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AI chat

Ask budgeting and cash-flow questions in natural language, get informational summaries grounded in your data, and generate custom dashboards from a simple chat interface.

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AI Dashboard Generator

Static conversation flow mirroring dashboard generation UX

Show a home savings scenario
Show spending trends
Dashboard ideas
How much did I spend on food this month?
U
AI
You spent $412 on food & dining in February across 18 transactions. The largest category was groceries ($284), followed by restaurants ($128).
Can you break that down by week and add a chart?
U

I created a custom dashboard with your food spending broken down by week. It includes a bar chart of weekly totals, a comparison of groceries vs restaurants, and a table of the top transactions for review.

Your dashboard has been created successfully.

Ask a budgeting question…

AI chat

Ask budgeting questions in natural language. Review summaries and dashboards from your data.

Key capabilities

Natural language queries

Ask budgeting questions in natural language and review clear informational summaries.

Data-backed summaries

Responses are grounded in your recorded transaction and budget data.

Dashboard generation

Ask for a custom view and the AI creates a dashboard on the spot.

Related features

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

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