🍁 Built for Canadians — TFSA, RRSP, FHSA & more

Navigate your
future.

Pilot Wealth helps you see where your money is going, plan what comes next, and move forward with an AI coach that actually knows your finances.

🔒 Bank-level encryption
🏦 Plaid-powered sync
Free forever plan
Net Worth
$48,320
↑ $1,240 this month
AI Coach
You're on track for your down payment 🏠
pilotwealth.ca/dashboard
Total Net Worth
$0
↑ $1,240 this month
Income
$0
Spent
$0
Saved
$0
Monthly Budget
Groceries
72%
Transport
45%
Dining
91%
AI Financial Coach
Am I on track for my house down payment?
Recent Transactions
Bank sync active
Bank-level Security
256-bit AES encryption. Your credentials never touch our servers — Plaid handles everything.
Powered by Claude AI
Your AI coach knows your actual transactions, goals, and income — not just generic advice.
Made in Canada
TFSA, RRSP, FHSA — built from scratch for how Canadians actually save and invest.
Free Forever Plan
No credit card. No trial period. Start tracking and budgeting at zero cost, upgrade when ready.

Up and running in minutes

No spreadsheets. No manual entry. Just connect and go.

01

Create your account

Sign up in seconds — no credit card required. Your free plan includes everything you need to start your route.

02

Connect your bank

Link your Canadian bank securely via Plaid. Your transactions, balances, and accounts sync automatically.

03

Watch your wealth grow

Get a full picture of your finances: spending breakdowns, savings goals, net worth, and AI-powered insights.

Every feature, live.

These aren't screenshots. Watch each feature work in real time.

Syncing from bank…

Automatic Transaction Sync

Connect your bank once and every purchase, payment, and deposit is tracked and categorized automatically — no manual entry ever.

Where did most of my money go this month?

AI Financial Coach

Ask anything about your finances and get instant, personalized answers. Your AI coach knows your actual spending, income, and goals.

Monthly Budgetvs. limit
🛒 Groceries
0%
🍔 Dining
0%
🚗 Transport
0%
🛍 Shopping
0%

Smart Budget Management

Set category budgets and get alerted before you overspend. Track your progress in real-time throughout the month.

Total Net Worth
$0
↑ Growing +8.2% this year
TFSA
$22,400
RRSP
$18,750
Savings
$7,170
FHSA
$8,000

Investment & Net Worth Tracking

Track your stocks, ETFs, RRSP, TFSA, and FHSA. See your complete net worth with assets, debts, and growth projections in one dashboard.

🏠 House Down Payment
0%
$48,320 savedGoal: $80,000
🛡️ Emergency Fund
0%
$7,200 savedGoal: $10,000
✈️ Europe Trip
0%
$1,850 savedGoal: $5,000

Savings Goals

Create goals for anything — emergency fund, down payment, dream vacation. Track progress automatically as your balance grows.

Budgeting RoutePREMIUM
📍
4
Progress0%
💚Budgeting Basics+50 pts
💚50/30/20 Rule+75 pts
📖Zero-Based BudgetingNext

Pilot Learn

12 courses covering budgeting, investing, career growth, and financial literacy. Learn at your own pace and earn points as you go.

Pick your plan

Start free and upgrade when you're ready. No hidden fees, cancel anytime.

FREE FOREVER
Free
Everything you need to start navigating
$0/mo

  • Unlimited transaction tracking
  • Smart budget management
  • Up to 3 recurring subscriptions
  • Multiple savings goals
  • Emergency fund builder
  • Manual transaction entry
  • Single income source tracking
No credit card required
BEST VALUE
Premium
Everything + advanced tools for serious investors
$15.99/mo
First 10 users locked in at $7.99/mo forever

  • Everything in Pro
  • Advanced stock & ETF tracking
  • Pilot Learn — 12 financial courses
  • Custom alerts & notifications
  • Elite AI coach — 100 messages/day
  • Connect up to 2 financial institutions
  • Investment holdings auto-sync

Canadians love Pilot Wealth

★★★★★

“Before Pilot Wealth, my spending habits were out of control. Since using it, I've been able to clean up my finances completely. The UI is great, and it's a positive addition for anyone that wants to get in control of their financial future.”

🧑
Chanse B.
IT Support · Vancouver, BC
★★★★★

“Pilot Wealth is a really good budgeting website because it makes managing money simple and clear. It automatically tracks your spending, so you can easily see where your money goes without extra effort. It also helps you set budgets and stay on track, while giving personalized tips based on your finances. Overall, it’s easy to use, helpful, and a great tool for improving your money habits.”

🎓
Anonymous
Student · Calgary, AB
💬

Try it free and let us know what you think.

Frequently asked

Yes. Pilot Wealth uses Plaid for bank connections — we never see or store your banking credentials. All data is encrypted at rest and in transit using 256-bit AES encryption. Your access tokens are encrypted using Fernet key encryption.
Pilot Wealth supports all major Canadian financial institutions through Plaid, including RBC, TD, Scotiabank, BMO, CIBC, and hundreds of credit unions, plus most major US banks if you have cross-border accounts.
Yes. The Free plan includes unlimited transaction tracking, budget management, savings goals, and more — with no time limits and no credit card required. Upgrade to Pro or Premium only when you want bank sync, AI coaching, or advanced features.
The first 10 subscribers to Pro get locked in at $3.99/mo forever (vs $7.99). The first 10 subscribers to Premium get locked in at $7.99/mo forever (vs $15.99). These prices never increase as long as you stay subscribed.
The AI coach is powered by Claude (Anthropic) and has access to your actual financial data — your spending patterns, income, savings, and goals. You can ask it anything from “where did most of my money go this month?” to “am I on track to retire at 60?”
Absolutely. Cancel anytime from your Settings page — you'll keep access until the end of your billing period. No questions asked, no cancellation fees.
Pilot Wealth uses email-based sign in — your email address is your username. If you've forgotten your password, click “Forgot password?” on the sign in screen. Still having trouble? Email us at [email protected]

Navigate your future

Join Canadians using Pilot Wealth to see the path ahead, grow savings, and move toward their financial goals — free to start.