Question 1

What is Copiafy?

Accepted Answer

Copiafy is a private financial management workspace to set savings goals, track bills and income, manage people you support, and create DIY credit dispute letters—supported by an AI assistant. No external bank linking is required.

Question 2

Do I have to link my bank accounts to use Copiafy?

Accepted Answer

No. Copiafy is designed to work without connecting external bank accounts. You add only the information you choose to track.

Question 3

What can I do from the Copiafy dashboard?

Accepted Answer

From the dashboard you can view goal progress, upcoming bills, income sources, consumers you manage, clients, active disputes, and your usage versus plan limits. Quick Actions let you add goals, bills, income, consumers, and start dispute letters.

Question 4

How do Quick Actions work?

Accepted Answer

Use Quick Actions in the sidebar to create common items fast—add a goal or bill, start a dispute, or open usage details—without leaving your current view.

Question 5

How do dispute letters work?

Accepted Answer

Choose a dispute type, recipient (credit bureau, furnisher, or collector), reason, and attempt number to get a matching template. Customize with your details, then download and send using your preferred method. Copiafy provides DIY tools and templates; it is not a credit repair company or law firm.

Question 6

Is Copiafy a credit repair company or law firm?

Accepted Answer

No. Copiafy does not provide legal or credit repair services. It offers tools and templates so you can manage your own disputes.

Question 7

Who is Copiafy for?

Accepted Answer

Individuals and families organizing bills and goals, freelancers with multiple income streams, and advisors or small teams who manage finances for others. Multi-user management lets you track consumers or clients in one workspace.

Question 8

What’s the difference between Consumers and Clients?

Accepted Answer

Consumers are people whose finances you manage (such as family members). Clients are people you support professionally as an advisor or service provider. The sidebar shows counts for each so you can monitor workload at a glance.

Question 9

Can I invite clients to share information?

Accepted Answer

Yes. Use Client Invitations to send a secure invite link. Track invitations and submissions from the dedicated pages in your dashboard.

Question 10

Does Copiafy include a professional directory?

Accepted Answer

Yes. The Directory helps you find professionals if you need outside support. You choose what to share and with whom.

Question 11

What are plan limits and how does feature gating work?

Accepted Answer

Plan limits define how many goals, bills, consumers, disputes, or other items you can create. Some features may require a paid plan or a card on file. The Usage section in your sidebar shows real-time counts against your current plan.

Question 12

Can I switch between lists and charts?

Accepted Answer

Yes. Use the view toggle to switch between list views and charts for goals, bills, and income so you can monitor details or trends.

Question 13

What is the Calendar for?

Accepted Answer

The Calendar centralizes time-based items like upcoming bills or milestones so you can plan ahead from one place.

Question 14

What reports are available?

Accepted Answer

You can generate personal reports from the Reports section to summarize your current items and progress.

Question 15

Does Copiafy have an AI assistant?

Accepted Answer

Yes. The AI Assistant suggests next steps, helps structure goals and disputes, and answers questions about the data you choose to include in your workspace.

Question 16

Does Copiafy integrate with third-party financial services?

Accepted Answer

Copiafy is designed for privacy and does not require external financial integrations. You stay in control of what information you add.

Question 17

Does Copiafy share or sell my data?

Accepted Answer

No. Copiafy is built with privacy in mind. Data you add stays under your control and is not sold.

Question 18

Is there a free trial?

Accepted Answer

Yes. New users can start with a free trial before choosing a paid plan. See the pricing page for current details.

Question 19

What is the refund policy?

Accepted Answer

Copiafy offers a limited refund window on eligible plans. Check the pricing or terms pages for the current policy and eligibility.

Question 20

Can I export or download my information?

Accepted Answer

You can download dispute letters you create and export select information. Availability may vary by plan.

Question 21

Can I use Copiafy on mobile?

Accepted Answer

Yes. Copiafy is responsive and works on desktop and mobile browsers.

Question 22

How much does Copiafy cost?

Accepted Answer

Copiafy offers tiered plans with different limits and features. Visit the pricing page for current options.

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