Universal search

Find anything in Bernli in milliseconds. Press Ctrl+K (or Cmd+K) to open the command palette and search across pages, transactions, categories, accounts, and more — all from one place.

app.bernli.ca

Pages

NavigateSelectescClose

Universal search

Instantly find any page, transaction, category, or account. Press Ctrl+K and start typing.

Key capabilities

Instant results

Results appear as you type — pages, transactions, and categories are all searchable from a single input.

Smart grouping

Results are organized by type — navigate to a page, jump to a category, or open a specific transaction.

AI-powered queries

Hit 'Ask AI' to turn your search into a natural language question and get an informational answer from your data.

Related features

AI chat

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

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.

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 protection Privacy Policyhow personal information is handled AI TransparencyAI limitations and human-review expectations Disclaimernot financial, investment, tax, or legal advice Data Requestprivacy rights and data-control requests

Ready to organize your budget data?

Signups will open soon while we finalize launch details.