Flip
An AI money manager that lives inside iMessage
Open in MessagesWhat it does
Flip brings connected bank, brokerage, and cryptocurrency accounts into an iMessage conversation. It can explain spending, surface bills and subscriptions, track balances and portfolios, and prepare actions such as transfers or trades without requiring a separate finance dashboard.
Money movement stays behind explicit confirmation. Flip documents integrations including Plaid and SnapTrade, while group-chat features can help people discuss shared expenses and coordinate permitted actions together.
Good for
Works through
What stands out
Answers across connected accounts
Questions about spending, balances, subscriptions, and investments can be answered from linked financial data.
Prepares financial actions
Supported transfers, trades, and other account actions can be composed in conversation and held for confirmation.
Supports shared money conversations
Group-chat workflows can help friends or households understand and coordinate expenses without exposing more data than necessary.
Ways to use it
Requests you can hand off
What to know before you start
Connecting financial accounts is sensitive. Review Flip's security model, linked institutions, permissions, and every confirmation screen before acting.
Balances and market information can be delayed or incomplete. This is not financial, tax, or investment advice, and investments can lose value.
Common questions
Flip FAQ
What can Flip do?
Flip documents these capabilities: “Answers across connected accounts”, “Prepares financial actions”, “Supports shared money conversations”. Flip brings connected bank, brokerage, and cryptocurrency accounts into an iMessage conversation. It can explain spending, surface bills and subscriptions, track balances and portfolios, and prepare actions such as transfers or trades without requiring a separate finance dashboard.
How do I start using Flip?
Use the verified contact on this page to start a conversation through iMessage. No separate signup is listed before the first message.
Where does Flip work?
Flip is documented for iMessage. Check the official site for current regional availability.
What should I know before using Flip?
Connecting financial accounts is sensitive. Review Flip's security model, linked institutions, permissions, and every confirmation screen before acting. Balances and market information can be delayed or incomplete. This is not financial, tax, or investment advice, and investments can lose value.
How we checked it
Official product page reviewed; Plaid and SnapTrade connections, spending, bills, investments, group chat, and confirmation-based actions confirmed.
Before you use this agent
Linked financial accounts and confirmed money actions are sensitive. Verify balances, recipients, market details, fees, and every confirmation; do not treat responses as financial advice.