Copilot Money

How to create a new connection, add new accounts to an existing connection, or connect a second set of credentials with the same institution

Adding and Managing Connected Accounts

Creating Manual Accounts

Learn how the color-coded dots in your credit card accounts reflect your credit utilization

Credit Utilization

How to mark an account as closed or hide an account

Hiding and Closing Accounts

Real Estate Accounts

Learn how to track all your assets in Copilot

Tracking Your Car and Other Physical Assets

Getting Started

Email Support

YouTube Tutorials

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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