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A Real Review of Financial Assistant Charlie

Looking for financial advice and assistance to make your money last more won’t do you any harm, and there is nothing to be shame about it. Most of us are not finance experts and do need some help. In fact, it will make you control your incomes and manage your expenses in such an easier way you will be able actually to start saving money. Charlie Financial Assistance is worth trying and will help you with several different tasks related to your capital, so you can control the big decisions and not get too worried about the details. Charlie will always keep an eye on your account and check your balances and recent transactions, alerting you if there is something worth paying attention to, such as surprises fee and how much you pay for things like restaurants, gas or even individual stores, to help you cut unnecessary expenses and save for specific goals and expectations to improve your financial life and future.

What is Charlie Financial Assistance ?

First, Charlie is not an app: You don’t have to download anything or create a login and a hard-to-remember password that make your life even harder. Charlie is a text-based artificial intelligent assistant you interact with via Facebook Message or SMS, using a natural, easy language. You merely ask Charlie questions about your personal finances, and it answers. Second, Charlie does all the balance-monitoring, number-crunching, and other burdensome budgeting chores, so you don’t have to. And third, Charlie never store or see your bank account credentials and their algorithms and supercomputers uses the same SSL encryption used by banks to make sure your information is 100% protected and away from scammers.

Why Should You Try Charlie Financial Assistance ?

Not everyone loves managing business accounts, crunching numbers, and having an eye on every single transaction in real-time. It’s tiring, stressful, and let’s be honest; it is boring. But controlling our finances is not and doesn’t need to be a complicated process. You can count on the help of several applications, which have been specially developed to help you in this purpose of the financial organizer. Each with their own model of the financial organizer, always helping you to monitor your spending in real-time and thus helping you to improve your financial situation.

These finance apps, true financial organizers, are capable of performing miracles in people’s lives, helping them to cut extra expenses, setting up budgets for future projects, and overall, managing your incomes to help you succeed financially. But, the problem many users have with budgeting apps is the time investment they require, both to learn and to use them. In the end, they become just another excuse not to manage your money.

The other problem we face when looking for the perfect financial assistant online service is how trustful and reliable they are since you will be connecting all your bank accounts and letting those platforms do the work for you.

Researching a few of those services online, you will come across Charlie Financial Assistant, a friendly financial smart robot service assistant – a cute cartoon penguin character -, with a whole different approach than any other one, making it even simpler to stay aware of all your transactions and track your expenses.

Why is Charlie Right for You?

    • It’s free. No service fee charges, no purchasing apps, no downloads, no subscription. 
    • Charlie is like your bank account’s bodyguard. It will help you avoid late payments, hidden fees, and all of those pesky overdrafts banks and merchants try to sneak in.
    • If Charlie sees anything weird going on in your bank accounts, you will get a message you on the spot.
    • Charlie partners with over 14,000 banks and financial institutions, it will support all your credit cards and bank accounts.
    • You can configure each alert Charlie sends you an choose whatever notifications suit your style of managing and enjoying your money.
    • It’s a 24/7 financial account monitoring and can create a budget for you and help you stick to it.

What to Look Out For :

    • It only works for users in the United States and tracks U.S. accounts.
    • When Charlie identifies an issue with your bank account, you have to contact your bank to verify and correct it. 
    • Charlie is not going to make you money, it will help you save and your money in a more responsible way.
Based on 1,331 Real Reviews
Costumer Service
1,331 Real Reviews 91%
1,331 Real Reviews 91%
Would I Recommend to Others
1,331 Real Reviews 93%
Overall Satisfaction
1,331 Real Reviews 92%

Charlie Financial Assistant

Charlie tracks all your expenses and gives you great advice and real deals on how to cut and save money in monthly subscription services like mobile, internet, power, etc.


  • Tracks your expenses
  • Free
  • Helps you avoid late payments
  • Detects fraudulent activity
  • 24/7 Financial assistance


  • Only in United States of America
  • Doesn't make you money
I'm Thomas Clarke a freelance writer with over 20 years of experience working in the field of journalism. From the early days of elementary school, I knew writing was something I was passionate about. With my B.S in Journalism from the University of Maryland, I have been able to write about some of the most breathtaking experiences. Doing what you love and enjoying the moment is what makes life worth living.

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