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Copilot Money vs StatementExcel

A side-by-side comparison built from both listings. Blank cells mean the company has not given that detail; we never guess.

Copilot Money compared with StatementExcel
DetailCopilot MoneyStatementExcel
What it doesYour money, beautifully organized. Bank Statement to Excel. Free. In seconds.
StageNot given Not given
FoundedNot given Not given
Based inNot given Not given
Pricing modelsubscription freemium
Pricing$13 per month or $95 per year ($7.92/mo when billed yearly). Includes free 1-month trial. Free plan with 1 anonymous conversion or 30 pages/month with account. Starter at $15/mo for 400 pages/month. Pro at $39/mo for 1,500 pages/month.
Key features
  • AI transaction categorization
  • Budget rollover
  • Cash flow tracking
  • Subscription detection
  • Investment performance monitoring
  • Portfolio allocation tracking
  • Real estate valuation
  • Multi-account aggregation
  • PDF to Excel conversion
  • AI transaction extraction
  • Built-in reconciliation
  • Scanned statement OCR
  • Batch merge statements
  • CSV export
  • Transaction editing
  • QuickBooks export
What makes it different
  • Privacy-first design with no ads or data selling
  • Unified dashboard for all accounts and investments
  • Smart AI automation that improves over time
  • Available on Web, iPhone, Mac and iPad
  • No signup required for anonymous conversion
  • 99%+ accuracy on transaction extraction
Free planNot given Not given
Open sourceNot given Not given
PlatformsNot given Not given
Public APINot given Not given
Community votes00
DR (Domain Rating by Ahrefs)66 no change since last check1 no change since last check
Trust Flow (Majestic)3011
Citation Flow (Majestic)448
Referring domains (Majestic)39324

5 details filled in for both companies.

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