Ask Savi AI · Savi Pro

The financial advisor in your pocket

The Assistant lives in the Savi Finance app. Ask about a budget, tag a trip, or see what changed this month. No copy-paste, no switching apps. Included with Savi Pro.

Open Ask Savi See Savi Pro

App Store Google Play

Savi updated December plan with gift and takeout amounts — **A budget that fits**Clearer tradeoffs, less second-guessing.

Savi suggesting to tag Italy Trip 2025 transactions — **Less busywork**Savi organizes spending before you ask.

Savi confirming tagged transactions and more ways to save — **More money kept**One action unlocks the next savings tip.

Holiday budget

Disagree out loud. Savi revises the plan.

Tell Savi a limit feels too tight. It suggests a swap and updates the numbers in your plan from the same conversation.

Back-and-forth in plain language
Amounts tied to your real spending
Budget edits applied as you chat

Savi conversation adjusting holiday gift and spending targets — **A real conversation**Push back on a number. Savi adjusts with you.

Savi chatting about coffee purchases and categories — **Log it in chat**Say what happened. Savi writes the transaction.

Quick logging

Say “$5 coffee.” Savi logs it.

Skip the forms. Tell Ask Savi what you spent and it creates the transaction in your account, or retags a purchase you already have.

Create a transaction from plain language
Retag or recategorize a purchase in chat
Changes save as the assistant runs the tools

Smart responses

It figures out what you mean

Say you want to buy a house in Toronto. Savi creates a House Down Payment goal with a suggested amount, monthly savings, and a timeline. Open Goals anytime to tweak the details.

Infers a goal from plain language
Fills amount, monthly target, and timeline
Uses local context like Toronto averages

Savi creating a House Down Payment goal from a Toronto house ask — **From wish to goal**One sentence becomes a savings plan you can edit.

In the app

Ask, then act. All in one thread

Ask Savi is built into Savi Finance and included with Savi Pro. Your accounts are already there, so the conversation stays about your money, not a blank chat.

Step 1
Open Ask Savi
From the tab bar, type a question or tap a suggestion, or let Savi surface something it spotted first.
Step 2
Get answers from your data
Replies use your linked accounts, categories, and goals, so “where did my money go?” has a real answer.
Step 3
Act in the same thread
Ask Savi to retag a purchase, adjust a budget, or create a goal. Changes land in your account as the chat runs.

Get started

Download Savi. Open Ask Savi.

Install the app, upgrade to Savi Pro if you have not already, then open Ask Savi from the tab bar. Support for using Savi inside Claude and other AI tools via MCP is coming separately.

Open Ask Savi in the app See Savi Pro