AI Assistant
Chat with Klyrr’s AI using your spending and Plan context.
- Menu → AI Assistant.
- Chat about your finances. The assistant receives spending context and Plan context (goals, room estimates, debts, benefits flags) for the active file when available.
- Good questions: “Where should my next $200 go?”, “Explain my leftover this month.”, “How much did I spend on groceries last month?”
Guardrails (important)
- Not tax or investment advice; no stock picks.
- Never invent your CRA room — confirm in CRA My Account.
- Quebec users: prefer CELI / CELIAPP / REER / RRQ naming in French.
Tip: Ask one clear question at a time; mention the file or goal if you have several.
Ready to follow these steps in your account?
Open KlyrrRelated guides
Using the Klyrr dashboard
Read spending, income, savings, charts, and recent transactions on your Klyrr dashboard.
Set and track budgets
Create monthly category budgets, use AI recommendations, and watch progress bars in Klyrr.
Review detected subscriptions
See recurring charges Klyrr finds in your history and act on them in real life.
Chat Klyrr — your Canadian money AI
Ask personal finance questions at chat.klyrr.ca — anonymous to start, bilingual, built for Canada.