Bank accounts

Connect supported Canadian banks securely via Plaid where available and see your accounts in one place. View balances across institutions and reduce manual transaction entry.

app.bernli.ca

RBC

Account	Type	Balance
Chequing	Checking	$3,842
Savings	Savings	$12,450

Account	Type	Balance
Cash Back Visa	Credit	-$412

Bank accounts

Connect banks via Plaid. See connected institutions and account balances in one place.

Key capabilities

Secure bank connection

Connect to supported Canadian institutions securely through Plaid integration.

Multi-institution view

See all your banks and accounts on a single screen.

Balance context

Connected account balances can update through the bank connection flow.

Transaction sync

New transactions can flow in from connected accounts where supported.

Related features

Transactions

Full list of all transactions. Filter by date, search, and see category and account.

Home

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

Import data

Upload receipts, statements, or CSV files. AI extracts transactions and adds them to your account.

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.

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Ready to organize your budget data?

Signups will open soon while we finalize launch details.