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.
This is the most different budgeting app I’ve ever tried. I love that I don’t have to build the budget myself and keep track of it. Whenever I spend money, I can just text Ozzie a picture of the receipt, and it automatically updates my budget.I also love that it tells me if I’m going to run out of money in a category before I do it, so I can decide if I want to keep spending. The other apps usually only send a warning afterwards.The day I’m supposed to move money to my savings, it just texts me with a reminder. I hope that in the future they’ll be able to just move my money to savings for me. I think there’s room for improvement with the budget categories and transactions, but it’s a pretty new app so I’m excited to see where they’ll go.
English
Your goal now has a section of its own.
Goals replaces "Your Future" and brings together what used to be scattered: how much you have put away, how much is left, and the date you get there at your current pace.
What you can do:
• See your next Money Move — how much and when, always ahead of today. Made it? One tap on "I did it".
• Log a different amount on any day — including a day that has already passed, if you remembered later.
• Correct or remove any move. The amount, the date, all of it. What you fix here shows up fixed in Budget too.
• Change your rhythm between monthly, fortnightly and weekly. The month's total stays the same — only the size of each step changes.
• Change your goal whenever you like, and see what it does to your monthly saving before you confirm. What you have already put away is never lost.
Also in this version
• The tabs are now Today, Budget and Goals.
• Your goal's bar in Budget turns green when you complete the month.
• The keyboard no longer covers the fields beneath it.
Português
Sua meta agora tem uma seção só dela.
Goals substitui "Your Future" e reúne num lugar só o que antes estava espalhado: quanto você já guardou, quanto falta, e a data em que você chega lá no ritmo atual.
O que dá para fazer:
• Ver o próximo Money Move — quanto e quando, sempre à frente. Registrou? Um toque em "I did it" e pronto.
• Registrar um valor diferente do combinado, em qualquer dia — inclusive num dia que já passou, se você lembrou depois.
• Corrigir ou apagar qualquer movimento. O valor, a data, tudo. E o que você corrige aqui aparece corrigido no Budget também.
• Mudar seu ritmo entre mensal, quinzenal e semanal. O total do mês continua o mesmo — só o tamanho de cada passo muda.
• Mudar sua meta a qualquer momento, e ver o que isso faz com sua poupança mensal antes de confirmar. O que você já guardou nunca se perde.
Também nesta versão
• Os menus agora são Today, Budget e Goals.
• A barra da sua meta no Budget fica verde quando você completa o mês.
• O teclado não cobre mais os campos embaixo dele.
Español
Tu meta ahora tiene una sección propia.
Goals reemplaza "Your Future" y reúne en un solo lugar lo que antes estaba disperso: cuánto guardaste, cuánto falta, y la fecha en que llegás a ella al ritmo actual.
Qué podés hacer:
• Ver tu próximo Money Move — cuánto y cuándo, siempre por delante de hoy. ¿Ya lo hiciste? Un toque en "I did it".
• Registrar otro monto cualquier día — incluso un día que ya pasó, si te acordaste después.
• Corregir o borrar cualquier movimiento: el monto, la fecha, todo. Y lo que corregís acá aparece corregido en Budget también.
• Cambiar tu ritmo entre mensual, quincenal y semanal. El total del mes sigue igual — solo cambia el tamaño de cada paso.
• Cambiar tu meta cuando quieras, y ver qué le hace a tu ahorro mensual antes de confirmar. Lo que ya guardaste nunca se pierde.
También en esta versión
• Los menús ahora son Today, Budget y Goals.
• La barra de tu meta en Budget se pone verde cuando completás el mes.
• El teclado ya no tapa los campos que están debajo.
Version 1.4.0
The developer, Ozzie, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
Financial Info
Contact Info
Identifiers
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
Seller
Ozzie Technologies Inc.
Size
20.1 MB
Category
Finance
Compatibility
Requires iOS 15.6 or later.
iPhone Requires iOS 15.6 or later.
iPod touch Requires iOS 15.6 or later.
Mac Requires macOS 12.5 or later and a Mac with Apple M1 chip or later.