NovoAI

Your personal money assistant — in every tab

Tap the sparkles on any screen to ask NovoAI in plain language: categorize transactions, get spending insights, plan toward goals, or just ask 'how am I doing this month?'

Your personal money assistant — in every tab

Auto-categorize

One tap categorizes every uncategorized transaction — and you can always override the result.

Conversational insights

Ask 'where did I overspend this month?' and get structured, source-cited answers from your own data.

In every tab

NovoAI lives behind the sparkles on Home, Wealth, Cashflow, Plan and Invest — wherever you need it.

Private by design

AI data sharing is an opt-in toggle in Settings. You're always in control of what NovoAI can see.

AI that understands your money, not just your words

NovoAI is grounded in your connected accounts, so its answers reflect your real finances — and only what you choose to share.

What can NovoAI do?

It categorizes transactions, answers questions about your spending and net worth, and helps you plan toward goals — all in plain language.

Is my data private?

Yes. AI features are opt-in, controlled by a toggle in Settings, and your account credentials are never shared. You decide what NovoAI can access.

Which screens have NovoAI?

Every main tab — Home, Wealth, Cashflow, Plan and Invest — has the NovoAI sparkles, so help is always one tap away.

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Your Wealth.

Unified. Simplified. Amplified.

Download the NOVOX finance app to track your net worth, manage your portfolio, and stay on top of investments from one secure workspace on iOS and Android.

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App Store
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Google Play

Rated 4.5 in app stores