Maya Okafor

Covers AI money tools: the personal-finance features in ChatGPT, Claude and Gemini, budgeting apps and AI advisers. Works from vendors' own documentation and help pages, and dates every fact she checks.

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AI money tools ·

Cash advance apps like Cleo: Dave, EarnIn, Brigit, MoneyLion fees

Dave, EarnIn, Brigit and MoneyLion compared on memberships, instant-delivery fees, tips and real advance limits.

AI money tools ·

Is Cleo legit? The AI money app's fees, cash advances and FTC case

What the Cleo AI app costs in 2026, how its cash advances and express fees work, and its $17 million FTC settlement.

AI money tools ·

Evergreen.ai review: what Bill Harris's AI money adviser offers

Evergreen.ai is free through 2028 and backed by an RIA, but using it does not make you an advisory client.

Regulation ·

State regulators give bank examiners new AI guidance

NYDFS and CSBS issued new guidance in September 2026 directing bank examiners to review AI use at banks and fintechs.

AI money tools ·

Ex-PayPal CEO Bill Harris launches Evergreen.ai, a free AI planner

Bill Harris launched Evergreen.ai, a free AI financial planning app from an SEC-registered advisory firm.

Budgeting apps ·

Monarch vs YNAB (2026): which budgeting app is worth paying for

Monarch Core costs $99.99 a year and has an AI assistant; YNAB costs $109 with no in-app AI. Both compared.

AI money tools ·

Best AI budgeting app: Richify vs Monarch vs YNAB compared

Richify, Monarch and YNAB compared from their own pages: AI features, bank sync outside the US, and pricing.

Credit repair ·

AI credit repair: what the tools can fix, and the scams to avoid

AI credit-repair tools can dispute real errors but can't remove accurate information. The rules, tools and red flags.

AI money tools ·

AI Tools for Financial Advisors in 2026: Uses and Rules

The AI tools financial advisors use in 2026, what they cost, what FINRA and the SEC require, and what clients can ask.

AI money tools ·

How to use AI as a financial advisor, and where it gets money wrong

What regulators, studies and testers like Which? found about AI money mistakes, and how to check an answer.

AI money tools ·

Claude for Financial Advisors launches with Schwab and Vanguard data

Anthropic released Claude for Financial Advisors: connectors and workflows for wealth advisors' admin work.

AI money tools ·

AI Robo-Advisor Guide 2026: Can AI Manage Your Investments?

What an AI robo-advisor really automates, what the big services charge, and how to vet an AI investing app.

AI money tools ·

AI finance app privacy: what AI tools see of your bank data

What ChatGPT, Claude, Gemini, Plaid, Monarch and YNAB say they keep, train on and delete when you share bank data.

AI money tools ·

Claude for personal finance: the MCP connectors that work in 2026

Which finance MCP connectors work with Claude, how setup and permissions work, and how it differs from ChatGPT.

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