welcome to ozzie

Money moves,
made for real life.

Ozzie is a financial assistant that understands how you think and feel about money — and takes care of the hardest steps so you don’t have to manage everything alone.
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For employers
For employers
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Rated 4.97/5 from 500+ reviews
Black father gently holding and cuddling a sleeping newborn baby in a cozy room.
A chart titled 'This week’s Money Moves' with two tasks: 'Move $240 towards your goal' worth 15 points, and 'Explore your money story' worth 8 points, each with brief descriptions and estimated time.
Group of five diverse friends smiling and enjoying a meal together with wine at a wooden table.
prioritizing goals
Automating progress
staying on track
working overtime
solving equation
making progress
reducing overwhelm
easing anxiety
small wins
aligning team
sending invoices
resolving conflicts
Reducing stress
Staying consistent
regaining control
following through
breaking patterns
more savings
Young woman packing clothes into a cardboard box in a bright room with moving boxes around her.
Paula
12:13pm
Can we afford to go out for dinner this Saturday?
Ozzie
12:14pm
Absolutely! You have $1,000 safe to spend this month. How about setting aside, say, $200 or less for a night out?
Laughing newlywed couple with tattoos, the bride in a white lace dress holding a bouquet and the groom in a black suit with a boutonniere.
working overtime
solving equation
making progress
working overtime
solving equation
making progress
aligning team
sending invoices
resolving conflicts
aligning team
sending invoices
resolving conflicts
personalizing schedule
surfacing info
generating summary
personalizing schedule
surfacing info
generating summary
Paula
12:13pm
Can we afford to go out for dinner this Saturday?
Ozzie
12:14pm
Absolutely! You have $1,000 safe to spend this month. How about setting aside, say, $200 or less for a night out?
what most money tools miss
Knowing what to do is not the problem
Most people know what they should do with money. The problem is following through when life gets stressful.

Other money tools are built for rational moments, relying on math and discipline to carry you through. Ozzie is different. We work with your behavioral patterns — not against it.
Money isn't just math; it's emotional too.
Dean
12:13pm
Can we afford a beach vacation next summer?
Ozzie
12:14pm
You can do this without slowing down. If we save $500 a month for the next 5 months, the trip’s covered.
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Want me to lock this in as a Money Move before something shinier pulls your focus?
Gay couple smiling and sitting on the sand at the beach while two children play in the sand in front of them.
How ozzie helps you
Support for where most people fall off track
Ozzie helps when money decisions get overwhelming — taking care of the hard parts so you can focus on the life you’re building.
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Emotional intelligence
Ozzie goes beyond income and expenses. It understands how you make decisions under pressure — what you avoid, what motivates you, and what actually helps you follow through.
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Automated money moves
On pay weeks, Ozzie takes care of the hardest decisions automatically — prioritizing bills, savings, and goals before decision fatigue sets in.
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Ongoing guidance
Between paychecks, Ozzie stays with you — offering interactive  5-Minute Money Moves™ and personalized guidance whenever questions or uncertainty come up.
Get started
Get started
for employers
Financial stress doesn't stay at home.
When your people are worried about money, they don't just feel stressed.
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- They lose focus on KPIs.
- They take longer to complete tasks.
- They miss work.
- They quietly disengage.

Ozzie reduces financial stress by taking the hardest money decisions off employees’ plates — so fewer issues escalate into performance, attendance, or retention problems.
Learn more
Learn more
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Hidden cost of financial stress
$1.8M
lost in employee engagement each year
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Developed from real data across 8,000+ people
Built on behavioral science, not guesswork.
Ozzie is built on a proprietary Money Personality Type model developed from 8,000+ real people in the US, UK, and Mexico. It explains why people struggle with money — and how to help them follow through.

It maps how people think, feel, and behave around money — under stress, uncertainty, and real life pressure.

That intelligence powers everything Ozzie does: from what gets automated, to how guidance is delivered, to what actually helps people follow through.
Start where you are.
Designed for real life, whether you're on your own or supporting your team.
For individuals
Get personal money support that understands how you think — and helps you follow through.
$0
/ month
Limited offer until Feb/2026.
Get started
Get started
Includes:
  • Money Personality Type assessment
  • Personalized money guidance based on your personality
  • Automated Money Moves on pay weeks
  • Short 5-Minute Money Moves™  between paychecks
  • 24/7 access to Ozzie, the moneybot™
  • Points and real rewards for completing Money Moves
  • Progress tracking without budgets or spreadsheets
For employers
Reduce financial stress and improve employee engagement — without adding work for HR.
$3
/ employee / month
Pilot-friendly pricing.
Book a demo
Book a demo
Includes:
  • Access to all Ozzie features
  • Co-branded internal launch campaign
  • Ready-to-use comms toolkit
  • Customizable rewards program tied to your values
  • Monthly engagement and usage report
  • Optional access for employees' family members
  • Easy rollout without payroll or benefits integration required
  • Early access to new features
  • Priority support
Let's talk about how
‍money feels.
Book a demoGet started
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