Ozzie: Save & Track Money

Ozzie is a financial assistant built for the Latino community, personalized around how you think and feel about money, in your language.

Ozzie is the AI financial assistant built for Latino immigrants — personalized around how you think and feel about money, in your language.

Most financial apps treat money as a math problem. Ozzie treats it as a human one. Before building your plan, Ozzie maps your Money Personality — the beliefs, habits, and emotions that drive every financial decision you make. Then it builds a plan around who you actually are. Whether you're building savings, paying off debt, supporting family abroad, or just trying to feel more in control of your money, Ozzie helps you take the next step.

HOW OZZIE WORKS

• DISCOVER YOUR MONEY PERSONALITY TYPE: Understand how you think, feel, and behave around money — and get guidance that works for you, not against you.

• GET A PERSONALIZED FINANCIAL PLAN: Ozzie tells you exactly how much to save and when to move money, so you stay consistent without having to think about it.

• BUDGETING WITHOUT THE WORK: Ozzie organizes your monthly budget and keeps it updated. No spreadsheets, no categories to manage.

• TRACK SPENDING BY CHAT OR WHATSAPP: Tell Ozzie what you spent. It logs it, updates your budget, and keeps your plan on track.

• NO BANK ACCOUNT CONNECTION REQUIRED: Cash, transfers, everyday spending — Ozzie works with all of it. We understand that immigrants' financial lives don't run entirely through a US bank account.

• ACCESSIBLE FROM WHATSAPP: Get reminders when it's time to move money toward your goal, complete a step in your plan, or take action to stay on track.

• A FINANCIAL COMPANION: The heart of Ozzie is a chat interface that knows your goal, your plan, and your personality type. It's not a generic chatbot. It's a companion who meets you where you are, helps you think through decisions, and stays with you as your situation changes — in English, Portuguese, or Spanish.

BUILT FOR REAL LIFE

• Most financial apps track what already happened. Ozzie helps you decide what to do next.
• It builds your plan. Helps you follow it. Supports you every step of the way.
• Because financial progress isn't about being perfect. It's about taking the next step.