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Cleo review

The best Cleo alternatives

Cleo does one job — chat-based budgeting assistant — and it is not the right fit for everyone. These 12 finance & legal tools cover the same ground, each with a different trade-off. Prices and features last checked 2026-08-25.

  1. 1. Casetext CoCounsel

    EI 7/10
    Finance & Legal

    Legal research and document review assistant.

    Switch here if: Rated higher on the Moyan EI score (7/10 vs 6/10), so it keeps more of the thinking with you.

  2. 2. Forecast

    EI 7/10
    Finance & Legal

    Maximize business performance with Forecast, an AI-powered project resource management software for professional services.

    Switch here if: Rated higher on the Moyan EI score (7/10 vs 6/10), so it keeps more of the thinking with you.

  3. 3. Harvey

    EI 7/10
    Finance & Legal

    Legal AI for law firms and in-house teams.

    Switch here if: Rated higher on the Moyan EI score (7/10 vs 6/10), so it keeps more of the thinking with you.

  4. 4. Law AI

    EI 7/10
    Finance & Legal

    Law AI is a legal research tool that uses AI to help lawyers and legal professionals find relevant case law, statutes, and regulations quickly and efficiently.

    Switch here if: Rated higher on the Moyan EI score (7/10 vs 6/10), so it keeps more of the thinking with you.

  5. 5. Talking Tree

    EI 7/10
    Finance & Legal

    Talking Tree automates legal tasks using AI, streamlining document review, contract analysis, and legal research for lawyers and businesses.

    Switch here if: Rated higher on the Moyan EI score (7/10 vs 6/10), so it keeps more of the thinking with you.

  6. 6. Activazon

    EI 6/10
    Finance & Legal

    Crime report analytic service for informed residents & visitors.

    Switch here if: Same job — finance & legal — approached differently: Crime report analytic service for informed residents & visitors.

  7. 7. AI Trading Wizard

    EI 6/10
    Finance & Legal

    1-Click In-Depth TradingView Analytics for Crypto, Stocks & Forex - Trading Wizard.

    Switch here if: Same job — finance & legal — approached differently: 1-Click In-Depth TradingView Analytics for Crypto, Stocks & Forex - Trading Wizard.

  8. 8. Airial Travel

    EI 6/10
    Finance & Legal

    Airial Travel crafts personalized travel itineraries based on your preferences, budget, and travel style, leveraging AI to optimize your trip planning.

    Switch here if: Same job — finance & legal — approached differently: Airial Travel crafts personalized travel itineraries based on your preferences, budget, and travel style, leveraging AI to optimize your trip planning.

  9. 9. Airstrip AI

    EI 6/10
    Finance & Legal

    Streamlined legal document assistance for startups.

    Switch here if: Same job — finance & legal — approached differently: Streamlined legal document assistance for startups.

  10. 10. Amigo AI

    EI 6/10
    Finance & Legal

    Amigo AI is an AI-powered financial co-pilot that helps users manage personal finances, track expenses, create budgets, and achieve financial goals through personalized insights and recommendations.

    Switch here if: Same job — finance & legal — approached differently: Amigo AI is an AI-powered financial co-pilot that helps users manage personal finances, track expenses, create budgets, and achieve financial goals through personalized insights and recommendations.

  11. 11. AskLegal.bot

    EI 6/10
    Finance & Legal

    Get your legal questions answered in seconds for free with our AI.

    Switch here if: Same job — finance & legal — approached differently: Get your legal questions answered in seconds for free with our AI.

  12. 12. BearSavings

    EI 6/10
    Finance & Legal

    BearSavings is a personal finance platform that makes makes saving, investing, and planning simple.

    Switch here if: Same job — finance & legal — approached differently: BearSavings is a personal finance platform that makes makes saving, investing, and planning simple.

Still not sure?

Switching tools rarely fixes a workflow problem. The free AI & Advanced Prompt Engineering course teaches the prompting and judgment that makes any of these tools work harder.