Introducing our AI financial assistant, now in beta

What if understanding your money felt like having a conversation instead of doing homework?

What would it be like to actually talk to your money? Not just scan charts and summaries, but ask real questions—with full context—and get answers that reflect your actual life. That's what we're starting to build with AI Chat, your financial assistant inside Enrich, now available in beta.

Most finance tools are built around how people "should" look at their money: dashboards, graphs, reports. Those are still useful, and they're not going away. But people don't all think in charts. You have your own questions, your own patterns, your own worries. AI gives us a new way to meet you where you are.

Over the past few months, we've been experimenting with AI as a way to help you make more sense of your finances, with less friction. You can ask about your accounts, your spending habits, or your patterns, and it responds based on your actual data—not generic rules or one-size-fits-all advice. The goal is simple: make it easier to understand what's going on with your money, so decisions feel a little less heavy.

Built with care, not hype

A lot of companies are racing to ship AI features as fast as possible. We're choosing a slower, more intentional path.

We're building this with privacy, safety, and trust as non-negotiables. Your financial life is personal, and it should stay that way. Behind the scenes, we're designing Enrich so your data stays private, secure, and handled with care. No judgment. No hidden agenda. Just honest answers, grounded in your own numbers.

If you're curious about how we think about trust in AI, check out Brent's deep dive: Conversations that earn trust: how we're designing personal finance AI at Enrich.

As easy as sending a text

We're creating a financial assistant because everyone deserves an easier way to understand their money—without needing to become a finance expert.

Starting today, you can use AI Chat to:

• Get account information across all your connected accounts in one place
• Ask about specific transactions
• Track refunds
• See your spending by category
• And more to come as we learn what's most helpful for you

If you already have accounts connected in the Enrich app, you can find it under Menu → AI Chat and start asking questions about your money. If you don't have accounts set up yet, this is a good moment to connect a few and see what it can do.

This is just the beginning

We'll be learning, refining, and expanding AI Chat over time—and your feedback will shape where it goes next.