# Copilot app screens & user flows | Lazyweb Lazyweb publishes a public search API over its indexed pages; the guide is at https://www.lazyweb.com/agent-access. Source: https://www.lazyweb.com/company/copilot Source observed: 2026-09-30T02:09:21.643Z Last checked: 2026-10-08T02:06:40.367+00:00 Indexed: 2026-09-30T06:24:50.834+00:00 --- # Copilot app screens & user flows We provide a research-library entry for Copilot, a Finance product in the Budgeting & Spend Tracking category. The entry contains 163 Copilot app screens across Apple Sign-In and Onboarding flows, including dashboard, profile, paywall, reviews, and checkout experiences. It was updated in May 2026. Lazyweb is a design research library with 281k+ real app screens, user-flow examples, UI patterns, and product-design patterns for competitive analysis and benchmarking. We provide five preview screens here; 158 additional Copilot screens are available through [sign up (free)](https://www.lazyweb.com/product). ## Screenshots ![Copilot app screenshot 1](https://zlfyzdmohcskkucuunmk.supabase.co/storage/v1/object/public/screenshots/uploaded_copilot/exploration/compare/2026-05-28/1780007189269_00_com.microsoft.copilot.png) ![Copilot app screenshot 2](https://zlfyzdmohcskkucuunmk.supabase.co/storage/v1/object/public/screenshots/uploaded_copilot/main_tabs/compare/2026-05-27/1779939339450_00_Copilot-20260528-033539-01.png) ![Copilot app screenshot 3](https://zlfyzdmohcskkucuunmk.supabase.co/storage/v1/object/public/screenshots/uploaded_copilot/compare/2026-01-28/1771005901884_t__-_414.PNG) ![Copilot app screenshot 4](https://zlfyzdmohcskkucuunmk.supabase.co/storage/v1/object/public/screenshots/uploaded_copilot/compare/2026-01-28/1771005901500_t__-_413.PNG) ![Copilot app screenshot 5](https://zlfyzdmohcskkucuunmk.supabase.co/storage/v1/object/public/screenshots/uploaded_copilot/compare/2026-01-28/1771005900835_t__-_412.PNG) We show 5 of 163 app screens from Copilot. The five previews include dark-themed mobile screens with an agenda view, face-recognition prompt, bank-account linking, privacy, and email-verification states; the screenshots are visual previews of the captured app flows. ## Company metadata | Field | Value | | --- | --- | | Category | Finance | | Subcategory | Budgeting & Spend Tracking | | Tagline | Navigate your finances with confidence. Track spending, budgets, investments, net worth. | | Business model | Subscription | | Product archetype | Prosumer | | Growth engine | Network effects (social graph), Paid performance marketing, Word of mouth | | Active users | 76,500 | | Money raised | $10,500,000 | | Public company | No | | Market leader | No | | Website | [https://www.copilot.money](https://www.copilot.money) | | App Store | [https://apps.apple.com/us/app/copilot-track-budget-money/id1447330651](https://apps.apple.com/us/app/copilot-track-budget-money/id1447330651) | | X / Twitter | [https://x.com/copilotmoney](https://x.com/copilotmoney) | | Instagram | [https://www.instagram.com/copilotmoney/](https://www.instagram.com/copilotmoney/) | | LinkedIn | [https://www.linkedin.com/company/copilotmoney](https://www.linkedin.com/company/copilotmoney) | | Crunchbase | [https://www.crunchbase.com/organization/copilot-7808](https://www.crunchbase.com/organization/copilot-7808) | ## App Store description Copilot Money is a paid personal-finance subscription for iPhone, Mac, and iPad. It brings accounts together to help people categorize spending, create budgets, save, view recurring subscriptions, and understand their finances. Copilot says it learns to auto-categorize spending and protects data with bank-level security. The subscription model means it does not show credit-card ads or sell user data to others, and users can contact the support team with questions and feature requests. A free one-month trial is offered. The App Store description identifies Copilot as an Apple Design Award Finalist in 2024 and includes endorsements attributed to MKBHD (“An app that I love and use.”) and the Apple App Store (“The future of personal finance”). ### Key features - **Safe & Secure:** Safeguards data with bank-level security. - **All in One:** Connects over 10,000 institutions, including Venmo, Coinbase, Amazon, and Apple Card. - **Best-in-Class Support:** Provides a dedicated support team. - **Adaptive Budgets:** Uses spending habits to create and adjust realistic budgets. - **Savings Goals:** Associates accounts and transactions with savings goals. - **Cash Flow:** Visualizes income, spending, and net income, with comparisons and trends. - **AI Categorization:** Automatically categorizes thousands of transactions. - **Subscription Tracking:** Tracks recurring spending, including subscriptions users may have forgotten. - **Investments:** Shows performance and supports benchmarking against market indexes. - **Custom Notifications:** Provides alerts about overdraft fees and other events. - **Dark Mode & Widgets:** Offers interface customization. Copilot Money currently works with US financial institutions only. - [Learn more](https://www.copilot.money) - [Terms of Service](https://www.copilot.money/terms_of_service) - [Privacy Policy](https://www.copilot.money/privacy_policy) ## Copilot user flows - [Apple Sign-In](https://www.lazyweb.com/flow/copilot/apple-sign-in) - [Onboarding](https://www.lazyweb.com/flow/copilot/onboarding) ## More Finance companies - [10x Banking](https://www.lazyweb.com/company/10x-banking) - [Abacum](https://www.lazyweb.com/company/abacum) - [Abhi](https://www.lazyweb.com/company/abhi) - [Able Lending](https://www.lazyweb.com/company/able-lending) - [Abra](https://www.lazyweb.com/company/abra) - [Accesspay](https://www.lazyweb.com/company/accesspay) - [Accrual](https://www.lazyweb.com/company/accrual) - [Activ Financial Systems](https://www.lazyweb.com/company/activ-financial-systems) [Browse all Finance companies →](https://www.lazyweb.com/company/category/finance) [Sign up (free)](https://www.lazyweb.com/product) to search every screen, flow, and UX pattern in one place with Lazyweb. --- [Read this page’s summary](https://www.lazyweb.com/api/public/v1/page-tldr?url=https%3A%2F%2Fwww.lazyweb.com%2Fcompany%2Fcopilot&trace=t_bc7e1c4e5b07) ## Ask a follow-up about this page Need a more specific answer? 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