Zumma
AI-driven personal finance platform designed for saving, investing, and financial planning in Latin America.
About Zumma
Zumma is an innovative personal finance platform leveraging AI to assist users across Mexico and Latin America in making smarter financial decisions. It offers tailored recommendations, financial advice, and rewards, helping users save, invest, and reach their financial objectives with personalized insights and tools.
How to Use
Users enter their income, expenses, and budget details into the Zumma app. The AI analyzes this information to deliver customized advice, recommendations, and rewards, enabling effective financial management.
Features
- Investment management tools
- Customized financial recommendations
- Rewards, discounts, and cashback
- Budget tracking and control
- Expense monitoring
- AI-based financial guidance
Use Cases
- Access rewards and discounts for financial management
- Track expenses and optimize budgets
- Save and invest using personalized suggestions
- Manage finances with AI-driven insights
Best For
Pros
- Personalized financial guidance with AI
- Mobile app for convenient financial management
- Rewards and discounts to promote financial responsibility
- All-in-one platform for saving, investing, and budgeting
Cons
- Currently available mainly in Mexico and Latin America
- Financial advisor registration with CNBV is underway
- Requires users to input sensitive financial data
Pricing Plans
Choose the perfect plan. All plans include 24/7 support.
Premium Plan
Unlimited expense recording via WhatsApp using text, voice, or photo. Export your financial history to Excel. Unlimited card personalization. 24/7 access to Zummi, your financial assistant. Financial analytics included. Billing not included.
Get StartedExpense Invoicing - Personal Plan
Automatically invoice up to 25 expense tickets via WhatsApp. One user per business entity. Download invoices via WhatsApp and email. Includes all features of the Premium Plan.
Get StartedBusiness Expense Invoicing Plan
Adjust the number of invoices needed. Multiple users per business entity. Download invoices through WhatsApp and email. Access a dashboard to view all invoices. Includes all features of the Premium Plan.
Get Started