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Lorikeet SDK

An investing guide for every
Acorns customer

How are my investments doing?
Enable 3x round-ups on my Discover
Where did my money go this week?
Set up a $50 weekly investment

Build a personalized AI concierge for your customers in hours, not months. Everything on this page is a live Lorikeet SDK integration.

Call the AI

Same AI, same knowledge — over the phone. No phone trees, no hold music.

(575) 385-5997

US number • Available 24/7

Chat with the AI

Ask anything an Acorns customer would. Portfolios, round-ups, spending, goals.

How are my investments doing? Enable round-ups on my Discover Set up a $50 weekly investment

In production, the widget is fully customizable to match your brand.

What's included

Acorns' data, tools, and policies.
Lorikeet's AI engine.

Natural language understanding, tool orchestration, financial guardrails, and compliance controls — all out of the box.

Financial guardrails
Workflow builder
Voice, chat, email
Continuous optimisation
SOC 2 compliant
1

Connect Acorns' data

Investment APIs, Plaid connections, account feeds, knowledge base

2

Define customer workflows

Round-up management, portfolio insights, spending analysis — in plain English

3

Set financial guardrails

No investment advice, escalation paths, tone of voice, SIPC/FDIC compliance

4

Go live

Ship it inside Acorns. Watch customer satisfaction in real time.

What Acorns customers would ask

Every query below is handled by the live agent on this page.

Portfolio performance

"How are my investments doing?" with real-time returns, allocation breakdown, and gains.

Round-up management

"Enable 3x round-ups on my Discover card" with instant updates and confirmation.

Recurring investments

"Set up a $50 weekly investment" with frequency options and next-date confirmation.

Transaction history

"Where did my money go?" with spending breakdowns across all accounts.

Account & subscription

"What plan am I on?" with tier details, linked cards, and upgrade options.

Financial education

"What's an ETF?" with beginner-friendly explanations from Acorns Learn.

"Your customers already trust Acorns with their spare change. Now give them an AI guide that helps them grow it."

Every investing app will have an AI guide.
Ship yours this month.

The Lorikeet SDK handles the hard parts — NLU, guardrails, compliance, orchestration. Your team focuses on the customer experience.

Talk to Lorikeet