Using Moza AI · Moza

A calm assistant that answers in plain language and acts on your finances — grounded in your real data.

Moza AI is the conversational way to use Moza. Ask about your money in plain language and it answers — pulling up records, drawing a chart, explaining a concept, projecting a forecast, or proposing an action you confirm.

It's an explainer and a helper, not a general chatbot, and it never invents numbers.

How it works

Open Moza AI from the top bar, type a question, and Moza routes it to the right answer automatically — you never pick a “mode”.

Things you can ask:

How it stays trustworthy:

Limitations

Common Questions

Can Moza AI add or change transactions?

Yes — describe what you want and it proposes the change. You confirm before anything is saved, and the action is logged in your Activity with a 'via Moza AI' label.

Does it see all my transactions?

No. It works from prepared, redacted summaries of your data — never your raw ledger — so answers stay private and grounded.

Do my conversations get saved?

Conversations are temporary. The source of truth is your financial data, so there's no long-lived chat archive; starting a new conversation clears the current one.

https://moza.so/help/ask-moza/ask-moza