---
title: Kleev Reviews
meta_title: 'Kleev Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Kleev works for a business like yours.
date_modified: '2026-08-19'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---


# Kleev Reviews
**Vendor:** Kleev  
**Category:** [AI Assistants for Financial Services](https://www.g2.com/categories/ai-assistants-for-financial-services)
## About Kleev
Kleev is a Sydney-based personal finance platform that helps Australians understand their finances just like their AI CFO. The platform brings spending, property, budgeting, and net worth into one view. It automatically categorises transactions, surfaces recurring subscriptions and spending patterns, drafts budgets and tracks progress against savings goals. For property investors, Kleev models per-property yield, cashflow, equity, offset projections and depreciation, and produces EOFY-ready deduction reporting. A wealth view tracks net worth across accounts and assets over time. Kleev AI, the platform's assistant layer, answers natural-language questions about a user's own financial data and generates monthly CFO-style reports. Kleev also matches OzBargain deals to a user's actual spending habits.






- [View Kleev pricing details and edition comparison](https://www.g2.com/products/kleev/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-26+01%3A24%3A00+-0500&secure%5Bsession_id%5D=df108ddd-607d-4441-8dd2-b377989bfd87&secure%5Btoken%5D=dbcc226ab1fc88b1e82c71c700d91aebf7251626125039a97279a49bcc1241cd&format=llm_user)

## Kleev Features
**Conversation Intelligence**
- Action Items
- AI Meeting Transcription
- Sentiment analysis

**Workflow**
- Triggering
- Email drafting
- Form Pre-fill
- CRM Auto-Logging

**Compliance**
- Document verification
- Language Monitoring
- Audit Trail
- Access Control
- Triggering

**Insights**
- Next Best Action
- Client Interaction Analysis
- Revenue Opportunity

## Top Kleev Alternatives
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  - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) - 4.3/5.0 (222 reviews)