Copilot design examples

Copilot

Signup screen where the user can create an account with email or Apple, alongside a panel showcasing design awards and a carousel of customer reviews.

• Sign Up

Copilot

Signup screen where the user enters their first name and email address and agrees to the terms of service.

• Sign Up
• Account Setup

Copilot

Verification screen prompting the user to check their inbox for a magic sign-in link.

• Verification
• Sign Up

Copilot

Onboarding step where the user is prompted to set up two-factor authentication with an authenticator app before proceeding.

• Setup Wizard
• MFA

Copilot

Onboarding step where the user links their bank, investment, crypto, or loan accounts to populate their net worth.

• Onboarding Checklist
• Browse

Copilot

Onboarding step where the user links their financial accounts by selecting from popular banks or browsing by account type like Banks, Crypto, or Loans.

• Onboarding Checklist
• Account Setup

Copilot

Onboarding step where the user searches for and selects a financial institution to link their accounts.

• Onboarding Checklist
• Add & Create

Copilot

Onboarding step where the user creates a manual cash account by picking a color and confirming the balance.

• Onboarding Checklist
• Add & Create

Copilot

Onboarding step where the user links their financial accounts and sees a live preview of their net worth, assets, and debts.

• Onboarding Checklist
• Account Setup

Copilot

Onboarding step where the user learns how regular, internal, and income transactions are categorized via a segmented control and an interactive diagram.

• Setup Wizard
• Onboarding Checklist

Copilot

Onboarding step where the user learns how the app categorizes finances into regular, internal, and income transaction types.

• Onboarding Checklist
• Getting Started

Copilot

Onboarding step where the user selects a subscription plan, adds a payment method, and starts their free trial alongside social proof and a trial timeline.

• Trial
• Pricing