• No interest or late fees
• Personalized budgeting tools

FAQ

How does Cleo help with budgeting and saving?

Cleo offers personalized budget creation, savings tools like auto save, and a comprehensive view of your accounts, all in a user-friendly chat format.