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Bilingual personal finance, built for Canada

Your household finances, clearly organized.

Bring accounts, spending, budgets, documents, and shared money into one bilingual workspace. Use AI-generated summaries to review the details without losing context.

Explore the workspace

Explore the product with sample household data.

app.bernli.ca
The Bernli workspace. An animated product story using AI-generated illustrative demo data.

Demo paused

  1. Home: Review the 50/30/20 snapshot, net income, expenses, and trends.
  2. Expenses: See expense KPIs, category flows, and recent transactions.
  3. Dining detail: Review Dining & Restaurants totals, subcategories, and the spending calendar.
  4. Bernli: Ask a question and receive an informational summary grounded in workspace data.
HomeExplore the workspace
English + French
Shared workspaces
Supported Canadian institutions
Security and privacy controls

Inside the workspace

One place for the full financial picture.

Move through three sample views to see how Bernli organizes everyday records, questions, and planning without flattening everything into a single score.

01 / See the whole picture

The details stay visible.

Review cash flow, spending categories, account activity, and recent transactions from one calm, structured view.

Explore dashboards
app.bernli.ca

Home Dashboard

Overview of your financial status.

50/30/20 rule
flexible room
$1,493.50flexible room
Needs
$1,685.99
Savings
$1,000.00
Days
28
Net Income
$16,757.45
profit
Savings 81.4%
Expenses
$3,827.55
total
Daily $10.46
Income VS Expenses
Trend
ExpensesIncomeNet Income

Home

Demo workspace

Your financial overview: net income, expenses, income vs expenses chart, and recent transactions.

How it fits together

From scattered records to a shared view.

Bernli keeps the workflow legible from the first import to the questions and scenarios you review later.

  1. 01

    Connect or import

    Link supported accounts through Plaid where available, or bring in records and documents manually.

  2. 02

    Organize and review

    Keep transactions, categories, budgets, recurring charges, and AI-generated summaries together.

  3. 03

    Explore together

    Share a workspace with your household and compare informational scenarios from the same set of records.

Clarity includes the boundaries

Trust and advice boundaries

Bernli provides budgeting tools, transaction organization, and AI-generated informational summaries. It does not provide financial, investment, tax, or legal advice, and AI outputs should be reviewed before use.

Securityhow Bernli approaches data protectionPrivacy Policyhow personal information is handledAI TransparencyAI limitations and human-review expectationsDisclaimernot financial, investment, tax, or legal adviceData Requestprivacy rights and data-control requests

Start with the essentials

Start organized for free

Everything you need to keep your money organized in Canada, together if you need to.

Free
$0per month
Manual tracking
  • Manual income and expense tracking
  • Budgets & goal tracking
  • Loans, projects, and recurring payments
  • Saved dashboard viewing
  • Upgrade for bank sync, imports, and AI

Paid plans add more automation and AI. Prices in CAD and subject to change before launch.

Compare all plans

Explore before you sign up

See the whole product, not just a promise.

Explore Bernli's sample workspaces, dashboards, and bilingual product flows before creating an account.

Explore every feature

Sample data is illustrative. Bernli provides informational budgeting tools and does not provide financial advice.