Shared workspaces

Bernli supports shared finances without forcing everyone into separate silos. Invite your partner or family into one workspace, keep the same financial picture in sync, and control access with member and read-only guest roles.

app.bernli.ca

Household workspace

One financial view, different access levels

Active invite link

app.bernli.ca/invite?token=our-home

Alex

Owner

Camille

Member

Parents

Guest

Shared workspaces

Share one financial workspace with your partner or family, with member and guest access.

Key capabilities

One shared view

Couples and families can work from the same financial workspace.

Invite links

Invite new members quickly with a shareable workspace link.

Member and guest roles

Give full member access or read-only guest visibility depending on the situation.

Workspace switching

Move between personal and shared workspaces when you need separate contexts.

Related features

Home

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

Transactions

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

Bank accounts

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

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.