Plum — AI automated saving and investing

Plum is an AI-powered financial assistant for individuals and business owners to automate savings and investments.

Plum is an automated financial management assistant that uses artificial intelligence to help small business owners and individuals save and invest. The platform connects directly to your bank account to analyze income and spending patterns, calculating exactly how much you can afford to set aside without impacting your daily cash flow. By using Plum, you can automate your savings goals and portfolio growth through tailored investment recommendations. The tool offers a suite of budgeting features that categorize expenses and identify potential savings on household bills. You can manage your finances through the mobile application, ensuring you have real-time oversight of your assets and liquid capital. Small business owners often use the tool to build personal safety nets or manage corporate reserves with minimal manual intervention. The platform provides a range of investment funds based on your specific risk tolerance and long-term objectives. You can find more details about its integration capabilities at surfai.app as you scale your financial strategy. The platform provides a free basic version for automated saving and expense tracking. Premium tiers offer access to advanced investment instruments and higher interest rates on savings accounts. pricing for these professional features starts at a low monthly subscription fee.

Specifications

Pricingfreemium
IntegrationsBarclays, Revolut, Lloyds Bank, Monzo, HSBC, American Express
Best forfounders, freelancers, busy-professionals, beginner-investors
Website status checked2026-10-24T00:01:02.86+00:00

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