Cleo

About this Tool

Cleo is an AI-powered financial assistant that helps you manage money through conversational chat. It analyzes your spending patterns, helps you budget, and provides personalized financial advice with a friendly tone.

Key Features

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AI Chat Assistant

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Spending Analysis

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Smart Budgeting

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Savings Goals

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Bill Tracking

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Credit Score Monitoring

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Select Launch Demo

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Select Continue

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Search for your bank name*

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You need to be at least 18 years old to apply for the Cleo card .

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team@meetcleo.com

📋 Scripts & Prompts for Cleo +

Copy these AI-powered scripts to get maximum value from this tool. Sign up free to copy.

📄 Template

Build My Personal Budget & Zero-Based Spending Plan

Beginner ⏱ 15 min

You are a certified financial planner. Create a complete zero-based budget for me. Monthly take-home income: [INCOME] Fixed monthly expenses:…

Monthly take-home income

Fixed expenses

Variable expenses

Debt payments

Financial goals

📄 Template

Debt Elimination Snowball + Avalanche Hybrid Plan

Beginner ⏱ 10 min

You are a debt specialist. Create my complete debt elimination plan. Debts I owe: [DEBT_LIST] (name, balance, interest rate, minimum…

Your debts (name, balance, rate, min payment)

Extra monthly payment

Your priority

💬 Prompt

Design My Investment Portfolio â€” Any Goal

Intermediate ⏱ 12 min

You are a fee-only fiduciary financial advisor with expertise in portfolio construction. Design my investment portfolio. Investment goal: [GOAL] (retirement…

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💬 Prompt

AI Tax Optimization Strategy

Intermediate ⏱ 15 min

You are a CPA and tax strategist. Identify every legal tax optimization strategy for my situation. Filing status: [STATUS] Employment…

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📄 Template

Fine Tuning

Intermediate ⏱ 10 min

Sometimes no matter what tricks you throw at the model, it just won’t do what you want it to do.…

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🔐 Browse All Scripts in the Vault →

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