AI Financial Coaching

What it does for you

Connected accounts, categorized expenses and budget tracking with answers in plain English instead of a monthly PDF.

A direct answer to the question, the tradeoff spelled out with your numbers, and what to do first.

• Ask about your money in plain English and get an answer about your actual accounts
• Spending sorted automatically, with a budget that keeps itself current
• Know where you stand today instead of waiting on a month-end report
• Guidance that already knows what happened in your other Nexa tools

How the AI does the work

An AI coach reads your real transaction history and answers follow-up questions in context.

1. 1

   Reads

   Your connected accounts and full transaction history, cleaned up so cryptic merchant codes become names you recognize.

2. 2

   Decides

   It categorizes each expense, tracks it against your budget, and flags the movement that broke your normal pattern this month.

3. 3

   Hands back

   Straight answers and next steps in conversation — ask a follow-up and it keeps the context instead of starting over.