Cleo

Cleo does a lot, but what is she unable to do for you?

What can't Cleo do?

We believe everyone should be treated with kindness and respect.

Cleo user kindness policy

How do I find these FAQs in the Cleo app?

The features you can and can't find in Cleo UK right now

What's available for Cleo Customers in the UK

FAQs for UK Customers 

How do I hide certain transactions or keep them out of my budget?

How do I exclude transactions from my budget? UK

This article is here to help you get the best out of your Cleo budget and solve any dying questions you have about budgeting

How do I set up a budget and how does it work? UK

Here are some FAQs that can help you get the best out of Cleo's Budget feature within the UK.

UK Budget FAQs

Can I recategorise transactions? How do I make my own category? What about excluding?

How do I add or change transaction categories? UK

Budget FAQs 

How do I connect my bank to Cleo? How do I hide or delete bank accounts?

How do I manage my bank accounts in Cleo? UK

See if you can connect your account to Cleo through Plaid

What banks does Cleo support? UK

Why did my bank account disconnect? UK

UK Bank Account FAQs

How many months of transaction history can Cleo access?

Can Cleo see my whole transaction history? UK

Why is Cleo showing me the wrong info? UK

How is my data protected? What would happen if Cleo was hacked?

How secure is Cleo? UK

How do I delete my Cleo account? UK

How do I get fewer messages from Cleo? UK

FAQs about managing a Cleo Account in the UK

UK Cleo Account FAQs

What is Early Income?

How do I request Early Income? How does repayment work?

How does Early Income work?

How is my Early Income repaid? Can I repay early?

How do I repay my Early Income?

What do I get with Cleo Pro? How does the Cleo Pro subscription work?

What is Cleo Pro?

Early Income 

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

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