Cleo

What is Cleo Savings?

Find out how to withdraw, deposit and spend money with Cleo Savings

How do I use Cleo Savings?

Save Hacks are a feature available to all Pro and Builder subscribers that help you grow your Savings even more. By turning on Save Hacks, you can save up to…

How do predicted savings work?

How do I withdraw my Savings?

You want to change which bank account is used for Wallet deposits and withdrawals

How do I change the bank account attached to my savings?

Cleo Savings

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Create your workspace and invite the people you work with.

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

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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.

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

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

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

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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.

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