Copiafy is a financial wellness software platform and financial advisor AI tool that automates FCRA credit dispute letters, compares financial products, and provides a multi-client dashboard for financial advisors, credit counselors, and tax preparers. Unlike Mint or Credit Karma, no bank account linking is required.
The AI platform that gives financial advisors and their clients the tools to repair credit, build wealth, and compare every financial product on the market. FCRA and CROA compliant. No bank linking required.
1. ABC Medical collection — balance disputed, 6.2 yrs old2. Chase Sapphire late — creditor confirmed data error3. 4 hard inquiries within 14 days — rate-shopping clusterBy financial advocates, for financial wellness
Core capabilities
Purpose-built financial advisor software — not a generic AI chatbot adapted for finance.
Upload a credit report PDF. AI identifies every disputable item, scores it by impact, and writes the exact letter the law requires. Unlike generic AI tools, every letter is FCRA Section 611 compliant.
FCRA § 611AI reads your client's credit report the way a seasoned credit counselor does — flagging errors, aged-out items, and inquiry clusters. No bank linking required.
AI-poweredCD rates, savings accounts, mortgages, credit cards, personal loans — compared across 50+ major banks and providers. Updated by AI in real time so your clients always get the best option.
live dataRun your entire financial advisory practice from one workspace. AI summarizes each client's financial status on demand and flags urgent items automatically. Manage 50 to 500+ clients without adding staff.
advisor toolsWhat practitioners say
"My clients finally understand their finances. I manage 50+ clients from one dashboard and save 15 hours a week. The AI dispute letter tool alone is worth every penny."
"Copiafy helped us process credit reports we previously couldn't handle. It's probably the only financial AI product that has actually worked for our practice."
"We're changing lives in our community. The impact reporting gets us grants. It brings dignity to people who've never had this kind of financial clarity."
Who it's for
Track every dollar, dispute credit errors, and find better financial products — with an AI guide that knows your full financial picture. Unlike Mint or Credit Karma, no bank linking required.
Manage 50+ clients from one AI-powered dashboard. Let Copiafy handle the analysis so you focus on relationships and strategy. Purpose-built for financial advisor workflows, not generic AI.
Nonprofits and credit counseling agencies use Copiafy to serve communities and generate outcome data that wins grants. CROA-compliant and fully auditable.
Plans & pricing
No commitment. No credit card needed to start your trial. Cancel before day 4 and you're never charged.
$9/mo after trial · Cancel anytime
"Finally got our finances under control. Worth every penny."
$59/mo after trial · Scale with confidence
"Doubled my client base in 6 months. Game changer for my practice."
$149/mo after trial · White-glove onboarding
"Scaled from 50 to 300 clients without hiring more staff."
Common questions
Join thousands of financial advocates using Copiafy AI to repair credit, build wealth, and deliver real outcomes.