Comparison
Worthwise vs Copilot
Copilot is a genuinely nice budgeting app. It's built around reviewing your transactions: you open it, categorize, keep things tidy.
Worthwise skips the app part. Nothing to open, nothing to keep tidy. It watches your accounts, texts you when something's worth knowing, and answers when you have a question.
| Worthwise | Copilot | |
|---|---|---|
| Where it lives | Your messages, no app | A native app you open |
| Built around | Net worth, spending, budgets, alerts | Budgets and categorizing |
| How you find out | It texts you when something moves | You check the app |
| Effort required | None, it comes to you | Reviewing and categorizing |
| Bank access | Plaid, read-only | Plaid, read-only |
Why you should switch from Copilot to Worthwise
- No app to open, so there's no streak to break.
- Ask in plain words instead of tapping through screens.
- A shared couples thread for your combined net worth.
- First month free, no card.